account_balance
Investment manager · 13F filer · SEC CIK 2010474
Clear Point Advisors Inc.
Reported value$146Mas of Sep 30, 2026
Positions131 45 new, 7 sold out
Top 10 weight37.1%SCHG alone is 9%
FiledOct 3030 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SCHGSchwab Strategic Tr
8.8%
QQQInvesco QQQ Tr
4.4%
SPYState STR SPDR S&P 500 ETF T
3.6%
SCHBSchwab Strategic Tr
3.6%
AAPLApple Inc
3.4%
MINTPimco ETF Tr
3.0%New
MDYState STR SPDR S&P Midcap 40
2.7%
QBKFAim ETF Products Trust
2.7%New
BARGraniteshares Gold Tr
2.5%
PJUNInnovator Etfs Trust
2.4%New
CGDVCapital Group Dividend Value
2.3%Added +5%
CAPEDoubleline ETF Trust
2.2%Trimmed −15%
SCHGSchwab Strategic Tr
8.8%
QQQ4.4%
SPYState STR SPDR S&P 500 ETF T
3.6%
SCHBSchwab Strategic Tr
3.6%
AAPLApple Inc
3.4%
MINT3.0%
MDY2.7%QBKF2.7%
BAR2.5%PJUN2.4%
CGDV2.3%
CAPE2.2%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SCHG Schwab Strategic Tr 8.8% Held
QQQ Invesco QQQ Tr 4.4% Held
SPY State STR SPDR S&P 500 ETF T 3.6% HeldSCHB Schwab Strategic Tr 3.6% Held
AAPL Apple Inc 3.4% HeldMINT Pimco ETF Tr 3.0% New
MDY State STR SPDR S&P Midcap 40 2.7% HeldQBKF Aim ETF Products Trust 2.7% New
BAR Graniteshares Gold Tr 2.5% HeldPJUN Innovator Etfs Trust 2.4% New
CGDV Capital Group Dividend Value 2.3% Added +5%
CAPE Doubleline ETF Trust 2.2% Trimmed −15%
What changed
Biggest moves since Jun 30, 2026
add_circleNew
- MINT $4.43M
- QBKF $3.94M
- PJUN $3.5M
- ESG $2.13M
arrow_upwardAdded
- QQQM +65%
- SCHD +55%
- USFR +45%
- JPST +45%
arrow_downwardTrimmed
- JSCP −36%
- JPIB −20%
- CGCB −20%
- CAPE −15%
remove_circleSold out
- EMNT $2.57M
- QDEF $1.29M
- MUJ $831K
- HYGV $768K