Clear Point Advisors Inc. 13F Holdings · Q2 2026
Clear Point Advisors Inc. reported 93 securities worth $112.84M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: SCHG (10.88%), QQQ (5.76%), SCHB (4.58%). Among its top 25 positions this quarter: 17 new, 3 added, 5 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHG | SCHWAB STRATEGIC TR | $12.3M | 10.88% | 362,906 | Trimmed |
| 2 | QQQ | INVESCO QQQ TR | $6.5M | 5.76% | 8,823 | Trimmed |
| 3 | SCHB | SCHWAB STRATEGIC TR | $5.2M | 4.58% | 178,396 | Trimmed |
| 4 | SPY | STATE STR SPDR S&P 500 ETF T | $5.2M | 4.58% | 6,923 | New |
| 5 | AAPL | APPLE INC | $4.3M | 3.79% | 14,786 | Added |
| 6 | MDY | STATE STR SPDR S&P MIDCAP 40 | $4.2M | 3.75% | 6,023 | New |
| 7 | CAPE | DOUBLELINE ETF TRUST | $4.0M | 3.54% | 123,241 | New |
| 8 | BAR | GRANITESHARES GOLD TR | $3.6M | 3.15% | 89,915 | Trimmed |
| 9 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $3.2M | 2.87% | 65,627 | Added |
| 10 | EMNT | PIMCO ETF TR | $2.6M | 2.28% | 25,520 | New |
| 11 | SCHX | SCHWAB STRATEGIC TR | $2.3M | 2.05% | 78,586 | Trimmed |
| 12 | LMBS | FIRST TR EXCHANGE-TRADED FD | $2.3M | 2.00% | 45,392 | New |
| 13 | AVDE | AMERICAN CENTY ETF TR | $1.9M | 1.69% | 21,348 | Added |
| 14 | VCSH | VANGUARD SCOTTSDALE FDS | $1.8M | 1.57% | 22,378 | New |
| 15 | VOO | VANGUARD INDEX FDS | $1.8M | 1.57% | 2,585 | New |
| 16 | JSCP | J P MORGAN EXCHANGE TRADED F | $1.7M | 1.55% | 37,040 | New |
| 17 | CGCB | CAPITAL GRP FIXED INCM ETF T | $1.7M | 1.50% | 64,635 | New |
| 18 | USFR | WISDOMTREE TR | $1.7M | 1.50% | 33,597 | New |
| 19 | FTSM | FIRST TR EXCHANGE-TRADED FD | $1.6M | 1.38% | 26,074 | New |
| 20 | SPYM | SPDR SERIES TRUST | $1.5M | 1.34% | 17,172 | New |
| 21 | JPST | J P MORGAN EXCHANGE TRADED F | $1.5M | 1.32% | 29,392 | New |
| 22 | VBR | VANGUARD INDEX FDS | $1.4M | 1.27% | 5,892 | New |
| 23 | VIG | VANGUARD SPECIALIZED FUNDS | $1.4M | 1.21% | 5,792 | New |
| 24 | USSH | WISDOMTREE TR | $1.3M | 1.17% | 26,251 | New |
| 25 | QDEF | FLEXSHARES TR | $1.3M | 1.15% | 14,881 | New |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR