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CIK: 0002010474
Total reported value
$112.8M
$112.8M
114 檔
28.4%
As reported in its official Q3 2025 Form 13F filing, Clear Point Advisors Inc.'s tracked investment portfolio stood at $112.8M with 114 total positions.
Clear Point Advisors Inc. executed strategic sector rebalancing during Q3 2025, establishing 9 new positions while fully exiting 1 holdings and trimming 50 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHG | Schwab US Large-cap Growth | ETF-Other | 9.50% | +2.65% | -0.63% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.20% | +1.81% | -2.29% | |
| 3 | CAPE | Doubleline Shiller Cape US | ETF-Other | 3.99% | +3.54% | NEW | |
| 4 | SCHB | Schwab US Broad Market ETF | ETF-Other | 3.65% | +1.10% | -1.15% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.54% | +4.58% | NEW | |
| 6 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 3.24% | -2.04% | EXIT | |
| 7 | PJUN | Innovator U.s. Equity Power | ETF-Other | 2.87% | — | -0.17% | |
| 8 | MDY | State Street Spdr S&p Midcap | ETF-Other | 2.83% | +3.75% | NEW | |
| 9 | BAR | Graniteshares Gold Trust | ETF-Commodities | 2.77% | -0.21% | -3.61% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 2.62% | +0.91% | +15.89% | |
| 11 | CGDV | Cap Group Dividend Value | ETF-Other | 1.87% | +0.78% | +7.08% | |
| 12 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 1.75% | +1.38% | NEW | |
| 13 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.75% | +0.49% | -2.89% | |
| 14 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 1.53% | +1.50% | NEW | |
| 15 | FMAY | Ft Vest US Equity Buffer ETF | ETF-Other | 1.45% | -1.13% | EXIT | |
| 16 | JSCP | Jpmorgan Short Duration Core | ETF-Other | 1.41% | +1.55% | NEW | |
| 17 | FTSL | First Trust Senior Loan ETF | ETF-Other | 1.29% | — | +0.38% | |
| 18 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.28% | +1.57% | NEW | |
| 19 | AVDE | Avantis International Equity | ETF-Other | 1.28% | +0.30% | +2.39% | |
| 20 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.22% | +1.32% | NEW | |
| 21 | JANW | Alianzim US Eq Bfr20 Jan-usd | ETF-Other | 1.05% | -0.96% | EXIT | |
| 22 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.04% | +1.34% | NEW | |
| 23 | PMAY | Innovator U.s. Equity Power | ETF-Other | 1.02% | — | — | |
| 24 | JMST | JPM Ultra-short Muni Income | ETF-Other | 1.02% | +0.95% | NEW | |
| 25 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.01% | +1.21% | NEW | |
| 26 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.99% | +1.57% | NEW | |
| 27 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.94% | +1.27% | NEW | |
| 28 | BAPR | Innovator U.s. Equity Buffer | ETF-Other | 0.89% | — | — | |
| 29 | APRW | Allinzim US Eq Bfr20 Apr-usd | ETF-Other | 0.86% | -0.66% | EXIT | |
| 30 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.85% | +0.18% | +2.10% | |
| 31 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.83% | +1.01% | NEW | |
| 32 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 0.79% | +0.21% | -2.09% | |
| 33 | JPUS | Jpmorgan Div Ret US Eq ETF | ETF-Other | 0.78% | +0.56% | NEW | |
| 34 | ED | Consolidated Edison Inc | Stock-Utilities | 0.77% | -0.87% | EXIT | |
| 35 | USSH | Wisdomtree 1-3 Y Lad Try Fd | ETF-Other | 0.77% | +1.17% | NEW | |
| 36 | MSFT | Microsoft CORP | Stock-Tech | 0.77% | +0.07% | +33.05% | |
| 37 | HYBX | Tcw High Yield Bond ETF | ETF-High Yield | 0.76% | +0.12% | -2.84% | |
| 38 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.73% | +0.31% | -2.44% | |
| 39 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.72% | +0.36% | -0.68% | |
| 40 | XSEP | Ft Vest U.s. Equity Enhance | ETF-Other | 0.70% | -0.70% | EXIT | |
| 41 | QDEF | Flexshares Quality Dividend | ETF-Other | 0.70% | +1.15% | NEW | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.69% | +0.66% | NEW | |
| 43 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.67% | +0.88% | NEW | |
| 44 | CGCB | Cap Group Core Bond | ETF-Other | 0.67% | +1.50% | NEW | |
| 45 | NVDA | Nvidia CORP | Stock-Tech | 0.63% | +0.12% | +3.33% | |
| 46 | NJAN | Innovator Growth 100 Power B | ETF-Other | 0.61% | — | -0.40% | |
| 47 | MUJ | Blackrock Munihold Nj Qlty | Stock-Other | 0.61% | +0.74% | NEW | |
| 48 | FNOV | Ft Vest US Equity Buffer ETF | ETF-Other | 0.59% | -0.55% | EXIT | |
| 49 | JPIB | Jpmorgan Intl Bnd ETF | ETF-Other | 0.58% | +1.04% | NEW | |
| 50 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 0.58% | +0.48% | NEW |
According to official SEC Form 13F filings, Clear Point Advisors Inc. reported a total U.S. public equity portfolio value of $112.8M across 114 disclosed positions in Q3 2025.
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In terms of portfolio concentration, the top 5 core holdings (including SCHG, QQQ, CAPE) accounted for 28.4% of total reported equity market value during Q3 2025.
Top New Position Initiated
JSCP
市值: $1.8M
Top Position Liquidated / Trimmed
MINO
前期市值: $284.2K
During Q3 2025, Clear Point Advisors Inc.'s top holdings by market value included SCHG (9.5%)、QQQ (4.2%)、CAPE (4.0%). The largest single position, SCHG, represented 9.5% of total portfolio value.
In Q3 2025, Clear Point Advisors Inc. made 101 total portfolio adjustments, initiating 9 new buys, adding to 41 positions, trimming 50 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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