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Disclosery

13F-HR filed by Shum Financial Group, Inc.

Shum Financial Group, Inc. filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-07-22, with 106 holding rows worth $165,922,342.

Accession
0002044675-26-000006
Filer
CIK 2044675
Filed
2026-07-22
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2026

A holdings report, 106 entries on the cover page, a total value of $165,922,342 stated on the cover page (in dollars after the unit check, H1), rows summing to $165,922,342 with VALUE read as dollars as filed, 13F file number 028-24465. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
Apple Inc037833100COM49,101$14,207,756dollars as filed
iShares MSCI EAFE Value ETF464288877SHS155,552$11,907,526dollars as filed
ISHARES MSCI USA QUALITY FACTOR ETF46432F339ETF32,369$7,102,730dollars as filed
SPDR Portfolio S&P 600 Small Cap ETF78468R853SHS94,534$5,451,759dollars as filed
ISHARES 10 Y INVE GRADE COR B46428951110+ YR INVST GRD97,816$4,894,713dollars as filed
Microsoft Corp594918104COM12,956$4,832,702dollars as filed
ISHARES TR46434V456MSCI INTL QUALTY95,491$4,731,579dollars as filed
NVIDIA Corp67066G104COM23,585$4,719,221dollars as filed
SPDR Portfolio Emerging Markets ETF78463X509SHS84,553$4,378,163dollars as filed
SPDR SER TR78464A508PRTFLO S&P500 VL68,415$4,158,930dollars as filed
SPDR S&P Dividend ETF78464A763SHS26,884$4,091,207dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM10,448$3,733,802dollars as filed
SPDR Portfolio S&P 500 Growth ETF78464A409SHS30,587$3,639,494dollars as filed
ISHARES MSCI EAFE GROWTH ETF464288885ETF27,393$3,408,221dollars as filed
JPMorgan Chase & Co46625H100COM10,337$3,383,562dollars as filed
SPDR Portfolio S&P 400 Mid Cap ETF78464A847SHS47,975$3,241,189dollars as filed
Amazon.com, Inc023135106COM12,480$2,974,469dollars as filed
Johnson & Johnson478160104COM11,612$2,949,092dollars as filed
SPDR SERIES TRUST78464A839ST STR SP400VAL30,622$2,904,497dollars as filed
iShares Global Tech ETF464287291SHS18,531$2,677,335dollars as filed
Walmart Inc.931142103COM22,354$2,531,784dollars as filed
PALO ALTO NETWORKS INC697435105COM6,691$2,281,765dollars as filed
UnitedHealth Group Inc91324P102COM5,174$2,150,470dollars as filed
BlackRock,Inc.09290D101COM2,188$2,103,724dollars as filed
Home Depot, Inc437076102COM5,893$2,078,343dollars as filed
Advanced Micro Devices,Inc.007903107COM3,400$1,975,094dollars as filed
Eli Lilly and Company532457108COM1,453$1,742,772dollars as filed
JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF46641Q654ETF33,986$1,733,286dollars as filed
Costco Wholesale Corporation22160K105COM1,715$1,604,331dollars as filed
Visa Inc92826C839COM4,437$1,522,382dollars as filed
ISHARES TR464288521CRE U S REIT ETF22,124$1,470,173dollars as filed
Utilities Select Sector SPDR Fund81369Y886SHS31,795$1,441,585dollars as filed
Cisco Systems,Inc.17275R102COM11,210$1,316,727dollars as filed
AbbVie,Inc.00287Y109COM5,145$1,294,713dollars as filed
Prologis,Inc.74340W103COM9,502$1,287,236dollars as filed
SSGA ACTIVE ETF TR78467V608BLACKSTONE SENR30,281$1,220,008dollars as filed
Broadcom Inc.11135F101COM3,149$1,189,535dollars as filed
Qualcomm Incorporated747525103COM6,386$1,180,069dollars as filed
ISHARES TR464288281JPMORGAN USD EMG11,630$1,121,597dollars as filed
PPL CORP COM69351T106Stock30,512$1,109,111dollars as filed
International Business Machines Corporation459200101COM3,617$1,017,137dollars as filed
CROWDSTRIKE HLDGS INC22788C105COM1,253$956,214dollars as filed
TCW ETF TRUST87191E105CORE PLUS BOND25,000$944,751dollars as filed
Philip Morris International Inc.718172109COM5,208$942,179dollars as filed
Health Care Select Sector SPDR Fund81369Y209SHS5,814$922,449dollars as filed
Vanguard Intermediate-Term Corporate Bond ETF92206C870SHS11,020$910,788dollars as filed
