Shum Financial Group, Inc. ETF holdings
Alameda, CA
Reported $81.4M in 43 ETFs in its Form 13F for June 30, 2026.
ETF value
$81.4M
ETFs held
43
Change from prior quarter
+22.0%
With price moves
ETFs as a share of its 13F
49.1%
of $165.9M
Top 10 of 43 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| EFV | iShares MSCI EAFE Value ETF | $11.9M | 155,552 | +5,390 shares |
| QUAL | iShares MSCI USA Quality Factor ETF | $7.1M | 32,369 | +1,760 shares |
| SPSM | State Street SPDR Portfolio S&P 600 Small Cap ETF | $5.5M | 94,534 | −1,732 shares |
| IGLB | iShares 10+ Year Investment Grade Corporate Bond ETF | $4.9M | 97,816 | −1,853 shares |
| IQLT | iShares MSCI Intl Quality Factor ETF | $4.7M | 95,491 | +9,314 shares |
| SPEM | State Street SPDR Portfolio Emerging Markets ETF | $4.4M | 84,553 | +5,297 shares |
| SPYV | State Street SPDR Portfolio S&P 500 Value ETF | $4.2M | 68,415 | +4,638 shares |
| SDY | State Street SPDR S&P Dividend ETF | $4.1M | 26,884 | +686 shares |
| SPYG | State Street SPDR Portfolio S&P 500 Growth ETF | $3.6M | 30,587 | +1,236 shares |
| EFG | iShares MSCI EAFE Growth ETF | $3.4M | 27,393 | +3,489 shares |
33 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) 0002044675. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Shum Financial Group, Inc. own?
Shum Financial Group, Inc. reported 43 ETF positions worth $81.4M in its Form 13F for June 30, 2026. The largest was EFV, at $11.9M.
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.