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Clear Point Advisors Inc. — 13F Holdings & Portfolio

CIK 2010474 · latest 13F-HR filed 2026-07-29

Backtest portfolio

Clear Point Advisors Inc. manages $112.8M in 13F-reported U.S. long-equity assets across 93 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are SCHG (10.88%), QQQ (5.76%), SPY (4.58%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 57 new positions, exited 39, added to 17, and trimmed 10.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
1 HUNTINGTON QUADRANGLE
SUITE 1S01
MELVILLE, NY 11747
Phone
+1 (631) 333-2222
Filing Manager
Clear Point Advisors Inc.
MELVILLE, NY
Signatory
Aryn Sands
Agent
Loading holdings…
AUM

$112.8M

Long-equity book

Holdings

93

Distinct positions

Period

2026-06-30

Filed 2026-07-29

Q/Q Activity

+57 / −39 / ↑17 / ↓10

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • SCHWAB STRATEGIC TR$1.7M +15.6%
  • INVESCO QQQ TR$1.4M +27.4%
  • SCHWAB STRATEGIC TR$670.8K +14.9%
  • APPLE INC$557.5K +15.0%
  • CAPITAL GROUP DIVIDEND VALUE$535.0K +19.8%
Show all 17 →

Top Trims

  • JPMORGAN CHASE & CO-$7.8M -94.9%
  • GRANITESHARES GOLD TR-$776.5K -17.9%
  • SPDR GOLD TR-$351.8K -57.3%
  • AT&T INC-$122.9K -28.6%
  • ALPHABET INC-$101.6K -27.6%
Show all 10 →

New Positions

  • STATE STR SPDR S&P 500 ETF T$5.2M
  • STATE STR SPDR S&P MIDCAP 40$4.2M
  • DOUBLELINE ETF TRUST$4.0M
  • PIMCO ETF TR$2.6M
  • FIRST TR EXCHANGE-TRADED FD$2.3M
Show all 57 →

Exited Positions

  • INNOVATOR ETFS TRUST$15.0M
  • STATE STR CORP$11.2M
  • VANGUARD WORLD FD$6.8M
  • DOUBLELINE ETF TRUST$4.4M
  • ISHARES BITCOIN TRUST ETF$4.4M
Show all 39 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 SCHWAB STRATEGIC TR SCHG 808524300 $12.3M 10.88% 362,906 SH
2 INVESCO QQQ TR QQQ 46090E103 $6.5M 5.76% 8,823 SH
3 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $5.2M 4.58% 6,923 SH
4 SCHWAB STRATEGIC TR SCHB 808524102 $5.2M 4.58% 178,396 SH
5 APPLE INC AAPL 037833100 $4.3M 3.79% 14,786 SH
6 STATE STR SPDR S&P MIDCAP 40 MDY 78467Y107 $4.2M 3.75% 6,023 SH
7 DOUBLELINE ETF TRUST CAPE 25861R204 $4.0M 3.54% 123,241 SH
8 GRANITESHARES GOLD TR BAR 38748G101 $3.6M 3.15% 89,915 SH
9 CAPITAL GROUP DIVIDEND VALUE CGDV 14020W106 $3.2M 2.87% 65,627 SH
10 PIMCO ETF TR EMNT 72201R643 $2.6M 2.28% 25,520 SH
11 SCHWAB STRATEGIC TR SCHX 808524201 $2.3M 2.05% 78,586 SH
12 FIRST TR EXCHANGE-TRADED FD LMBS 33739Q200 $2.3M 2.00% 45,392 SH
13 AMERICAN CENTY ETF TR AVDE 025072703 $1.9M 1.69% 21,348 SH
14 VANGUARD INDEX FDS VOO 922908363 $1.8M 1.57% 2,585 SH
15 VANGUARD SCOTTSDALE FDS VCSH 92206C409 $1.8M 1.57% 22,378 SH
16 J P MORGAN EXCHANGE TRADED F JSCP 46641Q274 $1.7M 1.55% 37,040 SH
17 CAPITAL GRP FIXED INCM ETF T CGCB 14020Y508 $1.7M 1.50% 64,635 SH
18 WISDOMTREE TR USFR 97717Y527 $1.7M 1.50% 33,597 SH
19 FIRST TR EXCHANGE-TRADED FD FTSM 33739Q408 $1.6M 1.38% 26,074 SH
20 SPDR SERIES TRUST SPYM 78464A854 $1.5M 1.34% 17,172 SH
21 J P MORGAN EXCHANGE TRADED F JPST 46641Q837 $1.5M 1.32% 29,392 SH
22 VANGUARD INDEX FDS VBR 922908611 $1.4M 1.27% 5,892 SH
23 VANGUARD SPECIALIZED FUNDS VIG 921908844 $1.4M 1.21% 5,792 SH
24 WISDOMTREE TR USSH 97717Y394 $1.3M 1.17% 26,251 SH
25 FLEXSHARES TR QDEF 33939L845 $1.3M 1.15% 14,881 SH
26 SCHWAB STRATEGIC TR SCHM 808524508 $1.3M 1.12% 34,387 SH
27 SCHWAB STRATEGIC TR SCHA 808524607 $1.2M 1.04% 32,517 SH
28 J P MORGAN EXCHANGE TRADED F JPIB 46641Q852 $1.2M 1.04% 24,298 SH
29 STATE STR SPDR DOW JONES IND DIA 78467X109 $1.1M 1.01% 2,182 SH
30 SCHWAB STRATEGIC TR FNDX 808524771 $1.1M 0.97% 35,326 SH
31 AMAZON COM INC AMZN 023135106 $1.1M 0.97% 4,576 SH
32 J P MORGAN EXCHANGE TRADED F JMST 46641Q654 $1.1M 0.95% 21,022 SH
33 TCW ETF TRUST HYBX 29287L874 $1.0M 0.90% 34,359 SH
34 ISHARES TR EFA 464287465 $991.8K 0.88% 9,547 SH
35 BLACKROCK MUNIHLDGS NJ QLTY MUJ 09254X101 $830.9K 0.74% 67,499 SH
36 FIRST TR EXCHANGE TRADED FD SDVY 33741X102 $781.7K 0.69% 18,121 SH
37 PUTNAM ETF TRUST PVAL 746729300 $773.9K 0.69% 15,190 SH
38 FLEXSHARES TR HYGV 33939L662 $768.4K 0.68% 19,086 SH
39 NVIDIA CORPORATION NVDA 67066G104 $767.5K 0.68% 3,836 SH
40 MICROSOFT CORP MSFT 594918104 $739.7K 0.66% 1,983 SH
41 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $739.1K 0.66% 1,477 SH
42 ISHARES TR IJH 464287507 $701.3K 0.62% 9,095 SH
43 ISHARES TR ITOT 464287150 $690.4K 0.61% 4,203 SH
44 VANGUARD WORLD FD VHT 92204A504 $686.3K 0.61% 2,295 SH
45 JOHNSON & JOHNSON JNJ 478160104 $684.5K 0.61% 2,695 SH
46 SCHWAB STRATEGIC TR SCHD 808524797 $681.5K 0.60% 21,491 SH
47 SPDR SERIES TRUST MDYG 78464A821 $651.7K 0.58% 5,814 SH
48 VANGUARD SCOTTSDALE FDS VGIT 92206C706 $635.4K 0.56% 10,774 SH
49 ISHARES TR IJR 464287804 $634.1K 0.56% 4,275 SH
50 J P MORGAN EXCHANGE TRADED F JPUS 46641Q407 $632.1K 0.56% 4,507 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-29 $112.8M 93 0001754960-26-000665
2026-03-31 2026-04-29 $129.0M 75 0001754960-26-000345
2025-12-31 2026-02-10 $128.8M 123 0001754960-26-000165