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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, SCZ, IMTM, EES, and represent 47.09% of Shore Point Advisors's stock portfolio.
Added to shares of these 10 stocks: FNDA, DFSD, JPST, DFIS, USMV, DUSB, VTV, BIL, EFAV, FNDC.
Started 3 new stock positions in DFAS, ETHW, IBM.
Reduced shares in these 10 stocks: SCZ, EES, CI, DFAE, JMOM, DFAI, TPL, DFSU, XOM, JNJ.
Sold out of its position in CI.
Shore Point Advisors was a net buyer of stock by $7.1M.
Shore Point Advisors has $226M in assets under management (AUM), dropping by 8.59%.
Central Index Key (CIK): 0001907092

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Portfolio Holdings for Shore Point Advisors

Shore Point Advisors holds 72 positions in its portfolio as reported in the September 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)	14.9	$34M		497k	67.90	View chart
Vanguard Index Fds Value Etf (VTV)	10.2	$23M	+2%	124k	186.49	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	7.9	$18M	-6%	232k	76.72	View chart
Ishares Tr Msci Intl Moment (IMTM)	7.5	$17M		356k	47.88	View chart
Wisdomtree Tr Us Smallcap Fund (EES)	6.5	$15M	-4%	265k	55.87	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	6.3	$14M	+9%	455k	31.16	View chart
Schwab Strategic Tr Fundamental Intl (FNDC)	4.0	$9.0M	+3%	203k	44.51	View chart
Ishares Tr Msci Usa Min Vol (USMV)	3.2	$7.2M	+12%	75k	95.14	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	3.1	$6.9M		220k	31.53	View chart
Dimensional Etf Trust Ultrashort Fixed (DUSB)	3.0	$6.7M	+9%	133k	50.78	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	2.6	$5.9M	+3%	112k	53.03	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	2.6	$5.9M	+2%	156k	37.77	View chart
Wisdomtree Tr Emg Mkts Smcap (DGS)	2.0	$4.5M		79k	57.10	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	1.6	$3.6M	+11%	42k	84.83	View chart
Dimensional Etf Trust Short Duration F (DFSD)	1.4	$3.3M	+52%	68k	48.19	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	1.4	$3.2M	+11%	49k	65.00	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	1.3	$3.1M	+4%	66k	46.24	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	1.3	$3.0M	+14%	33k	91.75	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	1.2	$2.7M		59k	45.76	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	1.2	$2.7M	+8%	84k	32.07	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	1.0	$2.3M		31k	75.11	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	0.9	$2.1M	+71%	42k	50.73	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.9	$2.1M	+66%	67k	31.63	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.9	$2.0M		30k	66.90	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.9	$2.0M		22k	89.57	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.8	$1.7M	+4%	9.0k	194.51	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.7	$1.6M		17k	95.19	View chart
Automatic Data Processing (ADP)	0.5	$1.2M		4.1k	293.50	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.5	$1.1M	-6%	31k	36.35	View chart
Apple (AAPL)	0.5	$1.1M	+7%	4.2k	254.64	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.5	$1.1M	+11%	17k	63.83	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.4	$992k		9.3k	106.79	View chart
Exxon Mobil Corporation (XOM)	0.4	$990k	-2%	8.8k	112.75	View chart
Chevron Corporation (CVX)	0.4	$927k		6.0k	155.29	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	0.4	$856k	+18%	12k	71.87	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.4	$850k		25k	34.75	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.4	$833k		3.2k	256.52	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.4	$814k	+2%	21k	38.57	View chart
Merck & Co (MRK)	0.3	$780k		9.3k	83.93	View chart
New Jersey Resources Corporation (NJR)	0.3	$775k		16k	48.15	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.3	$631k		14k	44.69	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.3	$625k	+6%	7.9k	78.92	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.3	$566k	+76%	11k	51.04	View chart
Chubb (CB)	0.2	$539k		1.9k	282.39	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.2	$502k	+9%	10k	49.83	View chart
Microsoft Corporation (MSFT)	0.2	$459k	+2%	885.00	518.11	View chart
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB)	0.2	$451k	+8%	7.3k	62.22	View chart
Bitwise 10 Crypto Index Fund Ex Trd Eq Fd (BITW)	0.2	$440k	+14%	5.6k	78.77	View chart
Flexshares Tr Qualt Divd Idx (QDF)	0.2	$440k		5.5k	79.41	View chart
Spdr Index Shs Fds S&p Emktsc Etf (EWX)	0.2	$415k		6.2k	67.29	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.2	$415k	-6%	9.8k	42.48	View chart
Verisk Analytics (VRSK)	0.2	$414k		1.6k	251.54	View chart
Dimensional Etf Trust Global Sustaina (DFSB)	0.2	$395k	+4%	7.4k	53.27	View chart
At&t (T)	0.2	$366k		13k	28.24	View chart
Palantir Technologies Cl A (PLTR)	0.2	$365k		2.0k	182.42	View chart
Broadridge Financial Solutions (BR)	0.2	$358k		1.5k	238.17	View chart
Verizon Communications (VZ)	0.2	$353k		8.0k	43.95	View chart
Stryker Corporation (SYK)	0.2	$347k		938.00	369.67	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$335k		5.6k	59.93	View chart
Johnson & Johnson (JNJ)	0.1	$332k	-5%	1.8k	185.46	View chart
Eversource Energy (ES)	0.1	$323k		4.5k	71.15	View chart
Marriott Intl Cl A (MAR)	0.1	$297k		1.1k	260.44	View chart
Lowe's Companies (LOW)	0.1	$292k		1.2k	251.41	View chart
Texas Pacific Land Corp (TPL)	0.1	$286k	-18%	306.00	933.64	View chart
International Business Machines (IBM)	0.1	$265k	NEW	940.00	282.39	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.1	$256k	NEW	3.7k	68.46	View chart
Hartford Financial Services (HIG)	0.1	$247k		1.9k	133.39	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.1	$239k		7.3k	32.79	View chart
Dimensional Etf Trust Us Smallcap Val (DFSV)	0.1	$234k		7.4k	31.84	View chart
Bitwise Ethereum Etf SHS (ETHW)	0.1	$211k	NEW	7.1k	29.82	View chart
Netflix (NFLX)	0.1	$201k		168.00	1198.92	View chart
Denison Mines Corp (DNN)	0.0	$28k		10k	2.75	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 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
Shore Point Advisors 2021 Q4 filed Feb. 10, 2022

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