ShoreHaven Wealth Partners, LLC
Annual return '25
-7.5%
SPY '25
+17.7%
Alpha
-25.2ptsvs SPY
Invested
$278.4M
Holdings
103
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 65%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IVW
ISHARES TR
Q1 2026: Sold 88.1% (262.9k → 31.3k shares)
12.4%
02
$AVLV
AMERICAN CENTY ETF TR
Q1 2026: Exited (was 318.0k shares)
10.1%
03
$DYNF
BLACKROCK ETF TRUST
Q1 2026: Exited (was 324.1k shares)
5.3%
04
$AVEM
AMERICAN CENTY ETF TR
Q1 2026: Exited (was 169.2k shares)
3.8%
05
$CORO
BLACKROCK ETF TRUST
Held since at least Q1 2024
3.6%
06
$TLT
ISHARES TR
Q1 2026: Exited (was 99.5k shares)
3.2%
07
$BAI
BLACKROCK ETF TRUST
Q1 2026: Exited (was 189.9k shares)
3.0%
08
$THRO
BLACKROCK ETF TRUST
Q1 2026: Exited (was 209.0k shares)
2.9%
09
$QUAL
ISHARES TR
Q1 2026: Exited (was 37.9k shares)
2.6%
10
$DNL
WISDOMTREE TR
Q1 2026: Exited (was 166.4k shares)
2.5%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:39 UTC.