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Manager record

SHP Wealth Management

Plymouth, MA · CIK 1807060 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$1.45BReported 13F valueQ2 2026 · as filed
1,981Holdings listed
+9.7%vs prior quartervalue change includes market moves
3Quarters on record
Aug 11Latest filed
Reported 13F value by quarter, Q4 2025 to Q2 2026Q4 2025: $1.3B$1.3BQ4 20251,565 holdingsQ1 2026: $1.3B$1.3BQ1 20261,826 holdingsQ2 2026: $1.5B$1.5BQ2 20261,981 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Aug 11 2026 13F-HR · period Q2 2026

$1.45B · 1,981 holdings listed · View original SEC filing ↗
May 08 2026 13F-HR · period Q1 2026

$1.33B · 1,826 holdings listed · View original SEC filing ↗
Mar 04 2026 13F-HR · period Q4 2025

$1.29B · 1,565 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Aug 11, 2026 · Change methodology