StockDriftsStockDriftsTop 50 Shore Point Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| JMOM | J P MORGAN EXCHANGE TRADED F | 15.06% | 701.5K | $44.0M | +6.76%(+44.42K) | $49.89(+69.40%) | 2026-06-30 | |
| VTV | VANGUARD INDEX FDS | 10.16% | 256.8K | $29.7M | +8.16%(+19.37K) | $169.19(+33.46%) | 2026-06-30 | |
| AVSC | AMERICAN CENTY ETF TR | 8.02% | 439.1K | $23.4M | +8.90%(+35.88K) | $61.05(+21.14%) | 2026-06-30 | |
| DFIS | DIMENSIONAL ETF TRUST | 7.45% | 622.0K | $21.8M | +7.61%(+44.01K) | $32.25(+15.35%) | 2026-06-30 | |
| IMTM | ISHARES TR | 7.12% | 483.3K | $20.8M | +6.61%(+29.98K) | $39.73(+35.69%) | 2026-06-30 | |
| PULS | PGIM ETF TR | 4.06% | 242.4K | $11.9M | +14.96%(+31.54K) | $49.60(+0.01%) | 2026-06-30 | |
| FNDA | SCHWAB STRATEGIC TR | 3% | 386.7K | $8.8M | +7.85%(+28.16K) | $28.76(+32.32%) | 2026-06-30 | |
| JCPB | J P MORGAN EXCHANGE TRADED F | 2.94% | 182.9K | $8.6M | +495.80%(+152.23K) | $46.98(-1.65%) | 2026-06-30 | |
| DFAE | DIMENSIONAL ETF TRUST | 2.73% | 198.4K | $8.0M | -3.19%(-6.55K) | $25.79(+50.99%) | 2026-06-30 | |
| DUSB | DIMENSIONAL ETF TRUST | 2.65% | 154.9K | $7.7M | +4.50%(+6.67K) | $50.68(+0.29%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.25% | +49.11% | — | — | +30.52% |
| Top 20 Holdings Unweighted | +10.59% | +35.25% | — | — | +23.50% |
Shore Point Advisors, LLC reports $292.35M in US-listed equity holdings across 77 positions in its most recent 13F filing. Its largest disclosed positions are JMOM (15.1%), VTV (10.2%) and AVSC (8.0%). The top 20 holdings account for 82.59% of reported assets. Its disclosed equity book has returned +49.11% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Shore Point Advisors, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1907092). View Shore Point Advisors, LLC’s 13F filings on SEC