Shore Point Advisors, LLC: 13F holdings
CIK 19070922026Q2
| Positions | 77 |
|---|
| Reported value | $292.4m |
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| Filed | 2026-07-14 |
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Change since last quarter
| Positions | 77 (+1 vs prior quarter) |
|---|
| Reported value | $292.4m (+15.5%) |
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Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| JMOM J P MORGAN EXCHANGE TRADED F | 701,536 | $44.0m | 15.1% |
| VTV VANGUARD INDEX FDS | 256,817 | $29.7m | 10.2% |
| AVSC AMERICAN CENTY ETF TR | 439,059 | $23.4m | 8.0% |
| DFIS DIMENSIONAL ETF TRUST | 621,981 | $21.8m | 7.5% |
| IMTM ISHARES TR | 483,285 | $20.8m | 7.1% |
| PULS PGIM ETF TR | 242,425 | $11.9m | 4.1% |
| FNDA SCHWAB STRATEGIC TR | 386,724 | $8.8m | 3.0% |
| JCPB J P MORGAN EXCHANGE TRADED F | 182,935 | $8.6m | 2.9% |
| DFAE DIMENSIONAL ETF TRUST | 198,412 | $8.0m | 2.7% |
| DUSB DIMENSIONAL ETF TRUST | 154,949 | $7.7m | 2.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1907092")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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