Shum Financial Group, Inc. - Portfolio overview

Shum Financial Group, Inc. has 95 reported holdings in this dataset, with the latest filing dated 2026-04-22.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. AAPL - APPLE INC, 8.70%
2. EFV - ISHARES TR, 7.87%
3. QUAL - ISHARES TR, 4.14%

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

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