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SHP Wealth Management - Portfolio Stock Holdings

SHP Wealth Management disclosed 2083 stock positions in a recent SEC 13F filing. $1,450,308,042 of stock holdings were filed, with the largest holdings including VOO, IDMO, and DGRO. This filing represented positions held on June 30, 2026, and was filed on Aug. 11, 2026.

Report Period:

June 30, 2026

No. of Stocks:

2083

Est. Stock Holding Value:

$1,450,308,042

Top Stock Holdings By Sector

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Portfolio Stock Holdings - SHP Wealth Management

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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