Q2 2026 13F · SEC CIK 2044675

Shum Financial Group, Inc.

Wealth managerFiled 2026-07-22 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $165.9M
Reported positions: 106
Holdings vs S&P 500, 3 yrs: —
Assets under management: $322.0M

Shum Financial Group, Inc. is a wealth manager that reported 106 positions worth $165.9M in its Q2 2026 13F, filed 2026-07-22. Its largest holdings were Apple Inc (AAPL, 8.6%), Ishares Tr (EFV, 7.2%), Ishares Msci USA Quality Factor ETF (QUAL, 4.3%).

Shum Financial Group, Inc. holdings largest 50 of 106 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 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.

Shum Financial Group, Inc. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
AAPLApple Inc	8.6%	8.7%	49,101	+1.0%	$14.2M
EFVIshares Tr	7.2%	7.9%	155,552	+3.6%	$11.9M
QUALIshares Msci USA Quality Factor ETF	4.3%	4.2%	32,369	+5.7%	$7.1M
SPSMSpdr Series Trust	3.3%	3.3%	94,534	-1.8%	$5.5M
IGLBIshares Tr	3.0%	3.5%	97,816	-1.9%	$4.9M
MSFTMicrosoft Corp	2.9%	3.2%	12,956	+4.8%	$4.8M
IQLTIshares Tr	2.9%	2.8%	95,491	+10.8%	$4.7M
NVDANvidia Corporation Com	2.8%	2.6%	23,585	+9.9%	$4.7M
SPEMState Street Spdr Portfolio Emerging Mar	2.6%	2.6%	84,553	+6.7%	$4.4M
SPYVSpdr Series Trust	2.5%	2.6%	68,415	+7.3%	$4.2M
SDYSpdr Series Trust	2.5%	2.7%	26,884	+2.6%	$4.1M
GOOGLAlphabet Inc	2.3%	1.9%	10,448	+9.3%	$3.7M
SPYGSpdr Series Trust	2.2%	2.0%	30,587	+4.2%	$3.6M
EFGIshares Tr	2.1%	1.9%	27,393	+14.6%	$3.4M
JPMJpmorgan Chase & Co	2.0%	2.2%	10,337	-0.5%	$3.4M
SPMDSpdr Series Trust	2.0%	2.0%	47,975	+0.8%	$3.2M
AMZNAmazon Com Inc Com	1.8%	1.8%	12,480	+1.5%	$3.0M
JNJJohnson & Johnson	1.8%	2.0%	11,612	-0.2%	$2.9M
MDYVSpdr Series Trust	1.8%	1.8%	30,622	+4.6%	$2.9M
IXNIshares Tr	1.6%	1.3%	18,531	-1.9%	$2.7M
WMTWalmart Inc	1.5%	2.0%	22,354	+0.4%	$2.5M
PANWPalo Alto Networks Inc	1.4%	0.7%	6,691	+3.0%	$2.3M
UNHUnitedhealth Group Inc Com	1.3%	1.0%	5,174	+0.3%	$2.2M
BLKBlackrock Inc	1.3%	1.5%	2,188	+0.4%	$2.1M
HDHome Depot Inc Com	1.3%	1.4%	5,893	-4.5%	$2.1M
AMDAdvanced Micro Devices Inc	1.2%	—	3,400	—	$2.0M
LLYLilly Eli & Co	1.1%	1.0%	1,453	-2.2%	$1.7M
JMSTJ P Morgan Exchange Traded F	1.0%	0.6%	33,986	+101.8%	$1.7M
COSTCostco Whsl Corp New	1.0%	1.2%	1,715	+3.4%	$1.6M
VVisa Inc Com Cl A	0.9%	0.9%	4,437	-0.2%	$1.5M
USRTIshares Tr	0.9%	0.9%	22,124	-0.1%	$1.5M
XLUSpdr	0.9%	1.0%	31,795	+0.4%	$1.4M
CSCOCisco Sys Inc	0.8%	0.6%	11,210	-0.6%	$1.3M
ABBVAbbvie Inc	0.8%	0.8%	5,145	-1.9%	$1.3M
PLDPrologis Inc	0.8%	0.9%	9,502	-0.1%	$1.3M
SRLNSsga Active ETF Tr	0.7%	0.9%	30,281	-0.2%	$1.2M
AVGOBroadcom Inc	0.7%	0.6%	3,149	+10.1%	$1.2M
QCOMQualcomm Inc	0.7%	0.6%	6,386	-0.4%	$1.2M
EMBIshares Tr	0.7%	—	11,630	—	$1.1M
PPLPpl Corp	0.7%	0.8%	30,512	-1.6%	$1.1M
IBMInternational Business Machs	0.6%	0.6%	3,617	+0.2%	$1.0M
CRWDCrowdstrike Hldgs Inc Class A	0.6%	—	1,253	—	$956K
FIXTTcw ETF Trust	0.6%	0.7%	25,000	-0.8%	$945K
PMPhilip Morris Intl Inc Com	0.6%	0.6%	5,208	+1.0%	$942K
XLVSelect Sector Spdr Tr	0.6%	0.6%	5,814	+0.8%	$922K
VCITVanguard Scottsdale Fds	0.5%	0.6%	11,020	+4.9%	$911K
UPSUnited Parcel Svcs Inc Cl B	0.5%	0.6%	8,186	-1.0%	$880K
PGProcter & Gamble Co Com	0.5%	0.7%	5,981	-8.4%	$877K
ASMLAsml Hldg NV	0.5%	—	415	—	$826K
ACWIIshares Tr	0.5%	—	5,073	—	$796K

What Shum Financial Group, Inc. bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

JMST J P Morgan Exchange Traded F+101.8% shares
EFG Ishares Tr+14.6% shares
IQLT Ishares Tr+10.8% shares
AVGO Broadcom Inc+10.1% shares
NVDA Nvidia Corporation Com+9.9% shares
GOOGL Alphabet Inc+9.3% shares
SPYV Spdr Series Trust+7.3% shares
SPEM State Street Spdr Portfolio Emerging Mar+6.7% shares

Reduced

PG Procter & Gamble Co Com-8.4% shares

Left the top 50

Share counts compared with the Q1 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: +18.7% /yr; S&P 500 +20.1%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 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
Q2 2026	$165.9M	106
Q1 2026	$141.4M	93
Q4 2025	$138.8M	92
Q3 2025	$134.0M	94
Q1 2025	$115.6M	89
Q4 2024	$115.8M	88
Q3 2024	$119.9M	90

Questions about Shum Financial Group, Inc.'s portfolio

What stocks does Shum Financial Group, Inc. own?

Shum Financial Group, Inc.'s latest 13F, for Q2 2026 and filed Jul 22, 2026, lists 106 positions worth $165.9M. The largest are Apple Inc (AAPL) at 8.6%, Ishares Tr (EFV) at 7.2%, Ishares Msci USA Quality Factor ETF (QUAL) at 4.3%, Spdr Series Trust (SPSM) at 3.3% and Ishares Tr (IGLB) at 3.0%.

What did Shum Financial Group, Inc. buy last quarter?

In Q2 2026, Shum Financial Group, Inc. added J P Morgan Exchange Traded F (JMST) (+101.8% shares), Ishares Tr (EFG) (+14.6% shares) and Ishares Tr (IQLT) (+10.8% shares), compared with its Q1 2026 filing.

What did Shum Financial Group, Inc. sell last quarter?

In Q2 2026, Shum Financial Group, Inc. cut from its top 50 Ssga Active Tr (EMTL), cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Netflix Inc Total (NFLX), cut from its top 50 Abbott Laboratories (ABT), cut from its top 50 Oracle Corp (ORCL) and Procter & Gamble Co Com (PG) (-8.4% shares), compared with its Q1 2026 filing.

When is Shum Financial Group, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Shum Financial Group, Inc.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Shum Financial Group, Inc. manage?

Shum Financial Group, Inc. reported $322.0M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $165.9M.