ShoreHaven Wealth Partners, LLC

Q2 2026 13F-HR Holdings

Location
Red Bank, NJ
Holdings as of
6/30/2026
Date filed
7/14/2026
Form type
13F-HR
Num holdings
106
Total value ($000)
$317,886
Net value change ($000)
+39,450 (14.2%)
New positions
11
Sold out positions
8
Turnover %
6.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
IVW 16,794 48.6%
IALT 6,330 NEW
DYNF 5,772 39.1%
AVLV 5,758 20.4%
GOVT 3,654 144.4%
GGOV 2,788 NEW
BAI 2,724 32.9%
BKHY 2,017 72.2%
CORO 1,569 15.5%
TFI 1,297 358.3%
Top Reduces (Value $000, Stocks/ETFs)
TLT -6,853 -75.8%
QUAL -5,249 -72.1%
IAGG -2,306 -100.0%
EFV -1,921 -32.0%
TLH -1,767 -100.0%
FBTC -1,295 -100.0%
QLTA -1,277 -60.2%
THRO -1,149 -14.4%
FTSL -1,039 -100.0%
AVEM -848 -7.9%
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