StockDriftsStockDriftsTop 50 ShoreHaven Wealth Partners, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVW | ISHARES TR | 16.15% | 373.2K | $51.3M | +22.24%(+67.90K) | $84.46(+67.83%) | 2026-06-30 | |
| AVLV | AMERICAN CENTY ETF TR | 10.68% | 372.3K | $34.0M | +6.42%(+22.47K) | $64.89(+45.53%) | 2026-06-30 | |
| DYNF | BLACKROCK ETF TRUST | 6.45% | 301.7K | $20.5M | +19.03%(+48.23K) | $50.07(+39.84%) | 2026-06-30 | |
| CORO | BLACKROCK ETF TRUST | 3.67% | 318.7K | $11.7M | +1.50%(+4.72K) | $31.65(+16.72%) | 2026-06-30 | |
| BAI | BLACKROCK ETF TRUST | 3.46% | 208.9K | $11.0M | -16.96%(-42.65K) | $30.20(+47.17%) | 2026-06-30 | |
| AVEM | AMERICAN CENTY ETF TR | 3.09% | 101.9K | $9.8M | -23.12%(-30.66K) | $69.65(+32.82%) | 2026-06-30 | |
| DNL | WISDOMTREE TR | 2.56% | 176.0K | $8.1M | +1.53%(+2.65K) | $38.16(+23.84%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.33% | 25.6K | $7.4M | -0.65%(-167) | $130.71(+134.62%) | 2026-06-30 | |
| IWL | ISHARES TR | 2.28% | 39.2K | $7.2M | -0.15%(-59) | $101.45(+88.93%) | 2026-06-30 | |
| VLU | SPDR SERIES TRUST | 2.18% | 29.0K | $6.9M | -0.59%(-173) | $154.98(+60.85%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.33% | +61.50% | +8.82% | +52.62% |
| Top 20 Holdings Unweighted | +15.24% | +53.02% | +7.91% | +46.32% |
ShoreHaven Wealth Partners, LLC reports $317.89M in US-listed equity holdings across 106 positions in its most recent 13F filing. Its largest disclosed positions are IVW (16.1%), AVLV (10.7%) and DYNF (6.5%). The top 20 holdings account for 70.4% of reported assets. Its disclosed equity book has returned +61.50% on a three-year cumulative basis. Figures reflect the Q2 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