account_balance
Investment manager · 13F filer · SEC CIK 1807060
SHP Wealth Management
Reported value$1.45Bas of Jun 30, 2026
Positions1,981 285 new, 124 sold out
Top 10 weight69.1%VOO alone is 27%
FiledAug 1142 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
VOOVanguard Index FDS
27.2%Added +4%
IDMOInvesco Exch Traded Fd Tr II
8.5%Added +2%
DGROiShares Tr
6.6%Added +6%
IUSGiShares Tr
6.5%
USTBVictory Portfolios II
6.2%Added +43%
FELCFidelity Covington Trust
4.9%Added +2%
JEPIJ P Morgan Exchange Traded F
4.1%Added +11%
SPYSPDR S&P 500 ETF Trust
1.8%
FLBLFranklin Templeton ETF Tr
1.8%
HYDBiShares Tr
1.6%+244145%
XMMOInvesco Exchange Traded Fd T
1.5%New
VOOVanguard Index FDS
27.2%Added +4%
IDMOInvesco Exch Traded Fd Tr II
8.5%
DGROiShares Tr
6.6%
IUSGiShares Tr
6.5%
USTBVictory Portfolios II
6.2%
FELCFidelity Covington Trust
4.9%+2%
JEPI4.1%
SPYFLBL
HYDB1.6%
XMMO
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VOO Vanguard Index FDS 27.2% Added +4%
IDMO Invesco Exch Traded Fd Tr II 8.5% Added +2%
DGRO iShares Tr 6.6% Added +6%
IUSG iShares Tr 6.5% Held
USTB Victory Portfolios II 6.2% Added +43%
FELC Fidelity Covington Trust 4.9% Added +2%
JEPI J P Morgan Exchange Traded F 4.1% Added +11%
SPY SPDR S&P 500 ETF Trust 1.8% HeldFLBL Franklin Templeton ETF Tr 1.8% Added +9%
HYDB iShares Tr 1.6% Added +244145%
XMMO Invesco Exchange Traded Fd T 1.5% New
AAPL Apple Inc. 1.4% Added +10%What changed
Biggest moves since Mar 31, 2026
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