Holders — by stockHoldings — by fund
Shum Financial Group, Inc.
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0002044675
$165.9M
disclosed book value
106
positions
8.6%
largest position share
Positions, as of 2026-06-30
top 100 of 106 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 49,101 | $14.2M | 8.6% |
| 2 | EFVISHARES TR | 155,552 | $11.9M | 7.2% |
| 3 | QUALISHARES TR | 32,369 | $7.1M | 4.3% |
| 4 | SPSMSPDR SERIES TRUST | 94,534 | $5.5M | 3.3% |
| 5 | IGLBISHARES TR | 97,816 | $4.9M | 3% |
| 6 | MSFTMICROSOFT CORP | 12,956 | $4.8M | 2.9% |
| 7 | IQLTISHARES TR | 95,491 | $4.7M | 2.9% |
| 8 | NVDANVIDIA CORPORATION | 23,585 | $4.7M | 2.8% |
| 9 | SPEMSPDR INDEX SHS FDS | 84,553 | $4.4M | 2.6% |
| 10 | SPYVSPDR SERIES TRUST | 68,415 | $4.2M | 2.5% |
| 11 | SDYSPDR SERIES TRUST | 26,884 | $4.1M | 2.5% |
| 12 | GOOGLALPHABET INC | 10,448 | $3.7M | 2.3% |
| 13 | SPYGSPDR SERIES TRUST | 30,587 | $3.6M | 2.2% |
| 14 | EFGISHARES TR | 27,393 | $3.4M | 2.1% |
| 15 | JPMJPMORGAN CHASE & CO | 10,337 | $3.4M | 2% |
| 16 | SPMDSPDR SERIES TRUST | 47,975 | $3.2M | 2% |
| 17 | AMZNAMAZON COM INC | 12,480 | $3.0M | 1.8% |
| 18 | JNJJOHNSON & JOHNSON | 11,612 | $2.9M | 1.8% |
| 19 | MDYVSPDR SERIES TRUST | 30,622 | $2.9M | 1.8% |
| 20 | IXNISHARES TR | 18,531 | $2.7M | 1.6% |
| 21 | WMTWALMART INC | 22,354 | $2.5M | 1.5% |
| 22 | PANWPALO ALTO NETWORKS INC | 6,691 | $2.3M | 1.4% |
| 23 | UNHUNITEDHEALTH GROUP INC | 5,174 | $2.2M | 1.3% |
| 24 | BLKBLACKROCK INC | 2,188 | $2.1M | 1.3% |
| 25 | HDHOME DEPOT INC | 5,893 | $2.1M | 1.3% |
| 26 | AMDADVANCED MICRO DEVICES INC | 3,400 | $2.0M | 1.2% |
| 27 | LLYELI LILLY & CO | 1,453 | $1.7M | 1.1% |
| 28 | JMSTJ P MORGAN EXCHANGE TRADED F | 33,986 | $1.7M | 1% |
| 29 | COSTCOSTCO WHOLESALE CORPORATION | 1,715 | $1.6M | 1% |
| 30 | VVISA INC | 4,437 | $1.5M | 0.9% |
| 31 | USRTISHARES TR | 22,124 | $1.5M | 0.9% |
| 32 | XLUSELECT SECTOR SPDR TR | 31,795 | $1.4M | 0.9% |
| 33 | CSCOCISCO SYS INC | 11,210 | $1.3M | 0.8% |
| 34 | ABBVABBVIE INC | 5,145 | $1.3M | 0.8% |
| 35 | PLDPROLOGIS INC. | 9,502 | $1.3M | 0.8% |
| 36 | SRLNSSGA ACTIVE ETF TR | 30,281 | $1.2M | 0.7% |
| 37 | AVGOBROADCOM INC | 3,149 | $1.2M | 0.7% |
| 38 | QCOMQUALCOMM INC | 6,386 | $1.2M | 0.7% |
| 39 | EMBISHARES TR | 11,630 | $1.1M | 0.7% |
| 40 | PPLPPL CORP | 30,512 | $1.1M | 0.7% |
| 41 | IBMINTERNATIONAL BUSINESS MACHS | 3,617 | $1.0M | 0.6% |
| 42 | CRWDCROWDSTRIKE HLDGS INC | 1,253 | $956,214 | 0.6% |
| 43 | FIXTTCW ETF TRUST | 25,000 | $944,751 | 0.6% |
| 44 | PMPHILIP MORRIS INTL INC | 5,208 | $942,179 | 0.6% |
| 45 | XLVSELECT SECTOR SPDR TR | 5,814 | $922,449 | 0.6% |
| 46 | VCITVANGUARD SCOTTSDALE FDS | 11,020 | $910,788 | 0.5% |
| 47 | UPSUNITED PARCEL SVCS INC | 8,186 | $879,995 | 0.5% |
| 48 | PGPROCTER & GAMBLE CO | 5,981 | $877,035 | 0.5% |
| 49 | ASMLASML HLDG NV | 415 | $825,618 | 0.5% |
