1y return+19.7%S&P 500 +20.9%
3y return+47.6%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2021: $129 against $157 in the S&P 500.2
Shore Point Advisors, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| JMOMJ P Morgan Exchange Traded F | $44.0M | 15.1% | +6.8% |
| VTVVanguard Index Fds | $29.7M | 10.2% | +8.2% |
| AVSCAmerican Centy Etf Tr | $23.4M | 8.0% | +8.9% |
| DFISDimensional Etf Trust | $21.8M | 7.5% | +7.6% |
| IMTMIshares Tr | $20.8M | 7.1% | +6.6% |
| PULSPgim Etf Tr | $11.9M | 4.1% | +15.0% |
| FNDASchwab Strategic Tr | $8.8M | 3.0% | +7.9% |
| JCPBJ P Morgan Exchange Traded F | $8.6M | 2.9% | +495.8% |
| DFAEDimensional Etf Trust | $8.0M | 2.7% | −3.2% |
| DUSBDimensional Etf Trust | $7.7M | 2.6% | +4.5% |
| Dimensional Etf TrustCUSIP 25434V831 | $7.2M | 2.5% | +6.2% |
| FNDCSchwab Strategic Tr | $7.1M | 2.4% | +2.6% |
| USMVIshares Tr | $6.8M | 2.3% | −7.3% |
| IGSBIshares Tr | $6.4M | 2.2% | +9.1% |
| EESWisdomtree Tr | $6.4M | 2.2% | |
| DGSWisdomtree Tr | $5.6M | 1.9% | +5.4% |
| SCZIshares Tr | $5.3M | 1.8% | +1.4% |
| DFEMDimensional Etf Trust | $4.2M | 1.4% | +7.5% |
| DFSDDimensional Etf Trust | $4.2M | 1.4% | −2.5% |
| DFAWDimensional Etf Trust | $3.7M | 1.2% | +8.2% |
| FBNDFidelity Merrimack Str Tr | $3.5M | 1.2% | +1.1% |
| EFAVIshares Tr | $3.3M | 1.1% | −9.1% |
| HELOJ P Morgan Exchange Traded F | $3.0M | 1.0% | −8.1% |
| BILSpdr Ser Tr | $2.9M | 1.0% | −6.6% |
| AVEMAmerican Centy Etf Tr | $2.9M | 1.0% | +11.9% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| JMOMJ P Morgan Exchange Traded F | June 30, 2022 | +135.2% | $44.0M |
| AAPLApple Inc | December 31, 2022 | +122.7% | $1.2M |
| DFAUDimensional Etf Trust | June 30, 2022 | +95.6% | $1.8M |
| AVEMAmerican Centy Etf Tr | December 31, 2022 | +91.3% | $2.9M |
| MTUMIshares Tr | December 31, 2021 | +88.6% | $1.2M |
| DFEMDimensional Etf Trust | June 30, 2023 | +69.0% | $4.2M |
| VTVVanguard Index Fds | December 31, 2021 | +48.1% | $29.7M |
| DFAEDimensional Etf Trust | December 31, 2021 | +47.0% | $8.0M |
| LVHILegg Mason Etf Invt | December 31, 2023 | +46.7% | $979K |
| IMTMIshares Tr | December 31, 2021 | +40.2% | $20.8M |
Sold off last quarter
- BITWBitwise 10 Crypto Index Fund was $314K
- DFICDimensional Etf Trust was $255K
- BITBBitwise Bitcoin Etf Tr was $242K
- DISVDimensional Etf Trust was $203K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +11.3% | +14.8% |
| March 31, 2026 | +1.4% | −4.6% |
| December 31, 2025 | +0.9% | +2.4% |
| September 30, 2025 | +5.2% | +7.8% |
| June 30, 2025 | +7.5% | +10.5% |
| March 31, 2025 | +0.1% | −4.6% |
| December 31, 2024 | −3.2% | +2.1% |
| September 30, 2024 | +7.0% | +5.4% |
| June 30, 2024 | −0.6% | +4.0% |
| March 31, 2024 | +5.8% | +10.0% |
| December 31, 2023 | +8.8% | +11.2% |
| September 30, 2023 | −3.2% | −3.6% |
| June 30, 2023 | +2.2% | +8.3% |
| March 31, 2023 | +2.2% | +7.0% |
| December 31, 2022 | +10.2% | +7.1% |
| September 30, 2022 | −6.8% | −5.3% |
| June 30, 2022 | −13.8% | −16.5% |
| March 31, 2022 | −5.3% | −4.9% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Shore Point Advisors, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1907092&type=13F-HR&dateb=&owner=include&count=40CIK 1907092
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1907092/000190709226000004/Filed July 14, 2026 · accession 0001907092-26-000004