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SWM
SHP Wealth Management Portfolio holdings
AUM
$1.33B
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% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1026
iShares MSCI Japan ETF
EWJ
$22.8B
| $3.88K | ﹤0.01% |
+48
| New | +$3.94K |
|
|
GLDG
1027
GoldMining Inc
GLDG
$221M
| $3.88K | ﹤0.01% |
+3,100
| New | +$4.32K |
|
1028
iShares Expanded Tech Sector ETF
IGM
$10.8B
| $3.88K | ﹤0.01% |
+30
| New | +$3.89K |
|
1029
Elevance Health
ELV
$85.5B
| $3.82K | ﹤0.01% |
+11
| New | +$3.72K |
|
1030
Federated Hermes
FHI
$4.77B
| $3.8K | ﹤0.01% |
+73
| New | +$3.71K |
|
1031
NIO
NIO
$11.4B
| $3.8K | ﹤0.01% |
+745
| New | +$4.6K |
|
1032
Cinemark Holdings
CNK
$4.37B
| $3.79K | ﹤0.01% |
+163
| New | +$4.29K |
|
1033
TeraWulf
WULF
$8.61B
| $3.77K | ﹤0.01% |
+328
| New | +$4.4K |
|
1034
Lemonade
LMND
$4.08B
| $3.7K | ﹤0.01% |
+52
| New | +$3.49K |
|
1035
IMAX
IMAX
$2.84B
| $3.7K | ﹤0.01% |
+100
| New | +$3.49K |
|
1036
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.87B
| $3.69K | ﹤0.01% |
+152
| New | +$3.69K |
|
|
RCS
1037
PIMCO Strategic Income Fund
RCS
$250M
| $3.67K | ﹤0.01% |
+659
| New | +$4.58K |
|
1038
iShares MSCI Germany ETF
EWG
$1.68B
| $3.65K | ﹤0.01% |
+86
| New | +$3.56K |
|
1039
UiPath
PATH
$8.15B
| $3.64K | ﹤0.01% |
+222
| New | +$3.46K |
|
1040
ProShares Short QQQ
PSQ
$644M
| $3.56K | ﹤0.01% |
+118
| New | +$3.6K |
|
1041
Deutsche Bank
DB
$71.8B
| $3.54K | ﹤0.01% |
+92
| New | +$3.32K |
|
1042
Plug Power
PLUG
$3.08B
| $3.51K | ﹤0.01% |
+1,784
| New | +$4.66K |
|
1043
Equity Residential
EQR
$24.6B
| $3.47K | ﹤0.01% |
+55
| New | +$3.37K |
|
1044
Fidelity Crypto Industry and Digital Payments ETF
FDIG
$252M
| $3.47K | ﹤0.01% |
+90
| New | +$4.25K |
|
1045
DXC Technology
DXC
$1.74B
| $3.44K | ﹤0.01% |
+235
| New | +$3.23K |
|
1046
Nokia
NOK
$52.5B
| $3.4K | ﹤0.01% |
+526
| New | +$3.26K |
|
1047
Knight Transportation
KNX
$11.2B
| $3.39K | ﹤0.01% |
+65
| New | +$3.05K |
|
1048
Solventum
SOLV
$14.6B
| $3.39K | ﹤0.01% |
+43
| New | +$3.29K |
|
1049
AES
AES
$10.5B
| $3.34K | ﹤0.01% |
+233
| New | +$3.28K |
|
1050
American Battery Technology Co
ABAT
$360M
| $3.34K | ﹤0.01% |
+1,000
| New | +$4.68K |
|
Similar funds
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CRAM
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AWA
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HAM
PCM
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.