Investor
Shore Point Advisors, LLC
CIK 0001907092 · filed 2026-04-08 · SEC filing
13F book
$253.2M
Positions
76
4 new · 3 sold
Largest name
13.7%
J P Morgan Exchange Traded F
Est. mark
$917.9K
Price effect on 72 names still held. Flow $16M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| J P Morgan Exchange Traded F | — | 657.1K | $34.6M | 13.7% | −$435.5K | Added$616.9K |
| Vanguard Index Fds | — | 237.4K | $25.3M | 10.0% | −$54.8K | Added$1.14M |
| Dimensional Etf Trust | — | 578K | $19.5M | 7.7% | $251.5K | Added$8.11M |
| American Centy Etf Tr | — | 403.2K | $18.8M | 7.4% | — | New |
| Ishares Tr | — | 453.3K | $17.7M | 7.0% | $196.2K | Cut$140.8K |
| Pgim Etf Tr | — | 210.9K | $10.4M | 4.1% | −$5.74K | Added$7.28M |
| Dimensnl Ultrashrt Fixed | — | 148.3K | $7.39M | 2.9% | −$117.4K | Added$319.9K |
| Schwab Strategic Tr | — | 358.6K | $7.31M | 2.9% | −$1.75M | Cut−$7.84M |
| Ishares Tr | — | 75.9K | $7.04M | 2.8% | −$107.5K | Added−$84.9K |
| Dimensional Etf Trust | — | 205K | $6.94M | 2.7% | $264.4K | Cut$23.9K |
| Schwab Strategic Tr | — | 171.7K | $6.62M | 2.6% | $1.94M | Cut−$2.83M |
| Dimensional Etf Trust | — | 200.4K | $6.08M | 2.4% | −$274.8K | Added−$29K |
| Ishares Tr | — | 122.9K | $5.83M | 2.3% | −$372.9K | Added$105.4K |
| Wisdomtree Tr | — | 94.3K | $5.47M | 2.2% | $105.5K | Cut−$9.54M |
| Ishares Tr | — | 63K | $4.94M | 1.9% | $55.5K | Cut−$4.5M |
| Wisdomtree Tr | — | 104.2K | $4.93M | 1.9% | $135.5K | Added$311.4K |
| Dimensional Etf Trust | — | 89.3K | $4.28M | 1.7% | −$6.18K | Added$28.2K |
| Ishares Tr | — | 41.3K | $3.77M | 1.5% | $211.4K | Cut$110.6K |
| Fidelity Merrimack Str Tr | — | 85.5K | $3.49M | 1.4% | −$80.7K | Added$241.1K |
| Dimensional Etf Trust | — | 96.7K | $3.34M | 1.3% | $132.4K | Added$363.2K |
| Spdr Series Trust | — | 34.1K | $3.13M | 1.2% | $8.79K | Added$42.1K |
| J P Morgan Exchange Traded F | — | 48.7K | $3.12M | 1.2% | −$122.6K | Added−$117.3K |
| Dimensional World Equity | — | 40.8K | $3.01M | 1.2% | −$3.24K | Added$1.82M |
| Apple Inc. | AAPL | 11.4K | $2.89M | 1.1% | −$75.9K | Added$1.75M |
| American Centy Etf Tr | — | 80.7K | $2.44M | 1.0% | $103.8K | Cut$25.4K |
| Vanguard Whitehall Fds | — | 22.2K | $1.97M | 0.8% | −$65.8K | Added−$45.8K |
| Vanguard Whitehall Fds | — | 33K | $1.94M | 0.8% | $403.4K | Cut−$30.5K |
| Ishares Tr | — | 9.73K | $1.87M | 0.7% | −$62.6K | Added$40K |
| J P Morgan Exchange Traded F | — | 35.7K | $1.81M | 0.7% | $738 | Cut−$30.3K |
| Ishares Tr | — | 18K | $1.69M | 0.7% | −$41.8K | Added−$20.7K |
| Dimensional Etf Trust | — | 34.5K | $1.56M | 0.6% | −$57.9K | Cut−$1.14M |
| Exxon Mobil Corp | — | 8.8K | $1.49M | 0.6% | $434.2K | Held |
| J P Morgan Exchange Traded F | — | 30.7K | $1.45M | 0.6% | — | New |
| Ishares Tr | — | 11.9K | $1.27M | 0.5% | −$2.21K | Added$117.9K |
| Ishares Inc | — | 16.7K | $1.08M | 0.4% | $11.5K | Cut$3.46K |
| Merck & Co., Inc. | MRK | 8.84K | $1.06M | 0.4% | $132.8K | Cut$84.4K |
| Chevron Corp New | CVX | 4.95K | $1.02M | 0.4% | $269.7K | Cut$114.3K |
