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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 59 of 100  ·  1,981 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1161 DTCR GLOBAL X FDS 165.0 $5K NEW $30.37 -6.7%
1162 SIRI SIRIUSXM HOLDINGS INC Communication Services 169.0 $5K NEW $29.54 -2.9%
1163 AOM ISHARES TR 100.0 $5K NEW $49.89 -0.2%
1164 EVF EATON VANCE SR INCOME TR Financial Services 1,000.0 $5K NEW $4.98 -0.6%
1165 EEMV ISHARES INC 66.0 $5K NEW $75.27 -0.7%
1166 UTES ETFIS SER TR I 61.0 $5K NEW $81.18 -8.8%
1167 HEICO CORP NEW 19.0 $5K NEW $260.53
1168 IGM ISHARES TR 30.0 $5K NEW $163.57 -2.9%
1169 NWN NORTHWEST NAT HLDG CO Utilities 100.0 $5K NEW $49.06 +0.7%
1170 RLI RLI CORP Financial Services 83.0 $5K NEW $59.07 +10.7%
1171 ANGL VANECK ETF TRUST 167.0 $5K NEW $29.24 -0.8%
1172 DECK DECKERS OUTDOOR CORP Consumer Cyclical 49.0 $5K NEW $99.29 -7.7%
1173 SWK STANLEY BLACK & DECKER INC Industrials 51.0 $5K NEW $94.49 +5.9%
1174 VIRTUS CONVERTIBLE & INC FD 300.0 $5K NEW $15.90
1175 PAA PLAINS ALL AMERN PIPELINE L Energy 213.0 $5K NEW $22.28 +10.4%
1176 KBH KB HOME Consumer Cyclical 74.0 $5K NEW $62.61 -11.6%
1177 ACGL ARCH CAP GROUP LTD Financial Services 47.0 $5K NEW $97.06 +2.4%
1178 DB DEUTSCHE BK AG Financial Services 135.0 $5K NEW $33.77 +12.0%
1179 CLOI VANECK ETF TRUST 86.0 $5K NEW $52.95 -0.1%
1180 RDW REDWIRE CORPORATION Industrials 370.0 $5K NEW $12.23 -1.7%
Page 59 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 33.0%
Financial Services 27.0%
Consumer Cyclical 8.6%
Industrials 6.9%
Communication Services 6.6%
Healthcare 5.9%
Consumer Defensive 4.4%
Energy 3.1%
Utilities 2.4%
Basic Materials 1.3%