Clear Point Advisors Inc.
CIK: 0002010474SEC EDGAR →
Portfolio Value
$128.8M
Holdings
123
As of
Q4 2025
New Positions
123
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR | 365,164 | $11.9M | 9.25% |
| 2 | INVESCO QQQ TR | 8,884 | $5.5M | 4.24% |
| 3 | SPDR S&P 500 ETF TR | 7,071 | $4.8M | 3.74% |
| 4 | DOUBLELINE ETF TRUST | 146,550 | $4.7M | 3.67% |
| 5 | SCHWAB STRATEGIC TR | 179,287 | $4.7M | 3.65% |
| 6 | GRANITESHARES GOLD TR | 90,971 | $3.9M | 3.00% |
| 7 | INNOVATOR ETFS TRUST | 85,661 | $3.6M | 2.78% |
| 8 | APPLE INC | 13,138 | $3.6M | 2.77% |
| 9 | SPDR S&P MIDCAP 400 ETF TR | 5,904 | $3.6M | 2.76% |
| 10 | PIMCO ETF TR | 29,641 | $3.0M | 2.31% |
Quarterly Changes
New Positions (123)
$11.9M · 365K shares
$5.5M · 9K shares
$4.8M · 7K shares
$4.7M · 147K shares
$4.7M · 179K shares
$3.9M · 91K shares
$3.6M · 86K shares
$3.6M · 13K shares
$3.6M · 6K shares
$3.0M · 30K shares
$2.8M · 65K shares
$2.2M · 46K shares
$2.1M · 80K shares
$1.8M · 22K shares
$1.7M · 21K shares
$1.6M · 33K shares
$1.6M · 29K shares
$1.5M · 26K shares
$1.5M · 56K shares
$1.4M · 17K shares
$1.3M · 2K shares
$1.3M · 29K shares
$1.3M · 6K shares
$1.2M · 31K shares
$1.2M · 33K shares
$1.2M · 24K shares
$1.2M · 6K shares
$1.1M · 5K shares
$1.1M · 22K shares
$1.1M · 22K shares
$1.1M · 13K shares
$1.0M · 22K shares
$993K · 29K shares
$985K · 10K shares
$983K · 33K shares
$972K · 36K shares
$969K · 2K shares
$967K · 19K shares
$928K · 2K shares
$917K · 32K shares
$917K · 22K shares
$903K · 9K shares
$856K · 28K shares
$810K · 15K shares
$803K · 67K shares
$795K · 4K shares
$777K · 2K shares
$768K · 19K shares
$747K · 22K shares
$722K · 8K shares
$709K · 21K shares
$691K · 13K shares
$686K · 33K shares
$679K · 18K shares
$675K · 2K shares
$672K · 14K shares
$671K · 35K shares
$644K · 14K shares
$643K · 16K shares
$625K · 4K shares
$608K · 2K shares
$595K · 6K shares
$591K · 896 shares
$591K · 12K shares
$582K · 10K shares
$582K · 4K shares
$582K · 1K shares
$578K · 1K shares
$559K · 3K shares
$557K · 26K shares
$543K · 15K shares
$537K · 7K shares
$536K · 6K shares
$532K · 9K shares
$524K · 19K shares
$515K · 20K shares
$501K · 4K shares
$499K · 17K shares
$497K · 12K shares
$491K · 1K shares
$485K · 4K shares
$481K · 7K shares
$455K · 11K shares
$428K · 2K shares
$410K · 4K shares
$409K · 499 shares
$404K · 4K shares
$393K · 11K shares
$389K · 7K shares
$376K · 7K shares
$361K · 11K shares
$357K · 1K shares
$352K · 8K shares
$349K · 5K shares
$345K · 5K shares
$343K · 13K shares
$337K · 12K shares
$337K · 7K shares
$323K · 472 shares
$319K · 13K shares
$314K · 5K shares
$308K · 4K shares
$304K · 7K shares
$303K · 4K shares
$298K · 7K shares
$293K · 6K shares
$283K · 9K shares
$282K · 5K shares
$275K · 6K shares
$269K · 7K shares
$266K · 4K shares
$264K · 1K shares
$263K · 7K shares
$261K · 6K shares
$246K · 7K shares
$240K · 811 shares
$223K · 2K shares
$223K · 1K shares
$219K · 4K shares
$217K · 808 shares
$209K · 12K shares
$208K · 4K shares
$206K · 3K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 98 | $103.3M | 80.2% |
| Unknown | 11 | $10.8M | 8.4% |
| Technology | 5 | $9.4M | 7.3% |
| Communication Services | 4 | $1.7M | 1.3% |
| Consumer Cyclical | 2 | $1.6M | 1.2% |
| Utilities | 1 | $985K | 0.8% |
| Healthcare | 2 | $968K | 0.8% |