SHP Wealth Management
13F Portfolio Filings
Most recent 13F
Q1 2026
Location
Plymouth, MA
CIK
0001807060
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q1 2026
1,826
1,325,807
VOO, IDMO, DGRO, VCIT
13F-HR
5/8/2026
000180706026000003
Q4 2025
1,565
1,285,312
VOO, DGRO, IUSG, VCIT
13F-HR
3/4/2026
000180706026000002