SHP Wealth Management
All 13F Filings
- Location
- Plymouth, MA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 1,285,312
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 3/4/2026 | 1,565 | 1,285,312 | 13F-HR | SHP Wealth Management |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 757.5 K | 58.9% | 757.5 K | 0 | 757.5 K |
| ETFs | 427.4 K | 33.3% | 427.4 K | 0 | 427.4 K |
| Debt | 28.7 K | 2.2% | 28.7 K | 0 | 28.7 K |
| Other | 71.64 K | 5.6% | 71.64 K | 0 | 71.64 K |
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Fund Snapshot
Q4 2025
Latest filed
3/4/2026
Total value ($000)
1,285,312
Holdings
1565
QoQ value change ($000)
—
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.