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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 20 of 100  ·  1,981 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 PSX PHILLIPS 66 Energy 745.0 $126K 0.01% NEW $169.15 +44.0%
382 TMUS T-MOBILE US INC Communication Services 750.0 $126K 0.01% NEW $167.77 +8.9%
383 IWV ISHARES TR 292.0 $125K 0.01% NEW $426.38 +2.5%
384 BND VANGUARD BD INDEX FDS 1,695.0 $124K 0.01% NEW $73.42 -1.6%
385 IWN ISHARES TR 547.0 $121K 0.01% NEW $221.20 +1.5%
386 RVTY REVVITY INC Healthcare 1,075.0 $120K 0.01% NEW $111.21 +2.3%
387 VCLT VANGUARD SCOTTSDALE FDS 1,573.0 $118K 0.01% NEW $75.25 -5.0%
388 FNDE SCHWAB STRATEGIC TR 2,978.0 $118K 0.01% NEW $39.68 +3.3%
389 AEP AMERICAN ELEC PWR CO INC Utilities 862.0 $118K 0.01% NEW $136.77 -7.6%
390 UPS UNITED PARCEL SVCS INC Industrials 1,095.0 $118K 0.01% NEW $107.54 -5.2%
391 FDN FIRST TR EXCHANGE-TRADED FD 440.0 $116K 0.01% NEW $264.72 +7.2%
392 MFC MANULIFE FINL CORP Financial Services 2,849.0 $115K 0.01% NEW $40.51 +8.7%
393 PLD PROLOGIS INC. Real Estate 846.0 $115K 0.01% NEW $135.53 +3.3%
394 FNDX SCHWAB STRATEGIC TR 3,684.0 $115K 0.01% NEW $31.10 +4.3%
395 NEBIUS GROUP N.V. 412.0 $114K 0.01% NEW $275.87
396 D DOMINION ENERGY INC Utilities 1,659.0 $113K 0.01% NEW $68.29 +0.5%
397 HIMS HIMS & HERS HEALTH INC Healthcare 3,233.0 $112K 0.01% NEW $34.67 -21.0%
398 CEF SPROTT ASSET MANAGEMENT LP Financial Services 2,770.0 $111K 0.01% NEW $40.23 +8.8%
399 SNOW SNOWFLAKE INC Technology 437.0 $111K 0.01% NEW $254.49 +27.8%
400 EQT EQT CORP Energy 2,075.0 $110K 0.01% NEW $53.17 -0.1%
Page 20 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%