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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 44 of 100  ·  1,981 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 VBK VANGUARD INDEX FDS 40.0 $15K 0.00% NEW $365.70 -2.6%
862 IYT ISHARES TR 168.0 $15K 0.00% NEW $86.75 -0.6%
863 DGRW WISDOMTREE TR 152.0 $15K 0.00% NEW $95.62 +3.2%
864 FLLA FRANKLIN TEMPLETON ETF TR 546.0 $14K 0.00% NEW $26.53 -0.5%
865 ISHARES TR 292.0 $14K 0.00% NEW $49.55
866 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 425.0 $14K 0.00% NEW $34.00 +3.8%
867 FELV FIDELITY COVINGTON TRUST 358.0 $14K 0.00% NEW $40.15 +6.1%
868 JBL JABIL INC Technology 37.0 $14K 0.00% NEW $386.84 -18.1%
869 DHI D R HORTON INC Consumer Cyclical 88.0 $14K 0.00% NEW $162.45 -9.3%
870 WSM WILLIAMS SONOMA INC Consumer Cyclical 61.0 $14K 0.00% NEW $233.10 +1.1%
871 ALB ALBEMARLE CORP Basic Materials 105.0 $14K 0.00% NEW $135.03 -0.6%
872 NMCO NUVEEN MUN CR OPPORTUNITIES Financial Services 1,300.0 $14K 0.00% NEW $10.89 -4.7%
873 TM TOYOTA MOTOR CORP Consumer Cyclical 83.0 $14K 0.00% NEW $167.65 +14.7%
874 SJNK SPDR SERIES TRUST 552.0 $14K 0.00% NEW $25.03 -0.7%
875 DFAX DIMENSIONAL ETF TRUST 375.0 $14K 0.00% NEW $36.84 +2.7%
876 SNDA SONIDA SENIOR LIVING INC Healthcare 338.0 $14K 0.00% NEW $40.80 -3.7%
877 IAGG ISHARES TR 271.0 $14K 0.00% NEW $50.60 -1.6%
878 BRO BROWN & BROWN INC Financial Services 213.0 $14K 0.00% NEW $64.01 +12.6%
879 ARGX ARGENX SE Healthcare 15.0 $14K 0.00% NEW $908.00 +14.3%
880 BGR BLACKROCK ENERGY & RES TR Financial Services 916.0 $14K 0.00% NEW $14.81 +17.8%
Page 44 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%