Shum Financial Group, Inc. Top Holdings and 13F Report (2026)

About Shum Financial Group, Inc.

Investment Activity

Shum Financial Group, Inc. has $165.92 million in total holdings as of June 30, 2026.
Shum Financial Group, Inc. owns shares of 106 different stocks, but just 41 companies or ETFs make up 80% of its holdings.
Approximately 8.03% of the portfolio was purchased this quarter.
About 2.35% of the portfolio was sold this quarter.
This quarter, Shum Financial Group, Inc. has purchased 93 new stocks and bought additional shares in 48 stocks.
Shum Financial Group, Inc. sold shares of 37 stocks and completely divested from 4 stocks this quarter.

Largest Holdings

Apple: $14,207,756
iShares MSCI EAFE Value ETF: $11,907,526
iShares MSCI USA Quality Factor ETF: $7,102,730
SPDR Portfolio S&P 600 Small Cap ETF: $5,451,759
iShares 10+ Year Investment Grade Corporate Bond ETF: $4,894,713

Largest New Holdings this Quarter

464288281 - iShares J.P. Morgan USD Emerging Markets Bond ETF: $1,121,597 Holding
78462F103 - SPDR S&P 500 ETF Trust: $731,088 Holding
874039100 - Taiwan Semiconductor Manufacturing: $612,245 Holding
464287671 - iShares Core S&P U.S. Growth ETF: $584,396 Holding
922908744 - Vanguard Value ETF: $465,281 Holding

Largest Purchases this Quarter

iShares J.P. Morgan USD Emerging Markets Bond ETF: 11,630 shares (about $1.12M)
JPMorgan Ultra-Short Municipal ETF: 17,144 shares (about $874.34K)
SPDR S&P 500 ETF Trust: 979 shares (about $731.09K)
Taiwan Semiconductor Manufacturing: 1,282 shares (about $612.25K)
iShares Core S&P U.S. Growth ETF: 3,107 shares (about $584.40K)

Largest Sales this Quarter

ExxonMobil: 2,926 shares (about $400.04K)
Target: 1,077 shares (about $140.69K)
Walt Disney: 1,458 shares (about $140.33K)
SPDR Portfolio S&P 600 Small Cap ETF: 1,732 shares (about $99.88K)
Home Depot: 277 shares (about $97.69K)

