ShoreHaven Wealth Partners, LLC - Portfolio Stock Holdings
ShoreHaven Wealth Partners, LLC disclosed 110 stock positions in a recent SEC 13F filing. $326,082,901 of stock holdings were filed, with the largest holdings including IVW, AVLV, and DYNF. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $541,514,920 and has 6 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
110Est. Stock Holding Value:
$326,082,901Top Stock Holdings By Sector
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Portfolio Stock Holdings - ShoreHaven Wealth Partners, LLC
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Stock
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% of Portfolio
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