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CIK: 0001907092
Total reported value
$292.4M
$292.4M
70 檔
34.9%
As reported in its official Q2 2025 Form 13F filing, Shore Point Advisors, LLC's tracked investment portfolio stood at $292.4M with 70 total positions.
During Q2 2025, Shore Point Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JMOM | Jpmorgan US Momentum Factor | ETF-Other | 15.38% | +1.41% | -0.05% | |
| 2 | VTV | Vanguard Value ETF | ETF-Other | 10.30% | +0.17% | +2.24% | |
| 3 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 8.66% | -0.15% | +1.91% | |
| 4 | IMTM | Ishares Msci Intl Momentum F | ETF-Other | 7.81% | +0.11% | +1.07% | |
| 5 | EES | Wisdomtree US Smallcap Fund | ETF-Other | 6.80% | +0.02% | +3.67% | |
| 6 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 5.73% | +0.11% | +4.76% | |
| 7 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-Other | 3.95% | -0.19% | +4.15% | |
| 8 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 3.11% | -0.01% | +0.67% | |
| 9 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 3.03% | -0.46% | +0.75% | |
| 10 | DUSB | Dimension Ultrashort Fi ETF | ETF-Other | 2.96% | -0.27% | +4.71% | |
| 11 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 2.74% | -0.11% | +3.76% | |
| 12 | DUHP | Dimensional US High Profi Et | ETF-Other | 2.60% | +0.07% | -19.02% | |
| 13 | DGS | Wisdomtree Em Small Cap | ETF-Small Cap | 2.06% | -0.05% | +1.93% | |
| 14 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 1.54% | -0.36% | -1.20% | |
| 15 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.38% | -0.18% | +0.11% | |
| 16 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 1.33% | -0.19% | +1.28% | |
| 17 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.25% | -0.24% | +2.53% | |
| 18 | DFAU | Dimensional US Core Equity M | ETF-Other | 1.18% | — | +3.64% | |
| 19 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 1.10% | +0.13% | +6.24% | |
| 20 | DFSD | Dimensional Short Duration | ETF-Other | 1.03% | -0.27% | +5.69% | |
| 21 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.01% | +0.03% | +1.23% | |
| 22 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 0.94% | -0.06% | +1.47% | |
| 23 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 0.93% | -0.05% | +3.62% | |
| 24 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.75% | +0.01% | — | |
| 25 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.75% | -0.06% | -0.85% | |
| 26 | ADP | Automatic Data Processing | Stock-Tech | 0.61% | -0.03% | — | |
| 27 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.60% | -0.11% | +0.66% | |
| 28 | DFIS | Dimensional International Sm | ETF-Other | 0.58% | -0.24% | +1.59% | |
| 29 | DFAI | Dimensional International Co | ETF-Other | 0.55% | -0.03% | +0.15% | |
| 30 | SUB | Ishares Short-term National | ETF-Other | 0.47% | -0.05% | -2.66% | |
| 31 | XOM | Exxon Mobil CORP | Stock-Energy | 0.47% | -0.17% | -3.23% | |
| 32 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-Other | 0.45% | -0.06% | +1.40% | |
| 33 | CVX | Chevron CORP | Stock-Energy | 0.41% | -0.12% | — | |
| 34 | LVHI | Franklin International Low V | ETF-Other | 0.39% | -0.06% | +1.26% | |
| 35 | AAPL | Apple Inc | Stock-Tech | 0.39% | -0.73% | +2.66% | |
| 36 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.37% | +0.10% | +33.77% | |
| 37 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.35% | -0.22% | +54.56% | |
| 38 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.35% | -0.03% | -33.46% | |
| 39 | NJR | New Jersey Resources CORP | Stock-Utilities | 0.35% | -0.02% | +0.06% | |
| 40 | DFAW | Dimensional World Eqty ETF | ETF-Other | 0.32% | +0.06% | +35.98% | |
| 41 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.28% | -0.01% | +2.11% | |
| 42 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.28% | — | +7.20% | |
| 43 | CB | Chubb Limited | Stock-Financials | 0.27% | -0.03% | +0.05% | |
| 44 | VRSK | Verisk Analytics Inc | Stock-Industrials | 0.25% | -0.02% | — | |
| 45 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 0.22% | -0.06% | +53.42% | |
| 46 | MSFT | Microsoft CORP | Stock-Tech | 0.21% | -0.02% | +0.12% | |
| 47 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.20% | -0.01% | -9.01% | |
| 48 | QDF | Flexshares Quality Dividend | ETF-Other | 0.19% | -0.01% | — | |
| 49 | TPL | Texas Pacific Land CORP | Stock-Energy | 0.19% | -0.04% | — | |
| 50 | BITB | Bitwise Bitcoin ETF | ETF-Crypto | 0.19% | -0.10% | EXIT |
According to official SEC Form 13F filings, Shore Point Advisors, LLC reported a total U.S. public equity portfolio value of $292.4M across 70 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including JMOM, VTV, SCZ) accounted for 34.9% of total reported equity market value during Q2 2025.
During Q2 2025, Shore Point Advisors, LLC's top holdings by market value included JMOM (15.4%)、VTV (10.3%)、SCZ (8.7%). The largest single position, JMOM, represented 15.4% of total portfolio value.
In Q2 2025, Shore Point Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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