ShoreHaven Wealth Partners, LLC
ShoreHaven Wealth Partners, LLC reported 106 positions worth $317.9M as of June 30, 2026 (13F filed July 14, 2026). Largest holding: IVW (16.1%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IVW | SH | $51.3M | 16.15% | 373,246 | — | — | |
| ▸ 2 | AVLV | SH | $34.0M | 10.68% | 372,316 | — | — | |
| ▸ 3 | DYNF | SH | $20.5M | 6.45% | 301,711 | — | — | |
| ▸ 4 | CORO | SH | $11.7M | 3.67% | 318,708 | — | — | |
| ▸ 5 | BAI | SH | $11.0M | 3.46% | 208,852 | — | — | |
| ▸ 6 | AVEM | SH | $9.8M | 3.09% | 101,935 | — | — | |
| ▸ 7 | DNL | SH | $8.1M | 2.56% | 176,021 | — | — | |
| ▸ 8 | AAPL | SH | $7.4M | 2.33% | 25,650 | — | — | |
| ▸ 9 | IWL | SH | $7.2M | 2.28% | 39,152 | — | — | |
| ▸ 10 | VLU | SH | $6.9M | 2.18% | 29,028 | — | — |
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Frequently Asked Questions
What stocks does ShoreHaven Wealth Partners, LLC hold as of Q2 2026?
ShoreHaven Wealth Partners, LLC reported 106 positions worth $317.9M in its Q2 2026 13F filing. Largest positions: IVW (16.1%), AVLV (10.7%), DYNF (6.5%), CORO (3.7%) and BAI (3.5%).
What did ShoreHaven Wealth Partners, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did ShoreHaven Wealth Partners, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.