Latest Shore Point Advisors, LLC Stock Portfolio

Shore Point Advisors, LLC Performance:

2026 Q1: 0.52%YTD: 0.52%2025: -2.67%

Performance for 2026 Q1 is 0.52%, and YTD is 0.52%, and 2025 is -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 2026-04-08, the fund reported it's updated stock portfolio. In the 13F Holdings report, Shore Point Advisors, LLC reported an equity portfolio of $253.2 Millions as of 31 Mar, 2026.

The top stock holdings of Shore Point Advisors, LLC are BBAX, VB, DFAC. The fund has invested 13.7% of it's portfolio in J P MORGAN EXCHANGE TRADED F and 10% of portfolio in VANGUARD INDEX FDS.

The fund managers got completely rid off VANGUARD BD INDEX FDS (BIV), ZIONS BANCORPORATION N A (ZION) and OAKTREE SPECIALTY LENDING CO (OCSL) stocks. They significantly reduced their stock positions in WISDOMTREE TR (AGZD), SCHWAB STRATEGIC TR (FNDA) and ISHARES TR (AAXJ). Shore Point Advisors, LLC opened new stock positions in AMERICAN CENTY ETF TR (AEMB), J P MORGAN EXCHANGE TRADED F (BBAX) and DOUBLELINE ETF TRUST. The fund showed a lot of confidence in some stocks as they added substantially to PGIM ETF TR (PAB), APPLE INC (AAPL) and DIMENSIONAL ETF TRUST (DFAC).

Shore Point Advisors, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Shore Point Advisors, LLC made a return of 0.52% in the last quarter. In trailing 12 months, it's portfolio return was -2.21%.

Performance
S&P 500

New Buys

Ticker	$ Bought
american centy etf tr	18,801,100
j p morgan exchange traded f	1,445,580
doubleline etf trust	333,247
dimensional etf trust	203,084

New stocks bought by Shore Point Advisors, LLC

Additions

Ticker	% Inc.
pgim etf tr	231
apple inc	171
dimensional etf trust	154
nvidia corporation	144
dimensional etf trust	67.78
dimensional etf trust	49.94
palantir technologies inc	28.5
bitwise 10 crypto index fund	27.56

Additions to existing portfolio by Shore Point Advisors, LLC

Reductions

Ticker	% Reduced
wisdomtree tr	-64.25
schwab strategic tr	-50.48
ishares tr	-48.29
dimensional etf trust	-40.22
schwab strategic tr	-40.21
dimensional etf trust	-28.69
vanguard whitehall fds	-21.96
chevron corp new	-17.09

Shore Point Advisors, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
oaktree specialty lending co	-191,100
vanguard bd index fds	-650,069
zions bancorporation n a	-234,160

Shore Point Advisors, LLC got rid off the above stocks

Sector Distribution

Shore Point Advisors, LLC has about 90.4% of it's holdings in Others sector.

Sector	%
Others	90.4
Utilities	4.7
Technology	1.8

Market Cap. Distribution

Shore Point Advisors, LLC has about 5% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	90.4
MID-CAP	4.6
MEGA-CAP	3.6
LARGE-CAP	1.4

Stocks belong to which Index?

About 9.5% of the stocks held by Shore Point Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	90.5
S&P 500	4.9
RUSSELL 2000	4.6

Top 5 Winners (%)		%
TPL	texas pacific land corporati	64.6 %
XOM	exxon mobil corp	41.0 %
DNN	denison mines corp	32.7 %
CVX	chevron corp new	32.7 %
FNDA	schwab strategic tr	30.9 %

Top 5 Winners ($)		$
FNDA	schwab strategic tr	2.9 M
VIGI	vanguard whitehall fds	0.5 M
XOM	exxon mobil corp	0.4 M
DFAC	dimensional etf trust	0.3 M
CVX	chevron corp new	0.3 M

Top 5 Losers (%)		%
BR	broadridge finl solutions in	-27.2 %
MSFT	microsoft corp	-23.4 %
	bitwise bitcoin etf tr	-22.6 %
BITW	bitwise 10 crypto index fund	-22.1 %
ADP	automatic data processing in	-20.4 %

Top 5 Losers ($)		$
FNDA	schwab strategic tr	-2.3 M
BBAX	j p morgan exchange traded f	-0.4 M
AAXJ	ishares tr	-0.4 M
DFAC	dimensional etf trust	-0.3 M
ADP	automatic data processing in	-0.2 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 76 stocks in it's portfolio. About 61.2% of the portfolio is in top 10 stocks. FNDA proved to be the most loss making stock for the portfolio. FNDA was the most profitable stock for Shore Point Advisors, LLC last quarter.

Last Reported on: 08 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	1.14	11,395	2,892,110	added	171

AAXJ	ishares tr	2.30	122,934	5,834,540	added	8.93

AAXJ	ishares tr	1.95	62,957	4,936,530	reduced	-48.29

AAXJ	ishares tr	0.67	17,997	1,690,480	added	1.27

AAXJ	ishares tr	0.50	11,946	1,272,250	added	10.43

ACWF	ishares tr	7.01	453,302	17,745,500	reduced	-0.31

ACWV	ishares inc	0.43	16,726	1,082,720	reduced	-0.75

ADP	automatic data processing in	0.35	4,350	883,833	added	8.26

AEMB	american centy etf tr	7.42	403,181	18,801,100	new

AEMB	american centy etf tr	0.96	80,727	2,440,940	reduced	-3.25

AGZD	wisdomtree tr	2.16	94,288	5,473,340	reduced	-64.25

AGZD	wisdomtree tr	1.95	104,164	4,927,840	added	3.7

AMPS	ishares tr	2.78	75,931	7,041,860	added	0.32

AMPS	ishares tr	1.49	41,284	3,772,170	reduced	-2.75

ASET	flexshares tr	0.16	4,984	394,246	unchanged	0.00

BBAX	j p morgan exchange traded f	13.65	657,113	34,567,500	added	3.14

BBAX	j p morgan exchange traded f	0.71	35,691	1,806,360	reduced	-1.69

BBAX	j p morgan exchange traded f	0.57	30,704	1,445,580	new

BBAX	j p morgan exchange traded f	0.19	9,645	491,747	reduced	-1.65

BIL	spdr ser tr	1.24	34,145	3,129,120	added	1.08