§ 13F · FUND PROFILE
Clear Point Advisors Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $129M (13F)Positions · 114Turnover · — · Q1Filed · Apr 29, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$58M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 29, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | FFTY | INNOVATOR ETFS TRUST | 419K | $15M | 11.6% | NEW |
| 2 | STT | STATE STR CORP | 38K | $11M | 8.7% | NEW |
| 3 | SCHG | SCHWAB STRATEGIC TR | 365K | $11M | 8.2% | ±0% |
| 4 | JPM | JPMORGAN CHASE & CO | 146K | $8M | 6.4% | +9400% |
| 5 | VOX | VANGUARD WORLD FD | 45K | $7M | 5.3% | NEW |
| 6 | QQQ | INVESCO QQQ TR | 9K | $5M | 4.0% | −1% |
| 7 | SCHB | SCHWAB STRATEGIC TR | 179K | $4M | 3.5% | ±0% |
| 8 | DCRE | DOUBLELINE ETF TRUST | 144K | $4M | 3.4% | NEW |
| 9 | IBIT | ISHARES BITCOIN TRUST ETF | 61K | $4M | 3.4% | NEW |
| 10 | BAR | GRANITESHARES GOLD TR | 94K | $4M | 3.4% | +3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CLEAR SIGNAL
AC read
Clear Point Advisors Inc. is a Other fund managing $129 million in assets. The fund runs a portfolio of 114 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed