Notify me when ShoreHaven Wealth Partners, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 104 | $278,410,634 | +$19,683,522 | -$16,402,562 | +$3,280,960 | IVW, AVLV, DYNF, XLG, AVEM | 13F-HR | 10 Feb 2026, 17:28 |
| Q3 2025 | 101 | $270,247,937 | +$33,577,836 | -$23,655,350 | +$9,922,486 | IVW, AVLV, DYNF, XLG, QUAL | 13F-HR | 23 Oct 2025, 11:05 |
| Q2 2025 | 98 | $244,085,916 | +$32,555,083 | -$14,791,337 | +$17,763,746 | IVW, AVLV, QUAL, DYNF, EFV | 13F-HR | 29 Jul 2025, 13:13 |
| Q1 2025 | 87 | $208,773,884 | +$35,768,183 | -$35,148,527 | +$619,656 | IVW, AVLV, DYNF, QUAL, TLT | 13F-HR | 06 May 2025, 16:45 |
| Q4 2024 | 88 | $211,745,413 | +$15,758,860 | -$9,618,377 | +$6,140,483 | IVW, LRGF, DYNF, QUAL, DNL | 13F-HR | 29 Jan 2025, 17:48 |
| Q3 2024 | 84 | $207,374,548 | +$19,247,944 | -$11,490,960 | +$7,756,984 | LRGF, IVW, DYNF, QUAL, TLT | 13F-HR | 24 Oct 2024, 12:23 |
| Q2 2024 | 78 | $190,316,468 | +$15,939,424 | -$11,614,232 | +$4,325,192 | LRGF, IVW, DYNF, QUAL, AVLV | 13F-HR | 24 Jul 2024, 16:36 |
| Q1 2024 | 78 | $181,708,042 | +$21,258,753 | -$14,122,023 | +$7,136,730 | LRGF, IVW, AVLV, QUAL, TLT | 13F-HR | 02 May 2024, 09:58 |
| Q4 2023 | 76 | $164,333,631 | +$25,847,543 | -$19,803,543 | +$6,044,000 | LRGF, IVW, AVLV, TLT, DNL | 13F-HR | 06 Feb 2024, 16:07 |
| Q3 2023 | 73 | $145,369,570 | +$35,838,532 | -$33,839,631 | +$1,998,901 | LRGF, IVW, AVLV, DNL, TLT | 13F-HR | 24 Oct 2023, 16:09 |
| Q2 2023 | 69 | $149,477,636 | +$12,936,279 | -$11,565,195 | +$1,371,084 | LRGF, IVW, DLN, DNL, LQD | 13F-HR | 19 Jul 2023, 12:00 |
| Q1 2023 | 71 | $142,536,162 | +$45,803,861 | -$51,901,705 | -$6,097,844 | LRGF, IVW, DLN, DNL, TLT | 13F-HR | 14 Apr 2023, 10:20 |
| Q4 2022 | 76 | $141,868,780 | +$26,669,291 | -$23,591,108 | +$3,078,183 | ITOT, DLN, IVW, IWL, DNL | 13F-HR | 24 Jan 2023, 14:39 |
| Q3 2022 | 68 | $130,963,000 | +$29,253,317 | -$28,465,758 | +$787,559 | ITOT, IVW, DLN, TLT, IWL | 13F-HR | 09 Nov 2022, 10:40 |
| Q2 2022 | 71 | $139,285,000 | +$52,730,084 | -$81,818,597 | -$29,088,513 | ITOT, IVW, DLN, EFG, TLT | 13F-HR | 01 Aug 2022, 16:47 |
| Q1 2022 | 64 | $189,491,000 | +$53,286,147 | -$56,129,329 | -$2,843,182 | IVW, ITOT, IWD, DNL, ISTB | 13F-HR | 12 May 2022, 17:52 |
| Q4 2021 | 53 | $201,842,000 | +$9,393,478 | -$454,205 | +$8,939,273 | IVW, IEFA, DLN, ACWI, FPE | 13F-HR | 21 Jan 2022, 13:44 |
| Q3 2021 | 50 | $191,934,000 | +$14,050,460 | -$6,510,553 | +$7,539,907 | IVW, IEFA, DLN, FPE, ACWI | 13F-HR | 28 Oct 2021, 13:29 |
| Q2 2021 | 52 | $186,070,000 | +$28,743,138 | -$32,686,551 | -$3,943,413 | IVW, IEFA, DLN, ACWI, FPE | Restatement | 18 Nov 2021, 15:46 |
| Q1 2021 | 276 | $184,560,000 | +$12,159,889 | -$8,936,377 | +$3,223,512 | IVW, DLN, ACWI, IEFA, ISTB | 13F-HR | 13 May 2021, 12:28 |
| Q4 2020 | 258 | $178,667,000 | $0 | $0 | $0 | IVW, DLN, IEFA, ACWI, ISTB | 13F-HR | 10 Feb 2021, 14:27 |