Shp Wealth Management Top Holdings and 13F Report (2026)

About Shp Wealth Management

Investment Activity

Shp Wealth Management has $1.45 billion in total holdings as of June 30, 2026.
Shp Wealth Management owns shares of 1,981 different stocks, but just 24 companies or ETFs make up 80% of its holdings.
Approximately 10.72% of the portfolio was purchased this quarter.
About NaN of the portfolio was sold this quarter.
This quarter, Shp Wealth Management has purchased 1,820 new stocks and bought additional shares in 847 stocks.
Shp Wealth Management sold shares of 411 stocks and completely divested from 131 stocks this quarter.

Largest Holdings

Vanguard S&P 500 ETF: $395,410,405
Invesco S&P International Developed Momentum ETF: $123,271,272
iShares Core Dividend Growth ETF: $96,168,402
iShares Core S&P U.S. Growth ETF: $94,101,005
VictoryShares Short-Term Bond ETF: $90,375,655

Largest New Holdings this Quarter

46137V464 - Invesco S&P MidCap Momentum ETF: $22,249,390 Holding
38149W630 - GOLDMAN SACHS ETF TR: $5,510,848 Holding
09260Q108 - BlackRock Innovation and Growth Term Trust: $809,725 Holding
922907746 - Vanguard Tax-Exempt Bond ETF: $350,346 Holding
84615Q103 - SPACE EXPLORATION TECHN CORP: $229,807 Holding

Largest Purchases this Quarter

VictoryShares Short-Term Bond ETF: 537,159 shares (about $27.19M)
iShares High Yield Systematic Bond ETF: 493,173 shares (about $23.07M)
Invesco S&P MidCap Momentum ETF: 130,771 shares (about $22.25M)
Vanguard S&P 500 ETF: 21,150 shares (about $14.53M)
JPMorgan Equity Premium Income ETF: 105,345 shares (about $5.95M)

