Shore Point Advisors, LLC
Annual return '25
+17.5%
SPY '25
+17.7%
Alpha
-0.2ptsvs SPY
Invested
$253.2M
Holdings
77
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$JMOM
J P MORGAN EXCHANGE TRADED F
Held since at least Q1 2024
13.7%
02
$VTV
VANGUARD INDEX FDS
Held since at least Q1 2024
10.0%
03
$BSV
VANGUARD BD INDEX FDS
Q4 2025: New position (7 shares)
8.4%
04
$DFIS
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
7.7%
05
$AVSC
AMERICAN CENTY ETF TR
Held since at least Q1 2024
7.4%
06
$IMTM
ISHARES TR
Held since at least Q1 2024
7.0%
07
$PULS
PGIM ETF TR
Held since at least Q1 2024
4.1%
08
$DUSB
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
2.9%
09
$FNDA
SCHWAB STRATEGIC TR
Q4 2025: New position (418 shares)
2.9%
10
$USMV
ISHARES TR
Held since at least Q1 2024
2.8%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 11:55 UTC.