ShoreHaven Wealth Partners, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 14, 2026), ShoreHaven Wealth Partners, LLC reported 106 stock positions worth $317.9 million. Its top holding was iShares S&P 500 Growth ETF (IVW) at 16.1% of the portfolio, followed by Avantis US Large Cap Value (AVLV, 10.7%) and Ishrs US E F R A ETF-Usd (DYNF, 6.5%). Compared with Q1 2026, it opened 11 new positions, sold out of 8, added to 38 and reduced 45. The biggest buy was iShares S&P 500 Growth ETF (IVW, shares +22%) and the biggest sale iShares 20+ Year Treasury BD (TLT, shares −76%).
- Most Recent 13F
- Q2 2026
- Location
- Red Bank, NJ
- CIK
- 0001844922
- Portfolio Value
- $317.9M (Q2 2026)
- SEC Filing
- 0001172661-26-002613 ↗ filed Jul 14, 2026
Holdings Value
Holdings 106 stocks · $317.9M
| IVW iShares S&P 500 Growth ETF | 16.15% | 373,246 | $51.3M | Add +22.2% |
| AVLV Avantis US Large Cap Value | 10.68% | 372,316 | $34.0M | Add +6.4% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 6.45% | 301,711 | $20.5M | Add +19.0% |
| CORO Ish Intl CTRY Rot Act ETF | 3.67% | 318,708 | $11.7M | Add +1.5% |
| BAI Ishrs AI in and Tech Act ETF | 3.46% | 208,852 | $11.0M | Reduce -17.0% |
| AVEM Avantis Emerging Markets Eq | 3.09% | 101,935 | $9.8M | Reduce -23.1% |
| DNL Wisdmtree GB Ex-US QL GR-Usd | 2.56% | 176,021 | $8.1M | Add +1.5% |
| AAPL Apple Inc. | 2.33% | 25,650 | $7.4M | Reduce -0.7% |
| IWL iShares Russell Top 200 ETF | 2.28% | 39,152 | $7.2M | Reduce -0.1% |
| VLU SS SPDR S&P 1500 Value Tilt | 2.18% | 29,028 | $6.9M | Reduce -0.6% |
| THRO iShares U.S. Thematic Rotati | 2.14% | 157,950 | $6.8M | Reduce -28.1% |
| IALT Ishrs SYS Alt Act ETF | 1.99% | 225,653 | $6.3M | New |
| GOVT iShares US Treasury Bond ETF | 1.95% | 271,524 | $6.2M | Add +145.8% |
| MTUM iShares MSCI USA Momentum Fa | 1.83% | 17,004 | $5.8M | Reduce -27.6% |
| LRGF iShares US Equity Factor ETF | 1.78% | 74,892 | $5.7M | Reduce -2.6% |
| IVLU iShares MSCI International V | 1.70% | 129,310 | $5.4M | Reduce -0.4% |
| BLCR iShares LRG CP CR Act ETF-Ui | 1.69% | 106,637 | $5.4M | Reduce -2.2% |
| SHLD Global X Defense Tech ETF | 1.62% | 86,155 | $5.1M | Add +24.1% |
| BKHY BNY Mellon High Yield ETF | 1.51% | 101,068 | $4.8M | Add +71.4% |
| ITOT iShares Core S&P Total U.S. | 1.34% | 25,982 | $4.3M | Add +0.3% |
| EFV iShares MSCI Eafe Value ETF | 1.29% | 53,441 | $4.1M | Reduce -33.9% |
| BINC iShares Flex I A ETF-Usd Inc. | 1.28% | 77,534 | $4.1M | Add +11.7% |
| OEF iShares S&P 100 ETF | 1.25% | 10,864 | $4.0M | Reduce -3.1% |
| BTC Grayscale Bitcoin Mini ETF | 1.19% | 145,908 | $3.8M | Add +64.8% |
| EFG iShares MSCI Eafe Growth ETF | 1.17% | 29,862 | $3.7M | Add +0.0% |
| GGOV iShares Global GB Usd Ha ETF | 0.88% | 55,439 | $2.8M | New |
| IAU iShares Gold Trust | 0.84% | 35,180 | $2.7M | Add +0.6% |
| JAAA Janus Henderson Aaa Clo ETF | 0.83% | 52,343 | $2.6M | Add +0.5% |
| PZA Invesco National Amt-Free Mu | 0.82% | 110,405 | $2.6M | Add +6.8% |
| FLMI Franklin Dynamic Municipal B | 0.81% | 101,728 | $2.6M | Add +43.2% |
| VRT Vertiv Holdings Co. Class A | 0.76% | 7,198 | $2.4M | Reduce -33.7% |
| MBB iShares MBS ETF | 0.73% | 24,455 | $2.3M | Add +10.1% |
| TLT iShares 20+ Year Treasury BD | 0.69% | 25,346 | $2.2M | Reduce -75.7% |
| IEV iShares Europe ETF | 0.68% | 29,732 | $2.2M | Reduce -2.3% |
| BALI Is US LRG CP Pre Inc. Act-Usd | 0.67% | 62,796 | $2.1M | Add +73.9% |
| QUAL iShares MSCI USA Quality Fac | 0.64% | 9,268 | $2.0M | Reduce -75.6% |
| IEF iShares 7-10 Year Treasury B | 0.54% | 18,052 | $1.7M | Add +1.0% |
| DTH Wisdomtree International Hig | 0.52% | 30,664 | $1.7M | Reduce -3.8% |
| TFI SS SPDR N Ice Muni Bond ETF | 0.52% | 36,217 | $1.7M | Add +353.0% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.51% | 15,984 | $1.6M | Reduce -0.0% |
| DGRO iShares Core Dividend Growth | 0.51% | 21,418 | $1.6M | Reduce -3.4% |
| FMHI First Trust Municipal High I | 0.51% | 33,442 | $1.6M | Reduce -1.9% |
| GOOGL Alphabet Inc. Class A | 0.51% | 4,516 | $1.6M | Reduce -0.4% |
| XLG Invesco S&P 500 Top 50 ETF | 0.50% | 26,123 | $1.6M | Reduce -8.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.49% | 3,140 | $1.6M | No change |
| USMV iShares MSCI USA Min Vol Fac | 0.41% | 13,412 | $1.3M | Reduce -0.8% |
| SPEM State Street SP PTF Em ETF | 0.39% | 23,952 | $1.2M | Reduce -7.1% |
| IGEB iShares Investment Grade SYS | 0.39% | 27,411 | $1.2M | Add +2.6% |
| XAR SS SPDR S&P Aerospace Def | 0.39% | 4,332 | $1.2M | Add +35.3% |
| NVDA Nvidia Corp. | 0.36% | 5,772 | $1.2M | Reduce -1.7% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.36% | 14,166 | $1.1M | Add +0.1% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.33% | 9,758 | $1.1M | Reduce -8.4% |
| IWB iShares Russell 1000 ETF | 0.32% | 2,446 | $1.0M | Reduce -0.4% |
| DHS Wisdomtree US High Dividend | 0.28% | 7,804 | $887K | Reduce -1.7% |
| MSFT Microsoft Corp. | 0.28% | 2,365 | $882K | Reduce -3.2% |
| EMLC Vaneck JPM Em Local Curr BND | 0.27% | 34,187 | $874K | Add +1.2% |
| QLTA iShares Aaa - A Rated Corpor | 0.27% | 17,803 | $846K | Reduce -60.1% |
| SECU Ishrs Secur Incom Act ETF | 0.26% | 16,889 | $842K | New |
| GOOG Alphabet Inc. Class C | 0.26% | 2,376 | $840K | Reduce -1.3% |
| SPBO SS SPDR P Corp. Bond ETF | 0.25% | 27,777 | $807K | Add +0.9% |
| AFOS Ars Focused Opp Strat ETF | 0.24% | 16,454 | $768K | Reduce -1.6% |
| SHYM iShares Short Duration High | 0.24% | 33,794 | $759K | Add +2.7% |
| EUHY iShares Euro High Yield Corp. | 0.23% | 13,823 | $745K | Add +0.9% |
| EEM iShares MSCI Emerging Market | 0.23% | 10,748 | $735K | Reduce -0.8% |
| VZ Verizon Communications Inc. | 0.22% | 16,271 | $689K | Add +0.5% |
| AMZN Amazon.com Inc. | 0.21% | 2,764 | $659K | Reduce -0.1% |
| HDV iShares Core High Dividend E | 0.20% | 23,725 | $650K | Reduce -0.8% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.19% | 11,783 | $596K | Add +3.1% |
| IGRO iShares Intl Div Growth ETF | 0.18% | 6,555 | $576K | Add +0.9% |
| CVX Chevron Corp. | 0.17% | 3,248 | $538K | Add +0.5% |
| JPM JPMorgan Chase & Co. | 0.16% | 1,577 | $516K | Add +0.3% |
| IWD iShares Russell 1000 Value E | 0.14% | 1,837 | $445K | No change |
| NDAQ Nasdaq Inc. | 0.14% | 5,480 | $432K | New |
| GLDM SPDR Gold Minishares Trust | 0.14% | 5,433 | $431K | No change |
| IVE iShares S&P 500 Value ETF | 0.13% | 1,845 | $419K | Reduce -2.6% |
| FMB First Trust Managed Municipa | 0.13% | 8,109 | $417K | Add +9.9% |
| GLW Corning Inc. | 0.13% | 1,581 | $404K | No change |
| DLN Wisdomtree US Largecap Divid | 0.12% | 3,981 | $383K | Reduce -16.6% |
| NLY Annaly Capital Management Inc. | 0.12% | 17,000 | $380K | No change |
| RBLX Roblox Corp. Class A | 0.11% | 6,695 | $364K | No change |
| PM Philip Morris International | 0.11% | 2,000 | $362K | Reduce -16.5% |
| ED Consolidated Edison Inc. | 0.11% | 3,238 | $358K | Add +0.8% |
| USIG iShares Broad Usd Investment | 0.11% | 6,783 | $348K | Reduce -1.3% |
| MS Morgan Stanley | 0.10% | 1,541 | $322K | No change |
| BRTR iShares Total Return Act ETF | 0.10% | 6,199 | $312K | New |
| AMD Advanced Micro Devices | 0.10% | 532 | $309K | New |
| SYSB iShares Systematic Bond ETF | 0.10% | 3,472 | $308K | Add +8.0% |
| IVV iShares Core S&P 500 ETF | 0.10% | 406 | $304K | Add +0.3% |
| HYMB SS SPDR N Ice HY Muni ETF | 0.09% | 11,752 | $299K | Reduce -13.6% |
| BLK BlackRock Inc. | 0.09% | 299 | $288K | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.09% | 774 | $286K | No change |
| FDMO Fidelity Momentum Factor ETF | 0.09% | 2,778 | $274K | Reduce -0.7% |
| IEMG iShares Core MSCI Emerging | 0.09% | 3,276 | $271K | Reduce -18.1% |
| MAR Marriott International Class A | 0.08% | 702 | $260K | No change |
| FIVA Fidelity Intl Val Fact ETF | 0.08% | 6,361 | $245K | New |
| IEFA iShares Core MSCI Eafe ETF | 0.08% | 2,530 | $244K | No change |
| FDRR Fidelity Div ETF Rise Rates | 0.08% | 3,749 | $243K | Reduce -1.2% |
| PCN PIMCO Corporate & Income STR | 0.08% | 20,000 | $239K | No change |
| FSEC Fidelity Invest GRD Secur | 0.07% | 5,273 | $231K | Add +3.0% |
| RCL Royal Caribbean Cruises Ltd. | 0.07% | 727 | $231K | New |
Portfolio Sells Q1 2026 → Q2 2026
| TLT iShares 20+ Year Treasury BD | Reduce -75.7% | 0.69% | −2.56 |
| QUAL iShares MSCI USA Quality Fac | Reduce -75.6% | 0.64% | −1.98 |
| EFV iShares MSCI Eafe Value ETF | Reduce -33.9% | 1.29% | −0.87 |
| IAGG iShares Intl Aggregate Bond | Sold out | 0.00% | −0.83 |
| AVEM Avantis Emerging Markets Eq | Reduce -23.1% | 3.09% | −0.74 |
| THRO iShares U.S. Thematic Rotati | Reduce -28.1% | 2.14% | −0.72 |
| TLH iShares 10-20 Year Treasury | Sold out | 0.00% | −0.63 |
| QLTA iShares Aaa - A Rated Corpor | Reduce -60.1% | 0.27% | −0.50 |
| FBTC Fidelity Wise Origin Bitcoin | Sold out | 0.00% | −0.47 |
| FTSL First Trust Senior Loan ETF | Sold out | 0.00% | −0.37 |
| HYGW iShares HY Corp. BD Buywr ETF | Sold out | 0.00% | −0.23 |
| VRT Vertiv Holdings Co. Class A | Reduce -33.7% | 0.76% | −0.22 |
| MTUM iShares MSCI USA Momentum Fa | Reduce -27.6% | 1.83% | −0.19 |
| IVLU iShares MSCI International V | Reduce -0.4% | 1.70% | −0.15 |
| SRLN SS Blackstone Sr Loan ETF | Sold out | 0.00% | −0.11 |
| DTH Wisdomtree International Hig | Reduce -3.8% | 0.52% | −0.10 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Reduce -8.4% | 0.33% | −0.08 |
| VLU SS SPDR S&P 1500 Value Tilt | Reduce -0.6% | 2.18% | −0.08 |
| T AT&T Inc. | Sold out | 0.00% | −0.08 |
| FMHI First Trust Municipal High I | Reduce -1.9% | 0.51% | −0.07 |
| IEV iShares Europe ETF | Reduce -2.3% | 0.68% | −0.06 |
| XLG Invesco S&P 500 Top 50 ETF | Reduce -8.3% | 0.50% | −0.06 |
| DGRO iShares Core Dividend Growth | Reduce -3.4% | 0.51% | −0.05 |
| MSFT Microsoft Corp. | Reduce -3.2% | 0.28% | −0.05 |
| SPEM State Street SP PTF Em ETF | Reduce -7.1% | 0.39% | −0.04 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -0.8% | 0.41% | −0.04 |
| LRGF iShares US Equity Factor ETF | Reduce -2.6% | 1.78% | −0.04 |
| DLN Wisdomtree US Largecap Divid | Reduce -16.6% | 0.12% | −0.03 |
| DHS Wisdomtree US High Dividend | Reduce -1.7% | 0.28% | −0.03 |
| OEF iShares S&P 100 ETF | Reduce -3.1% | 1.25% | −0.03 |
| HDV iShares Core High Dividend E | Reduce -0.8% | 0.20% | −0.03 |
| PM Philip Morris International | Reduce -16.5% | 0.11% | −0.03 |
| HYMB SS SPDR N Ice HY Muni ETF | Reduce -13.6% | 0.09% | −0.03 |
| FDEV Fidelity Intl Multifact ETF | Reduce -13.8% | 0.07% | −0.02 |
| AAPL Apple Inc. | Reduce -0.7% | 2.33% | −0.02 |
| USIG iShares Broad Usd Investment | Reduce -1.3% | 0.11% | −0.02 |
| IEMG iShares Core MSCI Emerging | Reduce -18.1% | 0.09% | −0.01 |
| IVE iShares S&P 500 Value ETF | Reduce -2.6% | 0.13% | −0.01 |
| CBUS Cibus Inc. | Sold out | 0.00% | −0.01 |
| VYM Vanguard High DVD Yield ETF | Reduce -0.8% | 0.07% | −0.01 |
| NVDA Nvidia Corp. | Reduce -1.7% | 0.36% | −0.00 |
| FDRR Fidelity Div ETF Rise Rates | Reduce -1.2% | 0.08% | −0.00 |
| AMZN Amazon.com Inc. | Reduce -0.1% | 0.21% | +0.00 |
| IWB iShares Russell 1000 ETF | Reduce -0.4% | 0.32% | +0.00 |
| FDMO Fidelity Momentum Factor ETF | Reduce -0.7% | 0.09% | +0.01 |
| EEM iShares MSCI Emerging Market | Reduce -0.8% | 0.23% | +0.01 |
| GOOG Alphabet Inc. Class C | Reduce -1.3% | 0.26% | +0.02 |
| IWL iShares Russell Top 200 ETF | Reduce -0.1% | 2.28% | +0.02 |
| AFOS Ars Focused Opp Strat ETF | Reduce -1.6% | 0.24% | +0.02 |
| GOOGL Alphabet Inc. Class A | Reduce -0.4% | 0.51% | +0.04 |
Portfolio Buys Q1 2026 → Q2 2026
| IVW iShares S&P 500 Growth ETF | Add +22.2% | 16.15% | +3.74 |
| IALT Ishrs SYS Alt Act ETF | New | 1.99% | +1.99 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +19.0% | 6.45% | +1.16 |
| GOVT iShares US Treasury Bond ETF | Add +145.8% | 1.95% | +1.04 |
| GGOV iShares Global GB Usd Ha ETF | New | 0.88% | +0.88 |
| AVLV Avantis US Large Cap Value | Add +6.4% | 10.68% | +0.55 |
| BKHY BNY Mellon High Yield ETF | Add +71.4% | 1.51% | +0.51 |
| TFI SS SPDR N Ice Muni Bond ETF | Add +353.0% | 0.52% | +0.39 |
| BALI Is US LRG CP Pre Inc. Act-Usd | Add +73.9% | 0.67% | +0.27 |
| SECU Ishrs Secur Incom Act ETF | New | 0.26% | +0.26 |
