Shore Point Advisors, LLC

CIK 0001907092 · BRIELLE, NJ · Quarter end: 2026-06-30 · Filed on: 2026-07-14 · Open the SEC source

Shore Point Advisors, LLC reported 77 positions worth $292.4M as of June 30, 2026 (13F filed July 14, 2026). Largest holding: JMOM (15.1%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$292.4M
2026 Q2
Positions
77
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
63.2%
Est. Net Flow (Q)
2026 Q2
10 / 77 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1JMOMJ P MORGAN EXCHANGE TRADED FSH$44.0M15.06%701,536
2VTVVANGUARD INDEX FDSSH$29.7M10.16%256,817
3AVSCAMERICAN CENTY ETF TRSH$23.4M8.02%439,059
4DFISDIMENSIONAL ETF TRUSTSH$21.8M7.45%621,981
5IMTMISHARES TRSH$20.8M7.12%483,285
6PULSPGIM ETF TRSH$11.9M4.06%242,425
7FNDASCHWAB STRATEGIC TRSH$8.8M3.00%386,724
8JCPBJ P MORGAN EXCHANGE TRADED FSH$8.6M2.94%182,935
9DFAEDIMENSIONAL ETF TRUSTSH$8.0M2.73%198,412
10DUSBDIMENSIONAL ETF TRUSTSH$7.7M2.65%154,949

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Shore Point Advisors, LLC hold as of Q2 2026?

Shore Point Advisors, LLC reported 77 positions worth $292.4M in its Q2 2026 13F filing. Largest positions: JMOM (15.1%), VTV (10.2%), AVSC (8.0%), DFIS (7.5%) and IMTM (7.1%).

What did Shore Point Advisors, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Shore Point Advisors, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.