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
AAPL Apple	$14,207,756	$144,968 â–²	1.0%	49,101	8.6%	Computer and Technology
EFV iShares MSCI EAFE Value ETF	$11,907,526	$412,605 â–²	3.6%	155,552	7.2%	ETF
QUAL iShares MSCI USA Quality Factor ETF	$7,102,730	$386,197 â–²	5.7%	32,369	4.3%	ETF
SPSM SPDR Portfolio S&P 600 Small Cap ETF	$5,451,759	$99,884 â–¼	-1.8%	94,534	3.3%	ETF
IGLB iShares 10+ Year Investment Grade Corporate Bond ETF	$4,894,713	$92,724 â–¼	-1.9%	97,816	3.0%	ETF
MSFT Microsoft	$4,832,702	$220,448 â–²	4.8%	12,956	2.9%	Computer and Technology
IQLT iShares MSCI Intl Quality Factor ETF	$4,731,579	$461,509 â–²	10.8%	95,491	2.9%	ETF
NVDA NVIDIA	$4,719,221	$426,201 â–²	9.9%	23,585	2.8%	Computer and Technology
SPEM SPDR Portfolio Emerging Markets ETF	$4,378,163	$274,279 â–²	6.7%	84,553	2.6%	ETF
SPYV SPDR Portfolio S&P 500 Value ETF	$4,158,930	$281,943 â–²	7.3%	68,415	2.5%	ETF
SDY SPDR S&P Dividend ETF	$4,091,207	$104,395 â–²	2.6%	26,884	2.5%	ETF
GOOGL Alphabet	$3,733,802	$317,702 â–²	9.3%	10,448	2.3%	Computer and Technology
SPYG SPDR Portfolio S&P 500 Growth ETF	$3,639,494	$147,069 â–²	4.2%	30,587	2.2%	ETF
EFG iShares MSCI EAFE Growth ETF	$3,408,221	$434,099 â–²	14.6%	27,393	2.1%	ETF
JPM JPMorgan Chase & Co.	$3,383,562	$16,366 â–¼	-0.5%	10,337	2.0%	Finance
SPMD SPDR Portfolio S&P 400 Mid Cap ETF	$3,241,189	$27,159 â–²	0.8%	47,975	2.0%	ETF
AMZN Amazon.com	$2,974,469	$45,284 â–²	1.5%	12,480	1.8%	Retail/Wholesale
JNJ Johnson & Johnson	$2,949,092	$6,857 â–¼	-0.2%	11,612	1.8%	Medical
MDYV SPDR S&P 400 Mid Cap Value ETF	$2,904,497	$128,901 â–²	4.6%	30,622	1.8%	ETF
IXN iShares Global Tech ETF	$2,677,335	$52,301 â–¼	-1.9%	18,531	1.6%	ETF
WALMART INC	$2,531,784	$9,854 â–²	0.4%	22,354	1.5%	COM
PANW Palo Alto Networks	$2,281,765	$66,158 â–²	3.0%	6,691	1.4%	Computer and Technology
UNH UnitedHealth Group	$2,150,470	$7,066 â–²	0.3%	5,174	1.3%	Medical
BLACKROCK INC	$2,103,724	$7,692 â–²	0.4%	2,188	1.3%	COM
HD Home Depot	$2,078,343	$97,692 â–¼	-4.5%	5,893	1.3%	Retail/Wholesale
AMD Advanced Micro Devices	$1,975,094	$66,224 â–²	3.5%	3,400	1.2%	Computer and Technology
LLY Eli Lilly and Company	$1,742,772	$39,581 â–¼	-2.2%	1,453	1.1%	Medical
JMST JPMorgan Ultra-Short Municipal ETF	$1,733,286	$874,344 â–²	101.8%	33,986	1.0%	ETF
COST Costco Wholesale	$1,604,331	$53,322 â–²	3.4%	1,715	1.0%	Retail/Wholesale
V Visa	$1,522,382	$2,745 â–¼	-0.2%	4,437	0.9%	Business Services
USRT iShares Core U.S. REIT ETF	$1,470,173	$1,130 â–¼	-0.1%	22,124	0.9%	ETF
XLU Utilities Select Sector SPDR Fund	$1,441,585	$5,259 â–²	0.4%	31,795	0.9%	ETF
CSCO Cisco Systems	$1,316,727	$8,105 â–¼	-0.6%	11,210	0.8%	Computer and Technology
ABBV AbbVie	$1,294,713	$24,913 â–¼	-1.9%	5,145	0.8%	Medical
PLD Prologis	$1,287,236	$1,355 â–¼	-0.1%	9,502	0.8%	Finance
SRLN SPDR Blackstone Senior Loan ETF	$1,220,008	$2,861 â–¼	-0.2%	30,281	0.7%	ETF
AVGO Broadcom	$1,189,535	$109,548 â–²	10.1%	3,149	0.7%	Computer and Technology
QCOM Qualcomm	$1,180,069	$4,435 â–¼	-0.4%	6,386	0.7%	Computer and Technology
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF	$1,121,597	$1,121,597 â–²	New Holding	11,630	0.7%	ETF
PPL PPL	$1,109,111	$18,030 â–¼	-1.6%	30,512	0.7%	Utilities
IBM International Business Machines	$1,017,137	$1,687 â–²	0.2%	3,617	0.6%	Computer and Technology
CRWD CrowdStrike	$956,214	$70,209 â–²	7.9%	1,253	0.6%	Computer and Technology
TCW ETF TRUST	$944,751	$7,785 â–¼	-0.8%	25,000	0.6%	CORE PLUS BOND
PM Philip Morris International	$942,179	$9,588 â–²	1.0%	5,208	0.6%	Consumer Staples
XLV Health Care Select Sector SPDR Fund	$922,449	$7,298 â–²	0.8%	5,814	0.6%	ETF
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$910,788	$42,647 â–²	4.9%	11,020	0.5%	ETF
UPS United Parcel Service	$879,995	$8,923 â–¼	-1.0%	8,186	0.5%	Transportation
PG Procter & Gamble	$877,035	$80,797 â–¼	-8.4%	5,981	0.5%	Consumer Staples
ASML ASML	$825,618	$302,395 â–²	57.8%	415	0.5%	Computer and Technology
ACWI iShares MSCI ACWI ETF	$796,260	$73,928 â–²	10.2%	5,073	0.5%	Manufacturing
AMT American Tower	$768,431	$38,765 â–²	5.3%	4,698	0.5%	Finance
ORCL Oracle	$765,724	$38,250 â–¼	-4.8%	5,225	0.5%	Computer and Technology
MRK Merck & Co., Inc.	$756,788	$8,225 â–¼	-1.1%	5,889	0.5%	Medical
GE GE Aerospace	$735,211	$1,869 â–²	0.3%	1,967	0.4%	Aerospace
SPY SPDR S&P 500 ETF Trust	$731,088	$731,088 â–²	New Holding	979	0.4%	Finance
SCHW Charles Schwab	$708,400	$126,325 â–²	21.7%	7,677	0.4%	Finance
ABT Abbott Laboratories	$702,079	$26,769 â–¼	-3.7%	7,737	0.4%	Medical
CRM Salesforce	$694,160	$26,319 â–²	3.9%	4,431	0.4%	Computer and Technology
PSA Public Storage	$640,172	$14,325 â–²	2.3%	2,011	0.4%	Finance
TSM Taiwan Semiconductor Manufacturing	$612,245	$612,245 â–²	New Holding	1,282	0.4%	Computer and Technology
JEPI JPMorgan Equity Premium Income ETF	$601,719	$72,405 â–²	13.7%	10,654	0.4%	ETF
NFLX Netflix	$601,597	$25,489 â–¼	-4.1%	8,426	0.4%	Consumer Discretionary
LMT Lockheed Martin	$597,087	$6,623 â–¼	-1.1%	1,172	0.4%	Aerospace
GOOG Alphabet	$590,069	$53,000 â–²	9.9%	1,670	0.4%	Computer and Technology
BRK.B Berkshire Hathaway	$587,458	$15,012 â–¼	-2.5%	1,174	0.4%	Finance
IUSG iShares Core S&P U.S. Growth ETF	$584,396	$584,396 â–²	New Holding	3,107	0.4%	Manufacturing
SPAB SPDR Portfolio Aggregate Bond ETF	$583,647	$42,491 â–²	7.9%	22,870	0.4%	ETF
VTI Vanguard Total Stock Market ETF	$580,593	$21,092 â–¼	-3.5%	1,569	0.3%	ETF
FDX FedEx	$567,392	$77,969 â–¼	-12.1%	1,812	0.3%	Transportation
GE VERNOVA INC	$548,660	$1,175 â–²	0.2%	467	0.3%	COM
PEP PepsiCo	$524,378	$67,832 â–¼	-11.5%	3,873	0.3%	Consumer Staples
HSY Hershey	$518,104		0.0%	2,953	0.3%	Consumer Staples
HDV iShares Core High Dividend ETF	$496,148	$397,801 â–²	404.5%	18,101	0.3%	ETF
BX Blackstone	$488,566	$1,883 â–¼	-0.4%	4,152	0.3%	Finance
VTV Vanguard Value ETF	$465,281	$465,281 â–²	New Holding	2,135	0.3%	ETF
APH Amphenol	$457,727	$457,727 â–²	New Holding	2,596	0.3%	Computer and Technology
ARISTA NETWORKS INC	$452,730	$25,312 â–²	5.9%	2,665	0.3%	COM SHS
BLACKROCK ETF TRUST II	$434,197	$434,197 â–²	New Holding	8,592	0.3%	ISHA SH TERM ETF
IVV iShares Core S&P 500 ETF	$433,439		0.0%	579	0.3%	ETF
DIS Walt Disney	$433,029	$140,333 â–¼	-24.5%	4,499	0.3%	Consumer Discretionary
VIG Vanguard Dividend Appreciation ETF	$432,815	$17,985 â–²	4.3%	1,829	0.3%	ETF
AXP American Express	$432,622	$22,663 â–¼	-5.0%	1,279	0.3%	Finance
META Meta Platforms	$364,449	$58,019 â–²	18.9%	647	0.2%	Computer and Technology
IJR iShares Core S&P Small-Cap ETF	$341,855	$78,159 â–²	29.6%	2,305	0.2%	ETF
MDT Medtronic	$338,658	$12,986 â–¼	-3.7%	4,329	0.2%	Medical
XOM ExxonMobil	$338,655	$400,042 â–¼	-54.2%	2,477	0.2%	Energy
AMGN Amgen	$336,772	$9,777 â–¼	-2.8%	930	0.2%	Medical
ESGD iShares ESG Aware MSCI EAFE ETF	$331,401	$5,141 â–²	1.6%	3,223	0.2%	Manufacturing
VOO Vanguard S&P 500 ETF	$320,494	$320,494 â–²	New Holding	467	0.2%	ETF
MMM 3M	$297,321		0.0%	1,836	0.2%	Multi-Sector Conglomerates
NEAR iShares Short Duration Bond Active ETF	$286,533	$6,181 â–²	2.2%	5,656	0.2%	ETF
IJH iShares Core S&P Mid-Cap ETF	$279,986		0.0%	3,631	0.2%	ETF
MS Morgan Stanley	$277,814	$1,463 â–¼	-0.5%	1,329	0.2%	Finance
QQQ Invesco QQQ	$259,949	$259,949 â–²	New Holding	353	0.2%	Finance
ETN Eaton	$258,655	$258,655 â–²	New Holding	607	0.2%	Industrials
MO Altria Group	$256,214	$1,151 â–¼	-0.4%	3,561	0.2%	Consumer Staples
TGT Target	$253,029	$140,688 â–¼	-35.7%	1,937	0.2%	Retail/Wholesale
BAC Bank of America	$243,134	$243,134 â–²	New Holding	4,267	0.1%	Finance
IWM iShares Russell 2000 ETF	$238,557	$238,557 â–²	New Holding	794	0.1%	Finance
FNDF Schwab Fundamental International Equity ETF	$234,676	$234,676 â–²	New Holding	4,448	0.1%	ETF

Showing largest 100 holdings. View all holdings.

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Shum Financial Group, Inc. Top Holdings and 13F Report (2026)

About Shum Financial Group, Inc.

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

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Shum Financial Group, Inc. Top Holdings and 13F Report (2026)

About Shum Financial Group, Inc.

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 ofShum Financial Group, Inc.

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