Shore Point Advisors, LLC Top Holdings and 13F Report (2026) About Shore Point Advisors, LLCInvestment ActivityShore Point Advisors, LLC has $253.21 million in total holdings as of March 31, 2026.Shore Point Advisors, LLC owns shares of 76 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Approximately 17.69% of the portfolio was purchased this quarter.About 11.85% of the portfolio was sold this quarter.This quarter, Shore Point Advisors, LLC has purchased 75 new stocks and bought additional shares in 34 stocks.Shore Point Advisors, LLC sold shares of 26 stocks and completely divested from 3 stocks this quarter.Largest Holdings JPMorgan U.S. Momentum Factor ETF $34,567,474Vanguard Value ETF $25,300,440Dimensional International Small Cap ETF $19,460,341Avantis U.S. Small Cap Equity ETF $18,801,111iShares MSCI Intl Momentum Factor ETF $17,745,481 Largest New Holdings this Quarter 025072323 - Avantis U.S. Small Cap Equity ETF $18,801,111 Holding46641Q670 - JPMorgan Core Plus Bond ETF $1,445,575 Holding25861R303 - Doubleline Commercial Real Estate ETF $333,247 Holding25434V781 - Dimensional International Small Cap Value ETF $203,084 Holding Largest Purchases this Quarter Avantis U.S. Small Cap Equity ETF 403,181 shares (about $18.80M)Dimensional International Small Cap ETF 233,490 shares (about $7.86M)PGIM Ultra Short Bond ETF 147,172 shares (about $7.29M)Apple 7,199 shares (about $1.83M)DIMENSIONAL ETF TRUST 24,763 shares (about $1.83M) Largest Sales this Quarter WisdomTree U.S. SmallCap Fund 169,437 shares (about $9.84M)Schwab Fundamental International Small Equity ETF 175,043 shares (about $6.75M)Schwab Fundamental U.S. Small Company ETF 241,109 shares (about $4.92M)iShares MSCI EAFE Small-Cap ETF 58,783 shares (about $4.61M)Dimensional US Core Equity Market ETF 23,190 shares (about $1.05M) Sector Allocation Over TimeMap of 500 Largest Holdings ofShore Point Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorJMOMJPMorgan U.S. Momentum Factor ETF$34,567,474$1,052,364 â–²3.1%657,11313.7%ETFVTVVanguard Value ETF$25,300,440$1,192,205 â–²4.9%237,44810.0%ETFDFISDimensional International Small Cap ETF$19,460,341$7,861,618 â–²67.8%577,9727.7%ETFAVSCAvantis U.S. Small Cap Equity ETF$18,801,111$18,801,111 â–²New Holding403,1817.4%ETFIMTMiShares MSCI Intl Momentum Factor ETF$17,745,481$55,980 â–¼-0.3%453,3027.0%ETFPULSPGIM Ultra Short Bond ETF$10,438,692$7,285,037 â–²231.0%210,8824.1%ETFDIMENSIONAL ETF TRUST$7,385,615$437,319 â–²6.3%148,2802.9%ULTRASHORT FIXEDFNDASchwab Fundamental U.S. Small Company ETF$7,311,827$4,916,743 â–¼-40.2%358,5602.9%ETFUSMViShares MSCI USA Min Vol Factor ETF$7,041,865$22,629 â–²0.3%75,9312.8%ETFDFAEDimensional Emerging Core Equity Market ETF$6,939,969$250,057 â–¼-3.5%204,9602.7%ETFFNDCSchwab Fundamental International Small Equity ETF$6,619,562$6,748,406 â–¼-50.5%171,7012.6%ETFDUHPDimensional US High Profitability ETF$6,078,578$245,841 â–²4.2%200,4012.4%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$5,834,544$478,357 â–²8.9%122,9342.3%ManufacturingEESWisdomTree U.S. SmallCap Fund$5,473,335$9,835,668 â–¼-64.2%94,2882.2%FinanceSCZiShares MSCI EAFE Small-Cap ETF$4,936,534$4,609,246 â–¼-48.3%62,9571.9%ETFDGSWisdomTree Emerging Markets SmallCap Dividend Fund$4,927,845$175,893 â–²3.7%104,1641.9%FinanceDFSDDimensional Short-Duration Fixed Income ETF$4,275,057$34,378 â–²0.8%89,2861.7%ETFEFAViShares MSCI EAFE Min Vol Factor ETF$3,772,169$106,722 â–¼-2.8%41,2841.5%ETFFBNDFidelity Total Bond ETF$3,485,879$321,817 â–²10.2%85,4851.4%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$3,342,524$230,830 â–²7.4%96,7441.3%ETFBILSPDR Bloomberg 1-3 Month T-Bill ETF$3,129,118$33,358 â–²1.1%34,1451.2%ETFJ P MORGAN EXCHANGE TRADED F$3,115,010$5,369 â–²0.2%48,7401.2%HEDGED EQUITY LADIMENSIONAL ETF TRUST$3,008,740$1,827,054 â–²154.6%40,7791.2%WORLD EQUITY ETFAAPLApple$2,892,112$1,827,145 â–²171.6%11,3951.1%Computer and TechnologyAVEMAvantis