Shum Financial Group, Inc. Top Holdings and 13F Report (2025) About Shum Financial Group, Inc.Investment ActivityShum Financial Group, Inc. has $134.02 million in total holdings as of September 30, 2025.Shum Financial Group, Inc. owns shares of 94 different stocks, but just 40 companies or ETFs make up 80% of its holdings.Approximately 7.75% of the portfolio was purchased this quarter.About 4.88% of the portfolio was sold this quarter.This quarter, Shum Financial Group, Inc. has purchased 89 new stocks and bought additional shares in 34 stocks.Shum Financial Group, Inc. sold shares of 49 stocks and completely divested from 5 stocks this quarter.Largest Holdings iShares MSCI EAFE Value ETF $9,635,896Apple $8,983,621iShares MSCI USA Quality Factor ETF $5,733,276Microsoft $5,690,973iShares 10+ Year Investment Grade Corporate Bond ETF $5,012,780 Largest New Holdings this Quarter 87191E105 - TCW ETF TRUST $1,034,414 Holding36828A101 - GE VERNOVA INC $296,382 Holding02079K107 - Alphabet $289,819 Holding46431W838 - iShares Short Maturity Municipal Bond Active ETF $275,773 Holding464287507 - iShares Core S&P Mid-Cap ETF $236,959 Holding Largest Purchases this Quarter iShares MSCI EAFE Value ETF 61,339 shares (about $4.16M)TCW ETF TRUST 26,750 shares (about $1.03M)Home Depot 935 shares (about $378.85K)iShares MSCI Intl Quality Factor ETF 7,669 shares (about $338.89K)Palo Alto Networks 1,612 shares (about $328.24K) Largest Sales this Quarter iShares MSCI ACWI ETF 7,789 shares (about $1.08M)Cisco Systems 5,511 shares (about $377.06K)Advanced Micro Devices 2,145 shares (about $347.04K)Johnson & Johnson 1,833 shares (about $339.88K)Medtronic 3,065 shares (about $291.91K) Sector Allocation Over TimeMap of 500 Largest Holdings ofShum Financial Group, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorEFViShares MSCI EAFE Value ETF$9,635,896$4,160,610 ▲76.0%142,0607.2%ETFAAPLApple$8,983,621$90,648 ▲1.0%35,2816.7%Computer and TechnologyQUALiShares MSCI USA Quality Factor ETF$5,733,276$44,151 ▲0.8%29,4774.3%ETFMSFTMicrosoft$5,690,973$54,905 ▲1.0%10,9874.2%Computer and TechnologyIGLBiShares 10+ Year Investment Grade Corporate Bond ETF$5,012,780$65,147 ▼-1.3%97,2603.7%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$4,493,941$120,108 ▼-2.6%97,0193.4%ETFSDYSPDR S&P Dividend ETF$3,651,104$51,118 ▲1.4%26,0702.7%ETFNVDANVIDIA$3,522,886$69,596 ▲2.0%18,8812.6%Computer and TechnologySPEMSPDR Portfolio Emerging Markets ETF$3,438,281$53,457 ▼-1.5%73,4522.6%ETFJPMJPMorgan Chase & Co.$3,325,059$119,237 ▼-3.5%10,5412.5%FinanceIQLTiShares MSCI Intl Quality Factor ETF$3,221,849$338,893 ▲11.8%72,9092.4%ETFSPYVSPDR Portfolio S&P 500 Value ETF$3,119,260$205,605 ▲7.1%56,3762.3%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$3,052,043$115,903 ▼-3.7%29,2032.3%ETFSPMDSPDR Portfolio S&P 400 Mid Cap ETF$2,677,837$47,181 ▼-1.7%46,8242.0%ETFHDHome Depot$2,539,731$378,853 ▲17.5%6,2681.9%Retail/WholesaleAMZNAmazon.com$2,536,679$19,102 ▲0.8%11,5531.9%Retail/WholesaleBLACKROCK INC$2,534,396$1,166 ▲0.0%2,1741.9%COMJNJJohnson & Johnson$2,312,419$339,882 ▼-12.8%12,4711.7%MedicalWMTWalmart$2,261,184$4,947 ▲0.2%21,9401.7%Retail/WholesaleEFGiShares MSCI EAFE Growth ETF$2,164,376$326,831 ▲17.8%19,0061.6%ETFGOOGLAlphabet$2,163,590$44,244 ▲2.1%8,9001.6%Computer and TechnologyMDYVSPDR S&P 400 Mid Cap Value ETF$2,148,975$69,731 ▲3.4%25,7641.6%ETFIXNiShares Global Tech ETF$1,971,294$206 ▼0.0%19,1001.5%ETFUNHUnitedHealth Group$1,639,484$95,648 ▲6.2%4,7481.2%MedicalORCLOracle$1,527,414$73,122 ▼-4.6%5,4311.1%Computer and TechnologyCOSTCostco Wholesale$1,505,074$73,125 ▼-4.6%1,6261.1%Retail/WholesaleVVisa$1,476,551$35,506 ▲2.5%4,3251.1%Business ServicesXLUUtilities Select Sector SPDR Fund$1,380,796$11,163 ▲0.8%15,8331.0%ETFUSRTiShares Core U.S. REIT ETF$1,308,487$11,803 ▲0.9%22,2831.0%ETFABBVAbbVie$1,235,415$68,300 ▼-5.2%5,3360.9%MedicalSRLNSPDR Blackstone Senior Loan ETF$1,232,542$54,344 ▼-4.2%29,6430.9%ETFLLYEli Lilly and Company$1,224,615$41,202 ▼-3.3%1,6050.9%MedicalPPLPPL$1,159,652$9,513 ▼-0.8%31,2070.9%UtilitiesPANWPalo Alto Networks$1,097,308$328,235 ▲42.7%5,3890.8%Computer and TechnologyABTAbbott Laboratories$1,088,492$34,689 ▼-3.1%8,1270.8%MedicalQCOMQUALCOMM$1,055,388$105,472 ▼-9.1%6,3440.8%Computer and TechnologyPLDPrologis$1,053,985$57,944 ▼-5.2%9,2040.8%FinanceTCW ETF TRUST$1,034,414$1,034,414 ▲New Holding26,7500.8%CORE PLUS BONDPGProcter & Gamble$1,020,204$56,080 ▼-5.2%6,6400.8%Consumer StaplesIBMInternational Business Machines$1,008,440$7,618 ▲0.8%3,5740.8%Computer and TechnologyEMTLSPDR DoubleLine Emerging Markets Fixed Income ETF$1,000,551$46,891 ▲4.9%22,7890.7%ETFCRMSalesforce$992,556$37,209 ▲3.9%4,1880.7%Computer and TechnologyNFLXNetflix$985,120$99,471 ▼-9.2%8220.7%Consumer DiscretionaryVCITVanguard Intermediate-Term Corporate Bond ETF$869,626$61,317 ▲7.6%10,3390.6%ETFPMPhilip Morris International$864,039$73,963 ▼-7.9%5,3270.6%Consumer StaplesXLVHealth Care Select Sector SPDR Fund$802,872$12,804 ▲1.6%5,7690.6%ETFCSCOCisco Systems$776,293$377,062 ▼-32.7%11,3460.6%Computer and TechnologyXOMExxon Mobil$771,846$86,362 ▼-10.1%6,8460.6%EnergyAMTAmerican Tower$730,116$76,935 ▼-9.5%3,7960.5%FinanceJMSTJPMorgan Ultra-Short Municipal ETF$724,921$226,311 ▲45.4%14,2030.5%ETFDISWalt Disney$706,122$98,012 ▼-12.2%6,1670.5%Consumer DiscretionaryBXBlackstone$635,391$55,014 ▼-8.0%3,7190.5%FinanceCVXChevron$630,477$41,307 ▼-6.1%4,0600.5%EnergyPEPPepsiCo$620,939$244,668 ▼-28.3%4,4210.5%Consumer StaplesLMTLockheed Martin$602,047$75,880 ▼-11.2%1,2060.4%AerospaceBRK.BBerkshire Hathaway$599,266$44,241 ▼-6.9%1,1920.4%FinanceGEGE Aerospace$597,183$61,072 ▼-9.3%1,9850.4%AerospaceHSYHershey$571,064$33,669 ▼-5.6%3,0530.4%Consumer StaplesPSAPublic Storage$566,654$36,679 ▼-6.1%1,9620.4%FinanceAVGOBroadcom$551,280$12,537 ▼-2.2%1,6710.4%Computer and TechnologyCRWDCrowdStrike$549,716$40,211 ▲7.9%1,1210.4%Computer and TechnologyVTIVanguard Total Stock Market ETF$533,604$4,266 ▼-0.8%1,6260.4%ETFACWIiShares MSCI ACWI ETF$528,701$1,076,615 ▼-67.1%3,8250.4%ManufacturingFDXFedEx$515,481$165,775 ▼-24.3%2,1860.4%TransportationSPABSPDR Portfolio Aggregate Bond ETF$514,414$32,597 ▲6.8%19,9000.4%ETFMRKMerck & Co., Inc.$510,523$23,331 ▼-4.4%6,0830.4%MedicalUPSUnited Parcel Service$488,651$158,791 ▲48.1%5,8500.4%TransportationMDTMedtronic$485,629$291,911 ▼-37.5%5,0990.4%MedicalJEPIJPMorgan Equity Premium Income ETF$477,337$971 ▼-0.2%8,3600.4%ETFAMDAdvanced Micro Devices$471,294$347,039 ▼-42.4%2,9130.4%Computer and TechnologyAXPAmerican Express$442,105$4,650 ▼-1.0%1,3310.3%FinanceSCHWCharles Schwab$427,941$111,330 ▲35.2%4,4820.3%FinanceHDViShares Core High Dividend ETF$413,636$11,265 ▲2.8%3,3780.3%ETFNEARiShares Short Duration Bond Active ETF$411,112$57,741 ▲16.3%8,0170.3%ETFIVViShares Core S&P 500 ETF$387,334$28,097 ▼-6.8%5790.3%ETFVIGVanguard Dividend Appreciation ETF$372,894$15,321 ▲4.3%1,7280.3%ETFHONHoneywell International$353,640$16,840 ▼-4.5%1,6800.3%Multi-Sector ConglomeratesMCDMcDonald's$326,562$36,150 ▼-10.0%1,0750.2%Retail/WholesaleGE VERNOVA INC$296,382$296,382 ▲New Holding4820.2%COMTGTTarget$289,821$79,833 ▼-21.6%3,2310.2%Retail/WholesaleGOOGAlphabet$289,819$289,819 ▲New Holding1,1900.2%Computer and TechnologyAMGNAmgen$281,636$29,913 ▼-9.6%9980.2%MedicalMMM3M$280,490$36,768 ▼-11.6%1,8080.2%Multi-Sector ConglomeratesMEARiShares Short Maturity Municipal Bond Active ETF$275,773$275,773 ▲New Holding5,4600.2%ETFMETAMeta Platforms$275,393$15,422 ▲5.9%3750.2%Computer and TechnologyMOAltria Group$253,869$102,790 ▼-28.8%3,8430.2%Consumer StaplesIJHiShares Core S&P Mid-Cap ETF$236,959$236,959 ▲New Holding3,6310.2%ETFARISTA NETWORKS INC$233,573$233,573 ▲New Holding1,6030.2%COM SHSESGDiShares ESG Aware MSCI EAFE ETF$225,895$225,895 ▲New Holding2,4300.2%ManufacturingMSMorgan Stanley$213,642$213,642 ▲New Holding1,3440.2%FinanceMCOMoody's$211,081$27,159 ▼-11.4%4430.2%FinanceIJRiShares Core S&P Small-Cap ETF$205,101$205,101 ▲New Holding1,7260.2%ETFADPAutomatic Data Processing$203,6890.0%6940.2%Computer and TechnologyGDGeneral Dynamics$202,699$202,699 ▲New Holding5940.2%AerospaceTAT&T$0$404,347 ▼-100.0%00.0%Computer and TechnologySBUXStarbucks$0$357,244 ▼-100.0%00.0%Retail/WholesaleCMCSAComcast$0$248,374 ▼-100.0%00.0%Consumer DiscretionaryFSKFS KKR Capital$0$211,134 ▼-100.0%00.0%FinanceMDLZMondelez International$0$201,243 ▼-100.0%00.0%Consumer StaplesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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