Holdings of SHP Wealth Management
1560 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 70.5 % of the equity sleeve
Sector breakdown
- Funds 29.7 %
- Technology 4.8 %
- Financials 1.5 %
- Consumer discretionary 1.5 %
- Communication 1.4 %
- Industrials 1.1 %
- Health care 1.0 %
- Consumer staples 0.8 %
- Energy 0.5 %
- Utilities 0.4 %
- Materials 0.2 %
- Real estate 0.1 %
- Unattributed 57.0 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
The quoted currency of each line, as declared.
Country breakdown
- US 99.8 %
- GB 0.1 %
- TW 0.1 %
- NL 0.0 %
- JP 0.0 %
- ES 0.0 %
- AU 0.0 %
- DK 0.0 %
- KR 0.0 %
- DE 0.0 %
- BR 0.0 %
- IL 0.0 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|
| 1 | US | 1,466 | 1.2B $ | 99.82 % |
| 2 | GB | 18 | 721.8K $ | 0.06 % |
| 3 | TW | 3 | 633.8K $ | 0.05 % |
| 4 | NL | 5 | 359.7K $ | 0.03 % |
| 5 | JP | 6 | 93.6K $ | 0.01 % |
| 6 | ES | 2 | 70.3K $ | 0.01 % |
| 7 | AU | 3 | 53.3K $ | 0.00 % |
| 8 | DK | 2 | 48.3K $ | 0.00 % |
| 9 | KR | 6 | 40.3K $ | 0.00 % |
| 10 | DE | 2 | 35.9K $ | 0.00 % |
| 11 | BR | 6 | 23.5K $ | 0.00 % |
| 12 | IL | 4 | 18.5K $ | 0.00 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|
| 1,501 | Freedom Holding Corp/NV | 1 | 145 $ | |
| 1,502 | Hyatt Hotels Corp | 1 | 144 $ | |
| 1,503 | AMC Networks Inc | 21 | 143 $ | |
| 1,504 | RH INC | 1 | 140 $ | |
| 1,505 | CarMax Inc | 3 | 135 $ | |
| 1,506 | Ryan Specialty Holdings Inc | 4 | 135 $ | |
| 1,507 | Euronet Worldwide Inc | 2 | 133 $ | |
| 1,508 | Shift4 Payments Inc | 3 | 131 $ | |
| 1,509 | Amentum Holdings Inc | 5 | 130 $ | |
| 1,510 | Arrowhead Pharmaceuticals Inc | 2 | 125 $ | |
| 1,511 | Zillow Group Inc | 3 | 124 $ | |
| 1,512 | AMC Entertainment Holdings Inc | 125 | 122 $ | |
| 1,513 | IAC Inc | 3 | 120 $ | |
| 1,514 | Teleflex Inc | 1 | 120 $ | |
| 1,515 | Spruce Power Holding Corp | 29 | 119 $ | |
| 1,516 | Hilton Grand Vacations Inc | 3 | 117 $ | |
| 1,517 | Ingram Micro Holding Corp | 5 | 117 $ | |
| 1,518 | Aurora Innovation Inc | 28 | 115 $ | |
| 1,519 | IBIO INC | 60 | 114 $ | |
| 1,520 | American Outdoor Brands Inc | 12 | 112 $ | |
| 1,521 | GrowGeneration Corp | 100 | 110 $ | |
| 1,522 | Abercrombie & Fitch Co | 1 | 107 $ | |
| 1,523 | Commvault Systems Inc | 1 | 78 $ | |
| 1,524 | Stitch Fix Inc | 23 | 76 $ | |
| 1,525 | Wayfair Inc | 1 | 75 $ | |
| 1,526 | Duos Technologies Group Inc | 10 | 69 $ | |
| 1,527 | Virgin Galactic Holdings Inc | 28 | 68 $ | |
| 1,528 | Viavi Solutions Inc | 2 | 67 $ | |
| 1,529 | Xerox Holdings Corp | 49 | 63 $ | |
| 1,530 | HF Sinclair Corp | 1 | 62 $ | |
| 1,531 | NexPoint Diversified Real Estate Trust | 12 | 56 $ | |
| 1,532 | SEMILEDS CORP | 45 | 56 $ | |
| 1,533 | GoodRx Holdings Inc | 25 | 49 $ | |
| 1,534 | Harvard Bioscience Inc | 10 | 49 $ | |
| 1,535 | ChargePoint Holdings Inc | 10 | 48 $ | |
| 1,536 | Conduent Inc | 36 | 46 $ | |
| 1,537 | Resources Connection Inc | 12 | 45 $ | |
| 1,538 | CARPARTS COM INC | 47 | 37 $ | |
| 1,539 | Garrett Motion Inc | 2 | 37 $ | |
| 1,540 | Celanese Corp | 1 | 34 $ | |
| 1,541 | CARDIO DIAGNOSTICS HOLDINGS INC | 16 | 31 $ | |
| 1,542 | Sangamo Therapeutics Inc | 125 | 31 $ | |
| 1,543 | Core Scientific Inc | 2 | 30 $ | |
| 1,544 | Genmab A/S | 1 | 27 $ | |
| 1,545 | WW International Inc | 2 | 27 $ | |
| 1,546 | AQUA METALS INC | 5 | 21 $ | |
| 1,547 | Genworth Financial Inc | 2 | 16 $ | |
| 1,548 | iQIYI Inc | 10 | 14 $ | |
| 1,549 | Asana Inc | 2 | 13 $ | |
| 1,550 | Gamestop Corp | 2 | 8 $ | |
| 1,551 | VanEck IG Floating Rate ETF | | 8 $ | |
| 1,552 | Orion Properties Inc | 3 | 6 $ | |
| 1,553 | Carlyle Secured Lending Inc | | 4 $ | |
| 1,554 | IQSTEL INC | 2 | 3 $ | |
| 1,555 | J.P. MORGAN EXCHANGE-TRADED FUND TRUST | | 3 $ | |
| 1,556 | Gen Digital Inc | 5 | 2 $ | |
| 1,557 | Nuburu Inc | 10 | 2 $ | |
| 1,558 | XEROX HOLDINGS CORP | 24 | 2 $ | |
| 1,559 | Builders FirstSource Inc | | 1 $ | |
| 1,560 | Campbell's Company/The | | 1 $ | |