SHP Wealth Management

CIK 0001807060 · Q1 2026

13F Equity AUM

$1.3B

+3.1% QoQ

Positions

1,567

+238 QoQ

AUM Rank

#2,355

Top 19%

Skill Alpha (FF)

—

No alpha data

Quarters Tracked

~0 years

Portfolio Concentration

Top 5: 51.6%Top 10: 68.6%Top 20: 79.9%

VOO25.0%

IDMO8.3%

DGRO6.3%

VCIT6.2%

IUSG5.8%

USTB4.8%

FELC4.6%

JEPI4.0%

VO1.8%

FLBL1.8%

Others (1557)31.4%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services88.0%

Technology4.7%

Other7.3%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

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Position Changes This Quarter

New381Increased735Decreased292Exited120

New Positions

GLOF0.1%

+18K

IOO0.1%

+8K

FPAG0.1%

+25K

XLEI0.1%

+29K

AIPO0.1%

+30K

INTF0.1%

+18K

FDM0.0%

+6K

EWY0.0%

+4K

ORR0.0%

+12K

HEFA0.0%

+7K

Increased

USTB4.8%

+1.2M(+63101%)

IDMO8.3%

+1.1M(+132%)

JEPI4.0%

+193K(+26%)

VCIT6.2%

+151K(+18%)

FELC4.6%

+142K(+9%)

IUSG5.8%

+30K(+6%)

HGER0.1%

+26K(+83%)

SPYI0.1%

+23K(+5205%)

FTHI0.7%

+18K(+5%)

FBND0.2%

+13K(+25%)

Decreased

ISTB0.1%

-1,412,158(-97%)

MOAT0.2%

-226,004(-91%)

FLBL1.8%

-147,080(-12%)

SHYG1.7%

-100,272(-16%)

BIZD0.0%

-28,035(-88%)

DGRO6.3%

-16,589(-1%)

BOXX0.0%

-6,233(-83%)

SCHE0.0%

-5,772(-35%)

BUFR0.2%

-5,180(-8%)

PCT0.0%

-5,000(-100%)

Exited

ACWI

-3,683

SHM

-1,773

DIREXION SHS ETF TR

-17,112

-640

-2,592

-2,631

-3,250

-1,082

-2,741

-100

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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