Latest Shore Point Advisors, LLC Stock Portfolio
$292Million | No. of Holdings #77
Shore Point Advisors, LLC Performance
2026 Q2+8.07%
YTD+8.63%
2025-2.67%
About Shore Point Advisors, LLC and 13F Hedge Fund Stock Holdings
Shore Point Advisors, LLC is a hedge fund based in Brielle, NJ. On 2026-07-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, Shore Point Advisors, LLC reported an equity portfolio of $292.4 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Shore Point Advisors, LLC are BBAX, VB, AEMB. The fund has invested 15.1% of it's portfolio in J P MORGAN EXCHANGE TRADED F and 10.2% of portfolio in VANGUARD INDEX FDS. <br><br> The fund managers got completely rid off BITWISE 10 CRYPTO INDEX FUND (BITW), DIMENSIONAL ETF TRUST (DFAC) and BITWISE BITCOIN ETF TR stocks. They significantly reduced their stock positions in DIMENSIONAL ETF TRUST (DFAC), APPLE INC (AAPL) and NVIDIA CORPORATION (NVDA). Shore Point Advisors, LLC opened new stock positions in VANGUARD INDEX FDS (VB), INVESCO QQQ TR (QQQ) and ISHARES TR (IJR). The fund showed a lot of confidence in some stocks as they added substantially to J P MORGAN EXCHANGE TRADED F (BBAX), DOUBLELINE ETF TRUST and PGIM ETF TR (PAB).
Shore Point Advisors, LLC Equity Portfolio Value
Last Reported on: 14 Jul, 2026
$292Million
as of Jul 14, 2026Shore Point Advisors, LLC Annual Return Estimates Vs S&P 500
Our best estimate is that Shore Point Advisors, LLC made a return of 8.07% in the last quarter. In trailing 12 months, it's portfolio return was -1.55%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| vanguard index fds | 341,507 |
| invesco qqq tr | 223,738 |
| ishares tr | 214,999 |
| hashdex nasdaq crypto index | 214,299 |
| jp morgan chase & co | 206,937 |
New stocks bought by Shore Point Advisors, LLC
Additions
| Ticker | % Inc. |
|---|---|
| j p morgan exchange traded f | 495 |
| doubleline etf trust | 22.08 |
| pgim etf tr | 14.96 |
| dimensional etf trust | 12.44 |
| american centy etf tr | 11.92 |
| ishares tr | 9.14 |
| american centy etf tr | 8.9 |
| dimensional etf trust | 8.2 |
Additions to existing portfolio by Shore Point Advisors, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| dimensional etf trust | -67.6 |
| apple inc | -63.94 |
| nvidia corporation | -54.93 |
| palantir technologies inc | -22.18 |
| j p morgan exchange traded f | -16.04 |
| ishares inc | -13.57 |
| dimensional etf trust | -13.08 |
| ishares tr | -9.13 |
Shore Point Advisors, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| dimensional etf trust | -254,888 |
| bitwise 10 crypto index fund | -314,461 |
| bitwise bitcoin etf tr | -242,136 |
| dimensional etf trust | -203,084 |
Shore Point Advisors, LLC got rid off the above stocks
Sector Distribution
Shore Point Advisors, LLC has about 92.7% of it's holdings in Others sector.
- Others
- Utilities
| Sector | % |
|---|---|
| Others | 92.7 |
| Utilities | 3.9 |
Market Cap. Distribution
Shore Point Advisors, LLC has about 3.5% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
- MID-CAP
- MEGA-CAP
- LARGE-CAP
| Category | % |
|---|---|
| UNALLOCATED | 92.7 |
| MID-CAP | 3.8 |
| MEGA-CAP | 2.3 |
| LARGE-CAP | 1.2 |
Stocks belong to which Index?
About 7.3% of the stocks held by Shore Point Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.
- Others
- RUSSELL 2000
- S&P 500
| Index | % |
|---|---|
| Others | 92.8 |
| RUSSELL 2000 | 3.8 |
| S&P 500 | 3.5 |
| Top 5 Winners (%) | % | |
|---|---|---|
| IBCE | ishares tr | 41.0 % |
| BBAX | j p morgan exchange traded f | 18.6 % |
| DFAC | dimensional etf trust | 18.4 % |
| DFAC | dimensional etf trust | 16.9 % |
| AGZD | wisdomtree tr | 16.8 % |
| Top 5 Winners ($) | $ | |
|---|---|---|
| BBAX | j p morgan exchange traded f | 6.9 M |
| AEMB | american centy etf tr | 2.9 M |
| VB | vanguard index fds | 2.3 M |
| ACWF | ishares tr | 1.8 M |
| DFAC | dimensional etf trust | 1.3 M |
Shore Point Advisors, LLC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Shore Point Advisors, LLC
Shore Point Advisors, LLC has 77 stocks in it's portfolio. About 63.2% of the portfolio is in top 10 stocks. XOM proved to be the most loss making stock for the portfolio. BBAX was the most profitable stock for Shore Point Advisors, LLC last quarter.
