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Erin Machado

Shp Wealth Management

Assets Managed
$1.326B
Holdings
1826
Last Quarter
2026 - Q1
Filed Date
1d ago
Growth Rate
3.16%(2Q avg: 1.58%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Shp Wealth Management's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 1826 positions.

Assets under management

The assets under management (AUM) of Shp Wealth Management over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.326B in assets, with a quarterly growth rate of 3.16% and a 2-quarter average growth rate of 1.58%. The portfolio is managed by Erin Machado, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 0.61%
25%
$331.389M
554,570 shares@ $597.57 avg price
IDMO
Invesco S&p International De
Recent Activity
Increased 132.36%
8.29%
$109.897M
2.004M shares@ $54.84 avg price
DGRO
Ishares Core Dividend Growth
Recent Activity
Decreased -1.36%
6.34%
$83.994M
1.197M shares@ $70.19 avg price
VCIT
Vanguard Int-term Corporate
Recent Activity
Increased 17.82%
6.22%
$82.42M
996,012 shares@ $82.76 avg price
IUSG
Ishares Core S&p U.s. Growth
Recent Activity
Increased 6.49%
5.82%
$77.035M
496,636 shares@ $155.12 avg price
USTB
Victoryshares Short-term Bon
Recent Activity
Increased 63100.76%
4.77%
$63.135M
1.248M shares@ $50.59 avg price
FELC
Fidelity Enhan Lrg Cap Cor
Recent Activity
Increased 9.32%
4.57%
$60.498M
1.668M shares@ $36.27 avg price
JEPI
Jpmorgan Equity Premium Inco
Recent Activity
Increased 25.73%
4.03%
$53.385M
941,864 shares@ $56.68 avg price
VO
Vanguard Mid-cap Etf
Recent Activity
Increased 5.5%
1.82%
$24.042M
83,709 shares@ $287.22 avg price
FLBL
Franklin Senior Loan Etf
Recent Activity
Decreased -12.42%
1.8%
$23.834M
1.036M shares@ $23.01 avg price

1-10 of 1826