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 ETFs Only

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%
$0
$5.73 Billion 4.28% of portfolio
29,477
Q3 2025 Added 0.78%
$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%
$0
$3.44 Billion 2.57% of portfolio
73,452
Q3 2025 Reduced 1.53%
$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%
$0
$2.16 Billion 1.61% of portfolio
19,006
Q3 2025 Added 17.79%
$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%
$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%
$0
$1.23 Billion 0.92% of portfolio
29,643
Q3 2025 Reduced 4.22%
$0
$870 Million 0.65% of portfolio
10,339
Q3 2025 Added 7.59%
$0
$803 Million 0.6% of portfolio
5,769
Q3 2025 Added 1.62%
$0
$725 Million 0.54% of portfolio
14,203
Q3 2025 Added 45.39%
$0
$534 Million 0.4% of portfolio
1,626
Q3 2025 Reduced 0.79%
$0
$529 Million 0.39% of portfolio
3,825
Q3 2025 Reduced 67.07%
$0
$514 Million 0.38% of portfolio
19,900
Q3 2025 Added 6.77%
$0
$477 Million 0.36% of portfolio
8,360
Q3 2025 Reduced 0.2%
$0
$411 Million 0.31% of portfolio
8,017
Q3 2025 Added 16.34%
$0
$414 Million 0.31% of portfolio
3,378
Q3 2025 Added 2.8%
$0
$387 Million 0.29% of portfolio
579
Q3 2025 Reduced 6.76%
$0
$373 Million 0.28% of portfolio
1,728
Q3 2025 Added 4.28%
$0
$276 Million 0.21% of portfolio
5,460
Q3 2025 New
$0
$237 Million 0.18% of portfolio
3,631
Q3 2025 New
$0
$226 Million 0.17% of portfolio
2,430
Q3 2025 New
$0
$205 Million 0.15% of portfolio
1,726
Q3 2025 New

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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