SHP Wealth Management
CIK 1807060
13F filing for Q2 2026・No. 2,046
- Holdings
- US$1.45B
- Quarter change
- +US$128M
- Entries
- 1,981
- Net bought (estimate)
- +US$2.58M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 289
- Sold out 130
- Cut 414
- Added 840
- Corporate actions 6
- Unchanged 432
Largest holdings
1,975 stocks worth US$1.45B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| VOOVanguard S&P 500 ETFS&P 500 ETF SHS | Added | 575,720 | US$395.41M | 27.20% |
| INVESCO EXCH TRADED FD TR IIS&P INTL MOMNT | Added | 2,044,639 | US$123.27M | 8.48% |
| ISHARES TRCORE DIV GRWTH | Added | 1,268,880 | US$96.17M | 6.61% |
| ISHARES TRCORE S&P US GWT | Added | 500,298 | US$94.1M | 6.47% |
| VICTORY PORTFOLIOS IISHORT TRM BD ETF | Added | 1,785,374 | US$90.38M | 6.22% |
| FIDELITY COVINGTON TRUSTENHANCED LARGE | Added | 1,708,384 | US$71.6M | 4.92% |
| J P MORGAN EXCHANGE TRADED FEQUITY PREMIUM | Added | 1,047,209 | US$59.15M | 4.07% |
| SPYSTATE STR SPDR S&P 500 ETF TTR UNIT | Cut | 35,181 | US$26.27M | 1.81% |
| FRANKLIN TEMPLETON ETF TRSENIOR LOAN ETF | Added | 1,128,010 | US$25.85M | 1.78% |
| ISHARES TRHIGH YLD SYSTM B | Added | 493,375 | US$23.08M | 1.59% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 11, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.