Q2 2026 13F · SEC CIK 2010474

Clear Point Advisors Inc.

Wealth managerFiled 2026-07-29 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $112.8M
Reported positions: 93
Holdings vs S&P 500, 3 yrs: —
Assets under management: $253.4M

Clear Point Advisors Inc. is a wealth manager that reported 93 positions worth $112.8M in its Q2 2026 13F, filed 2026-07-29. Its largest holdings were Schwab Strategic Tr (SCHG, 10.9%), Invesco Qqq Tr (QQQ, 5.8%), State Str Spdr S&p 500 ETF T (SPY, 4.6%).

Clear Point Advisors Inc. holdings largest 50 of 93 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Clear Point Advisors Inc. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
SCHGSchwab Strategic Tr	10.9%	8.2%	362,906	-0.5%	$12.3M
QQQInvesco Qqq Tr	5.8%	4.0%	8,823	-0.2%	$6.5M
SPYState Str Spdr S&p 500 ETF T	4.6%	—	6,923	—	$5.2M
SCHBSchwab Strategic Tr	4.6%	3.5%	178,396	-0.4%	$5.2M
AAPLApple Inc	3.8%	2.9%	14,786	+0.8%	$4.3M
MDYState Str Spdr S&p Midcap 40	3.8%	—	6,023	—	$4.2M
CAPEDoubleline ETF Trust	3.5%	—	123,241	—	$4.0M
BARGraniteshares Gold Trust	3.1%	3.4%	89,915	-4.2%	$3.6M
CGDVCapital Group Dividend Value	2.9%	2.1%	65,627	+3.4%	$3.2M
EMNTPimco ETF Tr	2.3%	—	25,520	—	$2.6M
SCHXSchwab Strategic Tr	2.0%	1.6%	78,586	-0.1%	$2.3M
LMBSFirst Tr Exchange-Traded Fd	2.0%	—	45,392	—	$2.3M
AVDEAvantis International Equity ETF	1.7%	1.4%	21,348	+1.1%	$1.9M
VOOVanguard Index Fds	1.6%	—	2,585	—	$1.8M
VCSHVanguard Scottsdale Fds	1.6%	—	22,378	—	$1.8M
JSCPJpmorgan Short Duration Core Plus ETF	1.5%	—	37,040	—	$1.7M
CGCBCapital Grp Fixed Incm ETF T	1.5%	—	64,635	—	$1.7M
USFRWisdomtree Tr	1.5%	—	33,597	—	$1.7M
FTSMFirst Tr Exchange-Traded Fd	1.4%	—	26,074	—	$1.6M
SPLGSpdr Series Trust	1.3%	—	17,172	—	$1.5M
JPSTJ P Morgan Exchange Traded F	1.3%	—	29,392	—	$1.5M
VBRVanguard Index Fds	1.3%	—	5,892	—	$1.4M
VIGVanguard Specialized Funds	1.2%	—	5,792	—	$1.4M
USSHWisdomtree 1-3 Year Laddered Treasury Fu	1.2%	—	26,251	—	$1.3M
QDEFFlexShares Quality Dividend Defensive In	1.1%	—	14,881	—	$1.3M
SCHMSchwab Strategic Tr	1.1%	0.8%	34,387	+8.5%	$1.3M
SCHASchwab Strategic Tr	1.0%	0.7%	32,517	+0.7%	$1.2M
JPIBJ P Morgan Exchange Traded F	1.0%	—	24,298	—	$1.2M
DIASpdr Dow Jones Indl Average	1.0%	—	2,182	—	$1.1M
FNDXSchwab Strategic Tr	1.0%	0.8%	35,326	+0.3%	$1.1M
AMZNAmazon Com Inc	1.0%	0.8%	4,576	-6.1%	$1.1M
JMSTJ P Morgan Exchange Traded F	0.9%	—	21,022	—	$1.1M
HYBXTcw ETF Trust	0.9%	0.8%	34,359	+1.8%	$1.0M
EFAIshares Tr	0.9%	—	9,547	—	$992K
MUJBlackrock Munihldgs Nj Qlty	0.7%	—	67,499	—	$831K
SDVYFirst Tr Exchange Traded Fd	0.7%	0.6%	18,121	+0.0%	$782K
PVALPutnam Focused Large Capvalue ETF	0.7%	0.6%	15,190	-8.3%	$774K
HYGVFlexshares Tr Hig Yld Vl ETF	0.7%	—	19,086	—	$768K
NVDANvidia Corporation	0.7%	0.6%	3,836	-7.8%	$767K
MSFTMicrosoft Corp	0.7%	0.6%	1,983	-3.4%	$740K
BRK-BBerkshire Hathaway Inc Del	0.7%	—	1,477	—	$739K
IJHIshares Tr	0.6%	—	9,095	—	$701K
ITOTIshares Tr	0.6%	—	4,203	—	$690K
VHTVanguard World Fd	0.6%	—	2,295	—	$686K
JNJJohnson & Johnson	0.6%	0.5%	2,695	+0.1%	$685K
SCHDSchwab Strategic Tr	0.6%	—	21,491	—	$681K
MDYGSpdr Ser Tr	0.6%	—	5,814	—	$652K
VGITVanguard Scottsdale Fds	0.6%	—	10,774	—	$635K
IJRIshares Tr	0.6%	—	4,275	—	$634K
JPUSJ P Morgan Exchange Traded F	0.6%	—	4,507	—	$632K

What Clear Point Advisors Inc. bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +16.6% /yr; S&P 500 +20.1%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$112.8M	93
Q1 2026	$129.0M	75
Q4 2025	$128.8M	123
Q3 2025	$128.7M	114
Q2 2025	$118.7M	108
Q1 2025	$111.2M	106
Q4 2024	$116.9M	105
Q3 2024	$129.3M	572
Q2 2024	$121.8M	569
Q1 2024	$121.6M	574
Q4 2023	$113.2M	552

Questions about Clear Point Advisors Inc.'s portfolio

What stocks does Clear Point Advisors Inc. own?

Clear Point Advisors Inc.'s latest 13F, for Q2 2026 and filed Jul 29, 2026, lists 93 positions worth $112.8M. The largest are Schwab Strategic Tr (SCHG) at 10.9%, Invesco Qqq Tr (QQQ) at 5.8%, State Str Spdr S&p 500 ETF T (SPY) at 4.6%, Schwab Strategic Tr (SCHB) at 4.6% and Apple Inc (AAPL) at 3.8%.

What did Clear Point Advisors Inc. buy last quarter?

In Q2 2026, Clear Point Advisors Inc. added Schwab Strategic Tr (SCHM) (+8.5% shares), compared with its Q1 2026 filing.

What did Clear Point Advisors Inc. sell last quarter?

In Q2 2026, Clear Point Advisors Inc. cut from its top 50 Innovator Etfs Trust (FFTY), cut from its top 50 State Str Corp (STT), cut from its top 50 Jpmorgan Chase & Co (JPM), cut from its top 50 Vanguard Telecommunication Ser (VOX), cut from its top 50 Doubleline ETF Trust (DCRE), Putnam Focused Large Capvalue ETF (PVAL) (-8.3% shares), Nvidia Corporation (NVDA) (-7.8% shares) and Amazon Com Inc (AMZN) (-6.1% shares), compared with its Q1 2026 filing.

When is Clear Point Advisors Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Clear Point Advisors Inc.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Clear Point Advisors Inc. manage?

Clear Point Advisors Inc. reported $253.4M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $112.8M.