ShoreHaven Wealth Partners, LLC

13F filer · CIK 0001844922

Reported Jul 14, 2026

Net seller this quarter

13F portfolio value$318MU.S. long equity reported on 13F

Positions335 new · 3 closed

Net flow last quarter-$1.46MBuys minus sells

Top 10 positions weight10.8%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 14, 202633 positions
AAPLApple Inc.	$7.42M	2.33%	0.00%	-0.7%	Q4 2020
THROTheron Resource Group	$6.81M	2.14%	2.00%	-28.1%	Q1 2025
SHLDSears Holdings Corp	$5.14M	1.62%	0.08%	+24.1%	Q3 2025
BTCGrayscale Bitcoin Mini Trust ETF	$3.79M	1.19%	0.12%	+64.8%	Q1 2025
IAUIshares Gold Trust	$2.66M	0.84%	0.00%	+0.6%	Q4 2020
VRTVertiv Holdings Co	$2.41M	0.76%	0.00%	-33.7%	Q2 2025
EMXCEmax Holdings Corp	$1.64M	0.51%	Not reported	0.0%	Q4 2023
GOOGLAlphabet Inc.	$1.61M	0.51%	0.00%	-0.4%	Q4 2020
BRK.BBerkshire Hathaway Inc	$1.57M	0.49%	Not reported	Not reported	Q4 2020
NVDANvidia Corp	$1.15M	0.36%	0.00%	-1.7%	Q4 2020
MSFTMicrosoft Corp	$882K	0.28%	0.00%	-3.2%	Q4 2020
GOOGAlphabet Inc.	$840K	0.26%	Not reported	-1.3%	Q4 2020
VZVerizon Communications Inc	$689K	0.22%	0.00%	+0.5%	Q4 2020
AMZNAmazon Com Inc	$659K	0.21%	0.00%	-0.1%	Q4 2020
CVXChevron Corp	$538K	0.17%	0.00%	+0.5%	Q4 2020
JPMJPMorgan Chase & Co	$516K	0.16%	0.00%	+0.3%	Q4 2020
NDAQNasdaq, Inc.	$432K	0.14%	0.00%	New	Q2 2026
GLDMWorld Gold Trust	$431K	0.14%	0.00%	Not reported	Q4 2022
GLWCorning Inc	$404K	0.13%	0.00%	Not reported	Q1 2026
NLYAnnaly Capital Management Inc	$380K	0.12%	0.00%	Not reported	Q4 2020
RBLXRoblox Corp	$364K	0.11%	0.00%	Not reported	Q2 2021
PMPhilip Morris International Inc.	$362K	0.11%	0.00%	-16.5%	Q4 2020
EDConsolidated Edison Inc	$358K	0.11%	0.00%	+0.8%	Q4 2020
MSMorgan Stanley	$322K	0.10%	0.00%	Not reported	Q1 2021
AMDAdvanced Micro Devices Inc	$309K	0.10%	0.00%	Not reported	Q4 2020
BLKBlackRock, Inc.	$288K	0.09%	0.00%	Not reported	Q4 2020
MARMarriott International Inc	$260K	0.08%	0.00%	Not reported	Q4 2025
PCNPimco Corporate & Income Strategy Fund	$239K	0.08%	Not reported	Not reported	Q1 2026
RCLRoyal Caribbean Cruises Ltd	$231K	0.07%	0.00%	Not reported	Q2 2025
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$214K	0.07%	Not reported	-0.8%	Q2 2023
STRLSterling Infrastructure, Inc.	$214K	0.07%	0.00%	New	Q2 2026
NEENextera Energy Inc	$204K	0.06%	0.00%	+0.7%	Q4 2020
IBMInternational Business Machines Corp	$204K	0.06%	0.00%	Not reported	Q4 2020
Q1 2026Reported May 14, 202631 positions
THROTheron Resource Group	$7.96M	2.86%	2.78%	+5.1%	Q1 2025
AAPLApple Inc.	$6.55M	2.35%	0.00%	-1.9%	Q4 2020
SHLDSears Holdings Corp	$4.92M	1.77%	0.06%	+57.1%	Q3 2025
IAUIshares Gold Trust	$3.08M	1.11%	0.00%	-47.4%	Q4 2020
VRTVertiv Holdings Co	$2.72M	0.98%	0.00%	Not reported	Q2 2025
