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CIK: 0001907092
Total reported value
$292.4M
$292.4M
76 檔
39.6%
According to the latest 13F quarterly dataset, Shore Point Advisors, LLC managed an equity portfolio of $292.4M at the end of Q1 2026, spanning 76 distinct U.S. exchange-listed positions.
In Q1 2026, Shore Point Advisors, LLC displayed an active expansion posture, initiating 4 new positions and adding to 34 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JMOM | Jpmorgan US Momentum Factor | ETF-Other | 13.65% | +1.41% | +3.14% | |
| 2 | VTV | Vanguard Value ETF | ETF-Other | 9.99% | +0.17% | +4.95% | |
| 3 | DFIS | Dimensional International Sm | ETF-Other | 7.69% | -0.24% | +67.78% | |
| 4 | AVSC | Avantis US Small Cap Equity | ETF-Small Cap | 7.43% | +0.60% | — | |
| 5 | IMTM | Ishares Msci Intl Momentum F | ETF-Other | 7.01% | +0.11% | -0.31% | |
| 6 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 4.12% | -0.06% | +231.00% | |
| 7 | DUSB | Dimension Ultrashort Fi ETF | ETF-Other | 2.92% | -0.27% | +6.29% | |
| 8 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 2.89% | +0.11% | -40.21% | |
| 9 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 2.78% | -0.46% | +0.32% | |
| 10 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 2.74% | -0.01% | -3.48% | |
| 11 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-Other | 2.61% | -0.19% | -50.48% | |
| 12 | DUHP | Dimensional US High Profi Et | ETF-Other | 2.40% | +0.07% | +4.21% | |
| 13 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 2.30% | -0.11% | +8.93% | |
| 14 | EES | Wisdomtree US Smallcap Fund | ETF-Other | 2.16% | +0.02% | -64.25% | |
| 15 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 1.95% | -0.15% | -48.29% | |
| 16 | DGS | Wisdomtree Em Small Cap | ETF-Small Cap | 1.95% | -0.05% | +3.70% | |
| 17 | DFSD | Dimensional Short Duration | ETF-Other | 1.69% | -0.27% | +0.81% | |
| 18 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 1.49% | -0.36% | -2.75% | |
| 19 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.38% | -0.18% | +10.17% | |
| 20 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 1.32% | +0.13% | +7.42% | |
| 21 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.24% | -0.24% | +1.08% | |
| 22 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 1.23% | -0.19% | +0.17% | |
| 23 | DFAW | Dimensional World Eqty ETF | ETF-Other | 1.19% | +0.06% | +154.61% | |
| 24 | AAPL | Apple Inc | Stock-Tech | 1.14% | -0.73% | +171.57% | |
| 25 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.96% | +0.03% | -3.25% | |
| 26 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 0.78% | -0.06% | +1.03% | |
| 27 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 0.77% | -0.05% | -21.96% | |
| 28 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.74% | +0.01% | +5.82% | |
| 29 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.71% | -0.11% | -1.69% | |
| 30 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.67% | -0.06% | +1.27% | |
| 31 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.61% | — | -40.22% | |
| 32 | XOM | Exxon Mobil CORP | Stock-Energy | 0.59% | -0.17% | — | |
| 33 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 0.57% | +2.37% | — | |
| 34 | SUB | Ishares Short-term National | ETF-Other | 0.50% | -0.05% | +10.43% | |
| 35 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-Other | 0.43% | -0.06% | -0.75% | |
| 36 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.42% | -0.03% | -4.95% | |
| 37 | CVX | Chevron CORP | Stock-Energy | 0.40% | -0.12% | -17.09% | |
| 38 | LVHI | Franklin International Low V | ETF-Other | 0.39% | -0.06% | -2.02% | |
| 39 | ADP | Automatic Data Processing | Stock-Tech | 0.35% | -0.03% | +8.26% | |
| 40 | NJR | New Jersey Resources CORP | Stock-Utilities | 0.35% | -0.02% | -0.87% | |
| 41 | DFAI | Dimensional International Co | ETF-Other | 0.33% | -0.03% | -28.69% | |
| 42 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.32% | -0.22% | +0.06% | |
| 43 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.30% | +0.10% | -3.04% | |
| 44 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.27% | -0.01% | -0.04% | |
| 45 | CB | Chubb Limited | Stock-Financials | 0.25% | -0.03% | +0.05% | |
| 46 | JMST | JPM Ultra-short Muni Income | ETF-Other | 0.19% | -0.05% | -1.65% | |
| 47 | NVDA | Nvidia CORP | Stock-Tech | 0.19% | -0.11% | +144.32% | |
| 48 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.17% | -0.01% | +0.17% | |
| 49 | TPL | Texas Pacific Land CORP | Stock-Energy | 0.17% | -0.04% | -1.96% | |
| 50 | EWX | State Street Spdr S&p Emergi | ETF-Other | 0.17% | -0.01% | +0.99% |
According to official SEC Form 13F filings, Shore Point Advisors, LLC reported a total U.S. public equity portfolio value of $292.4M across 76 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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, DFIS) accounted for 39.6% of total reported equity market value during Q1 2026.
Top New Position Initiated
AVSC
市值: $18.8M
Top Position Liquidated / Trimmed
BSV
前期市值: $650.1K
During Q1 2026, Shore Point Advisors, LLC's top holdings by market value included JMOM (13.7%)、VTV (10.0%)、DFIS (7.7%). The largest single position, JMOM, represented 13.7% of total portfolio value.
In Q1 2026, Shore Point Advisors, LLC made 67 total portfolio adjustments, initiating 4 new buys, adding to 34 positions, trimming 26 holdings, and fully liquidating 3 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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