account_balance

Investment manager · 13F filer · SEC CIK 1907092

Shore Point Advisors, LLC

Reported value$315Mas of Sep 30, 2026
Positions85 9 new, 1 sold out
Top 10 weight64.7%JMOM alone is 14%
FiledOct 1414 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
JMOM J P Morgan Exchange Traded F 13.9% Held
VTV Vanguard Index FDS 9.6% Held
JCPB J P Morgan Exchange Traded F 7.9% Added +204%
DFIS Dimensional ETF Trust 7.5% Added +5%
AVSC American Centy ETF Tr 7.3% Held
IMTM iShares Tr 6.8% Added +2%
PULS Pgim ETF Tr 3.9% Added +4%
FNDA Schwab Strategic Tr 2.7% Trimmed −2%
DUSB Dimensional ETF Trust 2.6% Added +8%
DFAE Dimensional ETF Trust 2.5% Held
DUHP Dimensional ETF Trust 2.4% Added +4%
FNDC Schwab Strategic Tr 2.3% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 14, 2026, compared with the Jul 14, 2026 filing
add_circleNew
arrow_upwardAdded
  • JCPB +204%
  • JMST +118%
  • AAPL +15%
  • EMB +10%
arrow_downwardTrimmed
  • FBND −60%
  • JPST −4%
  • LVHI −3%
  • MRK −2%
remove_circleSold out
  • DCRE $406K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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