Shore Point Advisors, LLC
CIK: 0001907092Latest portfolio: $236.3M · Q4 2025
Holdings
75
Total Value
$236.3M
New Positions
75
Closed Positions
0
Top Holdings
View All 75 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | JMOMJ P MORGAN EXCHANGE TRADED F | 637,108 | $34.0M | 14.37% | NEW | |
| 2 | VTVVANGUARD INDEX FDS | 226,259 | $24.2M | 10.23% | NEW | |
| 3 | IMTMISHARES TR | 454,732 | $17.6M | 7.45% | NEW | |
| 4 | FNDASCHWAB STRATEGIC TR | 599,669 | $15.2M | 6.41% | NEW | |
| 5 | EESWISDOMTREE TR | 263,725 | $15.0M | 6.35% | NEW | |
| 6 | DFISDIMENSIONAL ETF TRUST | 344,482 | $11.3M | 4.80% | NEW | |
| 7 | FNDCSCHWAB STRATEGIC TR | 346,744 | $9.5M | 4.00% | NEW | |
| 8 | SCZISHARES TR | 121,740 | $9.4M | 3.99% | NEW | |
| 9 | USMVISHARES TR | 75,687 | $7.1M | 3.02% | NEW | |
| 10 | DUSBDIMENSIONAL ETF TRUST | 139,500 | $7.1M | 2.99% | NEW | |
| 11 | DFAEDIMENSIONAL ETF TRUST | 212,345 | $6.9M | 2.93% | NEW | |
| 12 | DUHPDIMENSIONAL ETF TRUST | 192,296 | $6.1M | 2.58% | NEW | |
| 13 | IGSBISHARES TR | 112,855 | $5.7M | 2.42% | NEW | |
| 14 | DGSWISDOMTREE TR | 100,446 | $4.6M | 1.95% | NEW | |
| 15 | DFSDDIMENSIONAL ETF TRUST | 88,568 | $4.2M | 1.80% | NEW | |
| 16 | EFAVISHARES TR | 42,452 | $3.7M | 1.55% | NEW | |
| 17 | FBNDFIDELITY MERRIMACK STR TR | 77,593 | $3.2M | 1.37% | NEW | |
| 18 | HELOJ P MORGAN EXCHANGE TRADED F | 48,656 | $3.2M | 1.37% | NEW | |
| 19 | PULSPGIM ETF TR | 63,710 | $3.2M | 1.34% | NEW | |
| 20 | BILSPDR SER TR | 33,781 | $3.1M | 1.31% | NEW | |
| 21 | DFEMDIMENSIONAL ETF TRUST | 90,063 | $3.0M | 1.26% | NEW | |
| 22 | DFAUDIMENSIONAL ETF TRUST | 57,656 | $2.7M | 1.14% | NEW | |
| 23 | AVEMAMERICAN CENTY ETF TR | 83,435 | $2.4M | 1.02% | NEW | |
| 24 | VIGIVANGUARD WHITEHALL FDS | 22,013 | $2.0M | 0.85% | NEW | |
| 25 | VWOBVANGUARD WHITEHALL FDS | 42,313 | $2.0M | 0.84% | NEW |
Quarterly Changes
Sector Breakdown
Financial Services0.0% ($3.3950241631760414e+184T)
Technology0.0% ($1140442355335324.3T)
Energy0.0% ($1.1T)
Healthcare0.0% ($978.4B)
Industrials0.0% ($1.0B)
Utilities0.0% ($742.3M)
Consumer Cyclical0.0% ($354.3M)
Unknown0.0% ($19.1M)
Communication Services0.0% ($322K)
Filing History
Fund Information
Shore Point Advisors, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $236.3M across 75 holdings. The largest position is J P MORGAN EXCHANGE TRADED F (JMOM), representing 14.4% of the portfolio. Compared to the previous quarter, the fund opened 75 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.