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CIK: 0002010474
Total reported value
$112.8M
$112.8M
123 檔
28.0%
The Q4 2025 SEC filing reveals that Clear Point Advisors Inc. held a total portfolio value of $112.8M, covering 123 public equity positions.
In Q4 2025, Clear Point Advisors Inc. adopted a defensive or profit-taking posture, trimming 66 positions and completely liquidating 2 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHG | Schwab US Large-cap Growth | ETF-Other | 9.25% | +2.65% | -4.70% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.24% | +1.81% | -1.26% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.74% | +4.58% | NEW | |
| 4 | CAPE | Doubleline Shiller Cape US | ETF-Other | 3.67% | +3.54% | NEW | |
| 5 | SCHB | Schwab US Broad Market ETF | ETF-Other | 3.65% | +1.10% | -1.88% | |
| 6 | BAR | Graniteshares Gold Trust | ETF-Commodities | 3.00% | -0.21% | -2.83% | |
| 7 | PJUN | Innovator U.s. Equity Power | ETF-Other | 2.78% | — | -4.50% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.77% | +0.91% | -0.76% | |
| 9 | MDY | State Street Spdr S&p Midcap | ETF-Other | 2.76% | +3.75% | NEW | |
| 10 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 2.31% | -2.04% | EXIT | |
| 11 | CGDV | Cap Group Dividend Value | ETF-Other | 2.19% | +0.78% | +12.44% | |
| 12 | JSCP | Jpmorgan Short Duration Core | ETF-Other | 1.72% | +1.55% | NEW | |
| 13 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.66% | +0.49% | -6.77% | |
| 14 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.36% | +1.57% | NEW | |
| 15 | AVDE | Avantis International Equity | ETF-Other | 1.33% | +0.30% | -0.47% | |
| 16 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.28% | +1.32% | NEW | |
| 17 | FMAY | Ft Vest US Equity Buffer ETF | ETF-Other | 1.22% | -1.13% | EXIT | |
| 18 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 1.20% | +1.38% | NEW | |
| 19 | CGCB | Cap Group Core Bond | ETF-Other | 1.14% | +1.50% | NEW | |
| 20 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.07% | +1.34% | NEW | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.04% | +1.57% | NEW | |
| 22 | FTSL | First Trust Senior Loan ETF | ETF-Other | 1.02% | — | -20.78% | |
| 23 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.02% | +1.21% | NEW | |
| 24 | PMAY | Innovator U.s. Equity Power | ETF-Other | 0.95% | — | -7.93% | |
| 25 | JANW | Alianzim US Eq Bfr20 Jan-usd | ETF-Other | 0.95% | -0.96% | EXIT | |
| 26 | USSH | Wisdomtree 1-3 Y Lad Try Fd | ETF-Other | 0.95% | +1.17% | NEW | |
| 27 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.91% | +1.27% | NEW | |
| 28 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.86% | +0.18% | -3.79% | |
| 29 | JMST | JPM Ultra-short Muni Income | ETF-Other | 0.85% | +0.95% | NEW | |
| 30 | JPIB | Jpmorgan Intl Bnd ETF | ETF-Other | 0.85% | +1.04% | NEW | |
| 31 | QDEF | Flexshares Quality Dividend | ETF-Other | 0.83% | +1.15% | NEW | |
| 32 | BAPR | Innovator U.s. Equity Buffer | ETF-Other | 0.81% | — | -10.74% | |
| 33 | APRW | Allinzim US Eq Bfr20 Apr-usd | ETF-Other | 0.77% | -0.66% | EXIT | |
| 34 | ED | Consolidated Edison Inc | Stock-Utilities | 0.76% | -0.87% | EXIT | |
| 35 | HYBX | Tcw High Yield Bond ETF | ETF-High Yield | 0.76% | +0.12% | +2.70% | |
| 36 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 0.76% | +0.21% | -7.89% | |
| 37 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.75% | +1.01% | NEW | |
| 38 | LMBS | First Trust Low Duration Opp | ETF-Other | 0.75% | +2.00% | NEW | |
| 39 | MSFT | Microsoft CORP | Stock-Tech | 0.72% | +0.07% | +0.63% | |
| 40 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.71% | +0.31% | -4.32% | |
| 41 | XSEP | Ft Vest U.s. Equity Enhance | ETF-Other | 0.71% | -0.70% | EXIT | |
| 42 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.70% | +0.88% | NEW | |
| 43 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.66% | +0.36% | -8.97% | |
| 44 | NJAN | Innovator Growth 100 Power B | ETF-Other | 0.63% | — | -0.57% | |
| 45 | MUJ | Blackrock Munihold Nj Qlty | Stock-Other | 0.62% | +0.74% | NEW | |
| 46 | NVDA | Nvidia CORP | Stock-Tech | 0.62% | +0.12% | -2.47% | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.60% | +0.66% | NEW | |
| 48 | HYGV | Flexshares High Yield Value | ETF-High Yield | 0.60% | +0.68% | NEW | |
| 49 | FEBW | Alianzim US Eq Bfr20 Feb-usd | ETF-Other | 0.58% | -0.57% | EXIT | |
| 50 | FYC | First Trust Small Cap Growth | ETF-Small Cap | 0.56% | -0.58% | EXIT |
According to official SEC Form 13F filings, Clear Point Advisors Inc. reported a total U.S. public equity portfolio value of $112.8M across 123 disclosed positions in Q4 2025.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SCHG, QQQ, SPY) accounted for 28.0% of total reported equity market value during Q4 2025.
Top New Position Initiated
LMBS
市值: $967.2K
Top Position Liquidated / Trimmed
USFR
前期市值: $2.0M
During Q4 2025, Clear Point Advisors Inc.'s top holdings by market value included SCHG (9.3%)、QQQ (4.2%)、SPY (3.7%). The largest single position, SCHG, represented 9.3% of total portfolio value.
In Q4 2025, Clear Point Advisors Inc. made 109 total portfolio adjustments, initiating 11 new buys, adding to 30 positions, trimming 66 holdings, and fully liquidating 2 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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