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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 34 of 100  ·  1,981 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 GLPI GAMING & LEISURE P Real Estate 689.0 $31K 0.00% NEW $44.53 -3.2%
662 MAGS LISTED FDS TR 473.0 $30K 0.00% NEW $64.30 +4.8%
663 FREL FIDELITY COVINGTON TRUST 1,037.0 $30K 0.00% NEW $29.30 +2.0%
664 TWLO TWILIO INC Communication Services 147.0 $30K 0.00% NEW $206.03 +6.8%
665 A AGILENT TECHNOLOGIES INC Healthcare 228.0 $30K 0.00% NEW $132.79 +17.0%
666 SDIV GLOBAL X FDS 1,237.0 $30K 0.00% NEW $24.45 +1.5%
667 JCPB J P MORGAN EXCHANGE TRADED F 643.0 $30K 0.00% NEW $46.93 -1.2%
668 SCCO SOUTHERN COPPER CORP Basic Materials 173.0 $30K 0.00% NEW $174.26 +11.7%
669 AGGY WISDOMTREE TR 692.0 $30K 0.00% NEW $43.50 -1.7%
670 AVIG AMERICAN CENTY ETF TR 725.0 $30K 0.00% NEW $41.44 -1.7%
671 FPFD FIDELITY COVINGTON TRUST 1,400.0 $30K 0.00% NEW $21.43 -1.0%
672 PKG PACKAGING CORP AMER Consumer Cyclical 126.0 $30K 0.00% NEW $238.02 +6.3%
673 LWAY LIFEWAY FOODS INC Consumer Defensive 1,000.0 $30K 0.00% NEW $29.84 -14.5%
674 TLT ISHARES TR 343.0 $30K 0.00% NEW $86.42 -4.7%
675 SKT TANGER INC Real Estate 750.0 $30K 0.00% NEW $39.47 -2.5%
676 BEPC BROOKFIELD RENEWABLE CORP Utilities 796.0 $30K 0.00% NEW $37.11 -7.7%
677 IDXX IDEXX LABS INC Healthcare 56.0 $29K 0.00% NEW $526.45 +6.8%
678 PDI PIMCO DYNAMIC INCOME FD Financial Services 1,762.0 $29K 0.00% NEW $16.70 -9.3%
679 NET CLOUDFLARE INC Technology 119.0 $29K 0.00% NEW $245.98 +18.7%
680 CVNA CARVANA CO Consumer Cyclical 444.0 $29K 0.00% NEW $65.84 +7.1%
Page 34 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%