ShoreHaven Wealth Partners, LLC filed a Form 13F-HR with the Securities and Exchange Commission on October 16, 2026, reporting its equity holdings as of September 30, 2026. The filing lists a total of 102 distinct equity securities held by the firm.
The portfolio is heavily weighted toward exchange-traded funds (ETFs), with over 90 of the reported holdings being ETFs. Major holdings include BlackRock ETF Trust funds such as iShares Core S&P 500 ETF, iShares Core MSCI Emerging Markets ETF, and iShares Core S&P Total Stock Market ETF. The firm also holds significant positions in iShares ETFs tracking various sectors, including U.S. Large Cap Value, U.S. Equity Factor, and Europe ETFs.
Among the individual common stocks, Advanced Micro Devices Inc. is the largest holding, with 532,571 shares. Other notable individual stock positions include Amazon.com Inc. (282,571 shares), Alphabet Inc. Class A (444,848 shares), Alphabet Inc. Class C (250,613 shares), and Apple Inc. (25,827 shares). The filing also lists positions in companies such as NVIDIA Corporation, Microsoft Corporation, Meta Platforms Inc., and JPMorgan Chase & Co.
The report indicates that all positions are held in a single account and managed by ShoreHaven Wealth Partners, LLC, with Sheryl Iannuzzelli serving as the Chief Compliance Officer responsible for the certification of the filing.
