ShoreHaven Wealth Partners, LLC

Q1 2026 13F-HR Holdings

Location
Red Bank, NJ
Holdings as of
3/31/2026
Date filed
5/13/2026
Form type
13F-HR
Num holdings
103
Total value ($000)
$278,436
Net value change ($000)
+25 (0.0%)
New positions
11
Sold out positions
12
Turnover %
9.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/10/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
CORO 10,096 NEW
BLCR 4,476 NEW
AVLV 4,103 17.0%
GOVT 2,531 NEW
IVW 2,132 6.6%
SHLD 2,055 71.8%
BAI 1,964 31.1%
IAGG 1,929 511.7%
PZA 1,555 189.9%
FBTC 1,295 NEW
Top Reduces (Value $000, Stocks/ETFs)
XLG -12,156 -88.7%
DYNF -4,962 -25.2%
AVEM -2,350 -18.0%
IAU -2,313 -42.9%
IYW -1,794 -100.0%
SIVR -1,211 -100.0%
BTC -1,128 -29.8%
BINC -975 -21.3%
EFV -935 -13.5%
FMHI -769 -32.2%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type