Q3 2026 13F · SEC CIK 1844922

ShoreHaven Wealth Partners, LLC

Wealth managerFiled 2026-10-16 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $326.1M
Reported positions: 102
Top holdings a year, 3 yrs: +18.1%
Assets under management: $541.5M

ShoreHaven Wealth Partners, LLC is a wealth manager that reported 102 positions worth $326.1M in its Q3 2026 13F, filed 2026-10-16. Its largest holdings were Ishares Tr (IVW, 16.9%), American Centy ETF Tr (AVLV, 10.9%), Blackrock ETF Trust (DYNF, 6.7%). A portfolio copying its top holdings returned 18.1% a year over the last 3 years, against 20.4% for the S&P 500.

ShoreHaven Wealth Partners, LLC holdings largest 50 of 102 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

ShoreHaven Wealth Partners, LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
IVWIshares Tr	16.9%	16.1%	388,265	+4.0%	$55.2M
AVLVAmerican Centy ETF Tr	10.9%	10.7%	391,797	+5.2%	$35.4M
DYNFBlackrock ETF Trust	6.7%	6.5%	314,552	+4.3%	$21.8M
COROBlackrock ETF Trust	3.7%	3.7%	333,253	+4.6%	$12.1M
BAIBlackrock ETF Trust	3.2%	3.5%	223,421	+7.0%	$10.5M
AVEMAmerican Centy ETF Tr	3.1%	3.1%	106,698	+4.7%	$10.0M
AAPLApple Inc	2.6%	2.3%	25,827	+0.7%	$8.6M
DNLWisdomtree Tr	2.5%	2.6%	185,685	+5.5%	$8.3M
IWLIshares Tr	2.3%	2.3%	39,161	+0.0%	$7.4M
BTHMBlackrock ETF Trust	2.2%	2.1%	163,469	+3.5%	$7.2M
IALTBlackrock ETF Trust	2.1%	2.0%	232,622	+3.1%	$6.9M
VLUState Street SPDR S&P 1500 Value Tilt ET	2.1%	2.2%	28,231	-2.7%	$6.7M
GOVTIshares Tr	1.9%	1.9%	277,909	+2.4%	$6.1M
BTCGrayscale Bitcoin Mini Tr Et	1.8%	1.2%	155,176	+6.4%	$5.7M
MTUMIshares Tr	1.8%	1.8%	18,044	+6.1%	$5.7M
SHLDGlobal X Defense Tech ETF	1.7%	1.6%	94,637	+9.8%	$5.7M
LRGFIshares Tr	1.7%	1.8%	72,041	-3.8%	$5.6M
BLCRBlackrock ETF Trust	1.7%	1.7%	113,105	+6.1%	$5.5M
IVLUIshares Tr	1.7%	1.7%	126,700	-2.0%	$5.4M
EFVIshares Tr	1.3%	1.3%	55,556	+4.0%	$4.4M
ITOTIshares Tr	1.3%	1.3%	25,758	-0.9%	$4.3M
OEFIshares Tr	1.3%	1.3%	10,925	+0.6%	$4.2M
BKHYBny Mellon ETF Trust	1.3%	1.5%	89,941	-11.0%	$4.1M
EFGIshares Tr	1.1%	1.2%	30,239	+1.3%	$3.6M
BINCBlackrock ETF Trust II	0.9%	1.3%	57,953	-25.3%	$2.9M
IAUIshares Gold Tr	0.9%	0.8%	36,546	+3.9%	$2.9M
GGOVBlackrock ETF Trust II	0.9%	0.9%	56,342	+1.6%	$2.8M
BALIBlackrock ETF Trust	0.7%	0.7%	63,543	+1.2%	$2.2M
MBBIshares Tr	0.7%	0.7%	24,342	-0.5%	$2.2M
TFISpdr Series Trust	0.7%	0.5%	50,362	+39.1%	$2.2M
IEVIshares Tr	0.6%	0.7%	29,483	-0.8%	$2.1M
QUALIshares Tr	0.6%	0.6%	9,118	-1.6%	$2.0M
TLTIshares Tr	0.6%	0.7%	25,781	+1.7%	$2.0M
IEFIshares Tr	0.6%	0.5%	22,250	+23.3%	$2.0M
JAAAJanus Detroit Str Tr	0.6%	0.8%	37,374	-28.6%	$1.9M
FLMIFranklin Templeton ETF Tr	0.5%	0.8%	75,862	-25.4%	$1.8M
SECUBlackrock ETF Trust II	0.5%	—	35,917	—	$1.7M
VRTVertiv Holdings Co	0.5%	0.8%	7,198	+0.0%	$1.7M
PZAInvesco Exch Traded Fd Tr II	0.5%	0.8%	80,401	-27.2%	$1.7M
DTHWisdomtree Tr	0.5%	0.5%	29,711	-3.1%	$1.7M
XLGInvesco Exchange Traded Fd T	0.5%	0.5%	24,979	-4.4%	$1.6M
BRK-BBerkshire Hathaway Inc Del	0.5%	0.5%	3,140	+0.0%	$1.6M
EMXCIshares Inc	0.5%	0.5%	15,766	-1.4%	$1.6M
GOOGLAlphabet Inc	0.5%	0.5%	4,448	-1.5%	$1.5M
DGROIshares Tr	0.4%	0.5%	18,876	-11.9%	$1.4M
NVDANvidia Corporation	0.4%	0.4%	6,104	+5.8%	$1.4M
HYGIshares Tr	0.4%	—	18,042	—	$1.4M
IGEBIshares Tr	0.4%	0.4%	31,466	+14.8%	$1.3M
USMVIshares Tr	0.4%	0.4%	13,495	+0.6%	$1.3M
FMHIFirst Trust Municipal High Income ETF	0.4%	0.5%	28,881	-13.6%	$1.3M

