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Portfolio (Quarterly) Guide ↗

SHP Wealth Management

· CIK 0001807060
13F Portfolio $1.5B AUM 1,981 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 1981 New
Page 2 of 100  ·  1,981 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VTI VANGUARD INDEX FDS 18,545.0 $6.9M 0.47% NEW $370.05 +2.6%
22 IVV ISHARES TR 7,447.0 $5.6M 0.38% NEW $748.87 +3.1%
23 GPIQ GOLDMAN SACHS ETF TR 92,916.0 $5.5M 0.38% NEW $59.31 -4.1%
24 GOOG ALPHABET INC Communication Services 12,908.0 $4.6M 0.31% NEW $353.33 -3.6%
25 MU MICRON TECHNOLOGY INC Technology 3,820.0 $4.4M 0.30% NEW $1154.21 -18.4%
26 META META PLATFORMS INC Communication Services 7,536.0 $4.2M 0.29% NEW $563.26 -1.7%
27 VTV VANGUARD INDEX FDS 19,140.0 $4.2M 0.29% NEW $217.93 +4.0%
28 TSLA TESLA INC Consumer Cyclical 9,151.0 $3.8M 0.27% NEW $420.62 -19.5%
29 J P MORGAN EXCHANGE TRADED F 53,071.0 $3.8M 0.26% NEW $72.28
30 MS MORGAN STANLEY Financial Services 18,053.0 $3.8M 0.26% NEW $209.04 +3.4%
31 VO VANGUARD INDEX FDS 43,401.0 $3.5M 0.24% NEW $80.57 +3.6%
32 BERKSHIRE HATHAWAY INC DEL 6,957.0 $3.5M 0.24% NEW $500.42
33 JPM JPMORGAN CHASE & CO Financial Services 10,354.0 $3.4M 0.23% NEW $327.34 +10.1%
34 CIBR FIRST TR EXCHANGE-TRADED FD 36,917.0 $3.3M 0.23% NEW $89.85 +8.1%
35 AVGO BROADCOM INC Technology 8,414.0 $3.2M 0.22% NEW $377.77 +0.7%
36 JEPQ J P MORGAN EXCHANGE TRADED F 50,492.0 $3.1M 0.21% NEW $61.46 -2.5%
37 VEA VANGUARD TAX-MANAGED FDS 43,479.0 $3.1M 0.21% NEW $71.25 +1.7%
38 AMAT APPLIED MATLS INC Technology 4,221.0 $3.1M 0.21% NEW $723.00 -30.1%
39 SYY SYSCO CORP Consumer Defensive 35,472.0 $3.0M 0.20% NEW $83.58 -1.5%
40 XOM EXXON MOBIL CORP Energy 21,685.0 $3.0M 0.20% NEW $136.72 +20.4%
Page 2 of 100  ·  1,981 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 32.3%
Financial Services 26.5%
Consumer Cyclical 8.4%
Communication Services 8.3%
Industrials 6.8%
Healthcare 5.8%
Consumer Defensive 4.3%
Energy 3.1%
Utilities 2.4%
Basic Materials 1.2%