ShoreHaven Wealth Partners, LLC ETF holdings
Red Bank, NJ
Reported $295.0M in 80 ETFs in its Form 13F for June 30, 2026.
ETF value
$295.0M
ETFs held
80
Change from prior quarter
+14.3%
With price moves
ETFs as a share of its 13F
92.8%
of $317.9M
Top 10 of 80 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IVW | iShares S&P 500 Growth ETF | $51.3M | 373,246 | +67,899 shares |
| AVLV | Avantis US Large Cap Value ETF | $34.0M | 372,316 | +22,468 shares |
| DYNF | iShares U.S. Equity Factor Rotation Active ETF | $20.5M | 301,711 | +48,232 shares |
| CORO | iShares International Country Rotation Active ETF | $11.7M | 318,708 | +4,720 shares |
| BAI | iShares A.I. Innovation and Tech Active ETF | $11.0M | 208,852 | −42,651 shares |
| AVEM | Avantis Emerging Markets Equity ETF | $9.8M | 101,935 | −30,658 shares |
| DNL | WisdomTree Global ex-U.S. Quality Growth Fund | $8.1M | 176,021 | +2,655 shares |
| IWL | iShares Russell Top 200 ETF | $7.2M | 39,152 | −59 shares |
| VLU | State Street SPDR S&P 1500 Value Tilt ETF | $6.9M | 29,028 | −173 shares |
| THRO | iShares U.S. Thematic Rotation Active ETF | $6.8M | 157,950 | −61,750 shares |
70 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001844922. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does ShoreHaven Wealth Partners, LLC own?
ShoreHaven Wealth Partners, LLC reported 80 ETF positions worth $295.0M in its Form 13F for June 30, 2026. The largest was IVW, at $51.3M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.