Shorehaven Wealth Partners, LLC - Q22026 Holdings

Shorehaven Wealth Partners, LLC holds 106 stocks with a total portfolio value of $ 317.89M as of Q22026. In Q22026, Shorehaven Wealth Partners, LLC added 11 new positions, increased stakes in 39 stocks, reduced 44 holdings, and fully exited 8 positions. The largest holding is Ishares Tr (IVW), representing 16.15% of the total portfolio.