Shum Financial Group, Inc.

ALAMEDA, CA · CIK 2044675 · 13F filing filed 2026-07-22

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyAlameda, CA

$165.9m reported value +17.3% vs Q1 2026

106positions

40.0%in top 10

17 new 48 added 37 reduced 4 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	APPLE INC COM AAPL	AAPL	49,101	$14.2m8.56%	8.56%	Added +501	+501 1.0%
2	ISHARES TR EAFE VALUE ETF EFV	EFV	155,552	$11.9m7.18%	7.18%	Added +5.4k	+5,390 3.6%
3	ISHARES TR MSCI USA QLT FCT QUAL	QUAL	32,369	$7.1m4.28%	4.28%	Added +1.8k	+1,760 5.8%
4	SPDR SER TR PORTFOLIO S&P600 SPSM	SPSM	94,534	$5.5m3.29%	3.29%	Reduced -1.7k	-1,732 -1.8%
5	ISHARES TR 10+ YR INVST GRD IGLB	IGLB	97,816	$4.9m2.95%	2.95%	Reduced -1.9k	-1,853 -1.9%
6	MICROSOFT CORP COM MSFT	MSFT	12,956	$4.8m2.91%	2.91%	Added +591	+591 4.8%
7	ISHARES TR MSCI INTL QUALTY IQLT	IQLT	95,491	$4.7m2.85%	2.85%	Added +9.3k	+9,314 10.8%
8	NVIDIA CORPORATION COM NVDA	NVDA	23,585	$4.7m2.84%	2.84%	Added +2.1k	+2,130 9.9%
9	SPDR INDEX SHS FDS PORTFOLIO EMG MK SPEM	SPEM	84,553	$4.4m2.64%	2.64%	Added +5.3k	+5,297 6.7%
10	SPDR SERIES TRUST PRTFLO S&P500 VL SPYV	SPYV	68,415	$4.2m2.51%	2.51%	Added +4.6k	+4,638 7.3%
11	SPDR SER TR S&P DIVID ETF SDY	SDY	26,884	$4.1m2.47%	2.47%	Added +686	+686 2.6%
12	ALPHABET INC CAP STK CL A GOOGL	GOOGL	10,448	$3.7m2.25%	2.25%	Added +889	+889 9.3%
13	SPDR SERIES TRUST PRTFLO S&P500 GW SPYG	SPYG	30,587	$3.6m2.19%	2.19%	Added +1.2k	+1,236 4.2%
14	ISHARES TR EAFE GRWTH ETF EFG	EFG	27,393	$3.4m2.05%	2.05%	Added +3.5k	+3,489 14.6%
15	JPMORGAN CHASE & CO COM JPM	JPM	10,337	$3.4m2.04%	2.04%	Reduced -50	-50 -0.5%
16	SPDR SERIES TRUST PORTFOLIO S&P400 SPMD	SPMD	47,975	$3.2m1.95%	1.95%	Added +402	+402 0.8%
17	AMAZON COM INC COM AMZN	AMZN	12,480	$3.0m1.79%	1.79%	Added +190	+190 1.6%
18	JOHNSON & JOHNSON COM JNJ	JNJ	11,612	$2.9m1.78%	1.78%	Reduced -27	-27 -0.2%
19	SPDR SER TR S&P 400 MDCP VAL MDYV	MDYV	30,622	$2.9m1.75%	1.75%	Added +1.4k	+1,359 4.6%
20	ISHARES TR GLOBAL TECH ETF IXN	IXN	18,531	$2.7m1.61%	1.61%	Reduced -362	-362 -1.9%
21	WALMART INC COM WMT	WMT	22,354	$2.5m1.53%	1.53%	Added +87	+87 0.4%
22	PALO ALTO NETWORKS INC COM PANW	PANW	6,691	$2.3m1.38%	1.38%	Added +194	+194 3.0%
23	UNITEDHEALTH GROUP INC COM UNH	UNH	5,174	$2.2m1.30%	1.30%	Added +17	+17 0.3%
24	BLACKROCK INC COM BLK	BLK	2,188	$2.1m1.27%	1.27%	Added +8	+8 0.4%
25	HOME DEPOT INC COM HD	HD	5,893	$2.1m1.25%	1.25%	Reduced -277	-277 -4.5%
26	ADVANCED MICRO DEVICES INC COM AMD	AMD	3,400	$2.0m1.19%	1.19%	Added +114	+114 3.5%
27	ELI LILLY & CO COM LLY	LLY	1,453	$1.7m1.05%	1.05%	Reduced -33	-33 -2.2%
28	J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL JMST	JMST	33,986	$1.7m1.04%	1.04%	Added +17.1k	+17,144 101.8%
29	COSTCO WHSL CORP NEW COM COST	COST	1,715	$1.6m0.97%	0.97%	Added +57	+57 3.4%
30	VISA INC COM CL A V	V	4,437	$1.5m0.92%	0.92%	Reduced -8	-8 -0.2%
31	ISHARES TR CRE U S REIT ETF USRT	USRT	22,124	$1.5m0.89%	0.89%	Reduced -17	-17 -0.1%
