Shore Point Advisors, LLC — 13F holdings

Shore Point Advisors, LLC reported 85 holdings worth $315M in its 13F filing for Q3 2026, filed October 14, 2026.

Largest positions

  1. JMOM J P MORGAN EXCHANGE TRADED F — $43.9M (13.9%)
  2. VTV VANGUARD INDEX FDS — $30.3M (9.6%)
  3. JCPB J P MORGAN EXCHANGE TRADED F — $24.9M (7.9%)
  4. DFIS DIMENSIONAL ETF TRUST — $23.6M (7.5%)
  5. AVSC AMERICAN CENTY ETF TR — $23.1M (7.3%)
  6. IMTM ISHARES TR — $21.3M (6.8%)
  7. PULS PGIM ETF TR — $12.4M (3.9%)
  8. FNDA SCHWAB STRATEGIC TR — $8.36M (2.7%)
  9. DUSB DIMENSNL ULTRASHRT FIXED — $8.33M (2.6%)
  10. DFAE DIMENSIONAL ETF TRUST — $7.84M (2.5%)