SHP Wealth Management — 13F holdings

SHP Wealth Management reported 1,981 holdings worth $1.45B in its 13F filing for Q2 2026, filed August 11, 2026.

Largest positions

  1. VOO VANGUARD INDEX FDS — $395M (27.2%)
  2. IDMO INVESCO EXCH TRADED FD TR II — $123M (8.5%)
  3. DGRO ISHARES TR — $96.2M (6.6%)
  4. IUSG ISHARES TR — $94.1M (6.5%)
  5. USTB VICTORY PORTFOLIOS II — $90.4M (6.2%)
  6. FELC FIDELITY COVINGTON TRUST — $71.6M (4.9%)
  7. JEPI J P MORGAN EXCHANGE TRADED F — $59.1M (4.1%)
  8. SPY SPDR S&P 500 ETF TR — $26.3M (1.8%)
  9. FLBL FRANKLIN TEMPLETON ETF TR — $25.9M (1.8%)
  10. HYDB ISHARES TR — $23.1M (1.6%)