| BTC Grayscale Bitcoin Mini ETF | Add +64.8% | 1.19% | +0.24 |
| FLMI Franklin Dynamic Municipal B | Add +43.2% | 0.81% | +0.17 |
| NDAQ Nasdaq Inc. | New | 0.14% | +0.14 |
| BRTR iShares Total Return Act ETF | New | 0.10% | +0.10 |
| AMD Advanced Micro Devices | New | 0.10% | +0.10 |
| XAR SS SPDR S&P Aerospace Def | Add +35.3% | 0.39% | +0.09 |
| FIVA Fidelity Intl Val Fact ETF | New | 0.08% | +0.08 |
| RCL Royal Caribbean Cruises Ltd. | New | 0.07% | +0.07 |
| STRL Sterling Infrastructure Inc. | New | 0.07% | +0.07 |
| IBM Intl Business Machines Corp. | New | 0.06% | +0.06 |
| FBND Fidelity Total Bond ETF | New | 0.06% | +0.06 |
| CORO Ish Intl CTRY Rot Act ETF | Add +1.5% | 3.67% | +0.04 |
| DNL Wisdmtree GB Ex-US QL GR-Usd | Add +1.5% | 2.56% | +0.04 |
| ITOT iShares Core S&P Total U.S. | Add +0.3% | 1.34% | +0.02 |
| IVV iShares Core S&P 500 ETF | Add +0.3% | 0.10% | +0.00 |
| FMB First Trust Managed Municipa | Add +9.9% | 0.13% | −0.00 |
| JPM JPMorgan Chase & Co. | Add +0.3% | 0.16% | −0.00 |
| SYSB iShares Systematic Bond ETF | Add +8.0% | 0.10% | −0.01 |
| FSEC Fidelity Invest GRD Secur | Add +3.0% | 0.07% | −0.01 |
| NEE Nextera Energy Inc. | Add +0.7% | 0.06% | −0.01 |
| IGRO iShares Intl Div Growth ETF | Add +0.9% | 0.18% | −0.01 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +3.1% | 0.19% | −0.02 |
| ED Consolidated Edison Inc. | Add +0.8% | 0.11% | −0.02 |
| BINC iShares Flex I A ETF-Usd Inc. | Add +11.7% | 1.28% | −0.02 |
| SHYM iShares Short Duration High | Add +2.7% | 0.24% | −0.02 |
| EUHY iShares Euro High Yield Corp. | Add +0.9% | 0.23% | −0.02 |
| EFG iShares MSCI Eafe Growth ETF | Add +0.0% | 1.17% | −0.03 |
| EMLC Vaneck JPM Em Local Curr BND | Add +1.2% | 0.27% | −0.03 |
| MBB iShares MBS ETF | Add +10.1% | 0.73% | −0.03 |
| SPBO SS SPDR P Corp. Bond ETF | Add +0.9% | 0.25% | −0.03 |
| PZA Invesco National Amt-Free Mu | Add +6.8% | 0.82% | −0.04 |
| IGEB iShares Investment Grade SYS | Add +2.6% | 0.39% | −0.04 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Add +0.1% | 0.36% | −0.05 |
| CVX Chevron Corp. | Add +0.5% | 0.17% | −0.07 |
| IEF iShares 7-10 Year Treasury B | Add +1.0% | 0.54% | −0.08 |
| VZ Verizon Communications Inc. | Add +0.5% | 0.22% | −0.08 |
| JAAA Janus Henderson Aaa Clo ETF | Add +0.5% | 0.83% | −0.11 |
| SHLD Global X Defense Tech ETF | Add +24.1% | 1.62% | −0.15 |
| IAU iShares Gold Trust | Add +0.6% | 0.84% | −0.27 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 106 | $317.9M | IVW, AVLV, DYNF, CORO, BAI |
| Q1 2026 | 103 | $278.4M | IVW, AVLV, DYNF, AVEM, CORO |
| Q4 2025 | 104 | $278.4M | IVW, AVLV, DYNF, XLG, AVEM |
| Q3 2025 | 101 | $270.2M | IVW, AVLV, DYNF, XLG, QUAL |
| Q2 2025 | 98 | $244.1M | IVW, AVLV, QUAL, DYNF, EFV |
| Q1 2025 | 87 | $208.8M | IVW, AVLV, DYNF, QUAL, TLT |
| Q4 2024 | 88 | $211.7M | IVW, LRGF, DYNF, QUAL, DNL |
| Q3 2024 | 84 | $207.4M | LRGF, IVW, DYNF, QUAL, TLT |
| Q2 2024 | 78 | $190.3M | LRGF, IVW, DYNF, QUAL, AVLV |
| Q1 2024 | 78 | $181.7M | LRGF, IVW, AVLV, QUAL, TLT |