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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 7 of 100  ·  1,981 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 HDV ISHARES TR 29,891.0 $819K 0.06% NEW $27.41 +6.6%
122 HYGH ISHARES U S ETF TR 9,443.0 $818K 0.06% NEW $86.61 -0.1%
123 FLRT PACER FDS TR 17,538.0 $818K 0.06% NEW $46.63 +0.5%
124 DIS DISNEY WALT CO Communication Services 8,423.0 $811K 0.06% NEW $96.25 +7.5%
125 BLACKROCK TECH AND PRIVATE E 89,671.0 $810K 0.06% NEW $9.03
126 TD TORONTO DOMINION BK ONT Financial Services 6,609.0 $803K 0.06% NEW $121.43 +2.4%
127 PFXF VANECK ETF TRUST 44,640.0 $796K 0.06% NEW $17.84 +1.5%
128 CRWD CROWDSTRIKE HLDGS INC Technology 1,029.0 $785K 0.05% NEW $190.81 +12.1%
129 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 8,491.0 $782K 0.05% NEW $92.09 -2.0%
130 IEMG ISHARES INC 9,301.0 $770K 0.05% NEW $82.84 -1.1%
131 PEP PEPSICO INC Consumer Defensive 5,659.0 $766K 0.05% NEW $135.41 +2.1%
132 QQQM INVESCO EXCH TRADED FD TR II 2,519.0 $763K 0.05% NEW $303.02 -0.8%
133 SPGI S&P GLOBAL INC Financial Services 1,864.0 $759K 0.05% NEW $407.17 +0.8%
134 DON WISDOMTREE TR 13,420.0 $759K 0.05% NEW $56.52 +3.6%
135 EFX EQUIFAX INC Industrials 4,771.0 $757K 0.05% NEW $158.71 +11.4%
136 SHLD GLOBAL X FDS 12,611.0 $753K 0.05% NEW $59.71 +17.2%
137 TJX TJX COS INC NEW Consumer Cyclical 4,942.0 $749K 0.05% NEW $151.51 -0.4%
138 JBND J P MORGAN EXCHANGE TRADED F 13,917.0 $745K 0.05% NEW $53.50 -1.7%
139 PANW PALO ALTO NETWORKS INC Technology 2,164.0 $738K 0.05% NEW $341.00 +10.2%
140 BN BROOKFIELD CORP Financial Services 17,052.0 $726K 0.05% NEW $42.59 +0.4%
Page 7 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%