Shore Point Advisors, LLC

All 13F Filings

Location
Brielle, NJ
Most recent 13F
Q2 2026
Holdings value ($000)
292,353
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 7/14/2026 77 292,353 13F-HR Shore Point Advisors, LLC
Q1 2026 4/8/2026 76 253,212 13F-HR Shore Point Advisors, LLC
Q4 2025 1/23/2026 75 236,282 13F-HR Shore Point Advisors, LLC
Q3 2025 10/24/2025 72 226,120 13F-HR Shore Point Advisors, LLC
Q2 2025 7/9/2025 70 208,228 13F-HR Shore Point Advisors, LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 24.31 K 8.3% 0 505 -505
ETFs 268 K 91.7% 39.65 K 0 39.65 K
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Fund Snapshot

Q2 2026
Latest filed
7/14/2026
Total value ($000)
292,353
Holdings
77
QoQ value change ($000)
39,141 (15.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.