13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002010474
Total reported value
$112.8M
$112.8M
75 檔
46.0%
In Q1 2026, Clear Point Advisors Inc.'s U.S. equity holdings reached a combined market value of $112.8M, distributed across 75 disclosed stock positions.
In Q1 2026, Clear Point Advisors Inc. adopted a defensive or profit-taking posture, trimming 23 positions and completely liquidating 73 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | 3IV1 | Innovator Ibd 50 ETF | ETF-Other | 11.61% | -11.61% | EXIT | |
| 2 | STT | State Street CORP | Stock-Financials | 8.71% | -8.71% | EXIT | |
| 3 | SCHG | Schwab US Large-cap Growth | ETF-Other | 8.23% | +2.65% | -0.16% | |
| 4 | JPM | Jpmorgan Chase & Co | Stock-Financials | 6.37% | -6.00% | +9399.81% | |
| 5 | VOX | Vanguard Communication Servi | ETF-Other | 5.29% | -5.29% | EXIT | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.95% | +1.81% | -0.53% | |
| 7 | SCHB | Schwab US Broad Market ETF | ETF-Other | 3.48% | +1.10% | -0.10% | |
| 8 | DCRE | Dbl Comm Real Est Debt | ETF-Other | 3.43% | -3.43% | EXIT | |
| 9 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 3.37% | -3.37% | EXIT | |
| 10 | BAR | Graniteshares Gold Trust | ETF-Commodities | 3.36% | -0.21% | +3.20% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 2.88% | +0.91% | +11.60% | |
| 12 | CGDV | Cap Group Dividend Value | ETF-Other | 2.09% | +0.78% | -1.70% | |
| 13 | WT | Wisdomtree Inc | Stock-Other | 2.07% | -2.07% | EXIT | |
| 14 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 2.04% | -2.04% | EXIT | |
| 15 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.56% | +0.49% | -1.13% | |
| 16 | TILT | Flexshares Morningstar US Ma | ETF-Other | 1.49% | -1.49% | EXIT | |
| 17 | AVDE | Avantis International Equity | ETF-Other | 1.39% | +0.30% | +1.68% | |
| 18 | BSL | Blackstone Snr Fltng Rt | Stock-Other | 1.25% | -1.25% | EXIT | |
| 19 | CGXU | Cap Group Intl Focus | ETF-Other | 1.24% | -1.24% | EXIT | |
| 20 | FFA | First Trust Enhan Eqty Inc | Stock-Other | 1.22% | -1.22% | EXIT | |
| 21 | FMAY | Ft Vest US Equity Buffer ETF | ETF-Other | 1.13% | -1.13% | EXIT | |
| 22 | FTXG | First Trust Nasdaq Food & Be | ETF-Tech | 1.12% | -1.12% | EXIT | |
| 23 | JANW | Alianzim US Eq Bfr20 Jan-usd | ETF-Other | 0.96% | -0.96% | EXIT | |
| 24 | ED | Consolidated Edison Inc | Stock-Utilities | 0.87% | -0.87% | EXIT | |
| 25 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.79% | +0.18% | +1.93% | |
| 26 | HYBX | Tcw High Yield Bond ETF | ETF-High Yield | 0.78% | +0.12% | +2.62% | |
| 27 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 0.76% | +0.21% | -1.47% | |
| 28 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.76% | +0.36% | +11.30% | |
| 29 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.73% | +0.31% | +0.23% | |
| 30 | XSEP | Ft Vest U.s. Equity Enhance | ETF-Other | 0.70% | -0.70% | EXIT | |
| 31 | APRW | Allinzim US Eq Bfr20 Apr-usd | ETF-Other | 0.66% | -0.66% | EXIT | |
| 32 | FBRT | Franklin Bsp Realty Trust In | Stock-Other | 0.65% | -0.65% | EXIT | |
| 33 | BLK | BlackRock, Inc. | Stock-Financials | 0.61% | -0.61% | EXIT | |
| 34 | PVAL | Putnam Focused Lrg Cap Value | ETF-Other | 0.60% | +0.09% | +17.06% | |
| 35 | MSFT | Microsoft CORP | Stock-Tech | 0.59% | +0.07% | +6.88% | |
| 36 | FYC | First Trust Small Cap Growth | ETF-Small Cap | 0.58% | -0.58% | EXIT | |
| 37 | FEBW | Alianzim US Eq Bfr20 Feb-usd | ETF-Other | 0.57% | -0.57% | EXIT | |
| 38 | NVDA | Nvidia CORP | Stock-Tech | 0.56% | +0.12% | -2.48% | |
| 39 | SDVY | First Trust Smid Cap Rising | ETF-Other | 0.55% | +0.14% | +2.25% | |
| 40 | FNOV | Ft Vest US Equity Buffer ETF | ETF-Other | 0.55% | -0.55% | EXIT | |
| 41 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.55% | -0.55% | EXIT | |
| 42 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.51% | +0.10% | -0.52% | |
| 43 | GLD | Spdr Gold Shares | ETF-Commodities | 0.48% | -0.25% | -2.19% | |
| 44 | JULW | Alianzim US Eq Bfr20 Jul-usd | ETF-Other | 0.46% | -0.46% | EXIT | |
| 45 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-Other | 0.45% | -0.45% | EXIT | |
| 46 | LEO | Bny Mellon Strategic Muni | Stock-Other | 0.44% | -0.44% | EXIT | |
| 47 | V | Visa Inc-class A Shares | Stock-Financials | 0.40% | +0.12% | -0.81% | |
| 48 | YMAR | Ft Vt Int Equ M B- Mar-us I | ETF-Other | 0.40% | -0.40% | EXIT | |
| 49 | MA | Mastercard Inc - A | Stock-Financials | 0.40% | +0.06% | — | |
| 50 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.38% | +0.04% | -4.69% |
According to official SEC Form 13F filings, Clear Point Advisors Inc. reported a total U.S. public equity portfolio value of $112.8M across 75 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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 3IV1, STT, SCHG) accounted for 46.0% of total reported equity market value during Q1 2026.
Top New Position Initiated
3IV1
市值: $15.0M
Top Position Liquidated / Trimmed
SPY
前期市值: $4.8M
During Q1 2026, Clear Point Advisors Inc.'s top holdings by market value included 3IV1 (11.6%)、STT (8.7%)、SCHG (8.2%). The largest single position, 3IV1, represented 11.6% of total portfolio value.
In Q1 2026, Clear Point Advisors Inc. made 141 total portfolio adjustments, initiating 25 new buys, adding to 20 positions, trimming 23 holdings, and fully liquidating 73 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.