Shum Financial Group, Inc. Portfolio Holdings

Shum Financial Group, Inc.

  • $139 Billion
  • Q4 2025

Shum Financial Group, Inc. has filed its 13F form on January 15, 2026 for Q4 2025 where it was disclosed a total value porftolio of $139 Billion distributed in 92 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Msci Eafe Value ETF with a value of $10.5B, Apple Inc. with a value of $9.3B, Ishares Msci Usa Quality Facto with a value of $5.98B, Microsoft Corp with a value of $5.43B, and Ishares 10+ Year Investment Gr with a value of $4.96B.

Examining the 13F form we can see an increase of $4.8B in the current position value, from $134B to 139B.

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 $139 Billion
ETFs: $65 Billion
Technology: $26.9 Billion
Healthcare: $9.5 Billion
Financial Services: $7.45 Billion
Consumer Defensive: $7.38 Billion
Consumer Cyclical: $5.24 Billion
Communication Services: $5 Billion
Industrials: $3.42 Billion
Other: $4.91 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$10.5 Billion 7.58% of portfolio
147,386
Q4 2025 Added 3.75%
$4.3T
$9.3 Billion 6.7% of portfolio
34,199
Q4 2025 Reduced 3.07%
$0
$5.98 Billion 4.31% of portfolio
30,096
Q4 2025 Added 2.1%
$3.78T
$5.43 Billion 3.91% of portfolio
11,235
Q4 2025 Added 2.26%
$0
$4.96 Billion 3.57% of portfolio
98,223
Q4 2025 Added 0.99%
$0
$4.51 Billion 3.25% of portfolio
96,189
Q4 2025 Reduced 0.86%
$0
$3.76 Billion 2.71% of portfolio
82,704
Q4 2025 Added 13.43%
$0
$3.69 Billion 2.66% of portfolio
26,545
Q4 2025 Added 1.82%
$0
$3.62 Billion 2.61% of portfolio
77,276
Q4 2025 Added 5.21%
$465B
$3.58 Billion 2.58% of portfolio
19,196
Q4 2025 Added 1.67%
$0
$3.47 Billion 2.5% of portfolio
61,049
Q4 2025 Added 8.29%
$881B
$3.37 Billion 2.43% of portfolio
10,453
Q4 2025 Reduced 0.83%
$0
$3.11 Billion 2.24% of portfolio
29,105
Q4 2025 Reduced 0.34%
$1.65T
$2.87 Billion 2.07% of portfolio
9,162
Q4 2025 Added 2.94%
$2.39T
$2.76 Billion 1.99% of portfolio
11,956
Q4 2025 Added 3.49%
$0
$2.74 Billion 1.97% of portfolio
47,332
Q4 2025 Added 1.08%
$522B
$2.51 Billion 1.81% of portfolio
12,127
Q4 2025 Reduced 2.76%
$279B
$2.51 Billion 1.81% of portfolio
22,510
Q4 2025 Added 2.6%
$0
$2.38 Billion 1.71% of portfolio
28,112
Q4 2025 Added 9.11%
Blackrock Inc
-
$2.34 Billion 1.68% of portfolio
-
Q4 2025 Added 0.41%
$367B
$2.15 Billion 1.55% of portfolio
6,246
Q4 2025 Reduced 0.35%
$0
$2 Billion 1.44% of portfolio
19,042
Q4 2025 Reduced 0.3%
$971B
$1.69 Billion 1.22% of portfolio
1,573
Q4 2025 Reduced 1.99%
$300B
$1.68 Billion 1.21% of portfolio
5,075
Q4 2025 Added 6.89%
$533B
$1.56 Billion 1.12% of portfolio
4,435
Q4 2025 Added 2.54%
$404B
$1.41 Billion 1.02% of portfolio
1,638
Q4 2025 Added 0.74%
$0
$1.35 Billion 0.97% of portfolio
31,641
Q4 2025 Added 99.84%
$0
$1.27 Billion 0.91% of portfolio
22,217
Q4 2025 Reduced 0.3%
$0
$1.24 Billion 0.89% of portfolio
29,986
Q4 2025 Added 1.16%
$114B
$1.21 Billion 0.87% of portfolio
9,480
Q4 2025 Added 3.0%
$414B
$1.19 Billion 0.86% of portfolio
5,227
Q4 2025 Reduced 2.04%
$237B
$1.12 Billion 0.81% of portfolio
4,236
Q4 2025 Added 1.15%
$187B
$1.09 Billion 0.79% of portfolio
6,401
Q4 2025 Added 0.9%
$27.1B
$1.09 Billion 0.78% of portfolio
31,070
Q4 2025 Reduced 0.44%
$61.4B
$1.08 Billion 0.78% of portfolio
5,851
Q4 2025 Added 8.57%
$593B
$1.07 Billion 0.77% of portfolio
5,486
Q4 2025 Added 1.01%
$266B
$1.07 Billion 0.77% of portfolio
3,601
Q4 2025 Added 0.76%
$228B
$1.01 Billion 0.73% of portfolio
8,045
Q4 2025 Reduced 1.01%
$0
$1.01 Billion 0.73% of portfolio
23,432
Q4 2025 Added 2.82%
Tcw ETF Trust
-
$1.01 Billion 0.73% of portfolio
-
Q4 2025 Reduced 1.42%
$346B
$943 Million 0.68% of portfolio
6,582
Q4 2025 Reduced 0.87%
$139B
$943 Million 0.68% of portfolio
2,724
Q4 2025 Added 63.02%
$0
$895 Million 0.64% of portfolio
10,681
Q4 2025 Added 3.31%
$0
$895 Million 0.64% of portfolio
5,783
Q4 2025 Added 0.24%
$319B
$870 Million 0.63% of portfolio
11,289
Q4 2025 Reduced 0.5%
$237B
$839 Million 0.6% of portfolio
5,232
Q4 2025 Reduced 1.78%
$49.1B
$818 Million 0.59% of portfolio
8,729
Q4 2025 Added 961.92%
$68.7B
$793 Million 0.57% of portfolio
7,992
Q4 2025 Added 36.62%
$490B
$755 Million 0.54% of portfolio
6,277
Q4 2025 Reduced 8.31%

Summary

  • Portfolio
  • No. of Stocks 92
  • Current Value $139 Billion
  • Prior Value $134 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 15, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 1 stocks
  • Additional Purchases 50 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 34 stocks
Track This Portfolio

Track Shum Financial Group, Inc. Portfolio

Follow Shum Financial Group, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Shum Financial Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Shum Financial Group, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email