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Sheryl Iannuzzelli

Shorehaven Wealth Partners, Llc

Assets Managed
$317.886M
Holdings
106
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
14.17%(2Q avg: 7.09%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Shorehaven Wealth Partners, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 106 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 5 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 317.886M in assets, with a quarterly growth rate of 14.17% and a 2-quarter average growth rate of 7.09%. The portfolio is managed by Sheryl Iannuzzelli, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVW
Ishares S&p 500 Growth Etf
Recent Activity
Increased 22.24%
16.15%
$51.332M
373,246 shares@ $137.53 avg price
AVLV
Avantis Us Large Cap Value
Recent Activity
Increased 6.43%
10.69%
$33.959M
372,316 shares@ $91.21 avg price
DYNF
Ishrs Us E F R A Etf-usd Inc
Recent Activity
Increased 19.03%
6.46%
$20.519M
301,711 shares@ $68.01 avg price
CORO
Ish Intl Ctry Rot Act Etf
Recent Activity
Increased 1.51%
3.67%
$11.665M
318,708 shares@ $36.61 avg price
BAI
Ishrs Ai In And Tech Act Etf
Recent Activity
Decreased -16.95%
3.47%
$11.011M
208,852 shares@ $52.72 avg price
AVEM
Avantis Emerging Markets Eq
Recent Activity
Decreased -23.12%
3.1%
$9.836M
101,935 shares@ $96.49 avg price
DNL
Wisdomtree Global Ex-us Qual
Recent Activity
Increased 1.54%
2.56%
$8.129M
176,021 shares@ $46.18 avg price
AAPL
Apple Inc
Recent Activity
Decreased -0.64%
2.34%
$7.422M
25,650 shares@ $289.36 avg price
IWL
Ishares Russell Top 200 Etf
Recent Activity
Decreased -0.15%
2.28%
$7.241M
39,152 shares@ $184.95 avg price
VLU
Spdr S&p 1500 Value Tilt Etf
Recent Activity
Decreased -0.59%
2.18%
$6.915M
29,028 shares@ $238.21 avg price

1-10 of 106