ShoreHaven Wealth Partners, LLC - Portfolio overview

ShoreHaven Wealth Partners, LLC has 119 reported holdings in this dataset, with the latest filing dated 2026-05-14.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. IVW - ISHARES TR, 12.16%
2. AVLV - AMERICAN CENTY ETF TR, 9.93%
3. DYNF - BLACKROCK ETF TRUST, 5.19%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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