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Sheryl Iannuzzelli

Shorehaven Wealth Partners, Llc

Assets Managed
$278.436M
Holdings
103
Last Quarter
2026 - Q1
Filed Date
8d ago
Growth Rate
0.01%(2Q avg: 1.45%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Shorehaven Wealth Partners, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 103 positions.

Assets under management

The assets under management (AUM) of Shorehaven Wealth Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 278.436M in assets, with a quarterly growth rate of 0.01% and a 2-quarter average growth rate of 1.45%. The portfolio is managed by Sheryl Iannuzzelli, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVW
Ishares S&p 500 Growth Etf
Recent Activity
Increased 16.15%
12.41%
$34.538M
305,347 shares@ $113.11 avg price
AVLV
Avantis Us Large Cap Value
Recent Activity
Increased 10%
10.13%
$28.201M
349,848 shares@ $80.62 avg price
DYNF
Ishrs Us E F R A Etf-usd Inc
Recent Activity
Decreased -21.79%
5.3%
$14.747M
253,479 shares@ $58.18 avg price
AVEM
Avantis Emerging Markets Eq
Recent Activity
Decreased -21.64%
3.84%
$10.684M
132,593 shares@ $80.58 avg price
CORO
Ish Intl Ctry Rot Act Etf
Recent Activity
New Position
3.63%
$10.096M
313,988 shares@ $32.16 avg price
TLT
Ishares 20+ Year Treasury Bd
Recent Activity
Increased 4.8%
3.25%
$9.043M
104,315 shares@ $86.7 avg price
BAI
Ishrs Ai In And Tech Act Etf
Recent Activity
Increased 32.45%
2.98%
$8.287M
251,503 shares@ $32.95 avg price
THRO
Ishares U.s. Thematic Rotati
Recent Activity
Increased 5.11%
2.86%
$7.958M
219,700 shares@ $36.22 avg price
QUAL
Ishares Msci Usa Quality Fac
Recent Activity
Increased 0.19%
2.62%
$7.283M
37,971 shares@ $191.82 avg price
DNL
Wisdomtree Global Ex-us Qual
Recent Activity
Increased 4.21%
2.52%
$6.999M
173,366 shares@ $40.38 avg price

1-10 of 103