ShoreHaven Wealth Partners, LLC
All 13F Filings
- Location
- Red Bank, NJ
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 326,083
- Description
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- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/16/2026 | 102 | 326,083 | 13F-HR | ShoreHaven Wealth Partners, LLC |
| Q2 2026 | 7/14/2026 | 106 | 317,886 | 13F-HR | ShoreHaven Wealth Partners, LLC |
| Q1 2026 | 5/13/2026 | 103 | 278,436 | 13F-HR | ShoreHaven Wealth Partners, LLC |
| Q4 2025 | 2/10/2026 | 104 | 278,411 | 13F-HR | ShoreHaven Wealth Partners, LLC |
| Q3 2025 | 10/23/2025 | 102 | 270,611 | 13F-HR | ShoreHaven Wealth Partners, LLC |
| Q2 2025 | 7/29/2025 | 98 | 244,086 | 13F-HR | ShoreHaven Wealth Partners, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 43.03 K | 13.2% | 1.938 K | 0 | 1.938 K |
| ETFs | 283.1 K | 86.8% | 6.264 K | 0 | 6.264 K |
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Fund Snapshot
Q3 2026
Latest filed
10/16/2026
Total value ($000)
326,083
Holdings
102
QoQ value change ($000)
8,197
(2.6%)
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.