Holders — by stockHoldings — by fund
Shore Point Advisors, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001907092
$292.4M
disclosed book value
77
positions
15.1%
largest position share
Positions, as of 2026-06-30
top 77 of 77 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | JMOMJ P MORGAN EXCHANGE TRADED F | 701,536 | $44.0M | 15.1% |
| 2 | VTVVANGUARD INDEX FDS | 256,817 | $29.7M | 10.2% |
| 3 | AVSCAMERICAN CENTY ETF TR | 439,059 | $23.4M | 8% |
| 4 | DFISDIMENSIONAL ETF TRUST | 621,981 | $21.8M | 7.5% |
| 5 | IMTMISHARES TR | 483,285 | $20.8M | 7.1% |
| 6 | PULSPGIM ETF TR | 242,425 | $11.9M | 4.1% |
| 7 | FNDASCHWAB STRATEGIC TR | 386,724 | $8.8M | 3% |
| 8 | JCPBJ P MORGAN EXCHANGE TRADED F | 182,935 | $8.6M | 2.9% |
| 9 | DFAEDIMENSIONAL ETF TRUST | 198,412 | $8.0M | 2.7% |
| 10 | DUSBDIMENSIONAL ETF TRUST | 154,949 | $7.7M | 2.6% |
| 11 | DUHPDIMENSIONAL ETF TRUST | 212,882 | $7.2M | 2.5% |
| 12 | FNDCSCHWAB STRATEGIC TR | 176,242 | $7.1M | 2.4% |
| 13 | USMVISHARES TR | 70,368 | $6.8M | 2.3% |
| 14 | IGSBISHARES TR | 134,168 | $6.4M | 2.2% |
| 15 | EESWISDOMTREE TR | 93,890 | $6.4M | 2.2% |
| 16 | DGSWISDOMTREE TR | 109,806 | $5.6M | 1.9% |
| 17 | SCZISHARES TR | 63,860 | $5.3M | 1.8% |
| 18 | DFEMDIMENSIONAL ETF TRUST | 104,043 | $4.2M | 1.4% |
| 19 | DFSDDIMENSIONAL ETF TRUST | 87,024 | $4.2M | 1.4% |
| 20 | DFAWDIMENSIONAL ETF TRUST | 44,121 | $3.7M | 1.2% |
| 21 | FBNDFIDELITY MERRIMACK STR TR | 86,451 | $3.5M | 1.2% |
| 22 | EFAVISHARES TR | 37,514 | $3.3M | 1.1% |
| 23 | HELOJ P MORGAN EXCHANGE TRADED F | 44,800 | $3.0M | 1% |
| 24 | BILSPDR SER TR | 31,891 | $2.9M | 1% |
| 25 | AVEMAMERICAN CENTY ETF TR | 90,353 | $2.9M | 1% |
| 26 | QUALISHARES TR | 10,007 | $2.2M | 0.8% |
| 27 | VWOBVANGUARD WHITEHALL FDS | 34,721 | $2.1M | 0.7% |
| 28 | VIGIVANGUARD WHITEHALL FDS | 22,428 | $2.1M | 0.7% |
| 29 | EMBISHARES TR | 18,491 | $1.8M | 0.6% |
| 30 | DFAUDIMENSIONAL ETF TRUST | 34,341 | $1.8M | 0.6% |
| 31 | JPSTJ P MORGAN EXCHANGE TRADED F | 34,713 | $1.8M | 0.6% |
| 32 | SUBISHARES TR | 12,370 | $1.3M | 0.5% |
| 33 | XOMEXXON MOBIL CORP | 8,965 | $1.2M | 0.4% |
| 34 | AAPLAPPLE INC | 4,109 | $1.2M | 0.4% |
| 35 | MTUMISHARES TR | 3,373 | $1.2M | 0.4% |
| 36 | MRKMERCK & CO INC | 8,837 | $1.1M | 0.4% |
| 37 | EEMVISHARES INC | 14,457 | $1.1M | 0.4% |
| 38 | LVHILEGG MASON ETF INVT | 24,114 | $978,670 | 0.3% |
