13F Filings History of SHP Wealth Management

Latest 13F report
Q4 2025 - 04 Mar 2026
Value $
$1,285,312,105
Signature - Title
Erin Machado - VP of Compliance
Location
Plymouth, MA
Summary
This page shows a list of all the recent 13F filings made by SHP Wealth Management. Form 13F is required to be filed within 45 days of the end of a calendar quarter. SHP Wealth Management reported 1553 stock holdings with total value $1,285,312,105 as of Q4 2025. Top holdings included VOO, DGRO, IUSG, VCIT, and ISTB.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 1,553 $1,285,312,105 $0 $0 $0 VOO, DGRO, IUSG, VCIT, ISTB 13F-HR 04 Mar 2026, 12:10