ShoreHaven Wealth Partners, LLC
All 13F Filings
- Location
- Red Bank, NJ
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 278,436
- Description
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- Website
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- Founded
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- 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 |
|---|---|---|---|---|---|
| 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 | 38.3 K | 13.8% | 0 | 106.4 K | -106.4 K |
| ETFs | 239.1 K | 85.9% | 107.8 K | 0 | 107.8 K |
| Debt | 1.039 K | 0.4% | 0 | 548 | -548 |
| Other | 0 | 0.0% | 0 | 747 | -747 |
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Fund Snapshot
Q1 2026
Latest filed
5/13/2026
Total value ($000)
278,436
Holdings
103
QoQ value change ($000)
25
(0.0%)
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.