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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 25 of 100  ·  1,981 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 IYY ISHARES TR 366.0 $67K 0.01% NEW $182.29 +2.6%
482 SPAB SPDR SERIES TRUST 2,612.0 $67K 0.01% NEW $25.52 -1.6%
483 F FORD MTR CO Consumer Cyclical 4,761.0 $66K 0.01% NEW $13.90 +0.2%
484 FNDF SCHWAB STRATEGIC TR 1,245.0 $66K 0.01% NEW $52.76 +4.1%
485 PSA PUBLIC STORAGE Real Estate 206.0 $65K 0.01% NEW $317.72 +1.7%
486 FDRR FIDELITY COVINGTON TRUST 1,005.0 $65K 0.00% NEW $64.88 +7.4%
487 EOG EOG RES INC Energy 501.0 $65K 0.00% NEW $129.73 +14.6%
488 WY WEYERHAEUSER CO Real Estate 2,711.0 $65K 0.00% NEW $23.94 -1.4%
489 NGG NATIONAL GRID PLC Utilities 781.0 $65K 0.00% NEW $82.89 -0.9%
490 LITE LUMENTUM HLDGS INC Technology 75.0 $64K 0.00% NEW $855.53 +2.1%
491 BE BLOOM ENERGY CORP Industrials 210.0 $64K 0.00% NEW $302.70 -31.0%
492 EFV ISHARES TR 830.0 $64K 0.00% NEW $76.52 +6.1%
493 RL RALPH LAUREN CORP Consumer Cyclical 158.0 $63K 0.00% NEW $401.41 -5.8%
494 ON ON SEMICONDUCTOR CORP Technology 664.0 $63K 0.00% NEW $94.53 -16.0%
495 RITM RITHM CAPITAL CORP Real Estate 6,659.0 $63K 0.00% NEW $9.39 +8.6%
496 BP BP PLC Energy 1,661.0 $61K 0.00% NEW $36.94 +17.5%
497 LYV LIVE NATION ENTERTAINMENT IN Communication Services 335.0 $61K 0.00% NEW $183.11 -1.8%
498 SBR SABINE RTY TR Energy 836.0 $61K 0.00% NEW $73.16 -1.0%
499 SMMD ISHARES TR 666.0 $61K 0.00% NEW $91.63 +0.2%
500 OACP UNIFIED SER TR 2,680.0 $61K 0.00% NEW $22.71 -1.4%
Page 25 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%