32	SELECT SECTOR SPDR TR SBI INT-UTILS XLU	XLU	31,795	$1.4m0.87%	0.87%	Added +116	+116 0.4%
33	CISCO SYS INC COM CSCO	CSCO	11,210	$1.3m0.79%	0.79%	Reduced -69	-69 -0.6%
34	ABBVIE INC COM ABBV	ABBV	5,145	$1.3m0.78%	0.78%	Reduced -99	-99 -1.9%
35	PROLOGIS INC. COM PLD	PLD	9,502	$1.3m0.78%	0.78%	Reduced -10	-10 -0.1%
36	SSGA ACTIVE ETF TR BLACKSTONE SENR SRLN	SRLN	30,281	$1.2m0.74%	0.74%	Reduced -71	-71 -0.2%
37	BROADCOM INC COM AVGO	AVGO	3,149	$1.2m0.72%	0.72%	Added +290	+290 10.1%
38	QUALCOMM INC COM QCOM	QCOM	6,386	$1.2m0.71%	0.71%	Reduced -24	-24 -0.4%
39	ISHARES TR JPMORGAN USD EMG EMB	EMB	11,630	$1.1m0.68%	0.68%	New
40	PPL CORP COM PPL	PPL	30,512	$1.1m0.67%	0.67%	Reduced -496	-496 -1.6%
41	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	3,617	$1.0m0.61%	0.61%	Added +6	+6 0.2%
42	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	1,253	$956.2k0.58%	0.58%	Added +92	+92 7.9%
43	TCW ETF TRUST CORE PLUS BOND FIXT	FIXT	25,000	$944.8k0.57%	0.57%	Reduced -206	-206 -0.8%
44	PHILIP MORRIS INTL INC COM PM	PM	5,208	$942.2k0.57%	0.57%	Added +53	+53 1.0%
45	SELECT SECTOR SPDR TR SBI HEALTHCARE XLV	XLV	5,814	$922.4k0.56%	0.56%	Added +46	+46 0.8%
46	VANGUARD SCOTTSDALE FDS INT-TERM CORP VCIT	VCIT	11,020	$910.8k0.55%	0.55%	Added +516	+516 4.9%
47	UNITED PARCEL SERVICE INC CL B UPS	UPS	8,186	$880.0k0.53%	0.53%	Reduced -83	-83 -1.0%
48	PROCTER AND GAMBLE CO COM PG	PG	5,981	$877.0k0.53%	0.53%	Reduced -551	-551 -8.4%
49	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	415	$825.6k0.50%	0.50%	Added +152	+152 57.8%
50	ISHARES TR MSCI ACWI ETF ACWI	ACWI	5,073	$796.3k0.48%	0.48%	Added +471	+471 10.2%
51	AMERICAN TOWER CORP NEW COM AMT	AMT	4,698	$768.4k0.46%	0.46%	Added +237	+237 5.3%
52	ORACLE CORP COM ORCL	ORCL	5,225	$765.7k0.46%	0.46%	Reduced -261	-261 -4.8%
53	MERCK & CO INC COM MRK	MRK	5,889	$756.8k0.46%	0.46%	Reduced -64	-64 -1.1%
54	GE AEROSPACE COM NEW GE	GE	1,967	$735.2k0.44%	0.44%	Added +5	+5 0.2%
55	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	979	$731.1k0.44%	0.44%	New
56	SCHWAB CHARLES CORP COM SCHW	SCHW	7,677	$708.4k0.43%	0.43%	Added +1.4k	+1,369 21.7%
57	ABBOTT LABS COM ABT	ABT	7,737	$702.1k0.42%	0.42%	Reduced -295	-295 -3.7%
58	SALESFORCE INC COM CRM	CRM	4,431	$694.2k0.42%	0.42%	Added +168	+168 3.9%
59	PUBLIC STORAGE COM PSA	PSA	2,011	$640.2k0.39%	0.39%	Added +45	+45 2.3%
60	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	1,282	$612.2k0.37%	0.37%	New
61	J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM JEPI	JEPI	10,654	$601.7k0.36%	0.36%	Added +1.3k	+1,282 13.7%
62	NETFLIX INC COM NFLX	NFLX	8,426	$601.6k0.36%	0.36%	Reduced -357	-357 -4.1%
63	LOCKHEED MARTIN CORP COM LMT	LMT	1,172	$597.1k0.36%	0.36%	Reduced -13	-13 -1.1%
64	ALPHABET INC CAP STK CL C GOOG	GOOG	1,670	$590.1k0.36%	0.36%	Added +150	+150 9.9%
65	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	1,174	$587.5k0.35%	0.35%	Reduced -30	-30 -2.5%
66	ISHARES TR CORE S&P US GWT IUSG	IUSG	3,107	$584.4k0.35%	0.35%	New
