Shum Financial Group
Shum Financial Group reported 110 stocks worth $174M in its 13F filing for Q3 2026, filed Oct 13, 2026. Its largest holdings are AAPL (9.3%), EFV (7.2%) and QUAL (4.2%). Compared with Q2 2026, the fund opened new positions in SPSB, DHR and XOM, added to EFV, QUAL and MSFT, trimmed AAPL, SPSM and SPYG and sold out of IVV, XOM and MCD.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AAPL Apple Inc | $16.1M | 9.3% | 48K | −707 (−1%) | 8 of 8 | |
| 2 |  EFV Ishares TR | $12.6M | 7.2% | 159K | +3,784 (+2%) | 8 of 8 | |
| 3 |  QUAL Ishares TR | $7.4M | 4.2% | 33K | +816 (+3%) | 8 of 8 | |
| 4 |  MSFT Microsoft Corp | $6.7M | 3.8% | 13K | +55 (+0%) | 8 of 8 | |
| 5 |  NVDA Nvidia Corporation | $5.5M | 3.2% | 24K | +516 (+2%) | 8 of 8 | |
| 6 |  IQLT Ishares Msci Intl Quality Factor ETF | $5.2M | 3.0% | 106K | +10K (+11%) | 8 of 8 | |
| 7 |  SPEM Spdr Emerging | $5.2M | 3.0% | 100K | +16K (+19%) | 8 of 8 | |
| 8 |  SPSM State Street | $4.3M | 2.5% | 82K | −12K (−13%) | 8 of 8 | |
| 9 |  SPYV State Street | $4.3M | 2.5% | 70K | +1,426 (+2%) | 8 of 8 | |
| 10 |  SDY State Street Spdr S&P Div ETF | $4.1M | 2.4% | 28K | +1,272 (+5%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 13, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Shum Financial Group 13F FAQ
What does Shum Financial Group own?
Shum Financial Group reported 110 stocks worth $174M in its 13F filing for Q3 2026, filed Oct 13, 2026. Its largest holdings are AAPL (9.3%), EFV (7.2%) and QUAL (4.2%). The table above lists every position in the filing (the top 10 without an account).
What did Shum Financial Group buy and sell in Q3 2026?
Compared with Q2 2026: 8 new positions, 51 added to, 39 trimmed and 4 sold out. New positions include SPSB, DHR and XOM. It sold all of IVV, XOM and MCD.
When will Shum Financial Group file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Shum Financial Group's portfolio worth?
The Q3 2026 filing reports $174M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.