Largest Sales this Quarter

Huntington Ingalls Industries: 1 shares (about $∞T)
AdvisorShares Focused Equity ETF: 348 shares (about $∞T)
JAMES HARDIE INDS PLC: 67 shares (about $∞T)
Vanguard Intermediate-Term Corporate Bond ETF: 974,880 shares (about $80.58M)
JPMorgan Small & Mid Cap Enhanced Equity ETF: 316,296 shares (about $24.68M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
VOO Vanguard S&P 500 ETF	$395,410,405	$14,526,037 â–²	3.8%	575,720	27.2%	ETF
IDMO Invesco S&P International Developed Momentum ETF	$123,271,272	$2,452,959 â–²	2.0%	2,044,639	8.5%	ETF
DGRO iShares Core Dividend Growth ETF	$96,168,402	$5,461,048 â–²	6.0%	1,268,880	6.6%	ETF
IUSG iShares Core S&P U.S. Growth ETF	$94,101,005	$688,785 â–²	0.7%	500,298	6.5%	ETF
USTB VictoryShares Short-Term Bond ETF	$90,375,655	$27,190,996 â–²	43.0%	1,785,374	6.2%	ETF
FIDELITY COVINGTON TRUST	$71,598,354	$1,693,122 â–²	2.4%	1,708,384	4.9%	ENHANCED LARGE
JEPI JPMorgan Equity Premium Income ETF	$59,146,348	$5,949,884 â–²	11.2%	1,047,209	4.1%	ETF
SPY SPDR S&P 500 ETF Trust	$26,271,852	$53,767 â–¼	-0.2%	35,181	1.8%	ETF
FLBL Franklin Senior Loan ETF	$25,853,986	$2,103,231 â–²	8.9%	1,128,010	1.8%	ETF
HYDB iShares High Yield Systematic Bond ETF	$23,075,133	$23,065,685 â–²	244,145.0%	493,375	1.6%	ETF
XMMO Invesco S&P MidCap Momentum ETF	$22,249,390	$22,249,390 â–²	New Holding	130,771	1.5%	ETF
AAPL Apple	$20,996,164	$1,898,772 â–²	9.9%	72,561	1.4%	Technology
NVDA NVIDIA	$20,686,961	$331,950 â–²	1.6%	103,388	1.4%	Technology
QQQ Invesco QQQ	$13,261,524	$139,176 â–²	1.1%	18,009	0.9%	ETF
FDVV Fidelity High Dividend ETF	$12,707,681	$463,871 â–²	3.8%	210,776	0.9%	ETF
LVHI Franklin International Low Volatility High Dividend Index ETF	$10,066,956	$266,522 â–¼	-2.6%	248,046	0.7%	ETF
AMZN Amazon.com	$9,925,283	$833,006 â–²	9.2%	41,643	0.7%	Consumer Discretionary
FTHI First Trust BuyWrite Income ETF	$9,600,367	$674,144 â–²	7.6%	402,531	0.7%	ETF
MSFT Microsoft	$8,305,206	$421,508 â–¼	-4.8%	22,265	0.6%	Technology
GOOGL Alphabet	$7,701,357	$408,476 â–²	5.6%	21,550	0.5%	Communication Services
VTI Vanguard Total Stock Market ETF	$6,862,538	$32,934 â–¼	-0.5%	18,545	0.5%	ETF
IVV iShares Core S&P 500 ETF	$5,576,856	$59,910 â–¼	-1.1%	7,447	0.4%	ETF
GOLDMAN SACHS ETF TR	$5,510,848	$5,510,848 â–²	New Holding	92,916	0.4%	NASDA 100 ETF
GOOG Alphabet	$4,560,834	$60,773 â–²	1.4%	12,908	0.3%	Communication Services
MU Micron Technology	$4,409,084	$106,187 â–²	2.5%	3,820	0.3%	Technology
META Meta Platforms	$4,244,701	$251,212 â–²	6.3%	7,536	0.3%	Communication Services
VTV Vanguard Value ETF	$4,171,165	$163,883 â–¼	-3.8%	19,140	0.3%	ETF
TSLA Tesla	$3,849,069	$301,583 â–²	8.5%	9,151	0.3%	Consumer Discretionary
JQUA JPMorgan U.S. Quality Factor ETF	$3,835,972	$2,168 â–¼	-0.1%	53,071	0.3%	ETF
MS Morgan Stanley	$3,773,811	$6,689 â–²	0.2%	18,053	0.3%	Finance
VO Vanguard Mid-Cap ETF	$3,496,843	$3,247,638 â–¼	-48.2%	43,401	0.2%	ETF
BRK.B Berkshire Hathaway	$3,481,439	$513,433 â–²	17.3%	6,957	0.2%	Finance
