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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 46 of 100  ·  1,981 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
901 SWMR SWARMER INC Technology 281.0 $12K 0.00% NEW $44.32 +3.6%
902 YUM YUM BRANDS INC Consumer Cyclical 78.0 $12K 0.00% NEW $159.13 -4.3%
903 HAS HASBRO INC Consumer Cyclical 148.0 $12K 0.00% NEW $82.45 +13.5%
904 SVOL SIMPLIFY EXCHANGE TRADED FUN 760.0 $12K 0.00% NEW $16.03 +2.8%
905 HTO H2O AMERICA Utilities 200.0 $12K 0.00% NEW $60.77 +5.7%
906 EW EDWARDS LIFESCIENCES CORP Healthcare 134.0 $12K 0.00% NEW $90.40 -0.6%
907 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 400.0 $12K 0.00% NEW $30.17 +13.8%
908 AGNC AGNC INVT CORP Real Estate 1,101.0 $12K 0.00% NEW $10.90 +0.2%
909 BEONE MEDICINES LTD 42.0 $12K 0.00% NEW $284.98
910 CLFD CLEARFIELD INC Technology 300.0 $12K 0.00% NEW $39.79 -30.8%
911 CALM CAL MAINE FOODS INC Consumer Defensive 148.0 $12K 0.00% NEW $80.56 +2.3%
912 BYD BOYD GAMING CORP Consumer Cyclical 135.0 $12K 0.00% NEW $88.16 -8.2%
913 RSI RUSH STREET INTERACTIVE INC Consumer Cyclical 400.0 $12K 0.00% NEW $29.74 -13.9%
914 FIRST TR EXCH TRADED FD III 160.0 $12K 0.00% NEW $73.80
915 PCEF INVESCO EXCH TRADED FD TR II 580.0 $12K 0.00% NEW $20.30 -0.0%
916 GQRE FLEXSHARES TR 184.0 $12K 0.00% NEW $63.86 +1.3%
917 LITHIUM AMERS CORP NEW 3,052.0 $12K 0.00% NEW $3.85
918 SMURFIT WESTROCK PLC 254.0 $12K 0.00% NEW $46.26
919 APOS APOLLO GLOBAL MGMT INC Financial Services 99.0 $12K 0.00% NEW $118.65 -78.6%
920 FDLO FIDELITY COVINGTON TRUST 172.0 $12K 0.00% NEW $68.22 +6.1%
Page 46 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%