Bayshore Asset Management, LLC
Bayshore Asset Management, LLC is an SEC-registered investment adviser headquartered in Coral Gables, Florida. The firm serves institutional and individual clients with a focus on investment management and portfolio advisory services. Founded in the early 2020s, Bayshore Asset Management, LLC manages over $200 million in assets and is known for its rigorous, model-driven, and diversified investment approach to client portfolios. The firm specializes in equity strategies and tailored investment solutions, operating with a relatively small team to deliver personalized service.
Investment Strategy
Bayshore Asset Management, LLC primarily follows a diversified, model-based investment strategy with a major allocation to dimensional and Avantis funds. Top positions often comprise U.S. equity, international equity, and sector-focused ETFs or mutual funds, concentrating on efficient portfolio construction, consistent rebalancing, and long-term growth. The firm typically maintains significant holdings in systematic, factor-based funds and pursues both U.S. and global market exposures through diversified index and smart-beta products, actively adjusting allocations based on market outlook and macroeconomic trends while controlling for risk and turnover.
Top Holdings
Equity Positions (40)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFAT | DIMENSIONAL ETF TRUST | 20.68% | $45.2M | 838,424 | $47.41 | $53.96 | +$2.1M |
D DFAC | DIMENSIONAL ETF TRUST | 19.29% | $42.2M | 1,177,574 | $28.81 | $35.84 | +$4.2M |
D DFUV | DIMENSIONAL ETF TRUST | 9.82% | $21.5M | 508,436 | $31.74 | $42.28 | +$105.0K |
D DFIV | DIMENSIONAL ETF TRUST | 9.00% | $19.7M | 459,857 | $32.57 | $42.83 | +$1.3M |
A AVIV | AMERICAN CENTY ETF TR | 3.39% | $7.4M | 119,335 | $45.18 | $62.24 | +$816.9K |