Shum Financial Group, Inc. Portfolio Holdings

Shum Financial Group, Inc.

  • $134 Billion
  • Q3 2025

Shum Financial Group, Inc. has filed its 13F form on October 20, 2025 for Q3 2025 where it was disclosed a total value porftolio of $134 Billion distributed in 94 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Msci Eafe Value ETF with a value of $9.64B, Apple Inc. with a value of $8.98B, Ishares Msci Usa Quality Facto with a value of $5.73B, Microsoft Corp with a value of $5.69B, and Ishares 10+ Year Investment Gr with a value of $5.01B.

Examining the 13F form we can see an increase of $18.5B in the current position value, from $116B to 134B.

Shum Financial Group, Inc. is based out at Alameda, CA

Below you can find more details about Shum Financial Group, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $134 Billion
ETFs: $62.2 Billion
Technology: $26.2 Billion
Healthcare: $8.78 Billion
Consumer Defensive: $7.39 Billion
Financial Services: $7.33 Billion
Consumer Cyclical: $5.4 Billion
Communication Services: $4.42 Billion
Industrials: $3.24 Billion
Other: $4.91 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$9.64 Billion 7.19% of portfolio
142,060
Q3 2025 Added 75.99%
$4.3T
$8.98 Billion 6.7% of portfolio
35,281
Q3 2025 Added 1.02%
$0
$5.73 Billion 4.28% of portfolio
29,477
Q3 2025 Added 0.78%
$3.78T
$5.69 Billion 4.25% of portfolio
10,987
Q3 2025 Added 0.97%
$0
$5.01 Billion 3.74% of portfolio
97,260
Q3 2025 Reduced 1.28%
$0
$4.49 Billion 3.35% of portfolio
97,019
Q3 2025 Reduced 2.6%
$0
$3.65 Billion 2.72% of portfolio
26,070
Q3 2025 Added 1.42%
$465B
$3.52 Billion 2.63% of portfolio
18,881
Q3 2025 Added 2.02%
$0
$3.44 Billion 2.57% of portfolio
73,452
Q3 2025 Reduced 1.53%
$881B
$3.33 Billion 2.48% of portfolio
10,541
Q3 2025 Reduced 3.46%
$0
$3.22 Billion 2.4% of portfolio
72,909
Q3 2025 Added 11.76%
$0
$3.12 Billion 2.33% of portfolio
56,376
Q3 2025 Added 7.06%
$0
$3.05 Billion 2.28% of portfolio
29,203
Q3 2025 Reduced 3.66%
$0
$2.68 Billion 2.0% of portfolio
46,824
Q3 2025 Reduced 1.73%
$2.39T
$2.54 Billion 1.89% of portfolio
11,553
Q3 2025 Added 0.76%
$367B
$2.54 Billion 1.89% of portfolio
6,268
Q3 2025 Added 17.53%
$522B
$2.31 Billion 1.73% of portfolio
12,471
Q3 2025 Reduced 12.81%
$279B
$2.26 Billion 1.69% of portfolio
21,940
Q3 2025 Added 0.22%
$0
$2.16 Billion 1.61% of portfolio
19,006
Q3 2025 Added 17.79%
$1.65T
$2.16 Billion 1.61% of portfolio
8,900
Q3 2025 Added 2.09%
$0
$2.15 Billion 1.6% of portfolio
25,764
Q3 2025 Added 3.35%
$0
$1.97 Billion 1.47% of portfolio
19,100
Q3 2025 Reduced 0.01%
$300B
$1.64 Billion 1.22% of portfolio
4,748
Q3 2025 Added 6.2%
$593B
$1.53 Billion 1.14% of portfolio
5,431
Q3 2025 Reduced 4.57%
$404B
$1.51 Billion 1.12% of portfolio
1,626
Q3 2025 Reduced 4.63%
$533B
$1.48 Billion 1.1% of portfolio
4,325
Q3 2025 Added 2.46%
$0
$1.38 Billion 1.03% of portfolio
15,833
Q3 2025 Added 0.82%
$0
$1.31 Billion 0.98% of portfolio
22,283
Q3 2025 Added 0.91%
$414B
$1.24 Billion 0.92% of portfolio
5,336
Q3 2025 Reduced 5.24%
$0
$1.23 Billion 0.92% of portfolio
29,643
Q3 2025 Reduced 4.22%
$971B
$1.22 Billion 0.91% of portfolio
1,605
Q3 2025 Reduced 3.25%
$27.1B
$1.16 Billion 0.87% of portfolio
31,207
Q3 2025 Reduced 0.81%
$61.4B
$1.1 Billion 0.82% of portfolio
5,389
Q3 2025 Added 42.68%
$228B
$1.09 Billion 0.81% of portfolio
8,127
Q3 2025 Reduced 3.09%
$114B
$1.05 Billion 0.79% of portfolio
9,204
Q3 2025 Reduced 5.21%
$187B
$1.06 Billion 0.79% of portfolio
6,344
Q3 2025 Reduced 9.09%
Tcw ETF Trust
-
$1.03 Billion 0.77% of portfolio
-
Q3 2025 New
$346B
$1.02 Billion 0.76% of portfolio
6,640
Q3 2025 Reduced 5.21%
$266B
$1.01 Billion 0.75% of portfolio
3,574
Q3 2025 Added 0.76%
$0
$1 Billion 0.75% of portfolio
22,789
Q3 2025 Added 4.92%
$237B
$993 Million 0.74% of portfolio
4,188
Q3 2025 Added 3.89%
$49.1B
$985 Million 0.74% of portfolio
822
Q3 2025 Reduced 9.17%
$0
$870 Million 0.65% of portfolio
10,339
Q3 2025 Added 7.59%
$237B
$864 Million 0.64% of portfolio
5,327
Q3 2025 Reduced 7.89%
$0
$803 Million 0.6% of portfolio
5,769
Q3 2025 Added 1.62%
$490B
$772 Million 0.58% of portfolio
6,846
Q3 2025 Reduced 10.06%
$319B
$776 Million 0.58% of portfolio
11,346
Q3 2025 Reduced 32.69%
$84B
$730 Million 0.54% of portfolio
3,796
Q3 2025 Reduced 9.53%
$0
$725 Million 0.54% of portfolio
14,203
Q3 2025 Added 45.39%

Summary

  • Portfolio
  • No. of Stocks 94
  • Current Value $134 Billion
  • Prior Value $116 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 20, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 10 stocks
  • Additional Purchases 34 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 49 stocks
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