StockDriftsStockDriftsTop 50 Shp Wealth Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 27.2% | 575.7K | $395.4M | +3.81%(+21.15K) | $620.23(+14.64%) | 2026-06-30 | |
| IDMO | INVESCO EXCH TRADED FD TR II | 8.48% | 2.04M | $123.3M | +2.03%(+40.69K) | $55.05(+14.08%) | 2026-06-30 | |
| DGRO | ISHARES TR | 6.61% | 1.27M | $96.2M | +6.02%(+72.06K) | $68.75(+16.16%) | 2026-06-30 | |
| IUSG | ISHARES TR | 6.47% | 500.3K | $94.1M | +0.74%(+3.66K) | $165.97(+16.73%) | 2026-06-30 | |
| USTB | VICTORY PORTFOLIOS II | 6.22% | 1.79M | $90.4M | +43.03%(+537.16K) | $50.67(-0.54%) | 2026-06-30 | |
| FELC | FIDELITY COVINGTON TRUST | 4.92% | 1.71M | $71.6M | +2.42%(+40.40K) | $37.70(+16.56%) | 2026-06-30 | |
| JEPI | J P MORGAN EXCHANGE TRADED F | 4.07% | 1.05M | $59.1M | +11.18%(+105.34K) | $57.02(+1.36%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 1.81% | 35.2K | $26.3M | -0.20%(-72) | $673.83(+14.80%) | 2026-06-30 | |
| FLBL | FRANKLIN TEMPLETON ETF TR | 1.78% | 1.13M | $25.9M | +8.86%(+91.76K) | $23.66(-2.69%) | 2026-06-30 | |
| HYDB | ISHARES TR | 1.59% | 493.4K | $23.1M | +244145.05%(+493.17K) | $46.44(-0.15%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +6.61% |
| Top 20 Holdings Unweighted | — | — | — | — | +4.42% |
Shp Wealth Management reports $1.45B in US-listed equity holdings across 1,981 positions in its most recent 13F filing. Its largest disclosed positions are VOO (27.2%), IDMO (8.5%) and DGRO (6.6%). The top 20 holdings account for 78.45% of reported assets. Its disclosed equity book has returned +6.61% cumulatively over 2 quarters. 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 Shp Wealth Management’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1807060). View Shp Wealth Management’s 13F filings on SEC