Shore Point Advisors, LLC
CIK 0001907092 · BRIELLE, NJ · Quarter end: 2026-06-30 · Filed on: 2026-07-14 · Open the SEC source ↗
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
Top Holdings
JMOM
J P MORGAN EXCHANGE TRADED F
15.1%
VTV
VANGUARD INDEX FDS
10.2%
AVSC
AMERICAN CENTY ETF TR
8.0%
DFIS
DIMENSIONAL ETF TRUST
7.5%
IMTM
ISHARES TR
7.1%
PULS
PGIM ETF TR
4.1%
FNDA
SCHWAB STRATEGIC TR
3.0%
JCPB
J P MORGAN EXCHANGE TRADED F
2.9%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.