Q2 2026 13F · SEC CIK 1844922

ShoreHaven Wealth Partners, LLC

Wealth managerFiled 2026-07-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $317.9M
Reported positions: 106
Top holdings a year, 3 yrs: +18.1%
Assets under management: $541.5M

ShoreHaven Wealth Partners, LLC is a wealth manager that reported 106 positions worth $317.9M in its Q2 2026 13F, filed 2026-07-14. Its largest holdings were Ishares (IVW, 16.1%), American Centy Tr ETF Avantis U S Large (AVLV, 10.7%), Ishares U.s. Equity Factor Rotation Acti (DYNF, 6.5%). A portfolio copying its top holdings returned 18.1% a year over the last 3 years, against 20.4% for the S&P 500.

ShoreHaven Wealth Partners, LLC holdings largest 50 of 106 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

ShoreHaven Wealth Partners, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
IVWIshares	16.1%	12.4%	373,246	+22.2%	$51.3M
AVLVAmerican Centy Tr ETF Avantis U S Large	10.7%	10.1%	372,316	+6.4%	$34.0M
DYNFIshares U.s. Equity Factor Rotation Acti	6.5%	5.3%	301,711	+19.0%	$20.5M
COROBlackrock ETF Trust	3.7%	3.6%	318,708	+1.5%	$11.7M
BAIIshares A.i. Innovation and Tech Active	3.5%	3.0%	208,852	-17.0%	$11.0M
AVEMAmerican Centy ETF Tr	3.1%	3.8%	101,935	-23.1%	$9.8M
DNLWisdomtree Tr	2.6%	2.5%	176,021	+1.5%	$8.1M
AAPLApple Inc	2.3%	2.4%	25,650	-0.6%	$7.4M
IWLIshares Tr	2.3%	2.3%	39,152	-0.2%	$7.2M
VLUSpdr Series Trust	2.2%	2.3%	29,028	-0.6%	$6.9M
BTHMBlackrock ETF Trust	2.1%	2.9%	157,950	-28.1%	$6.8M
IALTBlackrock ETF Trust	2.0%	—	225,653	—	$6.3M
GOVTIshares Tr	1.9%	0.9%	271,524	+145.8%	$6.2M
MTUMIshares Msci USA Momentum Factor ETF	1.8%	2.0%	17,004	-27.6%	$5.8M
LRGFIshares Tr	1.8%	1.8%	74,892	-2.6%	$5.7M
IVLUIshares Tr	1.7%	1.9%	129,310	-0.4%	$5.4M
BLCRBlackrock ETF Trust	1.7%	1.6%	106,637	-2.2%	$5.4M
SHLDGlobal X Fds	1.6%	1.8%	86,155	+24.1%	$5.1M
BKHYBny Mellon ETF Trust	1.5%	1.0%	101,068	+71.4%	$4.8M
ITOTIshares Total US Stock Market ETF	1.3%	1.3%	25,982	+0.3%	$4.3M
EFVIshares Tr	1.3%	2.2%	53,441	-33.9%	$4.1M
BINCIshares Flexible Income Active ETF	1.3%	1.3%	77,534	+11.7%	$4.1M
OEFIshares S&p 100 ETF	1.3%	1.3%	10,864	-3.1%	$4.0M
BTCGrayscale Bitcoin Mini Tr Et	1.2%	1.0%	145,908	+64.8%	$3.8M
EFGIshares Tr	1.2%	1.2%	29,862	+0.0%	$3.7M
GGOVBlackrock ETF Trust II	0.9%	—	55,439	—	$2.8M
IAUIshares Gold Trust	0.8%	1.1%	35,180	+0.6%	$2.7M
JAAAJanus Detroit Str Tr	0.8%	0.9%	52,343	+0.5%	$2.6M
PZAInvesco Exch Traded Fd Tr II	0.8%	0.9%	110,405	+6.9%	$2.6M
FLMIFranklin Templeton ETF Tr	0.8%	0.6%	101,728	+43.2%	$2.6M
VRTVertiv Holdings Co	0.8%	1.0%	7,198	-33.7%	$2.4M
MBBIshares Tr	0.7%	0.8%	24,455	+10.1%	$2.3M
TLTIshares 20 Year Treasury Bond ETF	0.7%	3.2%	25,346	-75.7%	$2.2M
IEVIshares Tr	0.7%	0.7%	29,732	-2.3%	$2.2M
BALIBlackrock ETF Trust	0.7%	—	62,796	—	$2.1M
QUALIshares Msci USA Quality Factor ETF	0.6%	2.6%	9,268	-75.6%	$2.0M
IEFiShs 7-10 ys Tsy	0.5%	0.6%	18,052	+1.0%	$1.7M
DTHWisdomtree Tr	0.5%	0.6%	30,664	-3.7%	$1.7M
TFISpdr Series Trust	0.5%	—	36,217	—	$1.7M
EMXCIshares Inc	0.5%	0.5%	15,984	-0.0%	$1.6M
DGROIshares Core Dividend Growth ETF	0.5%	0.6%	21,418	-3.4%	$1.6M
FMHIFirst Tr Exch Traded Fd III	0.5%	0.6%	33,442	-1.9%	$1.6M
GOOGLAlphabet Inc	0.5%	0.5%	4,516	-0.4%	$1.6M
XLGInvesco S&P 500 Top 50 ETF Total	0.5%	0.6%	26,123	-8.3%	$1.6M
BRK-BBerkshire Hathaway Inc Del	0.5%	0.5%	3,140	+0.0%	$1.6M
USMVIshares Msci USA Min Volfctr ETF	0.4%	0.5%	13,412	-0.7%	$1.3M
SPEMState Street Spdr Portfolio Emerging Mar	0.4%	0.4%	23,952	-7.1%	$1.2M
IGEBIshares Tr	0.4%	0.4%	27,411	+2.6%	$1.2M
XARState Street Spdr S&p Aerospace & Defens	0.4%	—	4,332	—	$1.2M
NVDANvidia Corporation Com	0.4%	—	5,772	—	$1.2M

What ShoreHaven Wealth Partners, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +22.8% /yr; S&P 500 +20.1%
3 years: +18.1% /yr; S&P 500 +20.4%
5 years: +8.8% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$317.9M	106
Q1 2026	$278.4M	103
Q4 2025	$278.4M	104
Q3 2025	$270.2M	101
Q2 2025	$244.1M	98
Q1 2025	$208.8M	87
Q4 2024	$211.7M	88
Q3 2024	$207.4M	84
Q2 2024	$190.3M	78
Q1 2024	$181.7M	78
Q4 2023	$164.3M	76
Q3 2023	$145.4M	73

Questions about ShoreHaven Wealth Partners, LLC's portfolio

What stocks does ShoreHaven Wealth Partners, LLC own?

ShoreHaven Wealth Partners, LLC's latest 13F, for Q2 2026 and filed Jul 14, 2026, lists 106 positions worth $317.9M. The largest are Ishares (IVW) at 16.1%, American Centy Tr ETF Avantis U S Large (AVLV) at 10.7%, Ishares U.s. Equity Factor Rotation Acti (DYNF) at 6.5%, Blackrock ETF Trust (CORO) at 3.7% and Ishares A.i. Innovation and Tech Active (BAI) at 3.5%.

What did ShoreHaven Wealth Partners, LLC buy last quarter?

In Q2 2026, ShoreHaven Wealth Partners, LLC added Ishares Tr (GOVT) (+145.8% shares), Bny Mellon ETF Trust (BKHY) (+71.4% shares) and Grayscale Bitcoin Mini Tr Et (BTC) (+64.8% shares), compared with its Q1 2026 filing.

What did ShoreHaven Wealth Partners, LLC sell last quarter?

In Q2 2026, ShoreHaven Wealth Partners, LLC cut from its top 50 iShares International Aggregate Bond Fun (IAGG), cut from its top 50 Ishares Tr (QLTA), cut from its top 50 Ishares Tr (TLH), cut from its top 50 Fidelity Wise Origin Bitcoin (FBTC), cut from its top 50 Ishares Tr (LQD), Ishares 20 Year Treasury Bond ETF (TLT) (-75.7% shares), Ishares Msci USA Quality Factor ETF (QUAL) (-75.6% shares) and Ishares Tr (EFV) (-33.9% shares), compared with its Q1 2026 filing.

How has ShoreHaven Wealth Partners, LLC's portfolio performed?

A portfolio copying ShoreHaven Wealth Partners, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +18.1% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +22.8% against +20.1%. Over 5 years: +8.8% a year against +11.6%.

When is ShoreHaven Wealth Partners, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. ShoreHaven Wealth Partners, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does ShoreHaven Wealth Partners, LLC manage?

ShoreHaven Wealth Partners, LLC reported $541.5M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $317.9M.