Shp Wealth Management
$1.3B Assets Reported
1,934 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 554,570 | $331M | 25.0% |
| IDMO | INVESCO EXCH TRADED FD TR II | 2,003,953 | $110M | 8.3% |
| DGRO | ISHARES TR | 1,196,825 | $84M | 6.3% |
| VCIT | VANGUARD SCOTTSDALE FDS | 996,012 | $82M | 6.2% |
| IUSG | ISHARES TR | 496,636 | $77M | 5.8% |
| USTB | VICTORY PORTFOLIOS II | 1,248,215 | $63M | 4.8% |
| FELC | FIDELITY COVINGTON TRUST | 1,667,985 | $60M | 4.6% |
| JEPI | J P MORGAN EXCHANGE TRADED F | 941,864 | $53M | 4.0% |
| VO | VANGUARD INDEX FDS | 83,709 | $24M | 1.8% |
| FLBL | FRANKLIN TEMPLETON ETF TR | 1,036,246 | $24M | 1.8% |
Track Shp Wealth Management's 13F portfolio: $1.3B in reported holdings, 1,934 positions. Top holdings, AUM, and quarterly changes on SentiSense.