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CIK: 0001907092
Total reported value
$292.4M
$292.4M
75 檔
36.2%
As reported in its official Q4 2025 Form 13F filing, Shore Point Advisors, LLC's tracked investment portfolio stood at $292.4M with 75 total positions.
In Q4 2025, Shore Point Advisors, LLC displayed an active expansion posture, initiating 5 new positions and adding to 28 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JMOM | Jpmorgan US Momentum Factor | ETF-Other | 14.37% | +1.41% | +28.25% | |
| 2 | VTV | Vanguard Value ETF | ETF-Other | 10.23% | +0.17% | +82.60% | |
| 3 | IMTM | Ishares Msci Intl Momentum F | ETF-Other | 7.45% | +0.11% | +27.72% | |
| 4 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 6.41% | +0.11% | +31.76% | |
| 5 | EES | Wisdomtree US Smallcap Fund | ETF-Other | 6.35% | +0.02% | -0.28% | |
| 6 | DFIS | Dimensional International Sm | ETF-Other | 4.80% | -0.24% | +413.22% | |
| 7 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-Other | 4.00% | -0.19% | +70.81% | |
| 8 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 3.99% | -0.15% | -47.58% | |
| 9 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 3.02% | -0.46% | +0.53% | |
| 10 | DUSB | Dimension Ultrashort Fi ETF | ETF-Other | 2.99% | -0.27% | +5.21% | |
| 11 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 2.93% | -0.01% | -3.64% | |
| 12 | DUHP | Dimensional US High Profi Et | ETF-Other | 2.58% | +0.07% | +23.16% | |
| 13 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 2.42% | -0.11% | +1.23% | |
| 14 | DGS | Wisdomtree Em Small Cap | ETF-Small Cap | 1.95% | -0.05% | +27.47% | |
| 15 | DFSD | Dimensional Short Duration | ETF-Other | 1.80% | -0.27% | +30.28% | |
| 16 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 1.55% | -0.36% | +0.22% | |
| 17 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.37% | -0.18% | +17.59% | |
| 18 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 1.37% | -0.19% | -1.01% | |
| 19 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 1.34% | -0.06% | +532.36% | |
| 20 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.31% | -0.24% | +3.66% | |
| 21 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 1.26% | +0.13% | +7.78% | |
| 22 | DFAU | Dimensional US Core Equity M | ETF-Other | 1.14% | — | -1.89% | |
| 23 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.02% | +0.03% | +172.85% | |
| 24 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 0.85% | -0.06% | +0.60% | |
| 25 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 0.84% | -0.05% | +42.09% | |
| 26 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.78% | -0.11% | -13.65% | |
| 27 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.77% | +0.01% | +2.39% | |
| 28 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.72% | -0.06% | +4.16% | |
| 29 | DFAW | Dimensional World Eqty ETF | ETF-Other | 0.50% | +0.06% | +34.49% | |
| 30 | SUB | Ishares Short-term National | ETF-Other | 0.49% | -0.05% | +16.44% | |
| 31 | DFAI | Dimensional International Co | ETF-Other | 0.48% | -0.03% | -3.47% | |
| 32 | AAPL | Apple Inc | Stock-Tech | 0.48% | -0.73% | -0.50% | |
| 33 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-Other | 0.46% | -0.06% | +0.72% | |
| 34 | XOM | Exxon Mobil CORP | Stock-Energy | 0.45% | -0.17% | +0.28% | |
| 35 | ADP | Automatic Data Processing | Stock-Tech | 0.44% | -0.03% | -1.86% | |
| 36 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.41% | -0.03% | — | |
| 37 | LVHI | Franklin International Low V | ETF-Other | 0.39% | -0.06% | +1.07% | |
| 38 | CVX | Chevron CORP | Stock-Energy | 0.39% | -0.12% | — | |
| 39 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.35% | -0.22% | -0.10% | |
| 40 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.35% | +0.10% | +0.43% | |
| 41 | NJR | New Jersey Resources CORP | Stock-Utilities | 0.31% | -0.02% | +0.06% | |
| 42 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.28% | -0.01% | +1.86% | |
| 43 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.28% | — | +4.21% | |
| 44 | CB | Chubb Limited | Stock-Financials | 0.25% | -0.03% | +0.05% | |
| 45 | JMST | JPM Ultra-short Muni Income | ETF-Other | 0.21% | -0.05% | -11.48% | |
| 46 | MSFT | Microsoft CORP | Stock-Tech | 0.19% | -0.02% | +3.39% | |
| 47 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.18% | -0.01% | +0.01% | |
| 48 | EWX | State Street Spdr S&p Emergi | ETF-Other | 0.18% | -0.01% | +3.16% | |
| 49 | QDF | Flexshares Quality Dividend | ETF-Other | 0.17% | -0.01% | -10.02% | |
| 50 | DFSB | Dim Glb Sustain Fix Inc ETF | ETF-Other | 0.17% | -0.02% | +2.22% |
According to official SEC Form 13F filings, Shore Point Advisors, LLC reported a total U.S. public equity portfolio value of $292.4M across 75 disclosed positions in Q4 2025.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including JMOM, VTV, IMTM) accounted for 36.2% of total reported equity market value during Q4 2025.
Top New Position Initiated
DFCA
市值: $276.2K
Top Position Liquidated / Trimmed
ETHW
前期市值: $210.5K
During Q4 2025, Shore Point Advisors, LLC's top holdings by market value included JMOM (14.4%)、VTV (10.2%)、IMTM (7.5%). The largest single position, JMOM, represented 14.4% of total portfolio value.
In Q4 2025, Shore Point Advisors, LLC made 46 total portfolio adjustments, initiating 5 new buys, adding to 28 positions, trimming 11 holdings, and fully liquidating 2 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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