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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 38 of 100  ·  1,981 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 DFAS DIMENSIONAL ETF TRUST 290.0 $24K 0.00% NEW $82.34 +0.1%
742 NAD NUVEEN QUALITY MUNCP INCOME Financial Services 1,960.0 $24K 0.00% NEW $12.12 -3.8%
743 NULV NUSHARES ETF TR 474.0 $24K 0.00% NEW $49.99 +5.8%
744 HUM HUMANA INC Healthcare 59.0 $24K 0.00% NEW $399.25 -4.6%
745 BTI BRITISH AMERN TOB PLC Consumer Defensive 375.0 $23K 0.00% NEW $61.83 -8.3%
746 IWS ISHARES TR 140.0 $23K 0.00% NEW $164.60 +3.9%
747 BKR BAKER HUGHES COMPANY Energy 411.0 $23K 0.00% NEW $55.54 +13.0%
748 TPL TEXAS PACIFIC LAND CORPORATI Energy 52.0 $23K 0.00% NEW $437.90 -15.6%
749 FISV FISERV INC Technology 463.0 $23K 0.00% NEW $49.07 +4.7%
750 FANG DIAMONDBACK ENERGY INC Energy 129.0 $23K 0.00% NEW $176.02 +19.9%
751 ICF ISHARES TR 335.0 $23K 0.00% NEW $67.63 +1.6%
752 CNQ CANADIAN NAT RES LTD MED TER Energy 570.0 $22K 0.00% NEW $39.47 +29.3%
753 BLV VANGUARD BD INDEX FDS 324.0 $22K 0.00% NEW $68.97 -4.3%
754 PCT PURECYCLE TECHNOLOGIES INC Industrials 2,750.0 $22K 0.00% NEW $8.11 -16.8%
755 PRAY FIS TR 625.0 $22K 0.00% NEW $35.45 +0.3%
756 FLTW FRANKLIN TEMPLETON ETF TR 209.0 $22K 0.00% NEW $105.68 -5.9%
757 DBX DROPBOX INC Technology 804.0 $22K 0.00% NEW $27.47 +23.8%
758 ADBE ADOBE INC Technology 108.0 $22K 0.00% NEW $204.39 +33.2%
759 FBIN FORTUNE BRANDS INNOVATIONS I Industrials 400.0 $22K 0.00% NEW $54.90 -18.1%
760 NVT NVENT ELEC PLC Industrials 128.0 $22K 0.00% NEW $169.61 -9.0%
Page 38 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%