Clear Point Advisors Inc.
CIK: 0002010474Latest portfolio: $128.8M · Q4 2025
Holdings
123
Total Value
$128.8M
New Positions
123
Closed Positions
0
Top Holdings
View All 123 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | SCHGSCHWAB STRATEGIC TR | 365,164 | $11.9M | 9.25% | NEW | |
| 2 | NDQINVESCO QQQ TR | 8,884 | $5.5M | 4.24% | NEW | |
| 3 | SPYSPDR S&P 500 ETF TR | 7,071 | $4.8M | 3.74% | NEW | |
| 4 | CAPEDOUBLELINE ETF TRUST | 146,550 | $4.7M | 3.67% | NEW | |
| 5 | SCHBSCHWAB STRATEGIC TR | 179,287 | $4.7M | 3.65% | NEW | |
| 6 | BARGRANITESHARES GOLD TR | 90,971 | $3.9M | 3.00% | NEW | |
| 7 | PJUNINNOVATOR ETFS TRUST | 85,661 | $3.6M | 2.78% | NEW | |
| 8 | AAPLAPPLE INC | 13,138 | $3.6M | 2.77% | NEW | |
| 9 | MDYSPDR S&P MIDCAP 400 ETF TR | 5,904 | $3.6M | 2.76% | NEW | |
| 10 | MINTPIMCO ETF TR | 29,641 | $3.0M | 2.31% | NEW | |
| 11 | CGDGCAPITAL GROUP DIVIDEND VALUE | 64,544 | $2.8M | 2.19% | NEW | |
| 12 | JSCPJ P MORGAN EXCHANGE TRADED F | 46,485 | $2.2M | 1.72% | NEW | |
| 13 | SCHXSCHWAB STRATEGIC TR | 79,585 | $2.1M | 1.66% | NEW | |
| 14 | VCSHVANGUARD SCOTTSDALE FDS | 22,001 | $1.8M | 1.36% | NEW | |
| 15 | AVDEAMERICAN CENTY ETF TR | 20,764 | $1.7M | 1.33% | NEW | |
| 16 | JPSTJ P MORGAN EXCHANGE TRADED F | 32,551 | $1.6M | 1.28% | NEW | |
| 17 | FMAYFIRST TR EXCHNG TRADED FD VI | 29,397 | $1.6M | 1.22% | NEW | |
| 18 | FTSMFIRST TR EXCHANGE-TRADED FD | 25,782 | $1.5M | 1.20% | NEW | |
| 19 | CGCBCAPITAL GRP FIXED INCM ETF T | 55,614 | $1.5M | 1.14% | NEW | |
| 20 | SPYMSPDR SERIES TRUST | 17,140 | $1.4M | 1.07% | NEW | |
| 21 | VOOVANGUARD INDEX FDS | 2,145 | $1.3M | 1.04% | NEW | |
| 22 | FTSLFIRST TR EXCHANGE-TRADED FD | 28,608 | $1.3M | 1.02% | NEW | |
| 23 | VIGVANGUARD SPECIALIZED FUNDS | 5,965 | $1.3M | 1.02% | NEW | |
| 24 | PMAYINNOVATOR ETFS TRUST | 31,063 | $1.2M | 0.95% | NEW | |
| 25 | USSHWISDOMTREE TR | 23,990 | $1.2M | 0.95% | NEW |
Quarterly Changes
Sector Breakdown
Financial ServicesNaN% ($InfinityT)
Unknown0.0% ($5.457777709686577e+24T)
Technology0.0% ($38653571.9T)
Communication Services0.0% ($591.4T)
Consumer Cyclical0.0% ($1.1B)
Healthcare0.0% ($559.4M)
Utilities0.0% ($985K)
Filing History
Fund Information
Clear Point Advisors Inc. is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $128.8M across 123 holdings. The largest position is SCHWAB STRATEGIC TR (SCHG), representing 9.2% of the portfolio. Compared to the previous quarter, the fund opened 123 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.