| 39 | NJRNEW JERSEY RES CORP | 17,099 | $958,231 | 0.3% |
| 40 | ADPAUTOMATIC DATA PROCESSING IN | 4,194 | $939,246 | 0.3% |
| 41 | DFAIDIMENSIONAL ETF TRUST | 21,550 | $888,968 | 0.3% |
| 42 | CVXCHEVRON CORP NEW | 4,950 | $820,512 | 0.3% |
| 43 | DFUVDIMENSIONAL ETF TRUST | 14,180 | $780,080 | 0.3% |
| 44 | CBCHUBB LIMITED | 1,912 | $651,814 | 0.2% |
| 45 | DFASDIMENSIONAL ETF TRUST | 6,533 | $537,981 | 0.2% |
| 46 | EWXSPDR INDEX SHS FDS | 6,419 | $476,993 | 0.2% |
| 47 | JNJJOHNSON & JOHNSON | 1,809 | $459,510 | 0.2% |
| 48 | QDFFLEXSHARES TR | 4,984 | $448,232 | 0.2% |
| 49 | DFSUDIMENSIONAL ETF TRUST | 9,509 | $443,405 | 0.2% |
| 50 | MARMARRIOTT INTL INC NEW | 1,142 | $423,213 | 0.1% |
| 51 | JMSTJ P MORGAN EXCHANGE TRADED F | 8,098 | $413,017 | 0.1% |
| 52 | VEAVANGUARD TAX-MANAGED FDS | 5,725 | $407,909 | 0.1% |
| 53 | DCREDOUBLELINE ETF TRUST | 7,829 | $405,594 | 0.1% |
| 54 | DFSBDIMENSIONAL ETF TRUST | 7,748 | $403,780 | 0.1% |
| 55 | TPLTEXAS PACIFIC LAND CORPORATI | 900 | $393,876 | 0.1% |
| 56 | VZVERIZON COMMUNICATIONS INC | 8,094 | $342,717 | 0.1% |
| 57 | VUGVANGUARD INDEX FDS | 3,964 | $341,507 | 0.1% |
| 58 | MSFTMICROSOFT CORP | 885 | $330,381 | 0.1% |
| 59 | DFCADIMENSIONAL ETF TRUST | 6,575 | $329,982 | 0.1% |
| 60 | ESEVERSOURCE ENERGY | 4,542 | $328,297 | 0.1% |
| 61 | DFACDIMENSIONAL ETF TRUST | 6,835 | $303,228 | 0.1% |
| 62 | VRSKVERISK ANALYTICS INC | 1,646 | $295,544 | 0.1% |
| 63 | SYKSTYRKER CORPORATION | 878 | $276,429 | 0.1% |
| 64 | TAT&T INC | 12,847 | $265,932 | 0.1% |
| 65 | IBMINTERNATIONAL BUSINESS MACHS | 940 | $264,551 | 0.1% |
| 66 | LOWLOWES COS INC | 1,161 | $256,086 | 0.1% |
| 67 | DFSVDIMENSIONAL ETF TRUST | 6,446 | $250,052 | 0.1% |
| 68 | NVDANVIDIA CORPORATION | 1,230 | $246,234 | 0.1% |
| 69 | HIGHARTFORD FINL SVCS GROUP INC | 1,852 | $245,427 | 0.1% |
| 70 | PLTRPALANTIR TECHNOLOGIES INC | 2,000 | $233,340 | 0.1% |
| 71 | QQQINVESCO QQQ TR | 303 | $223,738 | 0.1% |
| 72 | IVVISHARES TR | 287 | $214,999 | 0.1% |
| 73 | NCIQHASHDEX NASDAQ CRYPTO INDEX | 14,668 | $214,299 | 0.1% |
| 74 | EELVINVESCO EXCH TRADED FD TR II | 7,448 | $207,077 | 0.1% |
| 75 | JPMJP MORGAN CHASE & CO | 632 | $206,937 | 0.1% |
| 76 | BRBROADRIDGE FINL SOLUTIONS IN | 1,504 | $205,972 | 0.1% |
| 77 | DNNDENISON MINES CORP | 10,000 | $30,600 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.