ShoreHaven Wealth Partners, LLC
ShoreHaven Wealth Partners, LLC reported 106 holdings worth US$318M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 14, 2026
ShoreHaven Wealth Partners, LLC reported 106 holdings worth US$318M as of Jun 30, 2026. Largest: Apple Inc, Alphabet Inc (google) Class C and Vertiv Holdings, Llc. Filed Jul 14, 2026 (Form 13F).
- Holdings
- 106
- Value as reported
- US$318M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Apple Inc | 25,650 | US$7.42M | 2.3% |
| Alphabet Inc (google) Class C | 6,865 | US$2.45M | 0.77% |
| Vertiv Holdings, Llc | 7,198 | US$2.41M | 0.76% |
| Berkshire Hathaway Inc. | 3,140 | US$1.57M | 0.49% |
| Nvidia Corporation | 5,772 | US$1.15M | 0.36% |
| Microsoft Corp. | 2,365 | US$882K | 0.28% |
| Verizon Communications Inc. | 16,271 | US$689K | 0.22% |
| Amazon.com, Inc. | 2,764 | US$659K | 0.21% |
| Chevron Corporation | 3,248 | US$538K | 0.17% |
| Jp Morgan Chase & Co. | 1,577 | US$516K | 0.16% |
| Nasdaq, Inc. | 5,480 | US$432K | 0.14% |
| Corning Incorporated | 1,581 | US$404K | 0.13% |
| Annaly Capital Management Inc. | 17,000 | US$380K | 0.12% |
| Roblox Corporation | 6,695 | US$364K | 0.11% |
| Philip Morris International Inc | 2,000 | US$362K | 0.11% |
| Consolidated Edison, Inc. | 3,238 | US$358K | 0.11% |
| Morgan Stanley | 1,541 | US$322K | 0.10% |
| Advanced Micro Devices Inc | 532 | US$309K | 0.10% |
| Blackrock, Inc. | 299 | US$288K | 0.09% |
| Marriott International | 702 | US$260K | 0.08% |
| Sterling Infrastructure, Inc. | 255 | US$214K | 0.07% |
| Nextera Energy, Inc. | 2,326 | US$204K | 0.06% |
| International Business Machines Corporation | 726 | US$204K | 0.06% |
| At&t Inc. | 0 | US$0 | 0.00% |
| Cibus, Inc. | 0 | US$0 | 0.00% |