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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 15 of 100  ·  1,981 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 AVUV AMERICAN CENTY ETF TR 1,807.0 $225K 0.02% NEW $124.74 +1.6%
282 NUGO NUSHARES ETF TR 5,179.0 $224K 0.01% NEW $43.26 +1.2%
283 CVS CVS HEALTH CORP Healthcare 2,157.0 $223K 0.01% NEW $103.45 -8.3%
284 SLV ISHARES SILVER TR Financial Services 4,091.0 $219K 0.01% NEW $53.47 +7.4%
285 IRM IRON MTN INC DEL Real Estate 1,708.0 $216K 0.01% NEW $126.30 +0.3%
286 SHOP SHOPIFY INC Technology 1,889.0 $216K 0.01% NEW $114.15 +28.4%
287 AMT AMERICAN TOWER CORP Real Estate 1,310.0 $214K 0.01% NEW $163.58 +5.3%
288 CTVA CORTEVA INC Basic Materials 2,519.0 $213K 0.01% NEW $84.69 -8.0%
289 CMCSA COMCAST CORP NEW Communication Services 8,675.0 $213K 0.01% NEW $24.55 +6.7%
290 BR BROADRIDGE FINL SOLUTIONS IN Technology 1,546.0 $212K 0.01% NEW $136.96 +24.0%
291 IDV ISHARES TR 5,070.0 $210K 0.01% NEW $41.43 +7.6%
292 FBCG FIDELITY COVINGTON TRUST 3,380.0 $210K 0.01% NEW $62.12 -0.4%
293 XMVM INVESCO EXCHANGE TRADED FD T 2,943.0 $209K 0.01% NEW $70.92 +6.3%
294 SCHM SCHWAB STRATEGIC TR 5,612.0 $207K 0.01% NEW $36.87 -2.2%
295 APH AMPHENOL CORP Technology 1,172.0 $207K 0.01% NEW $176.29 -9.5%
296 EPD ENTERPRISE PRODS PARTNERS L Energy 5,546.0 $204K 0.01% NEW $36.76 +5.1%
297 SYK STRYKER CORPORATION Healthcare 642.0 $202K 0.01% NEW $315.06 +5.2%
298 NI NISOURCE INC Utilities 4,235.0 $201K 0.01% NEW $47.55 -11.4%
299 MINT PIMCO ETF TR 1,996.0 $201K 0.01% NEW $100.81 -0.1%
300 DAL DELTA AIR LINES INC Industrials 2,144.0 $201K 0.01% NEW $93.65 -8.5%
Page 15 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%