ShoreHaven Wealth Partners, LLC

Q3 2026 13F-HR Holdings

Location
Red Bank, NJ
Holdings as of
9/30/2026
Date filed
10/16/2026
Form type
13F-HR
Num holdings
102
Total value ($000)
$326,083
Net value change ($000)
+8,197 (2.6%)
New positions
4
Sold out positions
8
Turnover %
1.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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 3,903 7.6%
BTC 1,948 51.5%
AVLV 1,475 4.3%
DYNF 1,267 6.2%
AAPL 1,179 15.9%
BINC 902 107.1%
IALT 616 9.7%
VTEB 594 99.7%
SHLD 542 10.5%
TFI 495 29.8%
Top Reduces (Value $000, Stocks/ETFs)
BINC -1,115 -27.5%
PZA -877 -33.8%
QLTA -846 -100.0%
FLMI -791 -30.9%
JAAA -757 -28.6%
BKHY -689 -14.3%
VRT -673 -27.9%
LQD -587 -55.2%
BAI -468 -4.3%
GLW -404 -100.0%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type