Shorehaven Wealth Partners, LLC - Q32026 Holdings

Shorehaven Wealth Partners, LLC holds 102 stocks with a total portfolio value of $ 326.08M as of Q32026. In Q32026, Shorehaven Wealth Partners, LLC added 4 new positions, increased stakes in 52 stocks, reduced 31 holdings, and fully exited 8 positions. The largest holding is Ishares Tr (IVW), representing 16.94% of the total portfolio.