Institutions / Clear Point Advisors Inc.
Clear Point Advisors Inc.
CIK 2010474 · Institution · as of Dec 31, 2025
Portfolio value
$128.83M
Positions
123
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 123 →
| Company | Value | % of portfolio |
|---|---|---|
| Schwab Strategic Tr | $11.91M | 9.2% |
| Invesco Qqq Tr | $5.46M | 4.2% |
| SPDR S&P 500 ETF Tr | $4.82M | 3.7% |
| Doubleline ETF Trust | $4.72M | 3.7% |
| Schwab Strategic Tr | $4.70M | 3.7% |
| Graniteshares Gold Tr | $3.87M | 3.0% |
| Innovator Etfs Trust | $3.59M | 2.8% |
| Apple Inc. | $3.57M | 2.8% |
| SPDR S&P Midcap 400 ETF Tr | $3.56M | 2.8% |
| PIMCO ETF Tr | $2.97M | 2.3% |
| Capital Group Dividend Value | $2.82M | 2.2% |
| J P Morgan Exchange Traded F | $2.21M | 1.7% |
| Schwab Strategic Tr | $2.14M | 1.7% |
| Vanguard Scottsdale Fds | $1.75M | 1.4% |
| American Centy ETF Tr | $1.71M | 1.3% |
| J P Morgan Exchange Traded F | $1.65M | 1.3% |
| First Trust Exchange-Traded Fund VIII | $1.57M | 1.2% |
| First Tr Exchange-Traded Fd | $1.55M | 1.2% |
| Capital Grp Fixed Incm ETF T | $1.47M | 1.1% |
| SPDR Series Trust | $1.37M | 1.1% |
| Vanguard Index Fds | $1.35M | 1.0% |
| First Tr Exchange-Traded Fd | $1.31M | 1.0% |
| Vanguard Specialized Funds | $1.31M | 1.0% |
| Innovator Etfs Trust | $1.23M | 1.0% |
| Aim ETF Products Trust | $1.22M | 0.9% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.