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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Shore Point Advisors, LLC

Quarter ended Q4 2025 · Filed January 23, 2026 · Accession 0001907092-26-000001

Total Value
$236.3M
Positions
75
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (75)

#IssuerTicker / CUSIPSharesValue% of Filing
1J P MORGAN EXCHANGE TRADED F46641Q779637,108$34.0M14.37%
2VANGUARD INDEX FDS922908744226,259$24.2M10.23%
3ISHARES TR46434V449454,732$17.6M7.45%
4SCHWAB STRATEGIC TR808524763599,669$15.2M6.41%
5WISDOMTREE TRWT263,725$15.0M6.35%
6DIMENSIONAL ETF TRUST25434V773344,482$11.3M4.80%
7SCHWAB STRATEGIC TR808524748346,744$9.5M4.00%
8ISHARES TR464288273121,740$9.4M3.99%
9ISHARES TR46429B69775,687$7.1M3.02%
10DIMENSIONAL ETF TRUST25434V591139,500$7.1M2.99%
11DIMENSIONAL ETF TRUST25434V302212,345$6.9M2.93%
12DIMENSIONAL ETF TRUST25434V831192,296$6.1M2.58%
13ISHARES TR464288646112,855$5.7M2.42%
14WISDOMTREE TRWT100,446$4.6M1.95%
15DIMENSIONAL ETF TRUST25434V86488,568$4.2M1.80%
16ISHARES TR46429B68942,452$3.7M1.55%
17FIDELITY MERRIMACK STR TR31618830977,593$3.2M1.37%
18J P MORGAN EXCHANGE TRADED F46654Q72448,656$3.2M1.37%
19PGIM ETF TR69344A10763,710$3.2M1.34%
20SPDR SER TR78468R66333,781$3.1M1.31%
21DIMENSIONAL ETF TRUST25434V73290,063$3.0M1.26%
22DIMENSIONAL ETF TRUST25434V10457,656$2.7M1.14%
23AMERICAN CENTY ETF TR02507260483,435$2.4M1.02%
24VANGUARD WHITEHALL FDS92194681022,013$2.0M0.85%
25VANGUARD WHITEHALL FDS92194688542,313$2.0M0.84%
26J P MORGAN EXCHANGE TRADED F46641Q83736,304$1.8M0.78%
27ISHARES TR46432F3399,196$1.8M0.77%
28ISHARES TR46428828117,772$1.7M0.72%
29DIMENSIONAL ETF TRUST25434V61716,016$1.2M0.50%
30ISHARES TR46428815810,818$1.2M0.49%
31DIMENSIONAL ETF TRUST25434V20329,980$1.1M0.48%
32APPLE INCAAPL4,196$1.1M0.48%
33ISHARES INC46428653316,852$1.1M0.46%
34EXXON MOBIL CORPXOM8,803$1.1M0.45%
35AUTOMATIC DATA PROCESSING INADP4,018$1.0M0.44%
36MERCK & CO INCMRK9,297$978,6020.41%
37LEGG MASON ETF INVT52468L50524,730$910,5750.39%
38CHEVRON CORP NEWCVX5,970$909,8870.39%
39DIMENSIONAL ETF TRUST25434V70821,084$834,7450.35%
40ISHARES TR46432F3963,261$816,4910.35%
41NEW JERSEY RES CORPNJR16,105$742,7820.31%
42DIMENSIONAL ETF TRUST25434V72414,373$669,6760.28%
43VANGUARD BD INDEX FDS9219378278,248$650,0690.28%
44CHUBB LIMITEDCB1,911$596,6660.25%
45J P MORGAN EXCHANGE TRADED F46641Q6549,807$499,5880.21%
46MICROSOFT CORPMSFT915$442,7380.19%
47DIMENSIONAL ETF TRUST25434V7169,765$424,1190.18%
48SPDR INDEX SHS FDS78463X7566,362$417,7500.18%
49FLEXSHARES TRFLEX4,984$402,8200.17%
50DIMENSIONAL ETF TRUST25434V6747,586$392,9850.17%
51JOHNSON & JOHNSONJNJ1,803$373,2670.16%
52VERISK ANALYTICS INCVRSK1,646$368,2400.16%
53VANGUARD TAX-MANAGED FDS9219438585,695$355,7800.15%
54PALANTIR TECHNOLOGIES INCPLTR2,000$355,5000.15%
55MARRIOTT INTL INC NEW5719032021,142$354,2940.15%
56BROADRIDGE FINL SOLUTIONS IN11133T1031,504$335,6470.14%
57VERIZON COMMUNICATIONS INCVZ8,102$330,0040.14%
58BITWISE 10 CRYPTO INDEX FUNDBITW5,526$324,7300.14%
59AT&T INCT-PC12,969$322,1490.14%
60BITWISE BITCOIN ETF TRBITB6,578$312,8490.13%
61STYRKER CORPORATIONSYK878$308,5900.13%
62EVERSOURCE ENERGYES4,542$305,8560.13%
63LOWES COS INC5486611071,161$280,0940.12%
64INTERNATIONAL BUSINESS MACHSINTR940$278,6630.12%
65DIMENSIONAL ETF TRUST25434V6335,515$276,1920.12%
66DIMENSIONAL ETF TRUST25434V5003,875$269,9730.11%
67TEXAS PACIFIC LAND CORPORATITPL918$263,6670.11%
68HARTFORD FINL SVCS GROUP INCHIG-PG1,852$255,2050.11%
69DIMENSIONAL ETF TRUST25434V7997,228$249,0860.11%
70DIMENSIONAL ETF TRUST25434V8157,392$243,1320.10%
71ZIONS BANCORPORATION N A9897011074,000$234,1600.10%
72NVIDIA CORPORATIONNVDA1,117$208,3960.09%
73INVESCO EXCH TRADED FD TR IIIVZ7,405$203,1460.09%
74OAKTREE SPECIALTY LENDING COOCSL15,000$191,1000.08%
75DENISON MINES CORPDNN10,000$26,6000.01%