Filed: 4/22/2026ACC: 0002044675-26-000004
📋 What this filing means
SHUM FINANCIAL GROUP, INC. filed this quarterly 13F‑HR report disclosing 93 equity positions with a total reported market value of $141.43M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
93
Positions
$141.43M
Total AUM (reported)
1.38M
Total Shares
Allocation by class
COM$65.12M46.0%
STATE STREET SPD$24.53M17.3%
EAFE VALUE ETF$11.16M7.9%
MSCI USA QLT FCT$5.87M4.2%
10+ YR INVST GRD$4.95M3.5%
MSCI INTL QUALTY$3.98M2.8%
CAP STK CL A$2.75M1.9%
Portfolio Concentration
Top 3$29.37M20.8%
4–10$29.44M20.8%
11–25$37.55M26.6%
Rest$45.06M31.9%
Top 3 weight
20.8%
Top 10 weight
41.6%
Voting Authority Distribution
Total shares with voting rights: 1.38M
Sole
Full voting authority
78.68K
shares
% of voting shares5.7%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.30M
shares
% of voting shares94.3%
Investment Discretion (by position count)
Sole93
Shared0
Other0
Dominant voting typeNone · 94.3% of voting shares
Institutional Holdings93
Rows:
APPLE INC
SOLEShares48.60K
TypeSH
Market value$12.33M
8.72%
Sole
18.03K
Shared
0.00
None
30.57K
ISHARES TR
SOLEShares150.16K
TypeSH
Market value$11.16M
7.89%
Sole
4.15K
Shared
0.00
None
146.02K
ISHARES TR
SOLEShares30.61K
TypeSH
Market value$5.87M
4.15%
Sole
1.10K
Shared
0.00
None
29.51K
ISHARES TR
SOLEShares99.67K
TypeSH
Market value$4.95M
3.50%
Sole
3.61K
Shared
0.00
None
96.06K
SPDR SERIES TRUST
SOLEShares96.27K
TypeSH
Market value$4.65M
3.29%
Sole
2.31K
Shared
0.00
None
93.95K
MICROSOFT CORP
SOLEShares12.37K
TypeSH
Market value$4.58M
3.24%
Sole
1.66K
Shared
0.00
None
10.70K
ISHARES TR
SOLEShares86.18K
TypeSH
Market value$3.98M
2.82%
Sole
5.74K
Shared
0.00
None
80.44K
SPDR SERIES TRUST
SOLEShares26.20K
TypeSH
Market value$3.82M
2.70%
Sole
749.00
Shared
0.00
None
25.45K
NVIDIA CORPORATION
SOLEShares21.45K
TypeSH
Market value$3.74M
2.65%
Sole
2.75K
Shared
0.00
None
18.71K
SPDR INDEX SHS FDS
SOLEShares79.26K
TypeSH
Market value$3.72M
2.63%
Sole
3.95K
Shared
0.00
None
75.30K
SPDR SERIES TRUST
SOLEShares63.78K
TypeSH
Market value$3.61M
2.55%
Sole
4.61K
Shared
0.00
None
59.16K
JPMORGAN CHASE & CO
SOLEShares10.39K
TypeSH
Market value$3.06M
2.16%
Sole
86.00
Shared
0.00
None
10.30K
SPDR SERIES TRUST
SOLEShares29.35K
TypeSH
Market value$2.87M
2.03%
Sole
1.67K
Shared
0.00
None
27.68K
JOHNSON & JOHNSON
SOLEShares11.64K
TypeSH
Market value$2.84M
2.01%
Sole
336.00
Shared
0.00
None
11.30K
SPDR SERIES TRUST
SOLEShares47.57K
TypeSH
Market value$2.82M
1.99%
Sole
1.66K
Shared
0.00
None
45.91K
WALMART INC
SOLEShares22.27K
TypeSH
Market value$2.77M
1.96%
Sole
761.00
Shared
0.00
None
21.51K
ALPHABET INC
SOLEShares9.56K
TypeSH
Market value$2.75M
1.94%
Sole
563.00
Shared
0.00
None
9K
ISHARES TR
SOLEShares23.90K
TypeSH
Market value$2.66M
1.88%
Sole
1.52K
Shared
0.00
None
22.39K
AMAZON COM INC
SOLEShares12.29K
TypeSH
Market value$2.56M
1.81%
Sole
700.00
Shared
0.00
None
11.59K
SPDR SERIES TRUST
SOLEShares29.26K