What ShoreHaven Wealth Partners, LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +22.8% /yr; S&P 500 +20.1%
3 years: +18.1% /yr; S&P 500 +20.4%
5 years: +8.8% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$326.1M	102
Q2 2026	$317.9M	106
Q1 2026	$278.4M	103
Q4 2025	$278.4M	104
Q3 2025	$270.2M	101
Q2 2025	$244.1M	98
Q1 2025	$208.8M	87
Q4 2024	$211.7M	88
Q3 2024	$207.4M	84
Q2 2024	$190.3M	78
Q1 2024	$181.7M	78
Q4 2023	$164.3M	76

Questions about ShoreHaven Wealth Partners, LLC's portfolio

What stocks does ShoreHaven Wealth Partners, LLC own?

ShoreHaven Wealth Partners, LLC's latest 13F, for Q3 2026 and filed Oct 16, 2026, lists 102 positions worth $326.1M. The largest are Ishares Tr (IVW) at 16.9%, American Centy ETF Tr (AVLV) at 10.9%, Blackrock ETF Trust (DYNF) at 6.7%, Blackrock ETF Trust (CORO) at 3.7% and Blackrock ETF Trust (BAI) at 3.2%.

What did ShoreHaven Wealth Partners, LLC buy last quarter?

In Q3 2026, ShoreHaven Wealth Partners, LLC added Spdr Series Trust (TFI) (+39.1% shares), Ishares Tr (IEF) (+23.3% shares) and Ishares Tr (IGEB) (+14.8% shares), compared with its Q2 2026 filing.

What did ShoreHaven Wealth Partners, LLC sell last quarter?

In Q3 2026, ShoreHaven Wealth Partners, LLC cut from its top 50 Spdr Index Shs Fds (SPEM), cut from its top 50 State Streer (XAR), Janus Detroit Str Tr (JAAA) (-28.6% shares), Invesco Exch Traded Fd Tr II (PZA) (-27.2% shares) and Franklin Templeton ETF Tr (FLMI) (-25.4% shares), compared with its Q2 2026 filing.

How has ShoreHaven Wealth Partners, LLC's portfolio performed?

A portfolio copying ShoreHaven Wealth Partners, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +18.1% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +22.8% against +20.1%. Over 5 years: +8.8% a year against +11.6%.

When is ShoreHaven Wealth Partners, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. ShoreHaven Wealth Partners, LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does ShoreHaven Wealth Partners, LLC manage?

ShoreHaven Wealth Partners, LLC reported $541.5M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $326.1M.