$292.35MTotal Value
81.00Positions
14 Jul, 2026Last Reported
| Expand | Holdingsorted ascending | % Portfolio | Shares Held | $ Value | % Change |
|---|---|---|---|---|---|
| 0.41% | 4,109 | $1.19M 0.41% | 63.94%decreased 63.94 percentreduced | ||
 AAXJ Ishares TrIshares TrAAXJ | 2.19% | 134,168 | $6.41M 2.19% | 9.14%increased 9.14 percentadded | |
AAXJ Ishares TrIshares TrAAXJ | 1.8% | 63,860 | $5.25M 1.8% | 1.43%increased 1.43 percentadded | |
AAXJ Ishares TrIshares TrAAXJ | 0.61% | 18,491 | $1.78M 0.61% | 2.74%increased 2.74 percentadded | |
AAXJ Ishares TrIshares TrAAXJ | 0.45% | 12,370 | $1.32M 0.45% | 3.55%increased 3.55 percentadded | |
 ACWF Ishares TrIshares TrACWF | 7.12% | 483,285 | $20.81M 7.12% | 6.61%increased 6.61 percentadded | |
 ACWV Ishares IncIshares IncACWV | 0.37% | 14,457 | $1.09M 0.37% | 13.57%decreased 13.57 percentreduced | |
 Automatic Data Processing In Shore Point Advisors, LLC's holding in Automatic Data Processing In over time | 0.32% | 4,194 | $939.2K 0.32% | 3.59%decreased 3.59 percentreduced | |
 AEMB American Centy Etf TrAmerican Centy Etf TrAEMB | 8.02% | 439,059 | $23.45M 8.02% | 8.9%increased 8.9 percentadded | |
AEMB American Centy Etf TrAmerican Centy Etf TrAEMB | 0.99% | 90,353 | $2.89M 0.99% | 11.92%increased 11.92 percentadded | |
 AGZD Wisdomtree TrWisdomtree TrAGZD | 2.18% | 93,890 | $6.36M 2.18% | 0.42%decreased 0.42 percentreduced | |
AGZD Wisdomtree TrWisdomtree TrAGZD | 1.9% | 109,806 | $5.56M 1.9% | 5.42%increased 5.42 percentadded | |
 Ishares Tr Ishares TrAMPS Shore Point Advisors, LLC's holding in Ishares Tr over time | 2.32% | 70,368 | $6.79M 2.32% | 7.33%decreased 7.33 percentreduced | |
Ishares Tr Ishares TrAMPS Shore Point Advisors, LLC's holding in Ishares Tr over time | 1.12% | 37,514 | $3.29M 1.12% | 9.13%decreased 9.13 percentreduced | |
 ASET Flexshares TrFlexshares TrASET | 0.15% | 4,984 | $448.2K 0.15% | 0%unchanged 0 percentunchanged | |
 BBAX J P Morgan Exchange Traded FJ P Morgan Exchange Traded FBBAX | 15.06% | 701,536 | $44.02M 15.06% | 6.76%increased 6.76 percentadded | |
BBAX J P Morgan Exchange Traded FJ P Morgan Exchange Traded FBBAX | 2.94% | 182,935 | $8.59M 2.94% | 495.8%increased 495.8 percentadded | |
BBAX J P Morgan Exchange Traded FJ P Morgan Exchange Traded FBBAX | 0.6% | 34,713 | $1.76M 0.6% | 2.74%decreased 2.74 percentreduced | |
BBAX J P Morgan Exchange Traded FJ P Morgan Exchange Traded FBBAX | 0.14% | 8,098 | $413.0K 0.14% | 16.04%decreased 16.04 percentreduced | |
 BIL Spdr Ser TrSpdr Ser TrBIL | 1% | 31,891 | $2.92M 1% | 6.6%decreased 6.6 percentreduced | |
