Shum Financial Group, Inc.
All 13F Filings
- Location
- Alameda, CA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 138,827
- Description
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- Website
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- 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 |
|---|---|---|---|---|---|
| Q4 2025 | 1/15/2026 | 92 | 138,827 | 13F-HR | Shum Financial Group, Inc. |
| Q3 2025 | 10/20/2025 | 94 | 134,024 | 13F-HR | Shum Financial Group, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 119.2 K | 85.9% | 8.103 K | 0 | 8.103 K |
| ETFs | 18.6 K | 13.4% | 0 | 3.274 K | -3.274 K |
| Debt | 1.008 K | 0.7% | 0 | 26 | -26 |
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Fund Snapshot
Q4 2025
Latest filed
1/15/2026
Total value ($000)
138,827
Holdings
92
QoQ value change ($000)
4,803
(3.6%)
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.