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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 35 of 100  ·  1,981 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 AVY AVERY DENNISON CORP Industrials 180.0 $29K 0.00% NEW $162.30 +12.9%
682 FAF FIRST AMERN FINL CORP Financial Services 426.0 $29K 0.00% NEW $68.57 +6.1%
683 IWP ISHARES TR 199.0 $29K 0.00% NEW $146.41 -1.8%
684 HPQ HP INC Technology 1,326.0 $29K 0.00% NEW $21.94 +36.5%
685 HACK AMPLIFY ETF TR 276.0 $29K 0.00% NEW $104.87 +7.1%
686 ROBO EXCHANGE TRADED CONCEPTS TRU 337.0 $29K 0.00% NEW $85.66 -4.6%
687 VSS VANGUARD INTL EQUITY INDEX F 187.0 $29K 0.00% NEW $154.29 +3.2%
688 IP INTERNATIONAL PAPER CO Consumer Cyclical 756.0 $29K 0.00% NEW $38.11 +7.7%
689 SYM SYMBOTIC INC Industrials 639.0 $29K 0.00% NEW $44.95 -6.5%
690 SPHY SPDR SERIES TRUST 1,217.0 $29K 0.00% NEW $23.44 -0.6%
691 QGRO AMERICAN CENTY ETF TR 241.0 $28K 0.00% NEW $118.05 +0.5%
692 NKE NIKE INC Consumer Cyclical 692.0 $28K 0.00% NEW $41.06 -0.0%
693 EIX EDISON INTL Utilities 380.0 $28K 0.00% NEW $74.49 -1.4%
694 DFAE DIMENSIONAL ETF TRUST 702.0 $28K 0.00% NEW $40.23 -2.9%
695 LSCC LATTICE SEMICONDUCTOR CORP Technology 184.0 $28K 0.00% NEW $152.96 -23.1%
696 SCZ ISHARES TR 341.0 $28K 0.00% NEW $82.29 +4.6%
697 BSCQ INVESCO EXCH TRD SLF IDX FD 1,433.0 $28K 0.00% NEW $19.52 +0.2%
698 IYH ISHARES TR 415.0 $28K 0.00% NEW $67.01 +10.9%
699 WYNN WYNN RESORTS LTD Consumer Cyclical 286.0 $28K 0.00% NEW $97.09 +3.1%
700 EMLP FIRST TR EXCHANGE-TRADED FD 634.0 $28K 0.00% NEW $43.50 +2.1%
Page 35 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%