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Portfolio (Quarterly) Guide ↗

SHP Wealth Management

· CIK 0001807060
13F Portfolio $1.5B AUM 1,981 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 1981 New
Page 10 of 100  ·  1,981 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 IGIB ISHARES TR 9,484.0 $504K 0.04% NEW $53.17 -2.0%
182 SPYG SPDR SERIES TRUST 4,148.0 $494K 0.03% NEW $118.99 +1.5%
183 VGT VANGUARD WORLD FD 4,083.0 $488K 0.03% NEW $119.51 -0.1%
184 SPOT SPOTIFY TECHNOLOGY S A Communication Services 1,059.0 $486K 0.03% NEW $459.15 +12.8%
185 JMEE J P MORGAN EXCHANGE TRADED F 5,956.0 $465K 0.03% NEW $78.02 +1.4%
186 PAVE GLOBAL X FDS 7,843.0 $462K 0.03% NEW $58.92 -2.2%
187 CEG CONSTELLATION ENERGY CORP Utilities 1,858.0 $462K 0.03% NEW $248.43 +10.9%
188 IWM ISHARES TR 1,536.0 $462K 0.03% NEW $300.48 +0.2%
189 TDIV FIRST TR EXCHANGE TRADED FD 4,000.0 $460K 0.03% NEW $114.88 -0.6%
190 QCOM QUALCOMM INC Technology 2,478.0 $458K 0.03% NEW $184.76 -14.8%
191 EMR EMERSON ELEC CO Industrials 3,156.0 $452K 0.03% NEW $143.17 +11.1%
192 IWR ISHARES TR 4,052.0 $447K 0.03% NEW $110.31 +3.1%
193 RDVY FIRST TR EXCHANGE TRADED FD 5,428.0 $440K 0.03% NEW $81.07 +2.3%
194 EQIX EQUINIX INC Real Estate 421.0 $439K 0.03% NEW $1043.22 +5.0%
195 BA BOEING CO Industrials 2,015.0 $436K 0.03% NEW $216.48 +4.2%
196 IJH ISHARES TR 5,612.0 $433K 0.03% NEW $77.11 +0.7%
197 GARP ISHARES TR 5,146.0 $425K 0.03% NEW $82.55 +0.6%
198 MRVL MARVELL TECHNOLOGY INC Technology 1,426.0 $425K 0.03% NEW $297.89 -28.6%
199 SPYV SPDR SERIES TRUST 6,957.0 $423K 0.03% NEW $60.79 +4.6%
200 NOBL PROSHARES TR 7,451.0 $418K 0.03% NEW $56.16 +4.2%
Page 10 of 100  ·  1,981 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 32.3%
Financial Services 26.5%
Consumer Cyclical 8.4%
Communication Services 8.3%
Industrials 6.8%
Healthcare 5.8%
Consumer Defensive 4.3%
Energy 3.1%
Utilities 2.4%
Basic Materials 1.2%