JPM JPMorgan Chase & Co.	$3,389,297	$172,836 â–²	5.4%	10,354	0.2%	Finance
CIBR First Trust Nasdaq Cybersecurity ETF	$3,317,002	$144,839 â–²	4.6%	36,917	0.2%	ETF
AVGO Broadcom	$3,178,527	$151,484 â–²	5.0%	8,414	0.2%	Technology
JEPQ JPMorgan Nasdaq Equity Premium Income ETF	$3,103,262	$5,497,577 â–¼	-63.9%	50,492	0.2%	ETF
VEA Vanguard FTSE Developed Markets ETF	$3,097,910	$134,308 â–¼	-4.2%	43,479	0.2%	ETF
AMAT Applied Materials	$3,051,783	$19,521 â–²	0.6%	4,221	0.2%	Technology
SYY Sysco	$2,964,758	$3,427 â–²	0.1%	35,472	0.2%	Consumer Staples
XOM ExxonMobil	$2,964,743	$23,242 â–¼	-0.8%	21,685	0.2%	Energy
ETF SER SOLUTIONS	$2,913,912	$154,800 â–²	5.6%	17,619	0.2%	DEFIA QUANT ETF
FBND Fidelity Total Bond ETF	$2,879,956	$9,325 â–¼	-0.3%	63,310	0.2%	ETF
LLY Eli Lilly and Company	$2,825,014	$74,374 â–²	2.7%	2,355	0.2%	Healthcare
JAAA Janus Henderson AAA CLO ETF	$2,674,693	$347,016 â–²	14.9%	52,975	0.2%	ETF
ABBV AbbVie	$2,648,668	$216,403 â–²	8.9%	10,526	0.2%	Healthcare
SPGM SPDR Portfolio MSCI Global Stock Market ETF	$2,488,731	$1,055,290 â–²	73.6%	29,050	0.2%	ETF
CAT Caterpillar	$2,367,308	$101,167 â–²	4.5%	2,223	0.2%	Industrials
RTX RTX	$2,245,155	$380,612 â–²	20.4%	11,833	0.2%	Industrials
ADP Automatic Data Processing	$2,236,028	$6,719 â–²	0.3%	9,984	0.2%	Industrials
JNJ Johnson & Johnson	$2,157,650	$241,771 â–²	12.6%	8,496	0.1%	Healthcare
GLDM SPDR Gold MiniShares Trust	$2,139,725	$465,399 â–²	27.8%	26,942	0.1%	ETF
IGLD FT Vest Gold Strategy Target Income ETF	$2,119,073	$397,928 â–²	23.1%	100,621	0.1%	ETF
V Visa	$2,118,155	$153,698 â–²	7.8%	6,174	0.1%	Finance
JPIB JPMorgan International Bond Opportunities ETF	$2,096,309	$145,630 â–²	7.5%	43,357	0.1%	ETF
VT Vanguard Total World Stock ETF	$2,094,514	$1,051,102 â–²	100.7%	13,345	0.1%	ETF
GLOF iShares Global Equity Factor ETF	$2,087,766	$1,050,029 â–²	101.2%	35,499	0.1%	ETF
INVESTMENT MANAGERS SER TR I	$2,067,898	$1,063,535 â–²	105.9%	51,512	0.1%	FPA GBL EQTY ETF
IOO iShares Global 100 ETF	$2,059,685	$1,028,203 â–²	99.7%	15,078	0.1%	ETF
VB Vanguard Small-Cap ETF	$2,046,646	$526,211 â–²	34.6%	6,752	0.1%	ETF
AMD Advanced Micro Devices	$2,034,041	$235,300 â–²	13.1%	3,501	0.1%	Technology
ES Eversource Energy	$2,020,362	$35,990 â–¼	-1.8%	27,956	0.1%	Utilities
HGER Harbor Commodity All-Weather Strategy ETF	$1,994,039	$336,296 â–²	20.3%	67,963	0.1%	ETF
MTUM iShares MSCI USA Momentum Factor ETF	$1,967,645	$14,057 â–²	0.7%	5,739	0.1%	ETF
PG Procter & Gamble	$1,936,759	$126,400 â–²	7.0%	13,208	0.1%	Consumer Staples
SPYI NEOS S&P 500 High Income ETF	$1,904,992	$674,302 â–²	54.8%	35,882	0.1%	ETF
VUG Vanguard Growth ETF	$1,794,681	$1,558,135 â–²	658.7%	20,834	0.1%	ETF
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$1,746,598	$80,575,594 â–¼	-97.9%	21,132	0.1%	ETF
MOAT VanEck Morningstar Wide Moat ETF	$1,645,855	$609,399 â–¼	-27.0%	15,832	0.1%	ETF
BUFR FT Vest Laddered Buffer ETF	$1,630,480	$681,175 â–¼	-29.5%	44,634	0.1%	ETF
GLD SPDR Gold Shares	$1,556,668	$600,787 â–¼	-27.8%	4,226	0.1%	ETF
DELL Dell Technologies	$1,480,339	$25,025 â–²	1.7%	3,431	0.1%	Technology
ADI Analog Devices	$1,472,509	$1,259,257 â–²	590.5%	3,708	0.1%	Technology
MCD McDonald's	$1,456,995	$270 â–²	0.0%	5,390	0.1%	Consumer Discretionary
FTNT Fortinet	$1,451,916	$118,753 â–¼	-7.6%	9,451	0.1%	Technology
INTF iShares International Equity Factor ETF	$1,442,611	$708,526 â–²	96.5%	35,220	0.1%	ETF
FSMD Fidelity Small-Mid Multifactor ETF	$1,426,185	$110,137 â–²	8.4%	26,986	0.1%	ETF
CLOA iShares AAA CLO Active ETF	$1,424,656	$385,532 â–²	37.1%	27,445	0.1%	ETF
ADPV Adaptiv Select ETF	$1,363,145	$172,199 â–²	14.5%	28,213	0.1%	ETF
IYZ iShares U.S. Telecommunications ETF	$1,318,743	$156,503 â–²	13.5%	31,169	0.1%	ETF
WALMART INC	$1,293,205	$96,498 â–²	8.1%	11,418	0.1%	COM
LAM RESEARCH CORP	$1,291,837	$57,636 â–²	4.7%	2,981	0.1%	COM NEW
COST Costco Wholesale	$1,288,438	$29,006 â–²	2.3%	1,377	0.1%	Consumer Staples
IJR iShares Core S&P Small-Cap ETF	$1,257,169	$83,050 â–¼	-6.2%	8,477	0.1%	ETF
ISTB iShares Core 1-5 Year USD Bond ETF	$1,214,061	$592,845 â–¼	-32.8%	25,162	0.1%	ETF
VYM Vanguard High Dividend Yield ETF	$1,190,750	$43,616 â–²	3.8%	7,535	0.1%	ETF
VLO Valero Energy	$1,168,989	$6,510 â–²	0.6%	4,489	0.1%	Energy
HD Home Depot	$1,168,945	$453,257 â–¼	-27.9%	3,314	0.1%	Consumer Discretionary
BAC Bank of America	$1,157,217	$236,412 â–²	25.7%	20,309	0.1%	Finance
TIDAL TRUST II	$1,128,155	$127,192 â–²	12.7%	33,767	0.1%	DEFIA AI PWR ETF
THEMES ETF TR	$1,107,234	$138,648 â–²	14.3%	27,272	0.1%	TRANS DEFEN ETF
IBM International Business Machines	$1,100,939	$26,434 â–²	2.5%	3,915	0.1%	Technology
PM Philip Morris International	$1,100,647	$24,784 â–²	2.3%	6,084	0.1%	Consumer Staples
ITOT iShares Core S&P Total U.S. Stock Market ETF	$1,092,253	$65,709 â–²	6.4%	6,649	0.1%	ETF
IEFA iShares Core MSCI EAFE ETF	$1,089,352	$36,798 â–²	3.5%	11,279	0.1%	ETF
SMH VanEck Semiconductor ETF	$1,082,016	$272,143 â–²	33.6%	1,650	0.1%	ETF
MA Mastercard	$1,058,483	$17,975 â–²	1.7%	2,061	0.1%	Finance
IWF iShares Russell 1000 Growth ETF	$1,050,808	$787,206 â–²	298.6%	8,463	0.1%	ETF
CSCO Cisco Systems	$1,015,136	$199,926 â–²	24.5%	8,642	0.1%	Technology
ETN Eaton	$995,997	$533,159 â–²	115.2%	2,337	0.1%	Industrials
VZ Verizon Communications	$993,930	$27,436 â–²	2.8%	23,475	0.1%	Communication Services

Showing largest 100 holdings. View all holdings.

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Shp Wealth Management Top Holdings and 13F Report (2026)

About Shp Wealth Management

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Advanced Stock Screeners and Research Tools

About MarketBeat

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Shp Wealth Management Top Holdings and 13F Report (2026)

About Shp Wealth Management

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofShp Wealth Management

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools