SHP Wealth Management
All 13F Filings
- Location
- Plymouth, MA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,453,811
- Description
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- Website
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- Founded
- —
- Chairman
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/11/2026 | 1,981 | 1,453,811 | 13F-HR | SHP Wealth Management |
| Q1 2026 | 5/8/2026 | 1,826 | 1,325,808 | 13F-HR | SHP Wealth Management |
| 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 | 308.7 K | 21.2% | 49.27 K | 0 | 49.27 K |
| ETFs | 1.118 M | 76.9% | 76.28 K | 0 | 76.28 K |
| Debt | 26.68 K | 1.8% | 1.873 K | 0 | 1.873 K |
| Other | 3 | 0.0% | 0 | 0 | 0 |
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Fund Snapshot
Q2 2026
Latest filed
8/11/2026
Total value ($000)
1,453,811
Holdings
1981
QoQ value change ($000)
128,003
(9.7%)
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.