Clear Point Advisors Inc. — 13F holdings

Clear Point Advisors Inc. reported 93 holdings worth $113M in its 13F filing for Q2 2026, filed July 29, 2026.

Largest positions

  1. SCHG SCHWAB STRATEGIC TR — $12.3M (10.9%)
  2. QQQ Invesco Qqq Tr — $6.50M (5.8%)
  3. SPY SPDR S&P 500 ETF TR — $5.17M (4.6%)
  4. SCHB SCHWAB STRATEGIC TR — $5.17M (4.6%)
  5. AAPL APPLE INC — $4.28M (3.8%)
  6. MDY SPDR S&P MIDCAP 400 ETF TR — $4.24M (3.8%)
  7. CAPE DOUBLELINE ETF TRUST — $4.00M (3.5%)
  8. BAR GRANITESHARES GOLD TR — $3.55M (3.1%)
  9. CGDV CAPITAL GROUP DIVIDEND VALUE — $3.23M (2.9%)
  10. EMNT PIMCO ETF TR — $2.57M (2.3%)