Shum Financial Group, Inc. Top Holdings and 13F Report (2026) About Shum Financial Group, Inc.Investment ActivityShum Financial Group, Inc. has $141.43 million in total holdings as of March 31, 2026.Shum Financial Group, Inc. owns shares of 93 different stocks, but just 40 companies or ETFs make up 80% of its holdings.Approximately 5.01% of the portfolio was purchased this quarter.About 0.67% of the portfolio was sold this quarter.This quarter, Shum Financial Group, Inc. has purchased 92 new stocks and bought additional shares in 50 stocks.Shum Financial Group, Inc. sold shares of 35 stocks and completely divested from 0 stocks this quarter.Largest Holdings Apple $12,334,307iShares MSCI EAFE Value ETF $11,164,508iShares MSCI USA Quality Factor ETF $5,871,112iShares 10+ Year Investment Grade Corporate Bond ETF $4,946,572SPDR Portfolio S&P 600 Small Cap ETF $4,651,555 Largest New Holdings this Quarter 46431W838 - iShares Short Maturity Municipal Bond Active ETF $206,937 Holding Largest Purchases this Quarter Apple 14,401 shares (about $3.65M)Microsoft 1,130 shares (about $418.28K)NVIDIA 2,259 shares (about $393.98K)iShares Short Maturity Municipal Bond Active ETF 4,111 shares (about $206.94K)iShares MSCI EAFE Value ETF 2,776 shares (about $206.39K) Largest Sales this Quarter Chevron 948 shares (about $196.14K)ExxonMobil 874 shares (about $148.27K)Johnson & Johnson 488 shares (about $119.28K)Eli Lilly and Company 87 shares (about $80.02K)SPDR S&P Dividend ETF 347 shares (about $50.64K) 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 PortfolioSectorAAPLApple$12,334,307$3,654,863 ▲42.1%48,6008.7%Computer and TechnologyEFViShares MSCI EAFE Value ETF$11,164,508$206,395 ▲1.9%150,1627.9%ETFQUALiShares MSCI USA Quality Factor ETF$5,871,112$98,399 ▲1.7%30,6094.2%ETFIGLBiShares 10+ Year Investment Grade Corporate Bond ETF$4,946,572$71,765 ▲1.5%99,6693.5%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$4,651,555$3,721 ▲0.1%96,2663.3%ETFMSFTMicrosoft$4,577,006$418,279 ▲10.1%12,3653.2%Computer and TechnologyIQLTiShares MSCI Intl Quality Factor ETF$3,983,963$160,557 ▲4.2%86,1772.8%ETFSDYSPDR S&P Dividend ETF$3,823,336$50,641 ▼-1.3%26,1982.7%ETFNVDANVIDIA$3,741,818$393,977 ▲11.8%21,4552.6%Computer and TechnologySPEMSPDR Portfolio Emerging Markets ETF$3,717,893$92,882 ▲2.6%79,2562.6%ETFSPYVSPDR Portfolio S&P 500 Value ETF$3,608,522$154,351 ▲4.5%63,7772.6%ETFJPMJPMorgan Chase & Co.$3,055,543$19,415 ▼-0.6%10,3872.2%FinanceSPYGSPDR Portfolio S&P 500 Growth ETF$2,873,805$24,086 ▲0.8%29,3512.0%ETFJNJJohnson & Johnson$2,844,972$119,284 ▼-4.0%11,6392.0%MedicalSPMDSPDR Portfolio S&P 400 Mid Cap ETF$2,817,266$14,272 ▲0.5%47,5732.0%ETFWALMART INC$2,767,330$30,200 ▼-1.1%22,2672.0%COMGOOGLAlphabet$2,748,786$114,161 ▲4.3%9,5591.9%Computer and TechnologyEFGiShares MSCI EAFE Growth ETF$2,662,170$164,604 ▲6.6%23,9041.9%ETFAMZNAmazon.com$2,559,626$69,562 ▲2.8%12,2901.8%Retail/WholesaleMDYVSPDR S&P 400 Mid Cap Value ETF$2,491,744$98,008 ▲4.1%29,2631.8%ETFBLACKROCK INC$2,096,359$2,885 ▼-0.1%2,1801.5%COMHDHome Depot$2,029,251$24,996 ▼-1.2%6,1701.4%Retail/WholesaleIXNiShares Global Tech ETF$1,888,716$14,895 ▼-0.8%18,8931.3%ETFCOSTCostco Wholesale$1,652,081$19,929 ▲1.2%1,6581.2%Retail/WholesaleXLUUtilities Select Sector SPDR Fund$1,453,749$1,744 ▲0.1%31,6791.0%ETFUNHUnitedHealth Group$1,395,433$22,188 ▲1.6%5,1571.0%MedicalLLYEli Lilly and Company$1,366,778$80,020 ▼-5.5%1,4861.0%MedicalVVisa$1,343,535$3,023 ▲0.2%4,4450.9%Business ServicesUSRTiShares Core U.S. REIT ETF$1,310,555$4,499 ▼-0.3%22,1410.9%ETFPLDPrologis$1,257,230$4,230 ▲0.3%9,5120.9%FinanceSRLNSPDR Blackstone Senior Loan ETF$1,218,316$14,691 ▲1.2%30,3520.9%ETFPPLPPL$1,184,506$2,368 ▼-0.2%31,0080.8%UtilitiesABBVAbbVie$1,140,424$3,697 ▲0.3%5,2440.8%MedicalEMTLState Street DoubleLine Emerging Markets Fixed Income ETF$1,054,349$57,074 ▲5.7%24,7730.7%ETFPANWPalo Alto Networks$1,041,599$103,567 ▲11.0%6,4970.7%Computer and TechnologyTCW ETF TRUST$954,992$44,139 ▼-4.4%25,2060.7%CORE PLUS BONDPGProcter & Gamble$943,552$7,223 ▼-0.8%6,5320.7%Consumer StaplesXOMExxonMobil$916,590$148,269 ▼-13.9%5,4030.6%EnergyAVGOBroadcom$884,889$41,784 ▲5.0%2,8590.6%Computer and TechnologyIBMInternational Business Machines$875,270$2,424 ▲0.3%3,6110.6%Computer and TechnologyCSCOCisco Systems$875,138$776 ▼-0.1%11,2790.6%Computer and TechnologyVCITVanguard Intermediate-Term Corporate Bond ETF$869,174$14,646 ▼-1.7%10,5040.6%ETFJMSTJPMorgan Ultra-Short Municipal ETF$858,605$176,034 ▲25.8%16,8420.6%ETFPMPhilip Morris International$852,328$12,731 ▼-1.5%5,1550.6%Consumer StaplesXLVHealth Care Select Sector SPDR Fund$845,646$2,199 ▼-0.3%5,7680.6%ETFNFLXNetflix$844,460$5,192 ▲0.6%8,7830.6%Consumer DiscretionaryQCOMQualcomm$825,480$1,159 ▲0.1%6,4100.6%Computer and TechnologyABTAbbott Laboratories$824,604$1,335 ▼-0.2%8,0320.6%MedicalUPSUnited Parcel Service$813,504$27,251 ▲3.5%8,2690.6%TransportationORCLOracle$807,0450.0%5,4860.6%Computer and TechnologyCRMSalesforce$795,774$5,040 ▲0.6%4,2630.6%Computer and TechnologyAMTAmerican Tower$769,936$55,057 ▲7.7%4,4610.5%FinanceFDXFedEx$734,087$36,330 ▼-4.7%2,0610.5%TransportationLMTLockheed Martin$716,2020.0%1,1850.5%AerospaceMRKMerck & Co., Inc.