SHORE POINT ADVISORS, LLC

Filed: 4/8/2026ACC: 0001907092-26-000003

📋 What this filing means

SHORE POINT ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 76 equity positions with a total reported market value of $253.21M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

Positions

$253.21M

Total AUM (reported)

5.11M

Total Shares

Allocation by class

US MOMENTUM$34.57M13.7%

VALUE ETF$25.30M10.0%

INTL SMALL CAP E$19.46M7.7%

AVANTIS US SMALL$18.80M7.4%

MSCI INTL MOMENT$17.75M7.0%

COM$13.28M5.2%

PGIM ULTRA SH BD$10.44M4.1%

Portfolio Concentration

Top 3$79.33M31.3%

4–10$75.66M29.9%

11–25$63.33M25.0%

Rest$34.89M13.8%

Top 3 weight

31.3%

Top 10 weight

61.2%

Voting Authority Distribution

Total shares with voting rights: 5.11M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

5.11M

% of voting shares100.0%

Investment Discretion (by position count)

Sole76

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings76

Rows:

J P MORGAN EXCHANGE TRADED F

SOLE

US MOMENTUM

Shares657.11K

TypeSH

Market value$34.57M

13.65%

Sole

0.00

Shared

0.00

None

657.11K

VANGUARD INDEX FDS

SOLE

VALUE ETF

Shares237.45K

TypeSH

Market value$25.30M

9.99%

Sole

0.00

Shared

0.00

None

237.45K

DIMENSIONAL ETF TRUST

SOLE

INTL SMALL CAP E

Shares577.97K

TypeSH

Market value$19.46M

7.69%

Sole

0.00

Shared

0.00

None

577.97K

AMERICAN CENTY ETF TR

SOLE

AVANTIS US SMALL

Shares403.18K

TypeSH

Market value$18.80M

7.43%

Sole

0.00

Shared

0.00

None

403.18K

ISHARES TR

SOLE

MSCI INTL MOMENT

Shares453.30K

TypeSH

Market value$17.75M

7.01%

Sole

0.00

Shared

0.00

None

453.30K

PGIM ETF TR

SOLE

PGIM ULTRA SH BD

Shares210.88K

TypeSH

Market value$10.44M

4.12%

Sole

0.00

Shared

0.00

None

210.88K

DIMENSIONAL ETF TRUST

SOLE

ULTRASHORT FIXED

Shares148.28K

TypeSH

Market value$7.39M

2.92%

Sole

0.00

Shared

0.00

None

148.28K

SCHWAB STRATEGIC TR

SOLE

FUNDAMENTAL US S

Shares358.56K

TypeSH

Market value$7.31M

2.89%

Sole

0.00

Shared

0.00

None

358.56K

ISHARES TR

SOLE

MSCI USA MIN VOL

Shares75.93K

TypeSH

Market value$7.04M

2.78%

Sole

0.00

Shared

0.00

None

75.93K

DIMENSIONAL ETF TRUST

SOLE

EMGR CRE EQT MNG

Shares204.96K

TypeSH

Market value$6.94M

2.74%

Sole

0.00

Shared

0.00

None

204.96K

SCHWAB STRATEGIC TR

SOLE

FUNDAMENTAL INTL

Shares171.70K

TypeSH

Market value$6.62M

2.61%

Sole

0.00

Shared

0.00

None

171.70K

DIMENSIONAL ETF TRUST

SOLE

US HIGH PROFITAB

Shares200.40K

TypeSH

Market value$6.08M

2.40%

Sole

0.00

Shared

0.00

None

200.40K

ISHARES TR

SOLE

ISHS 1-5YR INVS

Shares122.93K

TypeSH

Market value$5.83M

2.30%

Sole

0.00

Shared

0.00

None

122.93K

WISDOMTREE TR

SOLE

US SMALLCAP FUND

Shares94.29K

TypeSH

Market value$5.47M

2.16%

Sole

0.00

Shared

0.00

None

94.29K

ISHARES TR

SOLE

EAFE SML CP ETF

Shares62.96K

TypeSH

Market value$4.94M

1.95%

Sole

0.00

Shared

0.00

None

62.96K

WISDOMTREE TR

SOLE

EMG MKTS SMCAP

Shares104.16K

TypeSH

Market value$4.93M

1.95%

Sole

0.00

Shared

0.00

None

104.16K

DIMENSIONAL ETF TRUST

SOLE

SHORT DURATION F

Shares89.29K

TypeSH

Market value$4.28M

1.69%

Sole

0.00

Shared

0.00

None

89.29K

ISHARES TR

SOLE

MSCI EAFE MIN VL

Shares41.28K

TypeSH

Market value$3.77M

1.49%

Sole

0.00

Shared

0.00

None

41.28K

FIDELITY MERRIMACK STR TR

SOLE

TOTAL BD ETF

Shares85.48K

TypeSH

Market value$3.49M

1.38%

Sole

0.00

Shared

0.00

None

85.48K

DIMENSIONAL ETF TRUST

SOLE

EMERGING MKTS CO

Shares96.74K

TypeSH

Market value$3.34M

1.32%

Sole

0.00

Shared

0.00

None

96.74K

SPDR SER TR

SOLE

BLOOMBERG 1-3 MO

Shares34.15K

TypeSH

Market value$3.13M

1.24%

Sole

0.00

Shared

0.00

None

34.15K

J P MORGAN EXCHANGE TRADED F

SOLE

HEDGED EQUITY LA

Shares48.74K

TypeSH

Market value$3.12M

1.23%

Sole

0.00

Shared

0.00

None

48.74K

DIMENSIONAL ETF TRUST

SOLE

WORLD EQUITY ETF

Shares40.78K

TypeSH

Market value$3.01M

1.19%

Sole

0.00

Shared

0.00

None

40.78K

APPLE INC

SOLE

COM

Shares11.39K

TypeSH

Market value$2.89M

1.14%

Sole

0.00

Shared

0.00

None

11.39K

AMERICAN CENTY ETF TR

SOLE

AVANTIS EMGMKT

Shares80.73K

TypeSH

Market value$2.44M

0.96%

Sole

0.00

Shared

0.00

None

80.73K

Issuer	Class	Shares	Type	Value / Portfolio %	None
J P MORGAN EXCHANGE TRADED FSOLE	US MOMENTUM	657.11K	SH	$34.57M 13.65%	657.11K
VANGUARD INDEX FDSSOLE	VALUE ETF	237.45K	SH	$25.30M 9.99%	237.45K
DIMENSIONAL ETF TRUSTSOLE	INTL SMALL CAP E	577.97K	SH	$19.46M 7.69%	577.97K
AMERICAN CENTY ETF TRSOLE	AVANTIS US SMALL	403.18K	SH	$18.80M 7.43%	403.18K
ISHARES TRSOLE	MSCI INTL MOMENT	453.30K	SH	$17.75M 7.01%	453.30K
PGIM ETF TRSOLE	PGIM ULTRA SH BD	210.88K	SH	$10.44M 4.12%	210.88K
DIMENSIONAL ETF TRUSTSOLE	ULTRASHORT FIXED	148.28K	SH	$7.39M 2.92%	148.28K
SCHWAB STRATEGIC TRSOLE	FUNDAMENTAL US S	358.56K	SH	$7.31M 2.89%	358.56K
ISHARES TRSOLE	MSCI USA MIN VOL	75.93K	SH	$7.04M 2.78%	75.93K
DIMENSIONAL ETF TRUSTSOLE	EMGR CRE EQT MNG	204.96K	SH	$6.94M 2.74%	204.96K
SCHWAB STRATEGIC TRSOLE	FUNDAMENTAL INTL	171.70K	SH	$6.62M 2.61%	171.70K
DIMENSIONAL ETF TRUSTSOLE	US HIGH PROFITAB	200.40K	SH	$6.08M 2.40%	200.40K
ISHARES TRSOLE	ISHS 1-5YR INVS	122.93K	SH	$5.83M 2.30%	122.93K
WISDOMTREE TRSOLE	US SMALLCAP FUND	94.29K	SH	$5.47M 2.16%	94.29K
ISHARES TRSOLE	EAFE SML CP ETF	62.96K	SH	$4.94M 1.95%	62.96K
WISDOMTREE TRSOLE	EMG MKTS SMCAP	104.16K	SH	$4.93M 1.95%	104.16K
DIMENSIONAL ETF TRUSTSOLE	SHORT DURATION F	89.29K	SH	$4.28M 1.69%	89.29K
ISHARES TRSOLE	MSCI EAFE MIN VL	41.28K	SH	$3.77M 1.49%	41.28K
FIDELITY MERRIMACK STR TRSOLE	TOTAL BD ETF	85.48K	SH	$3.49M 1.38%	85.48K
DIMENSIONAL ETF TRUSTSOLE	EMERGING MKTS CO	96.74K	SH	$3.34M 1.32%	96.74K
SPDR SER TRSOLE	BLOOMBERG 1-3 MO	34.15K	SH	$3.13M 1.24%	34.15K
J P MORGAN EXCHANGE TRADED FSOLE	HEDGED EQUITY LA	48.74K	SH	$3.12M 1.23%	48.74K
DIMENSIONAL ETF TRUSTSOLE	WORLD EQUITY ETF	40.78K	SH	$3.01M 1.19%	40.78K
APPLE INCSOLE	COM	11.39K	SH	$2.89M 1.14%	11.39K
AMERICAN CENTY ETF TRSOLE	AVANTIS EMGMKT	80.73K	SH	$2.44M 0.96%	80.73K

Page 1 of 4