67	SPDR SER TR PORTFOLIO AGRGTE SPAB	SPAB	22,870	$583.6k0.35%	0.35%	Added +1.7k	+1,665 7.8%
68	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	1,569	$580.6k0.35%	0.35%	Reduced -57	-57 -3.5%
69	FEDEX CORP COM FDX	FDX	1,812	$567.4k0.34%	0.34%	Reduced -249	-249 -12.1%
70	GE VERNOVA INC COM GEV	GEV	467	$548.7k0.33%	0.33%	Added +1	+1 0.2%
71	PEPSICO INC COM PEP	PEP	3,873	$524.4k0.32%	0.32%	Reduced -501	-501 -11.4%
72	HERSHEY CO COM HSY	HSY	2,953	$518.1k0.31%	0.31%	Unchanged
73	ISHARES TR CORE HIGH DV ETF HDV	HDV	18,101	$496.1k0.30%	0.30%	Added +161	+161 0.9%
74	BLACKSTONE INC COM BX	BX	4,152	$488.6k0.29%	0.29%	Reduced -16	-16 -0.4%
75	VANGUARD INDEX FDS VALUE ETF VTV	VTV	2,135	$465.3k0.28%	0.28%	New
76	AMPHENOL CORP CL A APH	APH	2,596	$457.7k0.28%	0.28%	New
77	ARISTA NETWORKS INC COM SHS ANET	ANET	2,665	$452.7k0.27%	0.27%	Added +149	+149 5.9%
78	BLACKROCK ETF TRUST II ISHARES SHORT-TE CALI	CALI	8,592	$434.2k0.26%	0.26%	New
79	ISHARES TR CORE S&P500 ETF IVV	IVV	579	$433.4k0.26%	0.26%	Unchanged
80	DISNEY WALT CO COM DIS	DIS	4,499	$433.0k0.26%	0.26%	Reduced -1.5k	-1,458 -24.5%
81	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	1,829	$432.8k0.26%	0.26%	Added +76	+76 4.3%
82	AMERICAN EXPRESS CO COM AXP	AXP	1,279	$432.6k0.26%	0.26%	Reduced -67	-67 -5.0%
83	META PLATFORMS INC CL A META	META	647	$364.4k0.22%	0.22%	Added +103	+103 18.9%
84	ISHARES TR CORE S&P SCP ETF IJR	IJR	2,305	$341.9k0.21%	0.21%	Added +527	+527 29.6%
85	MEDTRONIC PLC SHS MDT	MDT	4,329	$338.7k0.20%	0.20%	Reduced -166	-166 -3.7%
86	EXXON MOBIL CORP COM XOM	XOM	2,477	$338.7k0.20%	0.20%	Reduced -2.9k	-2,926 -54.2%
87	AMGEN INC COM AMGN	AMGN	930	$336.8k0.20%	0.20%	Reduced -27	-27 -2.8%
88	ISHARES TR ESG AW MSCI EAFE ESGD	ESGD	3,223	$331.4k0.20%	0.20%	Added +50	+50 1.6%
89	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	467	$320.5k0.19%	0.19%	New
90	3M CO COM MMM	MMM	1,836	$297.3k0.18%	0.18%	Unchanged
91	ISHARES U S ETF TR SHORT DURATION B NEAR	NEAR	5,656	$286.5k0.17%	0.17%	Added +122	+122 2.2%
92	ISHARES TR CORE S&P MCP ETF IJH	IJH	3,631	$280.0k0.17%	0.17%	Unchanged
93	MORGAN STANLEY COM NEW MS	MS	1,329	$277.8k0.17%	0.17%	Reduced -7	-7 -0.5%
94	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	353	$259.9k0.16%	0.16%	New
95	EATON CORP PLC SHS ETN	ETN	607	$258.7k0.16%	0.16%	New
96	ALTRIA GROUP INC COM MO	MO	3,561	$256.2k0.15%	0.15%	Reduced -16	-16 -0.5%
97	TARGET CORP COM TGT	TGT	1,937	$253.0k0.15%	0.15%	Reduced -1.1k	-1,077 -35.7%
98	BANK AMERICA CORP COM BAC	BAC	4,267	$243.1k0.15%	0.15%	New
99	ISHARES TR RUSSELL 2000 ETF IWM	IWM	794	$238.6k0.14%	0.14%	New
100	SCHWAB STRATEGIC TR FUNDAMENTAL INTL FNDF	FNDF	4,448	$234.7k0.14%	0.14%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
SSGA ACTIVE TR EMTL	EMTL	24,773	$1.1m24.8k shares
CHEVRON CORP NEW CVX	CVX	3,096	$640.6k3.1k shares
HONEYWELL INTL INC		790	$357.1k790 shares
ISHARES U S ETF TR MEAR	MEAR	4,111	$206.9k4.1k shares