TypeSH
Market value$2.49M
1.76%
Sole
1.78K
Shared
0.00
None
27.49K
BLACKROCK INC
SOLEShares2.18K
TypeSH
Market value$2.10M
1.48%
Sole
53.00
Shared
0.00
None
2.13K
HOME DEPOT INC
SOLEShares6.17K
TypeSH
Market value$2.03M
1.43%
Sole
9.00
Shared
0.00
None
6.16K
ISHARES TR
SOLEShares18.89K
TypeSH
Market value$1.89M
1.34%
Sole
181.00
Shared
0.00
None
18.71K
COSTCO WHOLESALE CORPORATION
SOLEShares1.66K
TypeSH
Market value$1.65M
1.17%
Sole
42.00
Shared
0.00
None
1.62K
SELECT SECTOR SPDR TR
SOLEShares31.68K
TypeSH
Market value$1.45M
1.03%
Sole
524.00
Shared
0.00
None
31.16K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 48.60K | SH | $12.33M 8.72% | 18.03K | 0.00 | 30.57K |
ISHARES TRSOLE | EAFE VALUE ETF | 150.16K | SH | $11.16M 7.89% | 4.15K | 0.00 | 146.02K |
ISHARES TRSOLE | MSCI USA QLT FCT | 30.61K | SH | $5.87M 4.15% | 1.10K | 0.00 | 29.51K |
ISHARES TRSOLE | 10+ YR INVST GRD | 99.67K | SH | $4.95M 3.50% | 3.61K | 0.00 | 96.06K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 96.27K | SH | $4.65M 3.29% | 2.31K | 0.00 | 93.95K |
MICROSOFT CORPSOLE | COM | 12.37K | SH | $4.58M 3.24% | 1.66K | 0.00 | 10.70K |
ISHARES TRSOLE | MSCI INTL QUALTY | 86.18K | SH | $3.98M 2.82% | 5.74K | 0.00 | 80.44K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 26.20K | SH | $3.82M 2.70% | 749.00 | 0.00 | 25.45K |
NVIDIA CORPORATIONSOLE | COM | 21.45K | SH | $3.74M 2.65% | 2.75K | 0.00 | 18.71K |
SPDR INDEX SHS FDSSOLE | STATE STREET SPD | 79.26K | SH | $3.72M 2.63% | 3.95K | 0.00 | 75.30K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 63.78K | SH | $3.61M 2.55% | 4.61K | 0.00 | 59.16K |
JPMORGAN CHASE & COSOLE | COM | 10.39K | SH | $3.06M 2.16% | 86.00 | 0.00 | 10.30K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 29.35K | SH | $2.87M 2.03% | 1.67K | 0.00 | 27.68K |
JOHNSON & JOHNSONSOLE | COM | 11.64K | SH | $2.84M 2.01% | 336.00 | 0.00 | 11.30K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 47.57K | SH | $2.82M 1.99% | 1.66K | 0.00 | 45.91K |
WALMART INCSOLE | COM | 22.27K | SH | $2.77M 1.96% | 761.00 | 0.00 | 21.51K |
ALPHABET INCSOLE | CAP STK CL A | 9.56K | SH | $2.75M 1.94% | 563.00 | 0.00 | 9K |
ISHARES TRSOLE | EAFE GRWTH ETF | 23.90K | SH | $2.66M 1.88% | 1.52K | 0.00 | 22.39K |
AMAZON COM INCSOLE | COM | 12.29K | SH | $2.56M 1.81% | 700.00 | 0.00 | 11.59K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 29.26K | SH | $2.49M 1.76% | 1.78K | 0.00 | 27.49K |
BLACKROCK INCSOLE | COM | 2.18K | SH | $2.10M 1.48% | 53.00 | 0.00 | 2.13K |
HOME DEPOT INCSOLE | COM | 6.17K | SH | $2.03M 1.43% | 9.00 | 0.00 | 6.16K |
ISHARES TRSOLE | GLOBAL TECH ETF | 18.89K | SH | $1.89M 1.34% | 181.00 | 0.00 | 18.71K |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 1.66K | SH | $1.65M 1.17% | 42.00 | 0.00 | 1.62K |
SELECT SECTOR SPDR TRSOLE | STATE STREET UTI | 31.68K | SH | $1.45M 1.03% | 524.00 | 0.00 | 31.16K |
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