| Legg Mason Etf Invt | — | 24.2K | $982.3K | 0.4% | $90.1K | Cut$71.8K |
| Automatic Data Processing In | — | 4.35K | $883.8K | 0.3% | −$217.2K | Added−$149.7K |
| New Jersey Res Corp | — | 16K | $876.8K | 0.3% | $140.5K | Cut$134K |
| Dimensional Etf Trust | — | 21.4K | $832.9K | 0.3% | $18.2K | Cut−$309.7K |
| Dimensional Etf Trust | — | 21.1K | $819.8K | 0.3% | −$15.4K | Added−$14.9K |
| Ishares Tr | — | 3.16K | $759K | 0.3% | −$32.7K | Cut−$57.5K |
| Dimensional Etf Trust | — | 14.4K | $696.3K | 0.3% | $26.9K | Cut$26.6K |
| Chubb Limited | — | 1.91K | $623.3K | 0.2% | $26.3K | Added$26.6K |
| J P Morgan Exchange Traded F | — | 9.64K | $491.7K | 0.2% | $412 | Cut−$7.84K |
| Nvidia Corp | NVDA | 2.73K | $476K | 0.2% | −$13.6K | Added$267.6K |
| Johnson & Johnson | JNJ | 1.81K | $441.6K | 0.2% | $67.6K | Added$68.3K |
| Texas Pacific Land Corporati | — | 900 | $427.1K | 0.2% | $168.6K | Cut$163.4K |
| Spdr Index Shs Fds | — | 6.42K | $424.9K | 0.2% | $2.95K | Added$7.12K |
| Dimensional Etf Trust | — | 5.81K | $413.3K | 0.2% | $5.69K | Added$143.3K |
| Verizon Communications Inc | VZ | 8.17K | $410K | 0.2% | $76.7K | Added$80K |
| Dimensional Etf Trust | — | 7.87K | $407.1K | 0.2% | −$435 | Added$14.2K |
| Dimensional Etf Trust | — | 9.66K | $397K | 0.2% | −$22.6K | Cut−$27.1K |
| Flexshares Tr | — | 4.98K | $394.2K | 0.2% | −$8.57K | Held |
| At&T Inc | — | 13K | $376K | 0.1% | $53.8K | Held |
| Palantir Technologies Inc. | PLTR | 2.57K | $375.9K | 0.1% | −$62.9K | Added$20.4K |
| Marriott Intl Inc New | — | 1.14K | $373.5K | 0.1% | $19.2K | Held |
| Vanguard Tax-Managed Fds | — | 5.68K | $363.8K | 0.1% | $9.17K | Cut$7.99K |
| Microsoft Corp | MSFT | 906 | $335.4K | 0.1% | −$102.9K | Cut−$107.3K |
| Doubleline Etf Trust | — | 6.41K | $333.2K | 0.1% | — | New |
| Dimensional Etf Trust | — | 6.53K | $325.7K | 0.1% | −$1.23K | Added$49.5K |
| Eversource Energy | ES | 4.54K | $314.7K | 0.1% | $8.86K | Held |
| Bitwise 10 Crypto Index Etf | BITW | 7.05K | $314.5K | 0.1% | −$78.2K | Added−$10.3K |
| Verisk Analytics, Inc. | VRSK | 1.65K | $312.4K | 0.1% | −$55.9K | Held |
| Stryker Corp | SYK | 878 | $288.5K | 0.1% | −$20.1K | Held |
| Lowes Cos Inc | — | 1.16K | $274.4K | 0.1% | −$5.67K | Held |
| Dimensional Etf Trust | — | 7.42K | $259.9K | 0.1% | $15.9K | Added$16.7K |
| Dimensional Etf Trust | — | 7.17K | $254.9K | 0.1% | $7.7K | Cut$5.8K |
| Hartford Insurance Group Inc | — | 1.85K | $250.4K | 0.1% | −$4.76K | Held |
| Broadridge Finl Solutions In | — | 1.5K | $244.4K | 0.1% | −$91.3K | Held |
| Bitwise Bitcoin Etf Tr | — | 6.58K | $242.1K | 0.1% | −$70.7K | Held |
| International Business Machs | — | 958 | $232.4K | 0.1% | −$50.6K | Added−$46.3K |
| Invesco Exch Traded Fd Tr Ii | — | 7.39K | $207.7K | 0.1% | $4.79K | Cut$4.51K |
| Dimensional Etf Trust | — | 5.15K | $203.1K | 0.1% | — | New |
| Denison Mines Corp. | DNN | 10K | $35.3K | 0.0% | $8.7K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.