SHP Wealth Management: 13F holdings
CIK 18070602026Q2
| Positions | 1,981 |
|---|---|
| Reported value | $1.5bn |
| Filed | 2026-08-11 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| VOO VANGUARD INDEX FDS | 575,720 | $395.4m | 27.2% |
| INVESCO EXCH TRADED FD TR II | 2,044,639 | $123.3m | 8.5% |
| DGRO ISHARES TR | 1,268,880 | $96.2m | 6.6% |
| IUSG ISHARES TR | 500,298 | $94.1m | 6.5% |
| VICTORY PORTFOLIOS II | 1,785,374 | $90.4m | 6.2% |
| FIDELITY COVINGTON TRUST | 1,708,384 | $71.6m | 4.9% |
| JEPI J P MORGAN EXCHANGE TRADED F | 1,047,209 | $59.1m | 4.1% |
| SPY STATE STR SPDR S&P 500 ETF T | 35,181 | $26.3m | 1.8% |
| FRANKLIN TEMPLETON ETF TR | 1,128,010 | $25.9m | 1.8% |
| ISHARES TR | 493,375 | $23.1m | 1.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1807060")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.