account_balance

Investment manager · 13F filer · SEC CIK 2044675

Shum Financial Group, Inc.

Reported value$174Mas of Sep 30, 2026

Positions110 7 new, 3 sold out

Top 10 weight41.0%AAPL alone is 9%

FiledOct 1313 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

AAPLApple Inc.

9.3%

EFViShares Tr

7.2%Added +2%

QUALiShares Tr

4.2%Added +3%

MSFTMicrosoft Corp

3.8%

NVDANVIDIA Corp

3.2%Added +2%

IQLTiShares Tr

3.0%Added +11%

SPEMSPDR Index SHS FDS

3.0%Added +19%

SPSMSPDR Series Trust

2.5%Trimmed −13%

SPYVSPDR Series Trust

2.5%Added +2%

SDYSPDR Series Trust

2.4%Added +5%

SPYGSPDR Series Trust

2.1%

EFGiShares Tr

2.1%Added +12%

AAPLApple Inc.

9.3%

EFViShares Tr

7.2%Added +2%

QUALiShares Tr

4.2%

MSFTMicrosoft Corp

3.8%

NVDANVIDIA Corp

3.2%+2%

IQLTiShares Tr

3.0%+11%

SPEMSPDR Index SHS FDS

3.0%

SPSMSPDR Series Trust

2.5%

SPYV2.5%

SDY2.4%

SPYG2.1%

EFG2.1%

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

AAPL Apple Inc. 9.3% Held

EFV iShares Tr 7.2% Added +2%

QUAL iShares Tr 4.2% Added +3%

MSFT Microsoft Corp 3.8% Held NVDA NVIDIA Corp 3.2% Added +2%

IQLT iShares Tr 3.0% Added +11%

SPEM SPDR Index SHS FDS 3.0% Added +19%

SPSM SPDR Series Trust 2.5% Trimmed −13%

SPYV SPDR Series Trust 2.5% Added +2%

SDY SPDR Series Trust 2.4% Added +5%

SPYG SPDR Series Trust 2.1% Held

EFG iShares Tr 2.1% Added +12%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 13, 2026, compared with the Jul 22, 2026 filing

add_circleNew

SPSB $910K
DHR $751K
CGXU $321K
AMAT $301K

arrow_upwardAdded

CALI +182%
JEPI +137%
ETN +43%
TSM +31%

arrow_downwardTrimmed

IGLB −29%
JMST −17%
DIS −15%
SPSM −13%

remove_circleSold out

IVV $433K
MCD $229K
CMF $214K

Shum Financial Group, Inc.

Where the money is

Biggest moves since Jun 30, 2026

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