Shum Financial Group, Inc. - Portfolio Stock Holdings
Shum Financial Group, Inc. disclosed 113 stock positions in a recent SEC 13F filing. $174,184,334 of stock holdings were filed, with the largest holdings including AAPL, EFV, and QUAL. This filing represented positions held on Sept. 30, 2026, and was filed on Oct. 13, 2026.We estimate the fund has a total AUM of $321,953,763 and has 4 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:
113Est. Stock Holding Value:
$174,184,334Top Stock Holdings By Sector
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Portfolio Stock Holdings - Shum Financial Group, Inc.
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