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Clear Point Advisors

Latest statistics and disclosures from Clear Point Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are SCHG, QQQ, SPY, SCHB, AAPL, and represent 29.59% of Clear Point Advisors's stock portfolio.
Added to shares of these 10 stocks: SPY (+$5.2M), MDY, CAPE, EMNT, LMBS, VOO, VCSH, JSCP, CGCB, USFR.
Started 57 new stock positions in JMST, VGIT, VOO, VCSH, USFR, FNY, IVES, JEPI, GOOGL, JMUB.
Reduced shares in these 10 stocks: JPM (-$48M), Innovator Etfs Tr ibd 50 etf (-$15M), STT (-$11M), VOX (-$6.8M), DCRE, IBIT, , , , .
Sold out of its positions in APRW, JULW, OCTW, FEBW, JANW, LEO, BRK.A, BYM, BSL, CGXU.
Clear Point Advisors was a net seller of stock by $-61M.
Clear Point Advisors has $113M in assets under management (AUM), dropping by -12.54%.
Central Index Key (CIK): 0002010474

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Portfolio Holdings for Clear Point Advisors

Clear Point Advisors holds 93 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	10.9	$12M		363k	33.84	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	5.8	$6.5M		8.8k	736.39	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	4.6	$5.2M	NEW	6.9k	746.76	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	4.6	$5.2M		178k	28.96	View chart
Apple (AAPL)	3.8	$4.3M		15k	289.36	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	3.8	$4.2M	NEW	6.0k	703.38	View chart
Doubleline Etf Trust Shil Cap U S Etf (CAPE)	3.5	$4.0M	NEW	123k	32.44	View chart
Graniteshares Gold Tr Shs Ben Int (BAR)	3.1	$3.6M	-4%	90k	39.53	View chart
Capital Group Dividend Value Shs Creat Unit (CGDV)	2.9	$3.2M	+3%	66k	49.28	View chart
Pimco Etf Tr Enhancd Short (EMNT)	2.3	$2.6M	NEW	26k	100.81	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	2.0	$2.3M		79k	29.43	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	2.0	$2.3M	NEW	45k	49.78	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	1.7	$1.9M		21k	89.20	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.6	$1.8M	NEW	2.6k	686.91	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	1.6	$1.8M	NEW	22k	79.03	View chart
J P Morgan Exchange Traded F Short Dura Core (JSCP)	1.5	$1.7M	NEW	37k	47.15	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	1.5	$1.7M	NEW	65k	26.18	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	1.5	$1.7M	NEW	34k	50.35	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	1.4	$1.6M	NEW	26k	59.73	View chart
Spdr Series Trust St Str P500etf (SPYM)	1.3	$1.5M	NEW	17k	87.88	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	1.3	$1.5M	NEW	29k	50.57	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	1.3	$1.4M	NEW	5.9k	242.99	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.2	$1.4M	NEW	5.8k	236.62	View chart
Wisdomtree Tr 1 3 Yr Laddered (USSH)	1.2	$1.3M	NEW	26k	50.23	View chart
Flexshares Tr Qlt Div Def Idx (QDEF)	1.1	$1.3M	NEW	15k	87.02	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	1.1	$1.3M	+8%	34k	36.87	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	1.0	$1.2M		33k	36.13	View chart
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)	1.0	$1.2M	NEW	24k	48.35	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	1.0	$1.1M	NEW	2.2k	522.31	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	1.0	$1.1M		35k	31.10	View chart
Amazon (AMZN)	1.0	$1.1M	-6%	4.6k	238.34	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	1.0	$1.1M	NEW	21k	51.00	View chart
Tcw Etf Trust High Yield Bond (HYBX)	0.9	$1.0M		34k	29.66	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.9	$992k	NEW	9.5k	103.88	View chart
BlackRock MuniHoldings New Jersey Ins Fn (MUJ)	0.7	$831k	NEW	68k	12.31	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.7	$782k		18k	43.14	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	0.7	$774k	-8%	15k	50.95	View chart
Flexshares Tr Hig Yld Vl Etf (HYGV)	0.7	$768k	NEW	19k	40.26	View chart
NVIDIA Corporation (NVDA)	0.7	$768k	-7%	3.8k	200.07	View chart
Microsoft Corporation (MSFT)	0.7	$740k	-3%	2.0k	373.03	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.7	$739k	NEW	1.5k	500.40	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.6	$701k	NEW	9.1k	77.11	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.6	$690k	NEW	4.2k	164.26	View chart
Vanguard World Health Car Etf (VHT)	0.6	$686k	NEW	2.3k	299.05	View chart
Johnson & Johnson (JNJ)	0.6	$685k		2.7k	254.00	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.6	$682k	+57%	22k	31.71	View chart
Spdr Series Trust ST STR SP400GRW (MDYG)	0.6	$652k	NEW	5.8k	112.10	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.6	$635k	NEW	11k	58.98	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.6	$634k	NEW	4.3k	148.32	View chart
J P Morgan Exchange Traded F Jpmorgan Diver (JPUS)	0.6	$632k	NEW	4.5k	140.24	View chart
Ishares Tr Large Cap 10 Ta (TEND)	0.6	$628k	NEW	23k	27.24	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	0.5	$617k	NEW	7.8k	79.41	View chart
Visa Com Cl A (V)	0.5	$591k		1.7k	343.08	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.5	$584k	NEW	6.1k	96.46	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.5	$541k	NEW	11k	50.66	View chart
Mastercard Incorporated Cl A (MA)	0.5	$524k		1.0k	513.60	View chart
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM)	0.5	$521k	NEW	9.0k	57.88	View chart
First Tr Exchange-traded A Mid Cp Gr Alph (FNY)	0.4	$496k	NEW	4.5k	110.86	View chart
Ishares Tr Core 60 Bala Etf (AOR)	0.4	$486k	NEW	7.0k	69.50	View chart
Meta Platforms Cl A (META)	0.4	$473k		840.00	563.08	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$462k	NEW	1.3k	357.37	View chart
Applied Materials (AMAT)	0.4	$421k	NEW	582.00	723.00	View chart
JPMorgan Chase & Co. (JPM)	0.4	$417k	-99%	1.3k	327.41	View chart
Tesla Motors (TSLA)	0.4	$400k	-2%	950.00	420.60	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.3	$384k	+4%	4.7k	81.06	View chart
J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE)	0.3	$375k	NEW	4.1k	91.96	View chart
Pimco Etf Tr Muni Income Opp (MINO)	0.3	$370k	NEW	8.1k	45.76	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$355k	NEW	474.00	748.94	View chart
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)	0.3	$349k		6.9k	50.50	View chart
Verizon Communications (VZ)	0.3	$339k		8.0k	42.34	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.3	$315k	NEW	5.6k	56.48	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.3	$311k	NEW	5.3k	58.20	View chart
At&t (T)	0.3	$307k		15k	20.70	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.3	$304k	NEW	1.4k	212.82	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.3	$299k	NEW	5.7k	52.60	View chart
First Tr Exchange-traded Intl Equity Opp (FPXI)	0.3	$289k	NEW	3.4k	83.74	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.2	$282k	NEW	3.5k	79.42	View chart
Netflix (NFLX)	0.2	$281k		3.9k	71.40	View chart
McKesson Corporation (MCK)	0.2	$280k	-5%	371.00	755.21	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.2	$279k	+3%	3.7k	75.46	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$277k	NEW	913.00	303.01	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$266k	-41%	754.00	353.37	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$263k	-50%	713.00	368.38	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$258k	NEW	1.2k	217.86	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$237k	NEW	8.6k	27.70	View chart
Broadcom (AVGO)	0.2	$237k	NEW	627.00	377.90	View chart
Walt Disney Company (DIS)	0.2	$230k		2.4k	96.24	View chart
International Business Machines (IBM)	0.2	$221k	NEW	785.00	281.35	View chart
Wedbush Ser Tr Dan Ive Revo Etf (IVES)	0.2	$221k	NEW	5.8k	38.10	View chart
Cisco Systems (CSCO)	0.2	$216k	NEW	1.8k	117.44	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.2	$204k	NEW	770.00	264.72	View chart
Vaneck Etf Trust Junior Gold Mine (GDXJ)	0.2	$202k	+4%	2.1k	98.25	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.2	$191k		10k	19.12	View chart

Past Filings by Clear Point Advisors

SEC 13F filings are viewable for Clear Point Advisors going back to 2024

Clear Point Advisors 2026 Q2 filed July 29, 2026
Clear Point Advisors 2026 Q1 filed April 29, 2026
Clear Point Advisors 2025 Q4 filed Feb. 10, 2026
Clear Point Advisors 2025 Q3 filed Oct. 28, 2025
Clear Point Advisors 2025 Q2 filed July 17, 2025
Clear Point Advisors 2025 Q1 filed April 21, 2025
Clear Point Advisors 2024 Q4 filed Feb. 3, 2025
Clear Point Advisors 2024 Q3 filed Nov. 12, 2024
Clear Point Advisors 2024 Q2 filed Aug. 14, 2024
Clear Point Advisors 2023 Q4 filed May 16, 2024
Clear Point Advisors 2024 Q1 filed May 16, 2024

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