Shore Point Advisors

Shore Point Advisors as of June 30, 2026

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