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Shore Point Advisors

Latest statistics and disclosures from Shore Point Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are JMOM, VTV, IMTM, FNDA, EES, and represent 44.81% of Shore Point Advisors's stock portfolio.
Added to shares of these 10 stocks: VTV (+$11M), DFIS (+$9.1M), JMOM (+$7.5M), FNDC, IMTM, FNDA, PULS, AVEM, DUHP, DGS.
Started 5 new stock positions in NVDA, OCSL, ZION, DFCA, EELV.
Reduced shares in these 10 stocks: SCZ (-$8.6M), JPST, DFAE, ETHW, NFLX, JMST, DFAU, QDF, EES, DFAI.
Sold out of its positions in ETHW, NFLX.
Shore Point Advisors was a net buyer of stock by $40M.
Shore Point Advisors has $236M in assets under management (AUM), dropping by 4.49%.
Central Index Key (CIK): 0001907092

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Portfolio Holdings for Shore Point Advisors

Shore Point Advisors holds 75 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
J P Morgan Exchange Traded F Us Momentum (JMOM)	14.4	$34M	+28%	637k	53.29	View chart
Vanguard Index Fds Value Etf (VTV)	10.2	$24M	+82%	226k	106.79	View chart
Ishares Tr Msci Intl Moment (IMTM)	7.5	$18M	+27%	455k	38.71	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	6.4	$15M	+31%	600k	25.26	View chart
Wisdomtree Tr Us Smallcap Fund (EES)	6.4	$15M		264k	56.93	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	4.8	$11M	+413%	345k	32.94	View chart
Schwab Strategic Tr Fundamental Intl (FNDC)	4.0	$9.5M	+70%	347k	27.27	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	4.0	$9.4M	-47%	122k	77.53	View chart
Ishares Tr Msci Usa Min Vol (USMV)	3.0	$7.1M		76k	94.16	View chart
Dimensional Etf Trust Ultrashort Fixed (DUSB)	3.0	$7.1M	+5%	140k	50.65	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	2.9	$6.9M	-3%	212k	32.57	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	2.6	$6.1M	+23%	192k	31.76	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	2.4	$5.7M		113k	50.77	View chart
Wisdomtree Tr Emg Mkts Smcap (DGS)	2.0	$4.6M	+27%	100k	45.96	View chart
Dimensional Etf Trust Short Duration F (DFSD)	1.8	$4.2M	+30%	89k	47.95	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	1.5	$3.7M		43k	86.25	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	1.4	$3.2M	+17%	78k	41.82	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	1.4	$3.2M		49k	66.43	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	1.3	$3.2M	+532%	64k	49.59	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	1.3	$3.1M	+3%	34k	91.38	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	1.3	$3.0M	+7%	90k	33.08	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	1.1	$2.7M		58k	46.80	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	1.0	$2.4M	+172%	83k	28.95	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.9	$2.0M		22k	91.45	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.8	$2.0M	+42%	42k	46.68	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	0.8	$1.8M	-13%	36k	50.59	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.8	$1.8M	+2%	9.2k	198.63	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.7	$1.7M	+4%	18k	96.28	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	0.5	$1.2M	+34%	16k	73.98	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.5	$1.2M	+16%	11k	106.70	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.5	$1.1M	-3%	30k	38.11	View chart
Apple (AAPL)	0.5	$1.1M		4.2k	271.89	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.5	$1.1M		17k	64.04	View chart
Exxon Mobil Corporation (XOM)	0.4	$1.1M		8.8k	120.34	View chart
Automatic Data Processing (ADP)	0.4	$1.0M		4.0k	257.23	View chart
Merck & Co (MRK)	0.4	$979k		9.3k	105.26	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.4	$911k		25k	36.82	View chart
Chevron Corporation (CVX)	0.4	$910k		6.0k	152.41	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.4	$835k		21k	39.59	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.3	$817k		3.3k	250.38	View chart
New Jersey Resources Corporation (NJR)	0.3	$743k		16k	46.12	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.3	$670k		14k	46.59	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.3	$650k	+4%	8.2k	78.82	View chart
Chubb (CB)	0.3	$597k		1.9k	312.23	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.2	$500k	-11%	9.8k	50.94	View chart
Microsoft Corporation (MSFT)	0.2	$443k	+3%	915.00	483.87	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.2	$424k		9.8k	43.43	View chart
Spdr Index Shs Fds S&p Emktsc Etf (EWX)	0.2	$418k	+3%	6.4k	65.66	View chart
Flexshares Tr Qualt Divd Idx (QDF)	0.2	$403k	-10%	5.0k	80.82	View chart
Dimensional Etf Trust Global Sustaina (DFSB)	0.2	$393k	+2%	7.6k	51.80	View chart
Johnson & Johnson (JNJ)	0.2	$373k		1.8k	207.03	View chart
Verisk Analytics (VRSK)	0.2	$368k		1.6k	223.72	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$356k		5.7k	62.47	View chart
Palantir Technologies Cl A (PLTR)	0.2	$356k		2.0k	177.75	View chart
Marriott Intl Cl A (MAR)	0.1	$354k		1.1k	310.24	View chart
Broadridge Financial Solutions (BR)	0.1	$336k		1.5k	223.17	View chart
Verizon Communications (VZ)	0.1	$330k		8.1k	40.73	View chart
Bitwise 10 Crypto Index Fund Ex Trd Eq Fd (BITW)	0.1	$325k		5.5k	58.76	View chart
At&t (T)	0.1	$322k		13k	24.84	View chart
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB)	0.1	$313k	-9%	6.6k	47.56	View chart
Stryker Corporation (SYK)	0.1	$309k	-6%	878.00	351.47	View chart
Eversource Energy (ES)	0.1	$306k		4.5k	67.34	View chart
Lowe's Companies (LOW)	0.1	$280k		1.2k	241.25	View chart
International Business Machines (IBM)	0.1	$279k		940.00	296.45	View chart
Dimensional Etf Trust Calif Mun Bd Etf (DFCA)	0.1	$276k	NEW	5.5k	50.08	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.1	$270k	+3%	3.9k	69.67	View chart
Texas Pacific Land Corp (TPL)	0.1	$264k	+200%	918.00	287.22	View chart
Hartford Financial Services (HIG)	0.1	$255k		1.9k	137.80	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.1	$249k		7.2k	34.46	View chart
Dimensional Etf Trust Us Smallcap Val (DFSV)	0.1	$243k		7.4k	32.89	View chart
Zions Bancorporation (ZION)	0.1	$234k	NEW	4.0k	58.54	View chart
NVIDIA Corporation (NVDA)	0.1	$208k	NEW	1.1k	186.57	View chart
Invesco Exch Traded Fd Tr Ii S&p Emrng Mkts (EELV)	0.1	$203k	NEW	7.4k	27.43	View chart
Oaktree Specialty Lending Corp (OCSL)	0.1	$191k	NEW	15k	12.74	View chart
Denison Mines Corp (DNN)	0.0	$27k		10k	2.66	View chart

Past Filings by Shore Point Advisors

SEC 13F filings are viewable for Shore Point Advisors going back to 2021

Shore Point Advisors 2025 Q4 filed Jan. 23, 2026
Shore Point Advisors 2025 Q3 filed Oct. 24, 2025
Shore Point Advisors 2025 Q2 filed July 9, 2025
Shore Point Advisors 2025 Q1 filed April 24, 2025
Shore Point Advisors 2024 Q4 filed Jan. 16, 2025
Shore Point Advisors 2024 Q3 filed Oct. 10, 2024
Shore Point Advisors 2024 Q2 filed July 16, 2024
Shore Point Advisors 2024 Q1 filed April 30, 2024
Shore Point Advisors 2023 Q4 filed Feb. 7, 2024
Shore Point Advisors 2023 Q3 filed Oct. 16, 2023
Shore Point Advisors 2023 Q2 filed July 14, 2023
Shore Point Advisors 2023 Q1 filed April 17, 2023
Shore Point Advisors 2022 Q4 filed Jan. 19, 2023
Shore Point Advisors 2022 Q3 filed Nov. 1, 2022
Shore Point Advisors 2022 Q2 filed July 21, 2022
Shore Point Advisors 2022 Q1 filed April 26, 2022

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