Shorehaven Wealth Partners, LLC - Q42025 Holdings

Shorehaven Wealth Partners, LLC holds 104 stocks with a total portfolio value of $ 278.41M as of Q42025. In Q42025, Shorehaven Wealth Partners, LLC added 11 new positions, increased stakes in 43 stocks, reduced 36 holdings, and fully exited 8 positions. The largest holding is Ishares Tr (IVW), representing 11.64% of the total portfolio.