Universe · entity
SHP Wealth Management
Institutional manager (13F) · CIK 1807060
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $1.2B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | VANGUARD INDEX FDS | $331M | 554,570 |
| 2 | INVESCO EXCH TRADED FD TR II | $110M | 2,003,953 |
| 3 | ISHARES TR | $84M | 1,196,825 |
| 4 | VANGUARD SCOTTSDALE FDS | $82M | 996,012 |
| 5 | ISHARES TR | $77M | 496,636 |
| 6 | VICTORY PORTFOLIOS II | $63M | 1,248,215 |
| 7 | FIDELITY COVINGTON TRUST | $60M | 1,667,985 |
| 8 | J P MORGAN EXCHANGE TRADED F | $53M | 941,864 |
| 9 | VANGUARD INDEX FDS | $24M | 83,709 |
| 10 | FRANKLIN TEMPLETON ETF TR | $24M | 1,036,246 |
| 11 | STATE STR SPDR S&P 500 ETF T | $23M | 35,253 |
| 12 | ISHARES TR | $22M | 523,777 |
| 13 | J P MORGAN EXCHANGE TRADED F | $22M | 322,252 |
| 14 | NVIDIA CORPORATION | $18M | 101,729 |
| 15 | APPLE INC | $17M | 65,999 |
| 16 | FIDELITY COVINGTON TRUST | $11M | 203,082 |
| 17 | LEGG MASON ETF INVT | $10M | 254,613 |
| 18 | INVESCO QQQ TR | $10M | 17,820 |
| 19 | MICROSOFT CORP | $9M | 23,395 |
| 20 | FIRST TR EXCHANGE TRADED FD | $9M | 374,265 |
| 21 | AMAZON COM INC | $8M | 38,148 |
| 22 | J P MORGAN EXCHANGE TRADED F | $8M | 139,941 |
| 23 | VANGUARD INDEX FDS | $6M | 18,634 |
| 24 | ALPHABET INC | $6M | 20,407 |
| 25 | ISHARES TR | $5M | 7,527 |
| 26 | META PLATFORMS INC | $4M | 7,090 |
| 27 | VANGUARD INDEX FDS | $4M | 19,892 |
| 28 | EXXON MOBIL CORP | $4M | 21,855 |
| 29 | ALPHABET INC | $4M | 12,736 |
| 30 | J P MORGAN EXCHANGE TRADED F | $3M | 53,101 |
| 31 | TESLA INC | $3M | 8,434 |
| 32 | MORGAN STANLEY | $3M | 18,021 |
| 33 | VANGUARD TAX-MANAGED FDS | $3M | 45,364 |
| 34 | FIDELITY MERRIMACK STR TR | $3M | 63,515 |
| 35 | JPMORGAN CHASE &CO | $3M | 9,826 |
| 36 | BERKSHIRE HATHAWAY INC DEL | $3M | 5,931 |
| 37 | SYSCO CORP | $3M | 35,431 |
| 38 | SPDR GOLD TR | $3M | 5,857 |
| 39 | BROADCOM INC | $2M | 8,013 |
| 40 | JANUS DETROIT STR TR | $2M | 46,102 |
| 41 | FIRST TR EXCHANGE-TRADED FD | $2M | 35,305 |
| 42 | FIRST TR EXCHNG TRADED FD VI | $2M | 63,281 |
| 43 | ELI LILLY &CO | $2M | 2,293 |
| 44 | ABBVIE INC | $2M | 9,666 |
| 45 | VANECK ETF TRUST | $2M | 21,694 |
| 46 | FIRST TR EXCHANGE-TRADED FD | $2M | 81,726 |
| 47 | AUTOMATIC DATA PROCESSING IN | $2M | 9,954 |
| 48 | EVERSOURCE ENERGY | $2M | 28,454 |
| 49 | WORLD GOLD TR | $2M | 21,082 |
| 50 | J P MORGAN EXCHANGE TRADED F | $2M | 40,345 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.