Shore Point Advisors

Shore Point Advisors as of March 31, 2026

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