Shum Financial Group, Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 15, 2026, for the 2025 Q4 period, Shum Financial Group, Inc. held in its portfolio 86 assets valued at $138,827,275 (i.e. $138.83M).
The most valuable assets in the portfolio included: SPDR SERIES TRUST ($20.43M), ISHARES TR ($10.53M), and APPLE INC ($9.30M).
The chart below shows the top 10 valuable assets, and the table below shows the top 86 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Shum Financial Group, Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SPDR SERIES TRUST | 309223 | 20433762 | STATE STREET SPD |
| ISHARES TR | 147386 | 10524799 | EAFE VALUE ETF |
| APPLE INC | 34199 | 9297411 | COM |
| ISHARES TR | 30096 | 5977668 | MSCI USA QLT FCT |
| MICROSOFT CORP | 11235 | 5433471 | COM |
| ISHARES TR | 98223 | 4955350 | 10+ YR INVST GRD |
| ISHARES TR | 82704 | 3758897 | MSCI INTL QUALTY |
| SPDR INDEX SHS FDS | 77276 | 3617284 | PORTFOLIO EMG MK |
| NVIDIA CORPORATION | 19196 | 3580125 | COM |
| JPMORGAN CHASE & CO. | 10453 | 3368279 | COM |
| ALPHABET INC | 9162 | 2867706 | CAP STK CL A |
| AMAZON COM INC | 11956 | 2759671 | COM |
| ISHARES TR | 22426 | 2554751 | EAFE GRWTH ETF |
| JOHNSON & JOHNSON | 12127 | 2509582 | COM |
| WALMART INC | 22510 | 2507891 | COM |
| BLACKROCK INC | 2183 | 2336364 | COM |
| HOME DEPOT INC | 6246 | 2149249 | COM |
| ISHARES TR | 19042 | 1999392 | GLOBAL TECH ETF |
| ELI LILLY & CO | 1573 | 1690472 | COM |
| UNITEDHEALTH GROUP INC | 5075 | 1675308 | COM |
| VISA INC | 4435 | 1555487 | COM CL A |
| COSTCO WHSL CORP NEW | 1638 | 1412513 | COM |
| SELECT SECTOR SPDR TR | 31641 | 1350754 | STATE STREET UTI |
| ISHARES TR | 22217 | 1265509 | CRE U S REIT ETF |
| SSGA ACTIVE ETF TR | 29986 | 1237508 | STATE STREET BLA |
| PROLOGIS INC. | 9480 | 1210153 | COM |
| ABBVIE INC | 5227 | 1194339 | COM |
| SALESFORCE INC | 4236 | 1122159 | COM |
| QUALCOMM INC | 6401 | 1094891 | COM |
| PPL CORP | 31070 | 1088071 | COM |
| PALO ALTO NETWORKS INC | 5851 | 1077754 | COM |
| ORACLE CORP | 5486 | 1069276 | COM |
| INTERNATIONAL BUSINESS MACHS | 3601 | 1066652 | COM |
| SSGA ACTIVE TR | 23432 | 1014957 | STATE STREET DOU |
| ABBOTT LABS | 8045 | 1007971 | COM |
| TCW ETF TRUST | 26371 | 1007913 | CORE PLUS BOND |
| PROCTER AND GAMBLE CO | 6582 | 943288 | COM |
| BROADCOM INC | 2724 | 942776 | COM |
| SELECT SECTOR SPDR TR | 5783 | 895208 | STATE STREET HEA |
| VANGUARD SCOTTSDALE FDS | 10681 | 894573 | INT-TERM CORP |
| CISCO SYS INC | 11289 | 869592 | COM |
| PHILIP MORRIS INTL INC | 5232 | 839213 | COM |
| NETFLIX INC | 8729 | 818406 | COM |
| UNITED PARCEL SERVICE INC | 7992 | 792726 | CL B |
| EXXON MOBIL CORP | 6277 | 755389 | COM |
| AMERICAN TOWER CORP NEW | 4142 | 727181 | COM |
| DISNEY WALT CO | 6122 | 696500 | COM |
| J P MORGAN EXCHANGE TRADED F | 13389 | 682036 | ULTRA SHT MUNCPL |
| MERCK & CO INC | 6041 | 635823 | COM |
| ADVANCED MICRO DEVICES INC | 2959 | 633699 | COM |
| PEPSICO INC | 4380 | 628672 | COM |
| FEDEX CORP | 2163 | 624804 | COM |
| BLACKSTONE INC | 4046 | 623650 | COM |
| CHEVRON CORP NEW | 4044 | 616346 | COM |
| ISHARES TR | 4342 | 614295 | MSCI ACWI ETF |
| GE AEROSPACE | 1982 | 610576 | COM NEW |
| BERKSHIRE HATHAWAY INC DEL | 1189 | 597651 | CL B NEW |
| LOCKHEED MARTIN CORP | 1185 | 573149 | COM |
| SCHWAB CHARLES CORP | 5684 | 567935 | COM |
| VANGUARD INDEX FDS | 1626 | 545149 | TOTAL STK MKT |
| CROWDSTRIKE HLDGS INC | 1162 | 544699 | CL A |
| HERSHEY CO | 2953 | 537387 | COM |
| PUBLIC STORAGE OPER CO | 1978 | 513190 | COM |
| AMERICAN EXPRESS CO | 1348 | 498693 | COM |
| J P MORGAN EXCHANGE TRADED F | 8448 | 483544 | EQUITY PREMIUM |
| MEDTRONIC PLC | 4822 | 463201 | SHS |
| ISHARES TR | 3421 | 416028 | CORE HIGH DV ETF |
| ISHARES TR | 579 | 396401 | CORE S&P500 ETF |
| VANGUARD SPECIALIZED FUNDS | 1745 | 383538 | DIV APP ETF |
| ALPHABET INC | 1190 | 373420 | CAP STK CL C |
| MCDONALDS CORP | 1087 | 332137 | COM |
| HONEYWELL INTL INC | 1680 | 327751 | COM |
| AMGEN INC | 979 | 320436 | COM |
| GE VERNOVA INC | 481 | 314367 | COM |
| ARISTA NETWORKS INC | 2393 | 313555 | COM SHS |
| TARGET CORP | 3069 | 299984 | COM |
| 3M CO | 1827 | 292464 | COM |
| ISHARES U S ETF TR | 5649 | 288664 | SHORT DURATION B |
| ISHARES TR | 2843 | 270341 | ESG AW MSCI EAFE |
| META PLATFORMS INC | 373 | 246214 | CL A |
| ISHARES TR | 3631 | 239646 | CORE S&P MCP ETF |
| MORGAN STANLEY | 1344 | 238600 | COM NEW |
| ASML HOLDING N V | 203 | 217182 | N Y REGISTRY SHS |
| ISHARES TR | 1726 | 207431 | CORE S&P SCP ETF |
| ALTRIA GROUP INC | 3577 | 206250 | COM |
| GENERAL DYNAMICS CORP | 595 | 200176 | COM |
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