SHP Wealth Management
Follow13F filer, CIK 1807060, PLYMOUTH, MA
SHP Wealth Management reported $1,325,807,598 across 1,826 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-08. Its ten largest share positions make up 68.61% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001807060-26-000003
- Period
- 2026-03-31
- Reported value
- $1.33B
- Holdings
- 1,826
- Top 10 weight
- 68.61%
- New
- 381
- Sold out
- 120
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| USTBadded | +1,246,240 | $63M |
| IDMOadded | +1,141,512 | $62.6M |
| VCITadded | +150,577 | $12.5M |
| JEPIadded | +192,704 | $10.9M |
| FELCadded | +142,143 | $5.16M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| ISTBreduced | -1,412,158 | -$68.4M |
| MOATreduced | -226,004 | -$21.9M |
| SHYGreduced | -100,272 | -$4.24M |
| FLBLreduced | -147,080 | -$3.38M |
| DGROreduced | -16,589 | -$1.16M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Back to all 1,826 share positions
Sold out in Q1 2026
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| ACWIISHARES TR | 3,683 | $521K | shares |
| AZNASTRAZENECA PLC-SPONS ADR | 1,082 | $99.5K | shares |
| QQEWFIRST TR EXCHANGE-TRADED FD | 640 | $91K | shares |
| DFEMDIMENSIONAL ETF TRUST | 2,741 | $90.7K | shares |
| FLCGFEDERATED HERMES ETF TRUST | 2,631 | $87K | shares |
| Direxion Daily TSLA Bear 1X…Direxion Daily TSLA Bear 1X Shares | 17,112 | $86.8K | shares |
| DFSVDIMENSIONAL ETF TRUST | 2,592 | $85.3K | shares |
| SHMSPDR SERIES TRUST | 1,773 | $85.1K | shares |
| AVADEL PHARMACEUTICALSAVADEL PHARMACEUTICALS | 3,250 | $70K | shares |
| SCHRSCHWAB STRATEGIC TR | 2,148 | $53.9K | shares |
| DISVDIMENSIONAL ETF TRUST | 1,362 | $51.8K | shares |
| IBITISHARES BITCOIN TRUST ETF | 834 | $41.4K | shares |
| IRTINDEPENDENCE RLTY TR INC | 1,698 | $29.7K | shares |
| MFLXFIRST TR EXCHNG TRADED FD VI | 1,312 | $22.3K | shares |
| NEOS ETF TRUSTNEOS ETF TRUST | 625 | $19.5K | shares |
| JNKSPDR SERIES TRUST | 146 | $14.2K | shares |
| TBPHTHERAVANCE BIOPHARMA INC | 670 | $12.5K | shares |
| MMACYS INC | 525 | $11.6K | shares |
| GRNYTIDAL TRUST I | 410 | $10.2K | shares |
| PNFPPINNACLE FINANCIAL PARTNERS | 102 | $9.72K | shares |
| MCYMERCURY GENL CORP NEW | 100 | $9.38K | shares |
| TLHISHARES TR | 79 | $8.03K | shares |
| SYSBISHARES TR | 70 | $6.28K | shares |
| VONEVANGUARD SCOTTSDALE FDS | 18 | $5.56K | shares |
| ICVTISHARES TR | 52 | $5.12K | shares |
| DYNFBLACKROCK ETF TRUST | 75 | $4.56K | shares |
| ACMAECOM | 41 | $3.91K | shares |
| EWJISHARES INC | 48 | $3.88K | shares |
| IBDSISHARES TR | 152 | $3.69K | shares |
| EWGISHARES INC | 86 | $3.65K | shares |
| TTEKTETRA TECH INC NEW | 86 | $2.88K | shares |
| VNQIVANGUARD INTL EQUITY INDEX F | 60 | $2.75K | shares |
| BPREBLUEROCK PVT REAL ESTATE FD | 173 | $2.6K | shares |
| PHDGINVESCO ACTIVELY MANAGED EXC | 60 | $2.25K | shares |
| VPLSVANGUARD MALVERN FDS | 26 | $2.03K | shares |
| BXMXNUVEEN S&P 500 BUY-WRITE INCOM | 110 | $1.62K | shares |
| CYBERARK SOFTWARE LTD/ISRAELCYBERARK SOFTWARE LTD/ISRAEL | 3 | $1.34K | shares |
| PAASPAN AMERN SILVER CORP | 25 | $1.29K | shares |
| BTCGRAYSCALE BITCOIN MINI TR ET | 33 | $1.28K | shares |
| THROBLACKROCK ETF TRUST | 33 | $1.27K | shares |
| BAIBLACKROCK ETF TRUST | 38 | $1.26K | shares |
| IVOOVANGUARD ADMIRAL FDS INC | 10 | $1.12K | shares |
| CDTXCIDARA THERAPEUTICS INC | 5 | $1.1K | shares |
| GHCGRAHAM HLDGS CO | 1 | $1.1K | shares |
| QIAGEN N.V.QIAGEN N.V. | 22 | $989 | shares |
| FSMFORTUNA MNG CORP | 100 | $981 | shares |
| TELFYTELEFONICA SA-SPON ADR | 238 | $964 | shares |
| PACSPACS GROUP INC | 25 | $960 | shares |
| EXASEXACT SCIENCES CORP | 9 | $913 | shares |