Emerging Markets Equity ETF$2,440,945$81,882 â–¼-3.2%80,7271.0%ETFVIGIVanguard International Dividend Appreciation ETF$1,967,330$19,993 â–²1.0%22,2390.8%ETFVWOBVanguard Emerging Markets Government Bond ETF$1,944,807$547,338 â–¼-22.0%33,0200.8%ETFQUALiShares MSCI USA Quality Factor ETF$1,866,571$102,622 â–²5.8%9,7310.7%ETFJPSTJPMorgan Ultra-Short Income ETF$1,806,364$31,025 â–¼-1.7%35,6910.7%ETFEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$1,690,485$21,135 â–²1.3%17,9970.7%ETFDFAUDimensional US Core Equity Market ETF$1,555,108$1,046,334 â–¼-40.2%34,4660.6%ETFXOMExxonMobil$1,493,5750.0%8,8030.6%EnergyJCPBJPMorgan Core Plus Bond ETF$1,445,575$1,445,575 â–²New Holding30,7040.6%ETFSUBiShares Short-Term National Muni Bond ETF$1,272,253$120,132 â–²10.4%11,9460.5%ETFEEMViShares MSCI Emerging Markets Min Vol Factor ETF$1,082,720$8,156 â–¼-0.7%16,7260.4%ETFMRKMerck & Co., Inc.$1,063,002$55,333 â–¼-4.9%8,8370.4%MedicalCVXChevron$1,024,155$211,038 â–¼-17.1%4,9500.4%EnergyLVHIFranklin International Low Volatility High Dividend Index ETF$982,344$20,230 â–¼-2.0%24,2310.4%ETFADPAutomatic Data Processing$883,833$67,456 â–²8.3%4,3500.3%Computer and TechnologyNJRNewJersey Resources$876,827$7,689 â–¼-0.9%15,9650.3%UtilitiesDFAIDimensional International Core Equity Market ETF$832,889$335,135 â–¼-28.7%21,3780.3%ETFDFACDimensional U.S. Core Equity 2 ETF$819,832$505 â–²0.1%21,0970.3%ETFMTUMiShares MSCI USA Momentum Factor ETF$759,000$23,764 â–¼-3.0%3,1620.3%ETFDFUVDimensional US Marketwide Value ETF$696,255$291 â–¼0.0%14,3670.3%ETFCBChubb$623,279$326 â–²0.1%1,9120.2%FinanceJMSTJPMorgan Ultra-Short Municipal ETF$491,747$8,260 â–¼-1.7%9,6450.2%ETFNVDANVIDIA$476,015$281,179 â–²144.3%2,7290.2%Computer and TechnologyJNJJohnson & Johnson$441,554$733 â–²0.2%1,8060.2%MedicalTPLTexas Pacific Land$427,104$8,542 â–¼-2.0%9000.2%EnergyEWXSPDR S&P Emerging Markets SmallCap ETF$424,867$4,166 â–²1.0%6,4250.2%ETFDFASDimensional U.S. Small Cap ETF$413,318$137,654 â–²49.9%5,8100.2%ETFVZVerizon Communications$409,989$3,263 â–²0.8%8,1670.2%Computer and TechnologyDFSBDimensional Global Sustainability Fixed Income ETF$407,143$14,593 â–²3.7%7,8680.2%ETFDFSUDimensional US Sustainability Core 1 ETF$397,024$4,232 â–¼-1.1%9,6620.2%ETFQDFFlexShares Quality Dividend Index Fund$394,2460.0%4,9840.2%ETFTAT&T$375,9710.0%12,9690.1%Computer and TechnologyPALANTIR TECHNOLOGIES INC$375,939$83,379 â–²28.5%2,5700.1%CL AMARMarriott International$373,5130.0%1,1420.1%Consumer DiscretionaryVEAVanguard FTSE Developed Markets ETF$363,765$1,218 â–¼-0.3%5,6760.1%ETFMSFTMicrosoft$335,440$3,332 â–¼-1.0%9060.1%Computer and TechnologyDCMBDoubleline Commercial Real Estate ETF$333,247$333,247 â–²New Holding6,4130.1%ETFDFCADimensional California Municipal Bond ETF$325,669$50,705 â–²18.4%6,5320.1%ETFESEversource Energy$314,7140.0%4,5420.1%UtilitiesBITWISE 10 CRYPTO INDEX FUND$314,461$67,942 â–²27.6%7,0490.1%EX TRD EQ FDVRSKVerisk Analytics$312,3680.0%1,6460.1%Business ServicesSYKStryker$288,5020.0%8780.1%MedicalLOWLowe's Companies$274,4260.0%1,1610.1%Retail/WholesaleDFSVDimensional US Small Cap Value ETF$259,881$841 â–²0.3%7,4160.1%ETFDFICDimensional International Core Equity 2 ETF$254,888$1,954 â–¼-0.8%7,1730.1%ETFHIGThe Hartford Insurance Group$250,4450.0%1,8520.1%FinanceBRBroadridge Financial Solutions$244,3690.0%1,5040.1%Computer and TechnologyBITWISE BITCOIN ETF TR$242,1360.0%6,5780.1%SHS BEN INTIBMInternational Business Machines$232,385$4,366 â–²1.9%9580.1%Computer and TechnologyEELVInvesco S&P Emerging Markets Low Volatility ETF$207,659$281 â–¼-0.1%7,3950.1%ETFDISVDimensional International Small Cap Value ETF$203,084$203,084 â–²New Holding5,1490.1%ETFDNNDenison Mine$35,3000.0%10,0000.0%Basic MaterialsBSVVanguard Short-Term Bond ETF$0$650,069 â–¼-100.0%00.0%ETFZIONZions Bancorporation, N.A.$0$234,160 â–¼-100.0%00.0%FinanceOCSLOaktree Specialty Lending$0$191,100 â–¼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
