SHP Wealth Management ETF holdings
Plymouth, MA
Reported $1.2B in 500 ETFs in its Form 13F for June 30, 2026.
ETF value
$1.2B
ETFs held
500
Change from prior quarter
+7.5%
With price moves
ETFs as a share of its 13F
84.7%
of $1.5B
Top 10 of 500 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| VOO | Vanguard S&P 500 ETF | $395.4M | 575,720 | +21,150 shares |
| IDMO | Invesco S&P International Developed Momentum ETF | $123.3M | 2,044,639 | +40,686 shares |
| DGRO | iShares Core Dividend Growth ETF | $96.2M | 1,268,880 | +72,055 shares |
| IUSG | iShares Core S&P U.S. Growth ETF | $94.1M | 500,298 | +3,662 shares |
| USTB | VictoryShares Short-Term Bond ETF | $90.4M | 1,785,374 | +537,159 shares |
| FELC | Fidelity Enhanced Large Cap Core ETF | $71.6M | 1,708,384 | +40,399 shares |
| JEPI | JPMorgan Equity Premium Income ETF | $59.1M | 1,047,209 | +105,345 shares |
| SPY | State Street SPDR S&P 500 ETF Trust | $26.3M | 35,181 | −72 shares |
| FLBL | Franklin Senior Loan ETF | $25.9M | 1,128,010 | +91,764 shares |
| HYDB | iShares High Yield Systematic Bond ETF | $23.1M | 493,375 | +493,173 shares |
490 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) 0001807060. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does SHP Wealth Management own?
SHP Wealth Management reported 500 ETF positions worth $1.2B in its Form 13F for June 30, 2026. The largest was VOO, at $395.4M.
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.