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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, AVSC, DFIS, IMTM, and represent 47.81% of Shore Point Advisors's stock portfolio.
Added to shares of these 10 stocks: JCPB (+$7.1M), JMOM, VTV, AVSC, PULS, DFIS, IMTM, FNDA, IGSB, DUHP.
Started 5 new stock positions in IVV, QQQ, JPM, VUG, NCIQ.
Reduced shares in these 10 stocks: AAPL, DFAC, USMV, EFAV, BITW, NVDA, HELO, DFAE, DFIC, BITB.
Sold out of its positions in BITW, BITB, DISV, DFIC.
Shore Point Advisors was a net buyer of stock by $17M.
Shore Point Advisors has $292M in assets under management (AUM), dropping by 15.46%.
Central Index Key (CIK): 0001907092

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Portfolio Holdings for Shore Point Advisors

Shore Point Advisors holds 77 positions in its portfolio as reported in the June 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)	15.1	$44M	+6%	702k	62.75	View chart
Vanguard Index Fds Value Etf (VTV)	10.2	$30M	+8%	257k	115.67	View chart
American Centy Etf Tr Avantis Us Small (AVSC)	8.0	$23M	+8%	439k	53.40	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	7.5	$22M	+7%	622k	35.03	View chart
Ishares Tr Msci Intl Moment (IMTM)	7.1	$21M	+6%	483k	43.06	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	4.1	$12M	+14%	242k	48.98	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	3.0	$8.8M	+7%	387k	22.68	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	2.9	$8.6M	+495%	183k	46.94	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	2.7	$8.0M	-3%	198k	40.21	View chart
Dimensional Etf Trust Ultrashort Fixed (DUSB)	2.6	$7.7M	+4%	155k	49.92	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	2.5	$7.2M	+6%	213k	33.93	View chart
Schwab Strategic Tr Fundamental Intl (FNDC)	2.4	$7.1M	+2%	176k	40.21	View chart
Ishares Tr Msci Usa Min Vol (USMV)	2.3	$6.8M	-7%	70k	96.46	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	2.2	$6.4M	+9%	134k	47.76	View chart
Wisdomtree Tr Us Smallcap Fund (EES)	2.2	$6.4M		94k	67.79	View chart
Wisdomtree Tr Emg Mkts Smcap (DGS)	1.9	$5.6M	+5%	110k	50.64	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	1.8	$5.3M		64k	82.27	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	1.4	$4.2M	+7%	104k	40.64	View chart
Dimensional Etf Trust Short Duration F (DFSD)	1.4	$4.2M	-2%	87k	47.75	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	1.2	$3.7M	+8%	44k	82.79	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	1.2	$3.5M		87k	40.73	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	1.1	$3.3M	-9%	38k	87.71	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	1.0	$3.0M	-8%	45k	67.58	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	1.0	$2.9M	-6%	32k	91.64	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	1.0	$2.9M	+11%	90k	31.99	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.8	$2.2M	+2%	10k	219.45	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.7	$2.1M	+5%	35k	60.47	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.7	$2.1M		22k	93.38	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.6	$1.8M	+2%	19k	96.44	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.6	$1.8M		34k	51.69	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	0.6	$1.8M	-2%	35k	50.57	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.5	$1.3M	+3%	12k	106.47	View chart
Exxon Mobil Corporation (XOM)	0.4	$1.2M		9.0k	136.72	View chart
Apple (AAPL)	0.4	$1.2M	-63%	4.1k	289.43	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.4	$1.2M	+6%	3.4k	342.93	View chart
Merck & Co (MRK)	0.4	$1.1M		8.8k	128.50	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.4	$1.1M	-13%	15k	75.28	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.3	$979k		24k	40.59	View chart
New Jersey Resources Corporation (NJR)	0.3	$958k	+7%	17k	56.04	View chart
Automatic Data Processing (ADP)	0.3	$939k	-3%	4.2k	223.95	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.3	$889k		22k	41.25	View chart
Chevron Corporation (CVX)	0.3	$821k		5.0k	165.76	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.3	$780k		14k	55.01	View chart
Chubb (CB)	0.2	$652k		1.9k	340.91	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.2	$538k	+12%	6.5k	82.35	View chart
Spdr Index Shs Fds S&p Emktsc Etf (EWX)	0.2	$477k		6.4k	74.31	View chart
Johnson & Johnson (JNJ)	0.2	$460k		1.8k	254.01	View chart
Flexshares Tr Qualt Divd Idx (QDF)	0.2	$448k		5.0k	89.93	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.2	$443k		9.5k	46.63	View chart
Marriott Intl Cl A (MAR)	0.1	$423k		1.1k	370.59	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.1	$413k	-16%	8.1k	51.00	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$408k		5.7k	71.25	View chart
Doubleline Etf Trust Commercial Real (DCRE)	0.1	$406k	+22%	7.8k	51.81	View chart
Dimensional Etf Trust Global Sustaina (DFSB)	0.1	$404k		7.7k	52.11	View chart
Texas Pacific Land Corp (TPL)	0.1	$394k		900.00	437.64	View chart
Verizon Communications (VZ)	0.1	$343k		8.1k	42.34	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$342k	NEW	4.0k	86.15	View chart
Microsoft Corporation (MSFT)	0.1	$330k	-2%	885.00	373.31	View chart
Dimensional Etf Trust Calif Mun Bd Etf (DFCA)	0.1	$330k		6.6k	50.19	View chart
Eversource Energy (ES)	0.1	$328k		4.5k	72.28	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.1	$303k	-67%	6.8k	44.36	View chart
Verisk Analytics (VRSK)	0.1	$296k		1.6k	179.55	View chart
Stryker Corporation (SYK)	0.1	$276k		878.00	314.84	View chart
At&t (T)	0.1	$266k		13k	20.70	View chart
International Business Machines (IBM)	0.1	$265k		940.00	281.44	View chart
Lowe's Companies (LOW)	0.1	$256k		1.2k	220.57	View chart
Dimensional Etf Trust Us Smallcap Val (DFSV)	0.1	$250k	-13%	6.4k	38.79	View chart
NVIDIA Corporation (NVDA)	0.1	$246k	-54%	1.2k	200.19	View chart
Hartford Financial Services (HIG)	0.1	$245k		1.9k	132.52	View chart
Palantir Technologies Cl A (PLTR)	0.1	$233k	-22%	2.0k	116.67	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$224k	NEW	303.00	738.41	View chart
Ishares Tr Core S&p 500 Etf (IVV)	0.1	$215k	NEW	287.00	749.13	View chart
Hashdex Nasdaq Crypto Index Shs Ben Int (NCIQ)	0.1	$214k	NEW	15k	14.61	View chart
Invesco Exch Traded Fd Tr Ii S&p Emrng Mkts (EELV)	0.1	$207k		7.4k	27.80	View chart
JPMorgan Chase & Co. (JPM)	0.1	$207k	NEW	632.00	327.43	View chart
Broadridge Financial Solutions (BR)	0.1	$206k		1.5k	136.95	View chart
Denison Mines Corp (DNN)	0.0	$31k		10k	3.06	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 Q2 filed July 14, 2026
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

View all past filings

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