$716,085$10,585 ▼-1.5%5,9530.5%MedicalPEPPepsiCo$679,284$932 ▼-0.1%4,3740.5%Consumer StaplesAMDAdvanced Micro Devices$668,471$66,522 ▲11.1%3,2860.5%Computer and TechnologyCVXChevron$640,562$196,141 ▼-23.4%3,0960.5%EnergyACWIiShares MSCI ACWI ETF$636,725$35,973 ▲6.0%4,6020.5%ManufacturingHSYHershey$613,8990.0%2,9530.4%Consumer StaplesSCHWCharles Schwab$592,870$58,648 ▲11.0%6,3080.4%FinanceBRK.BBerkshire Hathaway$576,957$7,188 ▲1.3%1,2040.4%FinanceDISWalt Disney$574,136$15,903 ▼-2.7%5,9570.4%Consumer DiscretionaryGEGE Aerospace$556,816$5,676 ▼-1.0%1,9620.4%AerospaceSPABSPDR Portfolio Aggregate Bond ETF$543,266$8,045 ▲1.5%21,2050.4%ETFPSAPublic Storage$532,672$3,251 ▼-0.6%1,9660.4%FinanceJEPIJPMorgan Equity Premium Income ETF$531,186$52,370 ▲10.9%9,3720.4%ETFVTIVanguard Total Stock Market ETF$521,6370.0%1,6260.4%ETFHDViShares Core High Dividend ETF$486,963$22,665 ▲4.9%3,5880.3%ETFBXBlackstone$479,278$14,029 ▲3.0%4,1680.3%FinanceCRWDCrowdStrike$453,266$390 ▼-0.1%1,1610.3%Computer and TechnologyGOOGAlphabet$436,030$94,664 ▲27.7%1,5200.3%Computer and TechnologyAXPAmerican Express$407,138$605 ▼-0.1%1,3460.3%FinanceGE VERNOVA INC$406,771$13,093 ▼-3.1%4660.3%COMMDTMedtronic$389,492$28,335 ▼-6.8%4,4950.3%MedicalIVViShares Core S&P 500 ETF$378,0500.0%5790.3%ETFVIGVanguard Dividend Appreciation ETF$377,027$1,721 ▲0.5%1,7530.3%ETFTGTTarget$365,251$6,665 ▼-1.8%3,0140.3%Retail/WholesaleHONHoneywell International$357,127$22,603 ▼-6.0%1,5800.3%Multi-Sector ConglomeratesASMLASML$347,378$79,250 ▲29.6%2630.2%Computer and TechnologyAMGNAmgen$336,720$7,741 ▼-2.2%9570.2%MedicalMCDMcDonald's$332,498$5,283 ▼-1.6%1,0700.2%Retail/WholesaleMETAMeta Platforms$311,239$97,834 ▲45.8%5440.2%Computer and TechnologyARISTA NETWORKS INC$308,914$15,102 ▲5.1%2,5160.2%COM SHSESGDiShares ESG Aware MSCI EAFE ETF$303,403$31,555 ▲11.6%3,1730.2%ManufacturingNEARiShares Short Duration Bond Active ETF$281,321$5,846 ▼-2.0%5,5340.2%ETFMMM3M$266,650$1,307 ▲0.5%1,8360.2%Multi-Sector ConglomeratesIJHiShares Core S&P Mid-Cap ETF$245,2010.0%3,6310.2%ETFMOAltria Group$236,0460.0%3,5770.2%Consumer StaplesIJRiShares Core S&P Small-Cap ETF$221,023$6,464 ▲3.0%1,7780.2%ETFMSMorgan Stanley$219,866$1,317 ▼-0.6%1,3360.2%FinanceMEARiShares Short Maturity Municipal Bond Active ETF$206,937$206,937 ▲New Holding4,1110.1%ETFGDGeneral Dynamics$206,191$2,058 ▲1.0%6010.1%AerospaceShowing 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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