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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 36 of 100  ·  1,981 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 MUFG MITSUBISHI UFJ FINANCIAL GRO Financial Services 1,373.0 $27K 0.00% NEW $19.89 +10.8%
702 DYNF BLACKROCK ETF TRUST 400.0 $27K 0.00% NEW $68.01 +1.6%
703 INNOVATOR ETFS TRUST 1,043.0 $27K 0.00% NEW $25.98
704 EVRG EVERGY INC Utilities 312.0 $27K 0.00% NEW $86.43 -6.4%
705 VAC MARRIOTT VACATIONS WORLDWIDE Consumer Cyclical 265.0 $27K 0.00% NEW $101.74 +10.6%
706 VEEV VEEVA SYS INC Healthcare 152.0 $27K 0.00% NEW $177.31 +39.8%
707 SOFI SOFI TECHNOLOGIES INC Financial Services 1,500.0 $27K 0.00% NEW $17.93 +5.5%
708 IJJ ISHARES TR 182.0 $27K 0.00% NEW $147.70 +0.9%
709 RIO RIO TINTO PLC Basic Materials 283.0 $27K 0.00% NEW $94.92 +10.9%
710 ONB OLD NATL BANCORP IND Financial Services 1,031.0 $27K 0.00% NEW $25.90 -0.3%
711 NOK NOKIA CORP Technology 2,006.0 $27K 0.00% NEW $13.28 -23.1%
712 SAP SAP SE Technology 172.0 $27K 0.00% NEW $154.23 +41.8%
713 DLTR DOLLAR TREE INC Consumer Defensive 219.0 $26K 0.00% NEW $120.95 +8.7%
714 SCHH SCHWAB STRATEGIC TR 1,118.0 $26K 0.00% NEW $23.68 +1.5%
715 NJR NEW JERSEY RES CORP Utilities 470.0 $26K 0.00% NEW $56.04 -4.5%
716 IWMI NEOS ETF TRUST 491.0 $26K 0.00% NEW $53.47 -1.8%
717 OHI OMEGA HEALTHCARE INVS INC Real Estate 550.0 $26K 0.00% NEW $47.68 -2.2%
718 JHML JOHN HANCOCK EXCHANGE TRADED 294.0 $26K 0.00% NEW $89.18 +2.1%
719 PPL PPL CORP Utilities 719.0 $26K 0.00% NEW $36.36 -5.4%
720 MLPA GLOBAL X FDS 492.0 $26K 0.00% NEW $53.08 +6.2%
Page 36 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 33.0%
Financial Services 27.0%
Consumer Cyclical 8.6%
Industrials 6.9%
Communication Services 6.6%
Healthcare 5.9%
Consumer Defensive 4.4%
Energy 3.1%
Utilities 2.4%
Basic Materials 1.3%