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
- —
- 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.