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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, DFIS, AVSC, IMTM, and represent 45.76% of Shore Point Advisors's stock portfolio.
Added to shares of these 10 stocks: AVSC (+$19M), DFIS (+$7.9M), PULS (+$7.3M), AAPL, DFAW, JCPB, VTV, JMOM, IGSB, DUSB.
Started 4 new stock positions in AVSC, JCPB, DCRE, DISV.
Reduced shares in these 10 stocks: EES (-$9.8M), FNDC (-$6.7M), FNDA, SCZ, DFAU, BSV, VWOB, DFAI, DFAE, ZION.
Sold out of its positions in OCSL, BSV, ZION.
Shore Point Advisors was a net buyer of stock by $15M.
Shore Point Advisors has $253M in assets under management (AUM), dropping by 7.17%.
Central Index Key (CIK): 0001907092

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Portfolio Holdings for Shore Point Advisors

Shore Point Advisors holds 76 positions in its portfolio as reported in the March 2026 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)	13.7	$35M	+3%	657k	52.61	View chart
Vanguard Index Fds Value Etf (VTV)	10.0	$25M	+4%	237k	106.55	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	7.7	$20M	+67%	578k	33.67	View chart
American Centy Etf Tr Avantis Us Small (AVSC)	7.4	$19M	NEW	403k	46.63	View chart
Ishares Tr Msci Intl Moment (IMTM)	7.0	$18M		453k	39.15	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	4.1	$10M	+231%	211k	49.50	View chart
Dimensional Etf Trust Ultrashort Fixed (DUSB)	2.9	$7.4M	+6%	148k	49.81	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	2.9	$7.3M	-40%	359k	20.39	View chart
Ishares Tr Msci Usa Min Vol (USMV)	2.8	$7.0M		76k	92.74	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	2.7	$6.9M	-3%	205k	33.86	View chart
Schwab Strategic Tr Fundamental Intl (FNDC)	2.6	$6.6M	-50%	172k	38.55	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	2.4	$6.1M	+4%	200k	30.33	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	2.3	$5.8M	+8%	123k	47.46	View chart
Wisdomtree Tr Us Smallcap Fund (EES)	2.2	$5.5M	-64%	94k	58.05	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	1.9	$4.9M	-48%	63k	78.41	View chart
Wisdomtree Tr Emg Mkts Smcap (DGS)	1.9	$4.9M	+3%	104k	47.31	View chart
Dimensional Etf Trust Short Duration F (DFSD)	1.7	$4.3M		89k	47.88	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	1.5	$3.8M	-2%	41k	91.37	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	1.4	$3.5M	+10%	86k	40.78	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	1.3	$3.3M	+7%	97k	34.55	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	1.2	$3.1M		34k	91.64	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	1.2	$3.1M		49k	63.91	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	1.2	$3.0M	+154%	41k	73.78	View chart
Apple (AAPL)	1.1	$2.9M	+171%	11k	253.81	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	1.0	$2.4M	-3%	81k	30.24	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.8	$2.0M		22k	88.46	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.8	$1.9M	-21%	33k	58.90	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.7	$1.9M	+5%	9.7k	191.82	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	0.7	$1.8M		36k	50.61	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.7	$1.7M		18k	93.93	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.6	$1.6M	-40%	35k	45.12	View chart
Exxon Mobil Corporation (XOM)	0.6	$1.5M		8.8k	169.67	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.6	$1.4M	NEW	31k	47.08	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.5	$1.3M	+10%	12k	106.50	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.4	$1.1M		17k	64.73	View chart
Merck & Co (MRK)	0.4	$1.1M	-4%	8.8k	120.29	View chart
Chevron Corporation (CVX)	0.4	$1.0M	-17%	5.0k	206.90	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.4	$982k	-2%	24k	40.54	View chart
Automatic Data Processing (ADP)	0.3	$884k	+8%	4.4k	203.18	View chart
New Jersey Resources Corporation (NJR)	0.3	$877k		16k	54.92	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.3	$833k	-28%	21k	38.96	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.3	$820k		21k	38.86	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.3	$759k	-3%	3.2k	240.04	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.3	$696k		14k	48.46	View chart
Chubb (CB)	0.2	$623k		1.9k	325.98	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.2	$492k		9.6k	50.98	View chart
NVIDIA Corporation (NVDA)	0.2	$476k	+144%	2.7k	174.43	View chart
Johnson & Johnson (JNJ)	0.2	$442k		1.8k	244.49	View chart
Texas Pacific Land Corp (TPL)	0.2	$427k		900.00	474.56	View chart
Spdr Index Shs Fds S&p Emktsc Etf (EWX)	0.2	$425k		6.4k	66.13	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.2	$413k	+49%	5.8k	71.14	View chart
Verizon Communications (VZ)	0.2	$410k		8.2k	50.20	View chart
Dimensional Etf Trust Global Sustaina (DFSB)	0.2	$407k	+3%	7.9k	51.75	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.2	$397k		9.7k	41.09	View chart
Flexshares Tr Qualt Divd Idx (QDF)	0.2	$394k		5.0k	79.10	View chart
At&t (T)	0.1	$376k		13k	28.99	View chart
Palantir Technologies Cl A (PLTR)	0.1	$376k	+28%	2.6k	146.28	View chart
Marriott Intl Cl A (MAR)	0.1	$374k		1.1k	327.07	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$364k		5.7k	64.09	View chart
Microsoft Corporation (MSFT)	0.1	$335k		906.00	370.24	View chart
Doubleline Etf Trust Commercial Real (DCRE)	0.1	$333k	NEW	6.4k	51.96	View chart
Dimensional Etf Trust Calif Mun Bd Etf (DFCA)	0.1	$326k	+18%	6.5k	49.86	View chart
Eversource Energy (ES)	0.1	$315k		4.5k	69.29	View chart
Bitwise 10 Crypto Index Fund Ex Trd Eq Fd (BITW)	0.1	$315k	+27%	7.0k	44.61	View chart
Verisk Analytics (VRSK)	0.1	$312k		1.6k	189.77	View chart
Stryker Corporation (SYK)	0.1	$289k		878.00	328.59	View chart
Lowe's Companies (LOW)	0.1	$274k		1.2k	236.37	View chart
Dimensional Etf Trust Us Smallcap Val (DFSV)	0.1	$260k		7.4k	35.04	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.1	$255k		7.2k	35.53	View chart
Hartford Financial Services (HIG)	0.1	$250k		1.9k	135.23	View chart
Broadridge Financial Solutions (BR)	0.1	$244k		1.5k	162.48	View chart
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB)	0.1	$242k		6.6k	36.81	View chart
International Business Machines (IBM)	0.1	$232k		958.00	242.57	View chart
Invesco Exch Traded Fd Tr Ii S&p Emrng Mkts (EELV)	0.1	$208k		7.4k	28.08	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.1	$203k	NEW	5.1k	39.44	View chart
Denison Mines Corp (DNN)	0.0	$35k		10k	3.53	View chart

Past Filings by Shore Point Advisors

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

Shore Point Advisors 2026 Q1 filed April 8, 2026
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

View all past filings

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