account_balance
Investment manager · 13F filer · SEC CIK 1844922
ShoreHaven Wealth Partners, LLC
Reported value$326Mas of Sep 30, 2026
Positions102 4 new, 8 sold out
Top 10 weight54.2%IVW alone is 17%
FiledOct 1616 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVWiShares Tr
16.9%Added +4%
AVLVAmerican Centy ETF Tr
10.9%Added +5%
DYNFBlackRock ETF Trust
6.7%Added +4%
COROBlackRock ETF Trust
3.7%Added +5%
BAIBlackRock ETF Trust
3.2%Added +7%
AVEMAmerican Centy ETF Tr
3.1%+5%
AAPLApple Inc.
2.6%
DNLWisdomtree Tr
2.5%Added +5%
IWLiShares Tr
2.3%
THROBlackRock ETF Trust
2.2%Added +3%
IALTBlackRock ETF Trust
2.1%Added +3%
VLUSPDR Series Trust
2.1%
IVWiShares Tr
16.9%Added +4%
AVLVAmerican Centy ETF Tr
10.9%+5%
DYNFBlackRock ETF Trust
6.7%+4%
COROBlackRock ETF Trust
3.7%+5%
BAI3.2%
AVEM3.1%
AAPLApple Inc.
2.6%
DNL2.5%
IWL2.3%
THRO
IALT2.1%
VLU2.1%
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
IVW iShares Tr 16.9% Added +4%
AVLV American Centy ETF Tr 10.9% Added +5%
DYNF BlackRock ETF Trust 6.7% Added +4%
CORO BlackRock ETF Trust 3.7% Added +5%
BAI BlackRock ETF Trust 3.2% Added +7%
AVEM American Centy ETF Tr 3.1% Added +5%
AAPL Apple Inc. 2.6% HeldDNL Wisdomtree Tr 2.5% Added +5%
IWL iShares Tr 2.3% Held
THRO BlackRock ETF Trust 2.2% Added +3%
IALT BlackRock ETF Trust 2.1% Added +3%
VLU SPDR Series Trust 2.1% Trimmed −3%
What changed
Biggest moves since Jun 30, 2026
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