BTCGrayscale Bitcoin Mini Trust ETF	$2.65M	0.95%	0.08%	-9.4%	Q1 2025
BRK.BBerkshire Hathaway Inc	$1.5M	0.54%	Not reported	-0.1%	Q4 2020
GOOGLAlphabet Inc.	$1.3M	0.47%	0.00%	+0.3%	Q4 2020
FBTCFidelity Wise Origin Bitcoin Fund	$1.29M	0.47%	0.01%	New	Q1 2026
EMXCEmax Holdings Corp	$1.26M	0.45%	Not reported	-1.5%	Q4 2023
NVDANvidia Corp	$1.02M	0.37%	0.00%	+1.0%	Q4 2020
MSFTMicrosoft Corp	$905K	0.32%	0.00%	-1.9%	Q4 2020
VZVerizon Communications Inc	$813K	0.29%	0.00%	+0.5%	Q4 2020
GOOGAlphabet Inc.	$690K	0.25%	Not reported	+1.7%	Q4 2020
CVXChevron Corp	$668K	0.24%	0.00%	-2.4%	Q4 2020
AMZNAmazon Com Inc	$576K	0.21%	0.00%	-0.9%	Q4 2020
GLDMWorld Gold Trust	$504K	0.18%	0.00%	-0.3%	Q4 2022
JPMJPMorgan Chase & Co	$462K	0.17%	0.00%	+0.3%	Q4 2020
PMPhilip Morris International Inc.	$396K	0.14%	0.00%	Not reported	Q4 2020
RBLXRoblox Corp	$379K	0.14%	0.00%	Not reported	Q2 2021
EDConsolidated Edison Inc	$363K	0.13%	0.00%	+0.8%	Q4 2020
NLYAnnaly Capital Management Inc	$360K	0.13%	0.00%	Not reported	Q4 2020
BLKBlackRock, Inc.	$287K	0.10%	0.00%	+0.3%	Q4 2020
MSMorgan Stanley	$254K	0.09%	0.00%	+8.5%	Q1 2021
PCNPimco Corporate & Income Strategy Fund	$238K	0.09%	Not reported	New	Q1 2026
MARMarriott International Inc	$230K	0.08%	0.00%	+0.1%	Q4 2025
GLWCorning Inc	$215K	0.08%	0.00%	New	Q1 2026
NEENextera Energy Inc	$215K	0.08%	0.00%	Not reported	Q4 2020
TAt&T Inc.	$209K	0.08%	0.00%	-19.6%	Q4 2020
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$203K	0.07%	Not reported	Not reported	Q2 2023
CBUSCibus, Inc.	$25.8K	0.01%	0.02%	New	Q1 2026
Q4 2025Reported Feb 10, 202631 positions
THROTheron Resource Group	$8.06M	2.90%	2.65%	+3.3%	Q1 2025
AAPLApple Inc.	$7.15M	2.57%	0.00%	+1.4%	Q4 2020
IAUIshares Gold Trust	$5.4M	1.94%	0.01%	-1.4%	Q4 2020
BTCGrayscale Bitcoin Mini Trust ETF	$3.78M	1.36%	0.09%	+24.5%	Q1 2025
SHLDSears Holdings Corp	$2.86M	1.03%	0.04%	-12.1%	Q3 2025
VRTVertiv Holdings Co	$1.76M	0.63%	0.00%	-50.8%	Q2 2025
BRK.BBerkshire Hathaway Inc	$1.58M	0.57%	Not reported	+0.2%	Q4 2020
GOOGLAlphabet Inc.	$1.42M	0.51%	0.00%	+1.1%	Q4 2020
SIVRabrdn Silver ETF Trust	$1.21M	0.44%	0.02%	-11.6%	Q3 2025
MSFTMicrosoft Corp	$1.21M	0.43%	0.00%	-20.7%	Q4 2020
EMXCEmax Holdings Corp	$1.18M	0.42%	Not reported	-8.4%	Q4 2023
NVDANvidia Corp	$1.08M	0.39%	0.00%	+2.0%	Q4 2020
GOOGAlphabet Inc.	$742K	0.27%	Not reported	Not reported	Q4 2020
VZVerizon Communications Inc	$656K	0.24%	0.00%	+0.2%	Q4 2020
AMZNAmazon Com Inc	$644K	0.23%	0.00%	-1.3%	Q4 2020
RBLXRoblox Corp	$542K	0.19%	0.00%	Not reported	Q2 2021
JPMJPMorgan Chase & Co	$505K	0.18%	0.00%	+2.9%	Q4 2020
CVXChevron Corp	$505K	0.18%	0.00%	+63.2%	Q4 2020
GLDMWorld Gold Trust	$465K	0.17%	0.00%	Not reported	Q4 2022
