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Disclosed positions
SHP Wealth Management: source evidence dated 2026-08-12T03:59:59.999Z.
- Issuer
- VANGUARD INDEX FDS
- Ticker
- VOO
- Class
- S&P 500 ETF SHS
- Reported value
- $395,410,405
- Reported amount
- 575,720
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001807060-26-000005Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
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| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $395,410,405 | 575,720 | SH | None |
| INVESCO EXCH TRADED FD TR II | IDMO | S&P INTL MOMNT | $123,271,272 | 2,044,639 | SH | None |
| ISHARES TR | DGRO | CORE DIV GRWTH | $96,168,402 | 1,268,880 | SH | None |
| ISHARES TR | IUSG | CORE S&P US GWT | $94,101,005 | 500,298 | SH | None |
| VICTORY PORTFOLIOS II | USTB | SHORT TRM BD ETF | $90,375,655 | 1,785,374 | SH | None |
| FIDELITY COVINGTON TRUST | FELC | ENHANCED LARGE | $71,598,354 | 1,708,384 | SH | None |
| J P MORGAN EXCHANGE TRADED F | JEPI | EQUITY PREMIUM | $59,146,348 | 1,047,209 | SH | None |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $26,271,852 | 35,181 | SH | None |
| FRANKLIN TEMPLETON ETF TR | FLBL | SENIOR LOAN ETF | $25,853,986 | 1,128,010 | SH | None |
| ISHARES TR | HYDB | HIGH YLD SYSTM B | $23,075,133 | 493,375 | SH | None |
| INVESCO EXCHANGE TRADED FD T | XMMO | S&P MDCP MOMNTUM | $22,249,390 | 130,771 | SH | None |
| APPLE INC | AAPL | COM | $20,996,164 | 72,561 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $20,686,961 | 103,388 | SH | None |
| INVESCO QQQ TR | QQQ | UNIT SER 1 | $13,261,524 | 18,009 | SH | None |
| FIDELITY COVINGTON TRUST | FDVV | HIGH DIVID ETF | $12,707,681 | 210,776 | SH | None |
| LEGG MASON ETF INVT | LVHI | FRANKLIN INTL LW | $10,066,956 | 248,046 | SH | None |
| AMAZON COM INC | AMZN | COM | $9,925,283 | 41,643 | SH | None |
| FIRST TR EXCHANGE TRADED FD | FTHI | BUYWRIT INCM ETF | $9,600,367 | 402,531 | SH | None |
| MICROSOFT CORP | MSFT | COM | $8,305,206 | 22,265 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $7,701,357 | 21,550 | SH | None |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $6,862,538 | 18,545 | SH | None |
| ISHARES TR | IVV | CORE S&P500 ETF | $5,576,856 | 7,447 | SH | None |
| GOLDMAN SACHS ETF TR | GPIQ | NASDA 100 ETF | $5,510,848 | 92,916 | SH | None |
| ALPHABET INC | GOOG | CAP STK CL C | $4,560,834 | 12,908 | SH | None |
| MICRON TECHNOLOGY INC | MU | COM | $4,409,084 | 3,820 | SH | None |
| META PLATFORMS INC | META | CL A | $4,244,701 | 7,536 | SH | None |
| VANGUARD INDEX FDS | VTV | VALUE ETF | $4,171,165 | 19,140 | SH | None |
| TESLA INC | TSLA | COM | $3,849,069 | 9,151 | SH | None |
| J P MORGAN EXCHANGE TRADED F | JQUA | US QUALTY FCTR | $3,835,972 | 53,071 | SH | None |
| MORGAN STANLEY | MS | COM NEW | $3,773,811 | 18,053 | SH | None |
| VANGUARD INDEX FDS | VO | MID CAP ETF | $3,496,843 | 43,401 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $3,481,439 | 6,957 | SH | None |
| JPMORGAN CHASE & CO | JPM | COM | $3,389,297 | 10,354 | SH | None |
| FIRST TR EXCHANGE-TRADED FD | CIBR | NASDAQ CYB ETF | $3,317,002 | 36,917 | SH | None |
| BROADCOM INC | AVGO | COM | $3,178,527 | 8,414 | SH | None |
| J P MORGAN EXCHANGE TRADED F | JEPQ | NASDAQ EQT PREM | $3,103,262 | 50,492 | SH | None |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $3,097,910 | 43,479 | SH | None |
| APPLIED MATLS INC | AMAT | COM | $3,051,783 | 4,221 | SH | None |
| SYSCO CORP | SYY | COM | $2,964,758 | 35,472 | SH | None |
| EXXON MOBIL CORP | XOM | COM | $2,964,743 | 21,685 | SH | None |
| ETF SER SOLUTIONS | QTUM | DEFIA QUANT ETF | $2,913,912 | 17,619 | SH | None |
| FIDELITY MERRIMACK STR TR | FBND | TOTAL BD ETF | $2,879,956 | 63,310 | SH | None |
| ELI LILLY & CO | LLY | COM | $2,825,014 | 2,355 | SH | None |
| JANUS DETROIT STR TR | JAAA | HENDRSON AAA CL | $2,674,693 | 52,975 | SH | None |
| ABBVIE INC | ABBV | COM | $2,648,668 | 10,526 | SH | None |
| SPDR INDEX SHS FDS | SPGM | ST STR MSCI GLB | $2,488,731 | 29,050 | SH | None |
| CATERPILLAR INC | CAT | COM | $2,367,308 | 2,223 | SH | None |
| RTX CORPORATION | RTX | COM | $2,245,155 | 11,833 | SH | None |
| AUTOMATIC DATA PROCESSING IN | ADP | COM | $2,236,028 | 9,984 | SH | None |
| JOHNSON & JOHNSON | JNJ | COM | $2,157,650 | 8,496 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 18 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.