SHP Wealth Management
SHP Wealth Management reported 1,981 positions worth $1.45B as of June 30, 2026 (13F filed August 11, 2026). Largest holding: VOO (27.2%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VOO | SH | $395.4M | 27.20% | 575,720 | — | — | |
| ▸ 2 | IDMO | SH | $123.3M | 8.48% | 2,044,639 | — | — | |
| ▸ 3 | DGRO | SH | $96.2M | 6.61% | 1,268,880 | — | — | |
| ▸ 4 | IUSG | SH | $94.1M | 6.47% | 500,298 | — | — | |
| ▸ 5 | USTB | SH | $90.4M | 6.22% | 1,785,374 | — | — | |
| ▸ 6 | FELC | SH | $71.6M | 4.92% | 1,708,384 | — | — | |
| ▸ 7 | JEPI | SH | $59.1M | 4.07% | 1,047,209 | — | — | |
| ▸ 8 | SPY | SH | $26.3M | 1.81% | 35,181 | — | — | |
| ▸ 9 | FLBL | SH | $25.9M | 1.78% | 1,128,010 | — | — | |
| ▸ 10 | HYDB | SH | $23.1M | 1.59% | 493,375 | — | — |
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Frequently Asked Questions
What stocks does SHP Wealth Management hold as of Q2 2026?
SHP Wealth Management reported 1981 positions worth $1.45B in its Q2 2026 13F filing. Largest positions: VOO (27.2%), IDMO (8.5%), DGRO (6.6%), IUSG (6.5%) and USTB (6.2%).
What did SHP Wealth Management buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did SHP Wealth Management 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.