PMPhilip Morris International Inc.	$384K	0.14%	0.00%	Not reported	Q4 2020
NLYAnnaly Capital Management Inc	$380K	0.14%	0.00%	Not reported	Q4 2020
BLKBlackRock, Inc.	$319K	0.11%	0.00%	Not reported	Q4 2020
EDConsolidated Edison Inc	$317K	0.11%	0.00%	+0.9%	Q4 2020
MSMorgan Stanley	$252K	0.09%	0.00%	Not reported	Q1 2021
TAt&T Inc.	$223K	0.08%	0.00%	+0.5%	Q4 2020
FSLRFirst Solar, Inc.	$218K	0.08%	0.00%	New	Q4 2025
MARMarriott International Inc	$217K	0.08%	0.00%	New	Q4 2025
IBMInternational Business Machines Corp	$214K	0.08%	0.00%	+0.3%	Q4 2020
VVisa Inc.	$213K	0.08%	0.00%	+2.7%	Q4 2020
METAMeta Platforms, Inc.	$209K	0.07%	Not reported	+14.6%	Q4 2020
RCLRoyal Caribbean Cruises Ltd	$203K	0.07%	0.00%	Not reported	Q2 2025
Q3 2025Reported Oct 23, 202531 positions
THROTheron Resource Group	$7.66M	2.83%	2.56%	+4.2%	Q1 2025
AAPLApple Inc.	$6.61M	2.44%	0.00%	-0.3%	Q4 2020
IAUIshares Gold Trust	$4.91M	1.81%	0.01%	+11.5%	Q4 2020
BTCGrayscale Bitcoin Mini Trust ETF	$3.97M	1.47%	0.08%	+3.0%	Q1 2025
SHLDSears Holdings Corp	$3.53M	1.30%	0.05%	New	Q3 2025
VRTVertiv Holdings Co	$3.33M	1.23%	0.01%	Not reported	Q2 2025
MSFTMicrosoft Corp	$1.63M	0.60%	0.00%	+28.4%	Q4 2020
BRK.BBerkshire Hathaway Inc	$1.58M	0.58%	Not reported	+3.0%	Q4 2020
EMXCEmax Holdings Corp	$1.2M	0.44%	Not reported	-48.2%	Q4 2023
GOOGLAlphabet Inc.	$1.09M	0.40%	0.00%	Not reported	Q4 2020
NVDANvidia Corp	$1.06M	0.39%	0.00%	0.0%	Q4 2020
RBLXRoblox Corp	$927K	0.34%	0.00%	-5.5%	Q2 2021
SIVRabrdn Silver ETF Trust	$901K	0.33%	0.03%	New	Q3 2025
VZVerizon Communications Inc	$707K	0.26%	0.00%	+0.2%	Q4 2020
AMZNAmazon Com Inc	$621K	0.23%	0.00%	-3.4%	Q4 2020
GOOGAlphabet Inc.	$576K	0.21%	Not reported	-0.5%	Q4 2020
JPMJPMorgan Chase & Co	$481K	0.18%	0.00%	+6.9%	Q4 2020
GLDMWorld Gold Trust	$417K	0.15%	0.00%	Not reported	Q4 2022
PMPhilip Morris International Inc.	$389K	0.14%	0.00%	Not reported	Q4 2020
BLKBlackRock, Inc.	$347K	0.13%	0.00%	+0.3%	Q4 2020
NLYAnnaly Capital Management Inc	$344K	0.13%	0.00%	Not reported	Q4 2020
EDConsolidated Edison Inc	$318K	0.12%	0.00%	+0.9%	Q4 2020
CVXChevron Corp	$315K	0.12%	0.00%	+0.9%	Q4 2020
TAt&T Inc.	$252K	0.09%	0.00%	+0.1%	Q4 2020
RCLRoyal Caribbean Cruises Ltd	$235K	0.09%	0.00%	+0.1%	Q2 2025
MSMorgan Stanley	$226K	0.08%	0.00%	Not reported	Q1 2021
IBITiShares Bitcoin Trust ETF	$220K	0.08%	0.00%	New	Q3 2025
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$203K	0.08%	Not reported	Not reported	Q2 2023
IBMInternational Business Machines Corp	$203K	0.07%	0.00%	-3.2%	Q4 2020
METAMeta Platforms, Inc.	$202K	0.07%	Not reported	-10.7%	Q4 2020
VVisa Inc.	$202K	0.07%	0.00%	Not reported	Q4 2020

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