SHP Wealth Management
CIK 1807060 · Holdings on Dec 31, 2025 · First reported Mar 4, 2026
Top ten holdings
Q4 2025- VOO26.89%
- DGRO6.55%
- IUSG6.09%
- VCIT5.51%
- ISTB5.50%
- FELC4.53%
- IDMO3.73%
- JEPI3.34%
- FLBL2.16%
- SHYG2.08%
Share classes counted separately66.38%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $345.68M | 26.89% | 551.21K shares | Prior unavailable — | — | ↗▾ |
| 02 | DGROISHARES CORE DIVIDEND GROWTHCORE DIV GRWTH View history and evidence | $84.24M | 6.55% | 1.21M shares | Prior unavailable — | — | ↗▾ |
| 03 | IUSGISHARES CORE S&P U.S. GROWTHCORE S&P US GWT View history and evidence | $78.33M | 6.09% | 466.39K shares | Prior unavailable — | — | ↗▾ |
| 04 | VCITVANGUARD INT-TERM CORPORATEINT-TERM CORP View history and evidence | $70.81M | 5.51% | 845.43K shares | Prior unavailable — | — | ↗▾ |
| 05 | ISTBISHARES CORE 1-5 YEAR USD BOCORE 1 5 YR USD View history and evidence | $70.67M | 5.50% | 1.45M shares | Prior unavailable — | — | ↗▾ |
| 06 | FELCFIDELITY ENH LRG CAP COR ETFENHANCED LARGE View history and evidence | $58.24M | 4.53% | 1.53M shares | Prior unavailable — | — | ↗▾ |
| 07 | IDMOINVESCO S&P INTERNATIONAL DES&P INTL MOMNT View history and evidence | $47.93M | 3.73% | 862.44K shares | Prior unavailable — | — | ↗▾ |
| 08 | JEPIJPMORGAN EQUITY PREMIUM INCOEQUITY PREMIUM View history and evidence | $42.88M | 3.34% | 749.16K shares | Prior unavailable — | — | ↗▾ |
| 09 | FLBLFRANKLIN SENIOR LOAN ETFSENIOR LOAN ETF View history and evidence | $27.71M | 2.16% | 1.18M shares | Prior unavailable — | — | ↗▾ |
| 10 | SHYGISHARES 0-5 YR HY CORP BOND0-5YR HI YL CP View history and evidence | $26.75M | 2.08% | 624.05K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1807060 · Period 2025-12-31
Data loaded 2026-09-23 · First reported 2026-03-04
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 1285312470
}Research all 1,565 reported holdings.
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