Managers / Q1 2026
SHP Wealth ManagementNEW FILER
CIK 0001807060 · 225 WATER ST, C210, PLYMOUTH, MA, 02360 · 5087462400
Reported Value
$1.3B
Q1 2026
Positions
1,826
Filings on Record
2
2019–present window
Filed
May 8, 2026
original filing
Summary
Shp Wealth Management reported $1.3B in U.S.-listed holdings across 1,826 positions for Q1 2026.
The portfolio is heavily concentrated: VOO alone accounts for 25.0% of reported value.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q1 2026
Filing History
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.