Holdings
ShoreHaven Wealth Partners, LLC
As of Sep 30, 2026, ShoreHaven Wealth Partners, LLC reported 101 positions worth US$326M. Largest: iShares S&P 500 Growth ETF, Avantis U.S. Large Cap Value ETF and iShares U.S. Equity Factor Rotation Active ETF. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| iShares S&P 500 Growth ETF | 388K | US$55.2M | new | Sep 30, 2026 |
| Avantis U.S. Large Cap Value ETF | 392K | US$35.4M | new | Sep 30, 2026 |
| iShares U.S. Equity Factor Rotation Active ETF | 315K | US$21.8M | new | Sep 30, 2026 |
| iShares International Country Rotation Active ETF | 333K | US$12.1M | new | Sep 30, 2026 |
| iShares A.I. Innovation and Tech Active ETF | 223K | US$10.5M | new | Sep 30, 2026 |
| Avantis Emerging Markets Equity ETF | 107K | US$10M | new | Sep 30, 2026 |
| Apple Inc | 25,827 | US$8.6M | +177 | Sep 30, 2026 |
| WisdomTree Global ex-U.S. Quality Growth Fund | 186K | US$8.29M | new | Sep 30, 2026 |
| iShares Russell Top 200 ETF | 39,161 | US$7.45M | new | Sep 30, 2026 |
| iShares U.S. Thematic Rotation Active ETF | 163K | US$7.19M | new | Sep 30, 2026 |