Shore Point Advisors, LLC

Est. AUM

$253.2M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	J P MORGAN EXCHANGE TRADED F	US MOMENTUM	$34.6M	657113	13.65%	SOLE
2	VANGUARD INDEX FDS	VALUE ETF	$25.3M	237448	9.99%	SOLE
3	DIMENSIONAL ETF TRUST	INTL SMALL CAP E	$19.5M	577972	7.69%	SOLE
4	AMERICAN CENTY ETF TR	AVANTIS US SMALL	$18.8M	403181	7.43%	SOLE
5	ISHARES TR	MSCI INTL MOMENT	$17.7M	453302	7.01%	SOLE
6	PGIM ETF TR	PGIM ULTRA SH BD	$10.4M	210882	4.12%	SOLE
7	DIMENSIONAL ETF TRUST	ULTRASHORT FIXED	$7.4M	148280	2.92%	SOLE
8	SCHWAB STRATEGIC TR	FUNDAMENTAL US S	$7.3M	358560	2.89%	SOLE
9	ISHARES TR	MSCI USA MIN VOL	$7.0M	75931	2.78%	SOLE
10	DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$6.9M	204960	2.74%	SOLE
11	SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$6.6M	171701	2.61%	SOLE
12	DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$6.1M	200401	2.40%	SOLE
13	ISHARES TR	ISHS 1-5YR INVS	$5.8M	122934	2.30%	SOLE
14	WISDOMTREE TR	US SMALLCAP FUND	$5.5M	94288	2.16%	SOLE
15	ISHARES TR	EAFE SML CP ETF	$4.9M	62957	1.95%	SOLE
16	WISDOMTREE TR	EMG MKTS SMCAP	$4.9M	104164	1.95%	SOLE
17	DIMENSIONAL ETF TRUST	SHORT DURATION F	$4.3M	89286	1.69%	SOLE
18	ISHARES TR	MSCI EAFE MIN VL	$3.8M	41284	1.49%	SOLE
19	FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$3.5M	85485	1.38%	SOLE
20	DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$3.3M	96744	1.32%	SOLE
21	SPDR SER TR	BLOOMBERG 1-3 MO	$3.1M	34145	1.24%	SOLE
22	J P MORGAN EXCHANGE TRADED F	HEDGED EQUITY LA	$3.1M	48740	1.23%	SOLE
23	DIMENSIONAL ETF TRUST	WORLD EQUITY ETF	$3.0M	40779	1.19%	SOLE
24	APPLE INC	COM	$2.9M	11395	1.14%	SOLE
25	AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$2.4M	80727	0.96%	SOLE
26	VANGUARD WHITEHALL FDS	INTL DVD ETF	$2.0M	22239	0.78%	SOLE
27	VANGUARD WHITEHALL FDS	EM MK GOV BD ETF	$1.9M	33020	0.77%	SOLE
28	ISHARES TR	MSCI USA QLT FCT	$1.9M	9731	0.74%	SOLE
29	J P MORGAN EXCHANGE TRADED F	ULTRA SHRT INC	$1.8M	35691	0.71%	SOLE
30	ISHARES TR	JPMORGAN USD EMG	$1.7M	17997	0.67%	SOLE
31	DIMENSIONAL ETF TRUST	US CORE EQT MKT	$1.6M	34466	0.61%	SOLE
32	EXXON MOBIL CORP	COM	$1.5M	8803	0.59%	SOLE
33	J P MORGAN EXCHANGE TRADED F	CORE PLUS BD ETF	$1.4M	30704	0.57%	SOLE
34	ISHARES TR	SHRT NAT MUN ETF	$1.3M	11946	0.50%	SOLE
35	ISHARES INC	MSCI EMERG MRKT	$1.1M	16726	0.43%	SOLE
36	MERCK & CO INC	COM	$1.1M	8837	0.42%	SOLE
37	CHEVRON CORP NEW	COM	$1.0M	4950	0.40%	SOLE
38	LEGG MASON ETF INVT	FRANKLIN INTL LW	$982K	24231	0.39%	SOLE
39	AUTOMATIC DATA PROCESSING IN	COM	$884K	4350	0.35%	SOLE
40	NEW JERSEY RES CORP	COM	$877K	15965	0.35%	SOLE
41	DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$833K	21378	0.33%	SOLE
42	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$820K	21097	0.32%	SOLE
43	ISHARES TR	MSCI USA MMENTM	$759K	3162	0.30%	SOLE
44	DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$696K	14367	0.27%	SOLE
45	CHUBB LIMITED	COM	$623K	1912	0.25%	SOLE
46	J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	$492K	9645	0.19%	SOLE
47	NVIDIA CORPORATION	COM	$476K	2729	0.19%	SOLE
48	JOHNSON & JOHNSON	COM	$442K	1806	0.17%	SOLE
49	TEXAS PACIFIC LAND CORPORATI	COM	$427K	900	0.17%	SOLE
50	SPDR INDEX SHS FDS	S&P EMKTSC ETF	$425K	6425	0.17%	SOLE

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.