Shorehaven Wealth Partners, LLC - Q12026 Holdings

Shorehaven Wealth Partners, LLC holds 103 stocks with a total portfolio value of $ 278.44M as of Q12026. In Q12026, Shorehaven Wealth Partners, LLC added 11 new positions, increased stakes in 40 stocks, reduced 47 holdings, and fully exited 12 positions. The largest holding is Ishares Tr (IVW), representing 12.40% of the total portfolio.