SHP Wealth Management - Portfolio overview

SHP Wealth Management has 1806 reported holdings in this dataset, with the latest filing dated 2026-05-08.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. VOO - VANGUARD INDEX FDS, 25.00%
2. IDMO - INVESCO EXCH TRADED FD TR II, 8.29%
3. DGRO - ISHARES TR, 6.34%

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

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