Institutions / Shore Point Advisors, LLC

Shore Point Advisors, LLC

CIK 1907092 · Institution · as of Dec 31, 2025

Portfolio value

$236.28M

Positions

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 75 →

Company	Class	Value	Shares	% of portfolio
J P Morgan Exchange Traded F	—	$33.95M	637,108	14.4%
Vanguard Index Fds	—	$24.16M	226,259	10.2%
iShares Tr	—	$17.60M	454,732	7.5%
Schwab Strategic Tr	—	$15.15M	599,669	6.4%
WisdomTree Tr	—	$15.01M	263,725	6.4%
Dimensional ETF Trust	—	$11.35M	344,482	4.8%
Schwab Strategic Tr	—	$9.45M	346,744	4.0%
iShares Tr	—	$9.44M	121,740	4.0%
iShares MSCI UAE ETF	—	$7.13M	75,687	3.0%
Dimensional ETF Trust	—	$7.07M	139,500	3.0%
Dimensional ETF Trust	—	$6.92M	212,345	2.9%
Dimensional ETF Trust	—	$6.11M	192,296	2.6%
iShares Tr	—	$5.73M	112,855	2.4%
WisdomTree Tr	—	$4.62M	100,446	2.0%
Dimensional ETF Trust	—	$4.25M	88,568	1.8%
iShares Tr	—	$3.66M	42,452	1.5%
Fidelity Merrimack Str Tr	—	$3.24M	77,593	1.4%
J P Morgan Exchange Traded F	—	$3.23M	48,656	1.4%
PGIM ETF Tr	—	$3.16M	63,710	1.3%
SPDR Ser Tr	—	$3.09M	33,781	1.3%
Dimensional ETF Trust	—	$2.98M	90,063	1.3%
Dimensional ETF Trust	—	$2.70M	57,656	1.1%
American Centy ETF Tr	—	$2.42M	83,435	1.0%
Vanguard Whitehall Fds	—	$2.01M	22,013	0.9%
Vanguard Whitehall Fds	—	$1.98M	42,313	0.8%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.