Clear Point Advisors Inc.

Diversified strategyHigh-turnover traderContrarian

Total reported value

$129.0M

Reporting period: 2026-03-31 · Number of holdings: 75

Clear Point Advisors Inc. disclosed 75 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $129.0M and a quarterly turnover rate of 105.3%.

Personality snowflake

Concentration: 18.25
Portfolio Stability: 100
Momentum/Contrarian: 0
Sector conviction: 99.05
Diversification: 100
Sizing Uniformity: 84.33

Recent moves

Add JPM
+9399.8%　$7.8M
Trim SCHG
-0.2%　-$1.3M
New buy 3IV1
New buy STT
New buy VOX
Sold out SPY

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	3IV1	Innovator Ibd 50 ETF	ETF-Other	11.61%	+11.61%	NEW
2	STT	State Street CORP	Stock-Financials	8.71%	+8.71%	NEW
3	SCHG	Schwab US Large-cap Growth	ETF-Other	8.23%	-1.02%	-0.16%
4	JPM	Jpmorgan Chase & Co	Stock-Financials	6.37%	+6.04%	+9399.81%
5	VOX	Vanguard Communication Servi	ETF-Other	5.29%	+5.29%	NEW
6	QQQ	Invesco Qqq Trust Series 1	ETF-Tech	3.95%	—	-0.53%
7	SCHB	Schwab US Broad Market ETF	ETF-Other	3.48%	—	-0.10%
8	DCRE	Dbl Comm Real Est Debt	ETF-Other	3.43%	+3.43%	NEW
9	IBIT	Ishares Bitcoin Trust ETF	ETF-Crypto	3.37%	+3.37%	NEW
10	BAR	Graniteshares Gold Trust	ETF-Commodities	3.36%	—	+3.20%
11	AAPL	Apple INC	Stock-Tech	2.88%	—	+11.60%
12	CGDV	Cap Group Dividend Value	ETF-Other	2.09%	—	-1.70%
13	WT	Wisdomtree INC	Stock-Other	2.07%	+2.07%	NEW
14	MINT	Pimco Enhanced Short Maturit	ETF-Other	2.04%	—	-11.74%
15	SCHX	Schwab US Large-cap ETF	ETF-Other	1.56%	—	-1.13%
16	TILT	Flexshares Morningstar US Ma	ETF-Other	1.49%	+1.49%	NEW
17	AVDE	Avantis International Equity	ETF-Other	1.39%	—	+1.68%
18	BSL	Blackstone Snr Fltng Rt	Stock-Other	1.25%	+1.25%	NEW
19	CGXU	Cap Group Intl Focus	ETF-Other	1.24%	+1.24%	NEW
20	FFA	First Trust Enhan Eqty INC	Stock-Other	1.22%	+1.22%	NEW
21	FMAY	Ft Vest US Equity Buffer ETF	ETF-Other	1.13%	—	-6.36%
22	FTXG	First Trust Nasdaq Food & Be	ETF-Tech	1.12%	+1.12%	NEW
23	JANW	Alianzim US Eq Bfr20 Jan-usd	ETF-Other	0.96%	—	+2.49%
24	ED	Consolidated Edison INC	Stock-Utilities	0.87%	—	+0.43%
25	AMZN	Amazon.com INC	Stock-Consumer Disc	0.79%	—	+1.93%
26	HYBX	Tcw High Yield Bond ETF	ETF-High Yield	0.78%	—	+2.62%
27	FNDX	Schwab Fndmntl US Lrg Co ETF	ETF-Other	0.76%	—	-1.47%
28	SCHM	Schwab US Mid Cap ETF	ETF-Other	0.76%	—	+11.30%
29	SCHA	Schwab US Small-cap ETF	ETF-Other	0.73%	—	+0.23%
30	XSEP	Ft Vest U.s. Equity Enhance	ETF-Other	0.70%	—	—
31	APRW	Allinzim US Eq Bfr20 Apr-usd	ETF-Other	0.66%	—	-16.05%
32	FBRT	Franklin Bsp Realty Trust In	Stock-Other	0.65%	+0.65%	NEW
33	BLK	BlackRock, Inc.	Stock-Financials	0.61%	+0.61%	NEW
34	PVAL	Putnam Focused Lrg Cap Value	ETF-Other	0.60%	—	+17.06%
35	MSFT	Microsoft CORP	Stock-Tech	0.59%	—	+6.88%
36	FYC	First Trust Small Cap Growth	ETF-Small Cap	0.58%	—	+3.07%
37	FEBW	Alianzim US Eq Bfr20 Feb-usd	ETF-Other	0.57%	—	—
38	NVDA	Nvidia CORP	Stock-Tech	0.56%	—	-2.48%
39	SDVY	First Trust Smid Cap Rising	ETF-Other	0.55%	—	+2.25%
40	FNOV	Ft Vest US Equity Buffer ETF	ETF-Other	0.55%	—	+5.55%
41	BRK-A	Berkshire Hathaway Inc-cl A	Stock-Other	0.55%	+0.55%	NEW
42	JNJ	Johnson & Johnson	Stock-Healthcare	0.51%	—	-0.52%
43	GLD	Spdr Gold Shares	ETF-Commodities	0.48%	—	-2.19%
44	JULW	Alianzim US Eq Bfr20 Jul-usd	ETF-Other	0.46%	—	-6.23%
45	VNQI	Vanguard Glbl Ex-us Real Est	ETF-Other	0.45%	—	—
46	LEO	Bny Mellon Strategic Muni	Stock-Other	0.44%	—	—
47	V	Visa Inc-class A Shares	Stock-Financials	0.40%	—	-0.81%
48	YMAR	Ft Vt Int Equ M B- Mar-us I	ETF-Other	0.40%	—	-2.25%
49	MA	Mastercard INC - A	Stock-Financials	0.40%	—	—
50	META	Meta Platforms Inc-class A	Stock-Comm Services	0.38%	—	-4.69%

1–50 of 75

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-03-31	75	$129.0M	100	13IV1 2STT 3SCHG Top holdings2026-03-31 1.3IV1 2.STT 3.SCHG 4.JPM 5.VOX 6.QQQ 7.SCHB 8.DCRE 9.IBIT 10.BAR
2025-12-31	123	$128.8M	14	1SCHG 2QQQ 3SPY Top holdings2025-12-31 1.SCHG 2.QQQ 3.SPY 4.CAPE 5.SCHB 6.BAR 7.PJUN 8.AAPL 9.MDY 10.MINT
2025-09-30	114	$128.7M	20	1SCHG 2QQQ 3CAPE Top holdings2025-09-30 1.SCHG 2.QQQ 3.CAPE 4.SCHB 5.SPY 6.MINT 7.PJUN 8.MDY 9.BAR 10.AAPL
2025-06-30	108	$118.7M	0	1SCHG 2CAPE 3QQQ Top holdings2025-06-30 1.SCHG 2.CAPE 3.QQQ 4.SCHB 5.SPY 6.MINT 7.PJUN 8.MDY 9.JPST 10.BAR
2025-03-31	106	$111.2M	0	1SCHG 2CAPE 3QQQ Top holdings2025-03-31 1.SCHG 2.CAPE 3.QQQ 4.MINT 5.SCHB 6.SPY 7.PJUN 8.MDY 9.JPST 10.BAR
2024-12-31	105	$116.9M	0	1SCHG 2CAPE 3QQQ Top holdings2024-12-31 1.SCHG 2.CAPE 3.QQQ 4.SCHB 5.SPY 6.PJUN 7.MDY 8.MINT 9.AAPL 10.JPST
2024-09-30	572	$129.3M	0	1SCHG 2CAPE 3QQQ Top holdings2024-09-30 1.SCHG 2.CAPE 3.QQQ 4.SCHB 5.SPY 6.PJUN 7.MDY 8.MINT 9.AAPL 10.JBND
2024-06-30	569	$121.8M	0	1SCHG 2CAPE 3QQQ Top holdings2024-06-30 1.SCHG 2.CAPE 3.QQQ 4.SCHB 5.MINT 6.SPY 7.PJUN 8.MDY 9.AAPL 10.FTSM
2024-03-31	577	$121.6M	0	1SCHG 2CAPE 3QQQ Top holdings2024-03-31 1.SCHG 2.CAPE 3.QQQ 4.SCHB 5.PJUN 6.SPY 7.MDY 8.MINT 9.FTSM 10.AAPL
2023-12-31	555	$113.2M	0	1SCHG 2CAPE 3USFR Top holdings2023-12-31 1.SCHG 2.CAPE 3.USFR 4.QQQ 5.SCHB 6.PJUN 7.MDY 8.SPY 9.AAPL 10.JBND

Holding changes this quarter

Clear Point Advisors Inc.'s most significant position changes for 2026-03-31: New buy: Innovator Ibd 50 ETF (3IV1); New buy: State Street CORP (STT); New buy: Vanguard Communication Servi (VOX); Sold out: Ss Spdr S&p 500 ETF Trust-us (SPY); Sold out: Doubleline Shiller Cape US (CAPE).

