Shore Point Advisors, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$253.2M
Q ending 2026-03-31
Prior quarter
$236.3M
Q ending 2025-12-31
Change
+7.2% QoQ · +34.0% YoY
Positions
76
reported holdings
Largest positions
All 76 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| J P Morgan Exchange Traded F | JMOM | Shares | $34.6M | 657K |
| Vanguard Index Fds | VTV | Shares | $25.3M | 237K |
| Dimensional Etf Trust | DFIS | Shares | $19.5M | 578K |
| American Centy Etf Tr | AVSC | Shares | $18.8M | 403K |
| Ishares Tr | IMTM | Shares | $17.7M | 453K |
| Pgim Etf Tr | PULS | Shares | $10.4M | 211K |
| Dimensional Etf Trust | DUSB | Shares | $7.4M | 148K |
| Schwab Strategic Tr | FNDA | Shares | $7.3M | 359K |
| Ishares Tr | USMV | Shares | $7.0M | 76K |
| Dimensional Etf Trust | DFAE | Shares | $6.9M | 205K |
| Schwab Strategic Tr | FNDC | Shares | $6.6M | 172K |
| Dimensional Etf Trust | DUHP | Shares | $6.1M | 200K |
| Ishares Tr | IGSB | Shares | $5.8M | 123K |
| Wisdomtree Tr | EES | Shares | $5.5M | 94K |
| Ishares Tr | SCZ | Shares | $4.9M | 63K |
| Wisdomtree Tr | DGS | Shares | $4.9M | 104K |
| Dimensional Etf Trust | DFSD | Shares | $4.3M | 89K |
| Ishares Tr | EFAV | Shares | $3.8M | 41K |
| Fidelity Merrimack Str Tr | FBND | Shares | $3.5M | 85K |
| Dimensional Etf Trust | DFEM | Shares | $3.3M | 97K |
| Spdr Ser Tr | BIL | Shares | $3.1M | 34K |
| J P Morgan Exchange Traded F | HELO | Shares | $3.1M | 49K |
| Dimensional Etf Trust | DFAW | Shares | $3.0M | 41K |
| Apple Inc | AAPL | Shares | $2.9M | 11K |
| American Centy Etf Tr | AVEM | Shares | $2.4M | 81K |
| Vanguard Whitehall Fds | VIGI | Shares | $2.0M | 22K |
| Vanguard Whitehall Fds | VWOB | Shares | $1.9M | 33K |
| Ishares Tr | QUAL | Shares | $1.9M | 10K |
| J P Morgan Exchange Traded F | JPST | Shares | $1.8M | 36K |
| Ishares Tr | EMB | Shares | $1.7M | 18K |
| Dimensional Etf Trust | DFAU | Shares | $1.6M | 34K |
| Exxon Mobil Corp | XOM | Shares | $1.5M | 9K |
| J P Morgan Exchange Traded F | JCPB | Shares | $1.4M | 31K |
| Ishares Tr | SUB | Shares | $1.3M | 12K |
| Ishares Inc | EEMV | Shares | $1.1M | 17K |
| Merck & Co Inc | MRK | Shares | $1.1M | 9K |
| Chevron Corp New | CVX | Shares | $1.0M | 5K |
| Legg Mason Etf Invt | LVHI | Shares | $982K | 24K |
| Automatic Data Processing In | ADP | Shares | $884K | 4K |
| New Jersey Res Corp | NJR | Shares | $877K | 16K |
| Dimensional Etf Trust | DFAI | Shares | $833K | 21K |
| Dimensional Etf Trust | DFAC | Shares | $820K | 21K |
| Ishares Tr | MTUM | Shares | $759K | 3K |
| Dimensional Etf Trust | DFUV | Shares | $696K | 14K |
| Chubb Limited | Shares | $623K | 2K | |
| J P Morgan Exchange Traded F | JMST | Shares | $492K | 10K |
| Nvidia Corporation | NVDA | Shares | $476K | 3K |
| Johnson & Johnson | JNJ | Shares | $442K | 2K |
| Texas Pacific Land Corporati | TPL | Shares | $427K | 900 |
| Spdr Index Shs Fds | EWX | Shares | $425K | 6K |
| Dimensional Etf Trust | DFAS | Shares | $413K | 6K |
| Verizon Communications Inc | VZ | Shares | $410K | 8K |
| Dimensional Etf Trust | DFSB | Shares | $407K | 8K |
| Dimensional Etf Trust | DFSU | Shares | $397K | 10K |
| Flexshares Tr | QDF | Shares | $394K | 5K |
| At&T Inc | T | Shares | $376K | 13K |
| Palantir Technologies Inc | PLTR | Shares | $376K | 3K |
| Marriott Intl Inc New | MAR | Shares | $374K | 1K |
| Vanguard Tax-Managed Fds | VEA | Shares | $364K | 6K |
| Microsoft Corp | MSFT | Shares | $335K | 906 |
| Doubleline Etf Trust | DCRE | Shares | $333K | 6K |
| Dimensional Etf Trust | DFCA | Shares | $326K | 7K |
| Eversource Energy | ES | Shares | $315K | 5K |
| Bitwise 10 Crypto Index Fund | BITW | Shares | $314K | 7K |
| Verisk Analytics Inc | VRSK | Shares | $312K | 2K |
| Styrker Corporation | SYK | Shares | $289K | 878 |
| Lowes Cos Inc | LOW | Shares | $274K | 1K |
| Dimensional Etf Trust | DFSV | Shares | $260K | 7K |
| Dimensional Etf Trust | DFIC | Shares | $255K | 7K |
| Hartford Finl Svcs Group Inc | HIG | Shares | $250K | 2K |
| Broadridge Finl Solutions In | BR | Shares | $244K | 2K |
| Bitwise Bitcoin Etf Tr | BITB | Shares | $242K | 7K |
| International Business Machs | IBM | Shares | $232K | 958 |
| Invesco Exch Traded Fd Tr Ii | EELV | Shares | $208K | 7K |
| Dimensional Etf Trust | DISV | Shares | $203K | 5K |
| Denison Mines Corp | DNN | Shares | $35K | 10K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.