Institutional Fund
Shore Point Advisors, LLC
Brielle, NJCIK 19070925 filings on record
Portfolio Value
$253.21M
Q1 2026
Holdings
76
Reported positions
New Buys
4
Opened this quarter
QoQ Change
+7.2%
from $236.28M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- J P Morgan Exchange Traded F13.7%
- Vanguard Index Fds10.0%
- Dimensional ETF Trust7.7%
- American Centy ETF Tr7.4%
- Ishares Tr7.0%
- Pgim ETF Tr4.1%
- Other50.1%
Portfolio Holdings
76 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | J P Morgan Exchange Traded F | 657.1K | $34.57M | 13.7% | +20.0K | Added |
| 2 | Vanguard Index Fds | 237.4K | $25.30M | 10.0% | +11.2K | Added |
| 3 | Dimensional ETF Trust | 578.0K | $19.46M | 7.7% | +233.5K | Added |
| 4 | American Centy ETF Tr | 403.2K | $18.80M | 7.4% | +403.2K | New |
| 5 | Ishares Tr | 453.3K | $17.75M | 7.0% | −1.4K | Reduced |
| 6 | Pgim ETF Tr | 210.9K | $10.44M | 4.1% | +147.2K | Added |
| 7 | Dimensnl Ultrashrt Fixed | 148.3K | $7.39M | 2.9% | +8.8K | Added |
| 8 | Schwab Strategic Tr | 358.6K | $7.31M | 2.9% | −241.1K | Reduced |
| 9 | Ishares Tr | 75.9K | $7.04M | 2.8% | +244 | Added |
| 10 | Dimensional ETF Trust | 205.0K | $6.94M | 2.7% | −7.4K | Reduced |
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