§ 13F · FUND PROFILE
Clear Point Advisors Inc..
AUM · $113M (13F)Positions · 93Turnover · n/a · Q2Filed · Jul 29, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$58M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 29, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SCHG | SCHWAB STRATEGIC TR | 363K | $12M | 10.9% | ±0% |
| 2 | QQQ | INVESCO QQQ TR | 9K | $6M | 5.8% | ±0% |
| 3 | SPY | STATE STR SPDR S&P 500 ETF T | 7K | $5M | 4.6% | NEW |
| 4 | SCHB | SCHWAB STRATEGIC TR | 178K | $5M | 4.6% | ±0% |
| 5 | AAPL | APPLE INC | 15K | $4M | 3.8% | +1% |
| 6 | MDY | STATE STR SPDR S&P MIDCAP 40 | 6K | $4M | 3.8% | NEW |
| 7 | CAPE | DOUBLELINE ETF TRUST | 123K | $4M | 3.5% | NEW |
| 8 | BAR | GRANITESHARES GOLD TR | 90K | $4M | 3.1% | −4% |
| 9 | CGDV | CAPITAL GROUP DIVIDEND VALUE | 66K | $3M | 2.9% | +3% |
| 10 | EMNT | PIMCO ETF TR | 26K | $3M | 2.3% | NEW |
§ 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 $113 million in assets. The fund runs a portfolio of 93 positions.
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