Shp Wealth Management
$1.5B 13F equity value
2,104 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Shp Wealth Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 575,720 | $395M | 27.2% |
| IDMO | INVESCO EXCH TRADED FD TR II | 2,044,639 | $123M | 8.5% |
| DGRO | ISHARES TR | 1,268,880 | $96M | 6.6% |
| IUSG | ISHARES TR | 500,298 | $94M | 6.5% |
| USTB | VICTORY PORTFOLIOS II | 1,785,374 | $90M | 6.2% |
| FELC | FIDELITY COVINGTON TRUST | 1,708,384 | $72M | 4.9% |
| JEPI | J P MORGAN EXCHANGE TRADED F | 1,047,209 | $59M | 4.1% |
| SPY | STATE STR SPDR S&P 500 ETF T | 35,181 | $26M | 1.8% |
| FLBL | FRANKLIN TEMPLETON ETF TR | 1,128,010 | $26M | 1.8% |
| HYDB | ISHARES TR | 493,375 | $23M | 1.6% |
Track Shp Wealth Management's 13F portfolio: $1.5B in reported holdings, 2,104 positions. Top holdings and quarterly changes on SentiSense.
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