Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Shore Point Advisors, LLC (CIK 1907092) reported $253.2M across 76 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: JMOM ($34.6M, 13.65%), VTV ($25.3M, 9.99%), DFIS ($19.5M, 7.69%), AVSC ($18.8M, 7.43%), IMTM ($17.7M, 7.01%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | JMOM | J P MORGAN EXCHANGE TRADED F | $34.6M | 13.65% | 657,113 | Added |
| 2 | VTV | VANGUARD INDEX FDS | $25.3M | 9.99% | 237,448 | Added |
| 3 | DFIS | DIMENSIONAL ETF TRUST | $19.5M | 7.69% | 577,972 | Added |
| 4 | AVSC | AMERICAN CENTY ETF TR | $18.8M | 7.43% | 403,181 | New |
| 5 | IMTM | ISHARES TR | $17.7M | 7.01% | 453,302 | Trimmed |
| 6 | PULS | PGIM ETF TR | $10.4M | 4.12% | 210,882 | Added |
| 7 | DUSB | DIMENSIONAL ETF TRUST | $7.4M | 2.92% | 148,280 | Added |
| 8 | FNDA | SCHWAB STRATEGIC TR | $7.3M | 2.89% | 358,560 | Trimmed |
| 9 | USMV | ISHARES TR | $7.0M | 2.78% | 75,931 | Added |
| 10 | DFAE | DIMENSIONAL ETF TRUST | $6.9M | 2.74% | 204,960 | Trimmed |
| 11 | FNDC | SCHWAB STRATEGIC TR | $6.6M | 2.61% | 171,701 | Trimmed |
| 12 | DUHP | DIMENSIONAL ETF TRUST | $6.1M | 2.40% | 200,401 | Added |
| 13 | IGSB | ISHARES TR | $5.8M | 2.30% | 122,934 | Added |
| 14 | EES | WISDOMTREE TR | $5.5M | 2.16% | 94,288 | Trimmed |
| 15 | DGS | WISDOMTREE TR | $4.9M | 1.95% | 104,164 | Added |
| 16 | SCZ | ISHARES TR | $4.9M | 1.95% | 62,957 | Trimmed |
| 17 | DFSD | DIMENSIONAL ETF TRUST | $4.3M | 1.69% | 89,286 | Added |
| 18 | EFAV | ISHARES TR | $3.8M | 1.49% | 41,284 | Trimmed |
| 19 | FBND | FIDELITY MERRIMACK STR TR | $3.5M | 1.38% | 85,485 | Added |
| 20 | DFEM | DIMENSIONAL ETF TRUST | $3.3M | 1.32% | 96,744 | Added |
| 21 | BIL | SPDR SER TR | $3.1M | 1.24% | 34,145 | Added |
| 22 | HELO | J P MORGAN EXCHANGE TRADED F | $3.1M | 1.23% | 48,740 | Added |
| 23 | DFAW | DIMENSIONAL ETF TRUST | $3.0M | 1.19% | 40,779 | Added |
| 24 | AAPL | APPLE INC | $2.9M | 1.14% | 11,395 | Added |
| 25 | AVEM | AMERICAN CENTY ETF TR | $2.4M | 0.96% | 80,727 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31