Shore Point Advisors, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 23, 2026, for the 2025 Q4 period, Shore Point Advisors, LLC held in its portfolio 75 assets valued at $236,282,412 (i.e. $236.28M).
The most valuable assets in the portfolio included: J P MORGAN EXCHANGE TRADED F ($33.95M), VANGUARD INDEX FDS ($24.16M), and ISHARES TR ($17.61M).
The chart below shows the top 10 valuable assets, and the table below shows the top 75 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Shore Point Advisors, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| J P MORGAN EXCHANGE TRADED F | 637108 | 33950620 | US MOMENTUM |
| VANGUARD INDEX FDS | 226259 | 24163070 | VALUE ETF |
| ISHARES TR | 454732 | 17604635 | MSCI INTL MOMENT |
| SCHWAB STRATEGIC TR | 599669 | 15150095 | FUNDAMENTAL US S |
| WISDOMTREE TR | 263725 | 15013896 | US SMALLCAP FUND |
| DIMENSIONAL ETF TRUST | 344482 | 11347250 | INTL SMALL CAP E |
| SCHWAB STRATEGIC TR | 346744 | 9454318 | FUNDAMENTAL INTL |
| ISHARES TR | 121740 | 9438507 | EAFE SML CP ETF |
| ISHARES TR | 75687 | 7126742 | MSCI USA MIN VOL |
| DIMENSIONAL ETF TRUST | 139500 | 7065688 | ULTRASHORT FIXED |
| DIMENSIONAL ETF TRUST | 212345 | 6916092 | EMGR CRE EQT MNG |
| DIMENSIONAL ETF TRUST | 192296 | 6107586 | US HIGH PROFITAB |
| ISHARES TR | 112855 | 5729133 | ISHS 1-5YR INVS |
| WISDOMTREE TR | 100446 | 4616425 | EMG MKTS SMCAP |
| DIMENSIONAL ETF TRUST | 88568 | 4246860 | SHORT DURATION F |
| ISHARES TR | 42452 | 3661547 | MSCI EAFE MIN VL |
| FIDELITY MERRIMACK STR TR | 77593 | 3244766 | TOTAL BD ETF |
| J P MORGAN EXCHANGE TRADED F | 48656 | 3232281 | HEDGED EQUITY LA |
| PGIM ETF TR | 63710 | 3159397 | PGIM ULTRA SH BD |
| SPDR SER TR | 33781 | 3086974 | BLOOMBERG 1-3 MO |
| DIMENSIONAL ETF TRUST | 90063 | 2979287 | EMERGING MKTS CO |
| DIMENSIONAL ETF TRUST | 57656 | 2698340 | US CORE EQT MKT |
| AMERICAN CENTY ETF TR | 83435 | 2415513 | AVANTIS EMGMKT |
| VANGUARD WHITEHALL FDS | 22013 | 2013095 | INTL DVD ETF |
| VANGUARD WHITEHALL FDS | 42313 | 1975259 | EM MK GOV BD ETF |
| J P MORGAN EXCHANGE TRADED F | 36304 | 1836638 | ULTRA SHRT INC |
| ISHARES TR | 9196 | 1826580 | MSCI USA QLT FCT |
| ISHARES TR | 17772 | 1711153 | JPMORGAN USD EMG |
| DIMENSIONAL ETF TRUST | 16016 | 1184926 | WORLD EQUITY ETF |
| ISHARES TR | 10818 | 1154329 | SHRT NAT MUN ETF |
| DIMENSIONAL ETF TRUST | 29980 | 1142556 | INTL CORE EQT MK |
| APPLE INC | 4196 | 1140835 | COM |
| ISHARES INC | 16852 | 1079262 | MSCI EMERG MRKT |
| EXXON MOBIL CORP | 8803 | 1059394 | COM |
| AUTOMATIC DATA PROCESSING IN | 4018 | 1033550 | COM |
| MERCK & CO INC | 9297 | 978602 | COM |
| LEGG MASON ETF INVT | 24730 | 910575 | FRANKLIN INTL LW |
| CHEVRON CORP NEW | 5970 | 909887 | COM |
| DIMENSIONAL ETF TRUST | 21084 | 834745 | US CORE EQUITY 2 |
| ISHARES TR | 3261 | 816491 | MSCI USA MMENTM |
| NEW JERSEY RES CORP | 16105 | 742782 | COM |
| DIMENSIONAL ETF TRUST | 14373 | 669676 | US MKTWIDE VALUE |
| VANGUARD BD INDEX FDS | 8248 | 650069 | SHORT TRM BOND |
| CHUBB LIMITED | 1911 | 596666 | COM |
| J P MORGAN EXCHANGE TRADED F | 9807 | 499588 | ULTRA SHT MUNCPL |
| MICROSOFT CORP | 915 | 442738 | COM |
| DIMENSIONAL ETF TRUST | 9765 | 424119 | US SUSTAINABILTY |
| SPDR INDEX SHS FDS | 6362 | 417750 | S&P EMKTSC ETF |
| FLEXSHARES TR | 4984 | 402820 | QUALT DIVD IDX |
| DIMENSIONAL ETF TRUST | 7586 | 392985 | GLOBAL SUSTAINA |
| JOHNSON & JOHNSON | 1803 | 373267 | COM |
| VERISK ANALYTICS INC | 1646 | 368240 | COM |
| VANGUARD TAX-MANAGED FDS | 5695 | 355780 | VAN FTSE DEV MKT |
| PALANTIR TECHNOLOGIES INC | 2000 | 355500 | CL A |
| MARRIOTT INTL INC NEW | 1142 | 354294 | CL A |
| BROADRIDGE FINL SOLUTIONS IN | 1504 | 335647 | COM |
| VERIZON COMMUNICATIONS INC | 8102 | 330004 | COM |
| BITWISE 10 CRYPTO INDEX FUND | 5526 | 324730 | EX TRD EQ FD |
| AT&T INC | 12969 | 322149 | COM |
| BITWISE BITCOIN ETF TR | 6578 | 312849 | SHS BEN INT |
| STYRKER CORPORATION | 878 | 308590 | COM |
| EVERSOURCE ENERGY | 4542 | 305856 | COM |
| LOWES COS INC | 1161 | 280094 | COM |
| INTERNATIONAL BUSINESS MACHS | 940 | 278663 | COM |
| DIMENSIONAL ETF TRUST | 5515 | 276192 | CALIF MUN BD ETF |
| DIMENSIONAL ETF TRUST | 3875 | 269973 | US SMALL CAP ETF |
| TEXAS PACIFIC LAND CORPORATI | 918 | 263667 | COM |
| HARTFORD FINL SVCS GROUP INC | 1852 | 255205 | COM |
| DIMENSIONAL ETF TRUST | 7228 | 249086 | INTL CORE EQUITY |
| DIMENSIONAL ETF TRUST | 7392 | 243132 | US SMALLCAP VAL |
| ZIONS BANCORPORATION N A | 4000 | 234160 | COM |
| NVIDIA CORPORATION | 1117 | 208396 | COM |
| INVESCO EXCH TRADED FD TR II | 7405 | 203146 | S&P EMRNG MKTS |
| OAKTREE SPECIALTY LENDING CO | 15000 | 191100 | COM |
| DENISON MINES CORP | 10000 | 26600 | COM |
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