StockDriftsStockDriftsTop 50 Shorehaven Wealth Partners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVW | ISHARES TR | 16.94% | 388.3K | $55.2M | +4.02%(+15.02K) | $86.61(+61.89%) | 2026-09-30 | |
| AVLV | AMERICAN CENTY ETF TR | 10.87% | 391.8K | $35.4M | +5.23%(+19.48K) | $66.18(+40.48%) | 2026-09-30 | |
| DYNF | BLACKROCK ETF TRUST | 6.68% | 314.6K | $21.8M | +4.26%(+12.84K) | $50.83(+35.67%) | 2026-09-30 | |
| CORO | BLACKROCK ETF TRUST | 3.71% | 333.3K | $12.1M | +4.56%(+14.54K) | $31.86(+11.46%) | 2026-09-30 | |
| BAI | BLACKROCK ETF TRUST | 3.23% | 223.4K | $10.5M | +6.98%(+14.57K) | $31.48(+34.20%) | 2026-09-30 | |
| AVEM | AMERICAN CENTY ETF TR | 3.08% | 106.7K | $10.0M | +4.67%(+4.76K) | $70.80(+26.34%) | 2026-09-30 | |
| AAPL | APPLE INC | 2.64% | 25.8K | $8.6M | +0.69%(+177) | $131.95(+159.90%) | 2026-09-30 | |
| DNL | WISDOMTREE TR | 2.54% | 185.7K | $8.3M | +5.49%(+9.66K) | $38.54(+14.92%) | 2026-09-30 | |
| IWL | ISHARES TR | 2.28% | 39.2K | $7.4M | +0.02%(+9) | $101.47(+87.95%) | 2026-09-30 | |
| THRO | BLACKROCK ETF TRUST | 2.2% | 163.5K | $7.2M | +3.49%(+5.52K) | $33.57(+30.76%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +18.70% | +67.24% | +9.13% | +54.81% |
| Top 20 Holdings Unweighted | +16.39% | +57.65% | +8.17% | +48.07% |
Shorehaven Wealth Partners LLC reports $326.08M in US-listed equity holdings across 102 positions in its most recent 13F filing. Its largest disclosed positions are IVW (16.9%), AVLV (10.9%) and DYNF (6.7%). The top 20 holdings account for 71.93% of reported assets. Its disclosed equity book has returned +67.24% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Shorehaven Wealth Partners LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1844922). View Shorehaven Wealth Partners LLC’s 13F filings on SEC