| 50 | ACWIISHARES TR | 5,073 | $796,260 | 0.5% |
| 51 | AMTAMERICAN TOWER CORP | 4,698 | $768,431 | 0.5% |
| 52 | ORCLORACLE CORP | 5,225 | $765,724 | 0.5% |
| 53 | MRKMERCK & CO INC | 5,889 | $756,788 | 0.5% |
| 54 | GEGE AEROSPACE | 1,967 | $735,211 | 0.4% |
| 55 | SPYSTATE STR SPDR S&P 500 ETF T | 979 | $731,088 | 0.4% |
| 56 | SCHWSCHWAB CHARLES CORP | 7,677 | $708,400 | 0.4% |
| 57 | ABTABBOTT LABORATORIES | 7,737 | $702,079 | 0.4% |
| 58 | CRMSALESFORCE INC | 4,431 | $694,160 | 0.4% |
| 59 | PSAPUBLIC STORAGE | 2,011 | $640,172 | 0.4% |
| 60 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 1,282 | $612,245 | 0.4% |
| 61 | JEPIJ P MORGAN EXCHANGE TRADED F | 10,654 | $601,719 | 0.4% |
| 62 | NFLXNETFLIX INC. | 8,426 | $601,597 | 0.4% |
| 63 | LMTLOCKHEED MARTIN CORP | 1,172 | $597,087 | 0.4% |
| 64 | GOOGALPHABET INC | 1,670 | $590,069 | 0.4% |
| 65 | BRK/BBERKSHIRE HATHAWAY INC DEL | 1,174 | $587,458 | 0.4% |
| 66 | IUSGISHARES TR | 3,107 | $584,396 | 0.4% |
| 67 | SPABSPDR SERIES TRUST | 22,870 | $583,647 | 0.4% |
| 68 | VTIVANGUARD INDEX FDS | 1,569 | $580,593 | 0.3% |
| 69 | FDXFEDEX CORP | 1,812 | $567,392 | 0.3% |
| 70 | GEVGE VERNOVA INC | 467 | $548,660 | 0.3% |
| 71 | PEPPEPSICO INC | 3,873 | $524,378 | 0.3% |
| 72 | HSYHERSHEY CO | 2,953 | $518,104 | 0.3% |
| 73 | HDVISHARES TR | 18,101 | $496,148 | 0.3% |
| 74 | BXBLACKSTONE INC | 4,152 | $488,566 | 0.3% |
| 75 | VTVVANGUARD INDEX FDS | 2,135 | $465,281 | 0.3% |
| 76 | APHAMPHENOL CORP | 2,596 | $457,727 | 0.3% |
| 77 | ANETARISTA NETWORKS INC | 2,665 | $452,730 | 0.3% |
| 78 | CALIBLACKROCK ETF TRUST II | 8,592 | $434,197 | 0.3% |
| 79 | IVVISHARES TR | 579 | $433,439 | 0.3% |
| 80 | DISDISNEY WALT CO | 4,499 | $433,029 | 0.3% |
| 81 | VIGVANGUARD SPECIALIZED FUNDS | 1,829 | $432,815 | 0.3% |
| 82 | AXPAMERICAN EXPRESS CO | 1,279 | $432,622 | 0.3% |
| 83 | METAMETA PLATFORMS INC | 647 | $364,449 | 0.2% |
| 84 | IJRISHARES TR | 2,305 | $341,855 | 0.2% |
| 85 | MDTMEDTRONIC PLC | 4,329 | $338,658 | 0.2% |
| 86 | XOMEXXON MOBIL CORP | 2,477 | $338,655 | 0.2% |
| 87 | AMGNAMGEN INC | 930 | $336,772 | 0.2% |
| 88 | ESGDISHARES TR | 3,223 | $331,401 | 0.2% |
| 89 | VOOVANGUARD INDEX FDS | 467 | $320,494 | 0.2% |
| 90 | MMM3M CO | 1,836 | $297,321 | 0.2% |
| 91 | NEARISHARES U S ETF TR | 5,656 | $286,533 | 0.2% |
| 92 | IJHISHARES TR | 3,631 | $279,986 | 0.2% |
| 93 | MSMORGAN STANLEY | 1,329 | $277,814 | 0.2% |
| 94 | QQQINVESCO QQQ TR | 353 | $259,949 | 0.2% |
| 95 | ETNEATON CORP PLC | 607 | $258,655 | 0.2% |
| 96 | MOALTRIA GROUP INC | 3,561 | $256,214 | 0.2% |
| 97 | TGTTARGET CORP | 1,937 | $253,029 | 0.2% |
| 98 | BACBANK OF AMER CORP | 4,267 | $243,134 | 0.1% |
| 99 | IWMISHARES TR | 794 | $238,557 | 0.1% |
| 100 | FNDFSCHWAB STRATEGIC TR | 4,448 | $234,676 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.