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Jacob B. Rue, V

Shore Point Advisors, Llc

Assets Managed
$292.353M
Holdings
77
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
15.46%(2Q avg: 11.32%)
Sustained Growth
6 quarters

Portfolio positions

This chart displays the top 10 holdings in Shore Point Advisors, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 77 positions.

Assets under management

The assets under management (AUM) of Shore Point Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 6 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 292.353M in assets, with a quarterly growth rate of 15.46% and a 2-quarter average growth rate of 11.32%. The portfolio is managed by Jacob B. Rue, V, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
JMOM
Jpmorgan Us Momentum Factor
Recent Activity
Increased 6.77%
15.06%
$44.019M
701,536 shares@ $62.75 avg price
VTV
Vanguard Value Etf
Recent Activity
Increased 8.16%
10.17%
$29.705M
256,817 shares@ $115.67 avg price
AVSC
Avantis Us Small Cap Equity
Recent Activity
Increased 8.9%
8.02%
$23.446M
439,059 shares@ $53.4 avg price
DFIS
Dimensional International Sm
Recent Activity
Increased 7.62%
7.46%
$21.788M
621,981 shares@ $35.04 avg price
IMTM
Ishares Msci Intl Momentum F
Recent Activity
Increased 6.62%
7.12%
$20.812M
483,285 shares@ $43.07 avg price
PULS
Pgim Ultra Short Bond Etf
Recent Activity
Increased 14.96%
4.07%
$11.875M
242,425 shares@ $48.99 avg price
FNDA
Schwab Fndmntl Us Sm Co Etf
Recent Activity
Increased 7.86%
3.01%
$8.772M
386,724 shares@ $22.69 avg price
JCPB
Jpmorgan Core Plus Bond Etf
Recent Activity
Increased 495.81%
2.94%
$8.587M
182,935 shares@ $46.95 avg price
DFAE
Dimensional Emerging Core Eq
Recent Activity
Decreased -3.19%
2.73%
$7.978M
198,412 shares@ $40.22 avg price
DUSB
Dimension Ultrashort Fi Etf
Recent Activity
Increased 4.5%
2.65%
$7.734M
154,949 shares@ $49.92 avg price

1-10 of 77