13F Filings History of Shum Financial Group, Inc.

Latest 13F report
Q3 2025 - Oct 20, 2025
Value $
$134M
Signature - Title
Cliff Shum - President
Location
Alameda, CA
Summary
This page shows a list of all the recent 13F filings made by Shum Financial Group, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Shum Financial Group, Inc. reported 94 stock holdings with total value $134M as of Q3 2025. Top holdings included EFV, AAPL, QUAL, MSFT, and IGLB.

Notify me when Shum Financial Group, Inc. files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2025 94 $134M +$10.4M -$6.55M +$3.85M EFV, AAPL, QUAL, MSFT, IGLB 13F-HR 10/20/2025, 01:56 PM
Q1 2025 89 $116M +$2.59M -$911K +$1.68M AAPL, QUAL, IGLB, EFV, MSFT 13F-HR 4/22/2025, 12:29 PM
Q4 2024 88 $116M +$4.26M -$6.74M -$2.49M AAPL, QUAL, IGLB, MSFT, SPSM 13F-HR 1/22/2025, 12:41 PM
Q3 2024 90 $120M $0 $0 AAPL, QUAL, IGLB, SPSM, MSFT 13F-HR 11/13/2024, 03:25 PM