| SMINISHARES TR | 13 | $909 | shares |
| MMYTMAKEMYTRIP LIMITED MAURITIUS | 11 | $903 | shares |
| VOOGVANGUARD ADMIRAL FDS INC | 2 | $889 | shares |
| ASAMER SPORTS INC | 20 | $747 | shares |
| MNDYMONDAY COM LTD | 5 | $738 | shares |
| MERSANA THERAPEUTICS INCMERSANA THERAPEUTICS INC | 25 | $723 | shares |
| CIVICIVITAS RESOURCES INC | 26 | $704 | shares |
| NEUNEWMARKET CORP | 1 | $687 | shares |
| BBUBROOKFIELD BUSINESS PARTNERS L | 19 | $669 | shares |
| WIXWIX COM LTD | 6 | $623 | shares |
| STLASTELLANTIS N.V | 56 | $610 | shares |
| HYMCHYCROFT MINING HOLDING CORP | 25 | $594 | shares |
| ASPCA SPAC III ACQUISITION CORP | 25 | $586 | shares |
| DMRADAMORA THERAPEUTICS INC | 25 | $575 | shares |
| GKOSGLAUKOS CORP | 5 | $565 | shares |
| APAMPCO-PITTSBURG CORP | 100 | $533 | shares |
| FRGEFORGE GLOBAL HOLDINGS INC | 10 | $446 | shares |
| VNDAVANDA PHARMACEUTICALS INC | 50 | $441 | shares |
| VTEBVANGUARD MUN BD FDS | 8 | $402 | shares |
| LASRNLIGHT INC | 10 | $375 | shares |
| SEMRSEMRUSH HLDGS INC | 30 | $357 | shares |
| FOLDAMICUS THERAPEUTIC | 25 | $356 | shares |
| MMSMAXIMUS INC | 4 | $345 | shares |
| ACIALBERTSONS COMPANIES INC | 20 | $343 | shares |
| IDNINTELLICHECK MOBILISA INC | 50 | $334 | shares |
| BBUCBROOKFIELD BUSINESS HOLDINGS | 9 | $329 | shares |
| UWMCUWM HOLDINGS CORPORATION | 75 | $328 | shares |
| PETSPETMED EXPRESS INC | 100 | $320 | shares |
| PPCPILGRIMS PRIDE CORP | 8 | $312 | shares |
| GIFIGULF ISLAND FABRICATION INC | 25 | $299 | shares |
| GBTCGRAYSCALE BITCOIN TRUST ETF | 4 | $273 | shares |
| SHLSSHOALS TECHNOLOGIES GROUP IN | 30 | $255 | shares |
| INBSINTELLIGENT BIO SOLUTIONS IN | 25 | $238 | shares |
| CUREVAC NVCUREVAC NV | 50 | $226 | shares |
| AVAHAVEANNA HEALTHCARE HLDGS INC | 25 | $204 | shares |
| CMPSCOMPASS PATHWAYS PLC | 25 | $172 | shares |
| AZIAUTOZI INTERNET TECH GLOBAL LT | 50 | $156 | shares |
| NTLAINTELLIA THERAPEUTICS INC | 16 | $144 | shares |
| APPNAPPIAN CORP | 4 | $142 | shares |
| CPRXCATALYST PHARMACEUTICALS INC | 6 | $140 | shares |
| UFOXETF SER SOLUTIONS | 2 | $128 | shares |
| PALIPALISADE BIO INC | 50 | $118 | shares |
| MBOTMICROBOT MED INC | 50 | $100 | shares |
| FVRRFIVERR INTL LTD | 5 | $99 | shares |
| VRNSVARONIS SYS INC | 3 | $98 | shares |
| OTLKOUTLOOK THERAPEUTICS INC | 59 | $93 | shares |
| SESSES AI CORPORATION | 50 | $90 | shares |
| HBIOHARVARD BIOSCIENCE INC | 100 | $67 | shares |
| AKREPROFESIONALLY MANAGED PORTFO | 1 | $66 | shares |
| NOTEFISCALNOTE HLDGS INC COM CL A | 45 | $66 | shares |
| EBSEMERGENT BIOSOLUTIONS INC | 5 | $62 | shares |
| BANDBANDWIDTH INC | 4 | $62 | shares |
| ZUMZZUMIEZ INC | 2 | $52 | shares |
| COHUCOHU INC | 2 | $47 | shares |
| LGIHLGI HOMES INC | 1 | $43 | shares |
| NEONEOGENOMICS INC | 3 | $35 | shares |
| CPERUNITED STS COMMODITY INDEX F | 1 | $32 | shares |
| MITKMITEK SYS INC | 3 | $32 | shares |
| GSIEGOLDMAN SACHS ETF TR | 1 | $31 | shares |
| TDOCTELADOC HEALTH INC | 4 | $28 | shares |
| PUBMPUBMATIC INC | 3 | $27 | shares |
| CLOVCLOVER HEALTH INVESTMENTS CO | 10 | $24 | shares |
| IEPICAHN ENTERPRISES LP | 1 | $8 | shares |
| NUBURU INCNUBURU INC | 50 | $8 | shares |
| BMBLBUMBLE INC | 2 | $7 | shares |
| WKHSWORKHORSE GROUP INC | 1 | $5 | shares |
| OSONESTREAM INC | 0 | $0 | shares |
| AFJKAIMEI HEALTH TECHNOLOGY CO L | 0 | $0 | shares |
| FJETSTARFIGHTERS SPACE INC | 0 | $0 | shares |
| AMCIAMC ROBOTICS CORP | 0 | $0 | shares |
| EKSOEKSO BIONICS HLDGS INC | 0 | $0 | shares |
How Q1 2026 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0001807060-26-000003 | base | 2026-05-08 | acceptance time not in the bulk data set |