Shore Point Advisors, LLC 13F Holdings · Q2 2026
Shore Point Advisors, LLC reported 77 securities worth $292.35M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: JMOM (15.06%), VTV (10.16%), AVSC (8.02%). Among its top 25 positions this quarter: 18 added, 7 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | JMOM | J P MORGAN EXCHANGE TRADED F | $44.0M | 15.06% | 701,536 | Added |
| 2 | VTV | VANGUARD INDEX FDS | $29.7M | 10.16% | 256,817 | Added |
| 3 | AVSC | AMERICAN CENTY ETF TR | $23.4M | 8.02% | 439,059 | Added |
| 4 | DFIS | DIMENSIONAL ETF TRUST | $21.8M | 7.45% | 621,981 | Added |
| 5 | IMTM | ISHARES TR | $20.8M | 7.12% | 483,285 | Added |
| 6 | PULS | PGIM ETF TR | $11.9M | 4.06% | 242,425 | Added |
| 7 | FNDA | SCHWAB STRATEGIC TR | $8.8M | 3.00% | 386,724 | Added |
| 8 | JCPB | J P MORGAN EXCHANGE TRADED F | $8.6M | 2.94% | 182,935 | Added |
| 9 | DFAE | DIMENSIONAL ETF TRUST | $8.0M | 2.73% | 198,412 | Trimmed |
| 10 | DUSB | DIMENSIONAL ETF TRUST | $7.7M | 2.65% | 154,949 | Added |
| 11 | DUHP | DIMENSIONAL ETF TRUST | $7.2M | 2.47% | 212,882 | Added |
| 12 | FNDC | SCHWAB STRATEGIC TR | $7.1M | 2.42% | 176,242 | Added |
| 13 | USMV | ISHARES TR | $6.8M | 2.32% | 70,368 | Trimmed |
| 14 | IGSB | ISHARES TR | $6.4M | 2.19% | 134,168 | Added |
| 15 | EES | WISDOMTREE TR | $6.4M | 2.18% | 93,890 | Trimmed |
| 16 | DGS | WISDOMTREE TR | $5.6M | 1.90% | 109,806 | Added |
| 17 | SCZ | ISHARES TR | $5.3M | 1.80% | 63,860 | Added |
| 18 | DFEM | DIMENSIONAL ETF TRUST | $4.2M | 1.45% | 104,043 | Added |
| 19 | DFSD | DIMENSIONAL ETF TRUST | $4.2M | 1.42% | 87,024 | Trimmed |
| 20 | DFAW | DIMENSIONAL ETF TRUST | $3.7M | 1.25% | 44,121 | Added |
| 21 | FBND | FIDELITY MERRIMACK STR TR | $3.5M | 1.20% | 86,451 | Added |
| 22 | EFAV | ISHARES TR | $3.3M | 1.13% | 37,514 | Trimmed |
| 23 | HELO | J P MORGAN EXCHANGE TRADED F | $3.0M | 1.04% | 44,800 | Trimmed |
| 24 | BIL | SPDR SER TR | $2.9M | 1.00% | 31,891 | Trimmed |
| 25 | AVEM | AMERICAN CENTY ETF TR | $2.9M | 0.99% | 90,353 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR