SHP Wealth Management

Q2 2026 13F Holdings

Location
Plymouth, MA
Holdings as of
6/30/2026
Value
$1.45B
Num holdings
1,981
Date filed
8/11/2026
Form type
13F-HR
Prev filing
5/8/2026
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type