13F Filings History of Shum Financial Group, Inc.

Latest 13F report: Q4 2025 - 15 Jan 2026
Value $: $138,827,275
Signature - Title: Cliff Shum - President
Location: Alameda, CA
Summary: This page shows a list of all the recent 13F filings made by Shum Financial Group, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Shum Financial Group, Inc. reported 92 stock holdings with total value $138,827,275 as of Q4 2025. Top holdings included EFV, AAPL, QUAL, MSFT, and IGLB.

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Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Filing Time
Q4 2025	92	$138,827,275	+$5,686,980	-$1,620,023	+$4,066,957	EFV, AAPL, QUAL, MSFT, IGLB	13F-HR	15 Jan 2026, 13:40
Q3 2025	94	$134,024,470	+$10,391,840	-$6,546,234	+$3,845,606	EFV, AAPL, QUAL, MSFT, IGLB	13F-HR	20 Oct 2025, 13:56
Q1 2025	89	$115,562,173	+$2,589,100	-$911,109	+$1,677,991	AAPL, QUAL, IGLB, EFV, MSFT	13F-HR	22 Apr 2025, 12:29
Q4 2024	88	$115,769,622	+$4,257,839	-$6,743,090	-$2,485,251	AAPL, QUAL, IGLB, MSFT, SPSM	13F-HR	22 Jan 2025, 12:41
Q3 2024	90	$119,923,765	$0	$0	$0	AAPL, QUAL, IGLB, SPSM, MSFT	13F-HR	13 Nov 2024, 15:25