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 ETFs Only

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%
$0
$5.98 Billion 4.31% of portfolio
30,096
Q4 2025 Added 2.1%
$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%
$0
$3.47 Billion 2.5% of portfolio
61,049
Q4 2025 Added 8.29%
$0
$3.11 Billion 2.24% of portfolio
29,105
Q4 2025 Reduced 0.34%
$0
$2.74 Billion 1.97% of portfolio
47,332
Q4 2025 Added 1.08%
$0
$2.55 Billion 1.84% of portfolio
22,426
Q4 2025 Added 17.99%
$0
$2.38 Billion 1.71% of portfolio
28,112
Q4 2025 Added 9.11%
$0
$2 Billion 1.44% of portfolio
19,042
Q4 2025 Reduced 0.3%
$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%
$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%
$0
$682 Million 0.49% of portfolio
13,389
Q4 2025 Reduced 5.73%
$0
$614 Million 0.44% of portfolio
4,342
Q4 2025 Added 13.52%
$0
$545 Million 0.39% of portfolio
1,626
Q3 2025 Reduced 0.79%
$0
$538 Million 0.39% of portfolio
20,891
Q4 2025 Added 4.98%
$0
$484 Million 0.35% of portfolio
8,448
Q4 2025 Added 1.05%
$0
$416 Million 0.3% of portfolio
3,421
Q4 2025 Added 1.27%
$0
$396 Million 0.29% of portfolio
579
Q3 2025 Reduced 6.76%
$0
$384 Million 0.28% of portfolio
1,745
Q4 2025 Added 0.98%
$0
$289 Million 0.21% of portfolio
5,649
Q4 2025 Reduced 29.54%
$0
$270 Million 0.19% of portfolio
2,843
Q4 2025 Added 17.0%
$0
$240 Million 0.17% of portfolio
3,631
Q3 2025 New
$0
$207 Million 0.15% of portfolio
1,726
Q3 2025 New

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
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