United Parcel Service,Inc. Class B911312106COM8,186$879,995dollars as filed
Procter & Gamble Co742718109COM5,981$877,035dollars as filed
ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHSN07059210STOK415$825,618dollars as filed
ISHARES TR464288257MSCI ACWI ETF5,073$796,260dollars as filed
American Tower Corporation03027X100COM4,698$768,431dollars as filed
Oracle Corporation68389X105COM5,225$765,724dollars as filed
Merck & Co.,Inc.58933Y105COM5,889$756,788dollars as filed
General Electric Company369604301COM1,967$735,211dollars as filed
SPY78462F103SHS979$731,088dollars as filed
Charles Schwab Corp808513105COM7,677$708,400dollars as filed
Abbott Laboratories002824100COM7,737$702,079dollars as filed
Salesforce.com, Inc79466L302COM4,431$694,160dollars as filed
PUBLIC STORAGE COM74460D109REIT2,011$640,172dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS1,282$612,245dollars as filed
JPMORGAN EQUITY PREMIUM INCOME ETF46641Q332ETF10,654$601,719dollars as filed
Netflix, Inc64110L106COM8,426$601,597dollars as filed
Lockheed Martin Corporation539830109COM1,172$597,087dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM1,670$590,069dollars as filed
Berkshire Hathaway Inc084670702COM1,174$587,458dollars as filed
ISHARES CORE S&P U.S. GROWTH ETF464287671ETF3,107$584,396dollars as filed
SPDR SERIES TRUST78464A649ST STR AGGRE ETF22,870$583,647dollars as filed
VTI922908769COM1,569$580,593dollars as filed
FEDEX CORP COM31428X106Stock1,812$567,392dollars as filed
GE Vernova Inc.36828A101COM467$548,660dollars as filed
PepsiCo,Inc.713448108COM3,873$524,378dollars as filed
HERSHEY CO COM427866108Stock2,953$518,104dollars as filed
ISHARES TR46429B663CORE HIGH DV ETF18,101$496,148dollars as filed
BLACKSTONE INC09260D107COM4,152$488,566dollars as filed
Vanguard Value ETF922908744SHS2,135$465,281dollars as filed
AMPHENOL CORP NEW032095101COM2,596$457,727dollars as filed
ARISTA NETWORKS INC040413205COM2,665$452,730dollars as filed
ISHARES SHORT-TERM CALIFORNIA MUNI ACTIVE ETF092528884ETF8,592$434,197dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS579$433,439dollars as filed
Walt Disney Co254687106COM4,499$433,029dollars as filed
Vanguard Dividend Appreciation ETF921908844SHS1,829$432,815dollars as filed
American Express Company025816109COM1,279$432,622dollars as filed
META PLATFORMS INC CL A30303M102COM647$364,449dollars as filed
iShares Core S&P Small-Cap ETF464287804SHS2,305$341,855dollars as filed
Medtronic PlcG5960L103COM4,329$338,658dollars as filed
EXXON MOBIL CORP30231G102COM2,477$338,655dollars as filed
Amgen Inc.031162100COM930$336,772dollars as filed
ISHARES TR46435G516COM3,223$331,401dollars as filed
Vanguard S&P 500 ETF922908363COM467$320,494dollars as filed
3M CO COM88579Y101Stock1,836$297,321dollars as filed
ISHARES U S ETF TR46431W507SHOR DURA BD ETF5,656$286,533dollars as filed
IJH464287507COM3,631$279,986dollars as filed
Morgan Stanley617446448COM1,329$277,814dollars as filed
INVESCO QQQ TR46090E103COM353$259,949dollars as filed
Eaton Corp. PlcG29183103COM607$258,655dollars as filed
Altria Group Inc02209S103COM3,561$256,214dollars as filed
TARGET CORP COM87612E106Stock1,937$253,029dollars as filed
Bank of America Corp060505104COM4,267$243,134dollars as filed
iShares Russell 2000 ETF464287655SHS794$238,557dollars as filed
SCHWAB STRATEGIC TR808524755FUNDAMENTAL INTL4,448$234,676dollars as filed
iShares Russell Midcap ETF464287499SHS2,090$230,569dollars as filed
McDonalds Corporation580135101COM849$229,490dollars as filed
VWO922042858SHS3,641$217,331dollars as filed
Texas Instruments Incorporated882508104COM725$216,101dollars as filed
GENERAL DYNAMICS CORP COM369550108Stock610$216,063dollars as filed
ISHARES TR464288356CALIF MUN BD ETF3,706$213,606dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0002044675-26-000006this filing2026-07-22acceptance time not in the bulk data set