Shore Point Advisors

Shore Point Advisors as of Dec. 31, 2025

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