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SWM
SHP Wealth Management Portfolio holdings
AUM
$1.45B
This Fund
S&P 500
This Quarter
Est. Return
+1.85%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$1.29B
AUM Growth
–
Cap. Flow
+$1.28B
Cap. Flow
% of AUM
99.36%
Top 10 Holdings %
Top 10 Hldgs %
66.38%
Holding
1,559
New
1,553
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$343M |
| 2 |
iShares Core Dividend Growth ETF
DGRO
|
+$83.4M |
| 3 |
iShares Core S&P US Growth ETF
IUSG
|
+$77.8M |
| 4 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$71M |
| 5 |
iShares Core 1-5 Year USD Bond ETF
ISTB
|
+$70.7M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 5.35% |
| 2 | Financials | 2.07% |
| 3 | Consumer Discretionary | 1.75% |
| 4 | Communication Services | 1.58% |
| 5 | Healthcare | 1.06% |
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SWP
SHP Wealth Management's Q4 2025 Portfolio in Review
Q4 2025 is the first quarter with a 13F filing on record for SHP Wealth Management, which disclosed 1,559 positions worth $1.29B. Its ten largest holdings account for 66% of the portfolio.
Its largest position is Vanguard S&P 500 ETF: 551,209 shares worth $346M.
By sector, the portfolio is most concentrated in Technology at 5.4% of assets, followed by Financials and Consumer Discretionary.
- SHP Wealth Management's largest Q4 2025 buy was Vanguard S&P 500 ETF: 551,209 shares worth $346M.
- SHP Wealth Management's ten largest holdings make up 66% of its $1.29B portfolio in Q4 2025.
- SHP Wealth Management disclosed 1,559 positions in Q4 2025, its first 13F filing on record.
Based on SHP Wealth Management's 13F filing for Q4 2025, filed 4 Mar 2026.