ShoreHaven Wealth Partners, LLC
•CIK: 1844922•Filing: Q4 2025
**ShoreHaven Wealth Partners, LLC** manages $278M across a diversified portfolio of 104 positions. The strategy exhibits a notable tilt toward technology and defensive sectors, highlighted by significant allocations to IVW ($32.4M) and AVLV ($24.1M). Further concentration is evident in cyclical and quality plays, with DYNF ($19.7M) and XLG ($13.7M) anchoring core holdings. The portfolio maintains exposure across fixed income and large-cap tech, including AAPL ($7.2M).
Total AUM
$278.4M
QoQ Performance
+3.6%
Positions
50
Top 10 Concentration
50.8%
Latest Filing
Q4 2025
Top Holdings Allocation
IVW
AVLV
DYNF
IVW11.6%
AVLV8.7%
DYNF7.1%
XLG4.9%
AVEM4.7%
TLT3.1%
THRO2.9%
QUAL2.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other93.8%
Technology4.3%
Financial1.2%
Consumer0.4%
Utilities0.1%
ETF0.1%
Communication0.1%
🚪 Exited Positionssold since Q3 2025
+3 more exited positions
Changes from Q3 2025
NEW11 new positions
↑44 increased
↓35 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023