Shore Point Advisors
Shore Point Advisors reported 85 stocks worth $315M in its 13F filing for Q3 2026, filed Oct 14, 2026. Its largest holdings are JMOM (13.9%), VTV (9.6%) and JCPB (7.9%). Compared with Q2 2026, the fund opened new positions in GOOG, NVS and PNC, added to JMOM, VTV and JCPB, trimmed FNDA, USMV and EES and sold out of DCRE.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  JMOM J P Morgan Exchange Traded F | $43.9M | 13.9% | 706K | +4,305 (+1%) | 8 of 8 | |
| 2 |  VTV Vanguard Index Fds | $30.3M | 9.6% | 259K | +2,441 (+1%) | 8 of 8 | |
| 3 |  JCPB J P Morgan Exchange Traded F | $24.9M | 7.9% | 556K | +373K (+204%) | 3 of 8 | |
| 4 |  DFIS Dimensional ETF Trust | $23.6M | 7.5% | 652K | +30K (+5%) | 7 of 8 | |
| 5 |  AVSC American Centy ETF TR | $23.1M | 7.3% | 445K | +5,688 (+1%) | 3 of 8 | |
| 6 |  IMTM Ishares TR | $21.3M | 6.8% | 494K | +11K (+2%) | 8 of 8 | |
| 7 |  PULS Pgim ETF TR | $12.4M | 3.9% | 253K | +10K (+4%) | 7 of 8 | |
| 8 |  FNDA Schwab Fundamental U.s. Small Company ETF | $8.4M | 2.6% | 378K | −8,248 (−2%) | 8 of 8 | |
| 9 |  DUSB Dimensnl Ultrashrt Fixed | $8.3M | 2.6% | 168K | +13K (+8%) | 7 of 8 | |
| 10 |  DFAE Dimensional Emerg Core | $7.8M | 2.5% | 199K | +954 (+0%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 DCRE Doubleline ETF Trust | $406K | 7,829 |
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 14, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Shore Point Advisors 13F FAQ
What does Shore Point Advisors own?
Shore Point Advisors reported 85 stocks worth $315M in its 13F filing for Q3 2026, filed Oct 14, 2026. Its largest holdings are JMOM (13.9%), VTV (9.6%) and JCPB (7.9%). The table above lists every position in the filing (the top 10 without an account).
What did Shore Point Advisors buy and sell in Q3 2026?
Compared with Q2 2026: 9 new positions, 37 added to, 16 trimmed and 1 sold out. New positions include GOOG, NVS and PNC. It sold all of DCRE.
When will Shore Point Advisors file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Shore Point Advisors's portfolio worth?
The Q3 2026 filing reports $315M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.