Position changes disclosed by Clear Point Advisors Inc. for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	JPM	Jpmorgan Chase & Co	+6%	+9399.81%	Add
2	SCHG	Schwab US Large-cap Growth	-1%	-0.16%	Trim
3	3IV1	Innovator Ibd 50 ETF	—	NEW	New buy
4	STT	State Street CORP	—	NEW	New buy
5	VOX	Vanguard Communication Servi	—	NEW	New buy
6	SPY	Ss Spdr S&p 500 ETF Trust-us	—	EXIT	Sold out
7	CAPE	Doubleline Shiller Cape US	—	EXIT	Sold out
8	DCRE	Dbl Comm Real Est Debt	—	NEW	New buy
9	IBIT	Ishares Bitcoin Trust ETF	—	NEW	New buy
10	PJUN	Innovator U.s. Equity Power	—	EXIT	Sold out
11	MDY	State Street Spdr S&p Midcap	—	EXIT	Sold out
12	WT	Wisdomtree INC	—	NEW	New buy
13	JSCP	Jpmorgan Short Duration Core	—	EXIT	Sold out
14	TILT	Flexshares Morningstar US Ma	—	NEW	New buy
15	VCSH	Vanguard S/t CORP Bond ETF	—	EXIT	Sold out
16	JPST	Jpmorgan Ultra-short Income	—	EXIT	Sold out
17	BSL	Blackstone Snr Fltng Rt	—	NEW	New buy
18	CGXU	Cap Group Intl Focus	—	NEW	New buy
19	FFA	First Trust Enhan Eqty INC	—	NEW	New buy
20	FTSM	First Trust Enh Short Mat Fd	—	EXIT	Sold out
21	CGCB	Cap Group Core Bond	—	EXIT	Sold out
22	FTXG	First Trust Nasdaq Food & Be	—	NEW	New buy
23	SPYM	Ste Str Spdr Pt S&p 500 ETF	—	EXIT	Sold out
24	VOO	Vanguard S&p 500 ETF	—	EXIT	Sold out
25	FTSL	First Trust Senior Loan ETF	—	EXIT	Sold out
26	VIG	Vanguard Dividend Apprec ETF	—	EXIT	Sold out
27	PMAY	Innovator U.s. Equity Power	—	EXIT	Sold out
28	USSH	Wisdomtree 1-3 Y Lad Try Fd	—	EXIT	Sold out
29	VBR	Vanguard Small-cap Value ETF	—	EXIT	Sold out
30	JMST	JPM Ultra-short Muni Income	—	EXIT	Sold out
31	JPIB	Jpmorgan Intl Bnd ETF	—	EXIT	Sold out
32	QDEF	Flexshares Quality Dividend	—	EXIT	Sold out
33	BAPR	Innovator U.s. Equity Buffer	—	EXIT	Sold out
34	DIA	Ss Spdr Dow Jones Indus Avg	—	EXIT	Sold out
35	LMBS	First Trust Low Duration Opp	—	EXIT	Sold out
36	EFA	Ishares Msci Eafe ETF	—	EXIT	Sold out
37	FBRT	Franklin Bsp Realty Trust In	—	NEW	New buy
38	NJAN	Innovator Growth 100 Power B	—	EXIT	Sold out
39	MUJ	Blackrock Munihold Nj Qlty	—	EXIT	Sold out
40	BLK	BlackRock, Inc.	—	NEW	New buy
41	BRK-B	Berkshire Hathaway Inc-cl B	—	EXIT	Sold out
42	HYGV	Flexshares High Yield Value	—	EXIT	Sold out
43	IJUL	Innovator International Deve	—	EXIT	Sold out
44	BRK-A	Berkshire Hathaway Inc-cl A	—	NEW	New buy
45	DDFL	Invtr Eq D Di 15 B ETF - Jul	—	EXIT	Sold out
46	VHT	Vanguard Health Care ETF	—	EXIT	Sold out
47	BSEP	Innovator U.s. Equity Buffer	—	EXIT	Sold out
48	DDFN	Innov Eq Dd 15 Buf ETF - Nov	—	EXIT	Sold out
49	ITOT	Ishares Core S&p Total U.s.	—	EXIT	Sold out
50	USMV	Ishares Msci USA Min Vol Fac	—	EXIT	Sold out

FAQ

What is Clear Point Advisors Inc. and what type of investor is it?

Clear Point Advisors Inc. is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $129.0M, spread across 75 disclosed positions.

What are Clear Point Advisors Inc.'s largest equity positions?

Based on the latest 13F filing, Clear Point Advisors Inc.'s top holdings by market value are: 1. Innovator Ibd 50 ETF (3IV1) — $15.0M (11.6%) 2. State Street CORP (STT) — $11.2M (8.7%) 3. Schwab US Large-cap Growth (SCHG) — $10.6M (8.2%) 4. Jpmorgan Chase & Co (JPM) — $8.2M (6.4%) 5. Vanguard Communication Servi (VOX) — $6.8M (5.3%)

What changes did Clear Point Advisors Inc. make in its most recent portfolio filing?

In the latest reported quarter, Clear Point Advisors Inc. made 50 notable position adjustments: 14 new positions were initiated, 1 existing holdings were added to, 1 positions were partially reduced, and 34 were completely exited. The largest of these moves: New buy: Innovator Ibd 50 ETF (3IV1); New buy: State Street CORP (STT); New buy: Vanguard Communication Servi (VOX); Sold out: Ss Spdr S&p 500 ETF Trust-us (SPY); Sold out: Doubleline Shiller Cape US (CAPE)

What sectors does Clear Point Advisors Inc. focus on?

Clear Point Advisors Inc. is concentrated in the following sectors based on its current disclosed equity portfolio: • Financials: 48.4% • Information Technology: 27.2% • Communication Services: 12.1% • Consumer Discretionary: 7.2% • Health Care: 5.2%