Clear Point Advisors Inc.

CIK

2010474

Location

MELVILLE, NY

Portfolio Value

Small $112,014,921

Diversification

Diversified

Filing Date

Global Rank

#8,143 / 8,794 ▼ 969 · as of Jun 2026

Top Industry

Consumer Electronics 28.0%

Period ended 3 months ago

Filed Jul 29, 2026 · 2mo

11 quarters · since Dec 2023

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

57 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

21.6%

+4.9 pts

Top 5

43.2%

−5.0 pts

Top 10

61.0%

−9.1 pts

HHI

717

Diversified+26

Portfolio Trend

11 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	86.4%	$96,750,305	33
Technology	6.1%	$6,880,464	7
Financial Services	3.0%	$3,378,491	6
Communication Services	2.1%	$2,359,472	6
Consumer Cyclical	1.3%	$1,490,213	2
Healthcare	0.9%	$964,776	2
Energy	0.2%	$191,200	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

11 positions

Ticker	Company	Δ Shares	Shares	Value
FNDA	Schwab Fundamental U.S. Small Company ETF	+16,935	752,171	$24,219,843
BILZ	PIMCO Ultra Short Government Active ETF	+13,165	46,212	$3,543,419
CGDV	Capital Group Dividend Value ETF	+2,180	65,627	$3,234,098
GOOGL	Alphabet Inc.	+768	2,048	$728,846
BNDC	FlexShares Core Select Bond Fund	+703	33,967	$2,063,346
ACLO	TCW AAA CLO ETF	+617	34,359	$1,019,087
ACSG	American Century Small Cap Growth Insights ETF	+235	21,348	$1,904,241
AFK	VanEck Africa Index ETF	+223	5,759	$481,415
AAPL	Apple Inc.	+124	14,786	$4,278,476
JNJ	Johnson & Johnson	+4	2,695	$684,449
V	Visa Inc.	+2	1,723	$591,144
No positions match the current search.

Trimmed

Positions the filer reduced

19 positions

Ticker	Company	Δ Shares	Shares	Value
JPM	Jpmorgan Chase & Co	−145,120	1,272	$416,363
EDV	Vanguard World Funds Extended Duration ETF	−42,717	2,295	$686,227
AIRR	First Trust RBA American Industrial Renaissance ETF	−28,758	22,859	$1,165,801
CAPE	DoubleLine Shiller CAPE U.S. Equities ETF	−20,302	123,241	$3,997,691
ACYN	FT Vest Laddered Autocallable Barrier & Income ETF	−11,569	770	$203,834
BAR	GraniteShares Gold Trust	−3,969	89,915	$3,554,339
FAB	First Trust Multi Cap Value AlphaDEX Fund	−3,282	4,471	$495,610
GLD	Spdr Gold Trust	−715	713	$262,654
NVDA	Nvidia Corp	−324	3,836	$767,545
AMZN	Amazon Com Inc	−295	4,576	$1,090,643
VZ	Verizon Communications Inc	−135	8,016	$339,397
MSFT	Microsoft Corp	−69	1,983	$739,698
NFLX	Netflix Inc	−40	3,935	$280,959
MCK	Mckesson Corp	−20	371	$280,327
TSLA	Tesla, Inc.	−20	950	$399,570
QQQ	Invesco Qqq Trust, Series 1	−14	8,823	$6,497,257
META	Meta Platforms, Inc.	−14	840	$473,163
BRK-B	Berkshire Hathaway Inc	−3	1,477	$739,076
T	At&T Inc.	−1	14,825	$306,877
No positions match the current search.

New Positions

Positions the filer opened this quarter

24 positions

Ticker	Company	Shares	Value
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	144,356	$7,958,890
SPY	Spdr S&P 500 ETF Trust	6,923	$5,169,888
AAXJ	iShares MSCI All Country Asia ex Japan ETF	56,714	$4,584,444
MDY	Spdr S&P Midcap 400 ETF Trust	6,023	$4,236,216
CAAA	First Trust AAA CMBS ETF	71,466	$3,817,013
VB	Vanguard Morningstar Small-Cap ETF	9,659	$3,464,693
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	59,848	$3,010,195
BNDW	Vanguard Total World Bond ETF	38,487	$2,714,480
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	22,986	$2,160,766
CGCB	Capital Group Core Bond ETF	64,635	$1,692,144
VIG	Vanguard Dividend Appreciation ETF	5,792	$1,370,503
DIA	Spdr Dow Jones Industrial Average ETF Trust	2,182	$1,139,854
MUJ	Blackrock Muniholdings New Jersey Quality Fund, Inc.	67,499	$830,912
BUYZ	Franklin Disruptive Commerce ETF	9,002	$521,080
—		6,991	$485,874
AMAT	Applied Materials Inc /De	582	$420,786
ABI	VictoryShares Pioneer Asset-Based Income ETF	1,429	$304,048
—		3,449	$288,819
GLDM	World Gold Trust	3,549	$281,861
IVZ	Invesco Ltd.	913	$276,611
AVGO	Broadcom Inc.	627	$236,849
IBM	International Business Machines Corp	785	$220,749
IVES	Dan IVES Wedbush AI Revolution ETF	5,792	$220,675
CSCO	Cisco Systems, Inc.	1,842	$216,361
No positions match the current search.

Sold Out

Positions the filer fully exited

19 positions

Ticker	Company	Shares	Value
BAPR	Innovator U.S. Equity Buffer ETF - April	418,685	$13,988,265
AFGR	First Trust Active Factor Large Cap Growth ETF	118,915	$4,941,886
STT	State Street Corp	38,298	$4,846,994
AIOO	AllianzIM U.S. Equity Buffer100 Protection ETF	101,890	$3,673,842
IBIT	iShares Bitcoin Trust ETF	60,648	$2,330,096
CGXU	Capital Group International Focus Equity ETF	60,722	$1,790,691
ED	Consolidated Edison Inc	9,964	$1,127,725
BSL	Blackstone Senior Floating Rate 2027 Term Fund	85,465	$1,106,771
WT	WisdomTree, Inc.	52,844	$769,408
FFA	First Trust Enhanced Equity Income Fund	26,385	$538,254
VEU	Vanguard FTSE All-World Ex-US ETF	9,827	$436,810
FR	First Industrial Realty Trust Inc	3,439	$198,946
FMBH	First Mid Bancshares, Inc.	4,437	$182,760
FBRT	Franklin BSP Realty Trust, Inc.	17,068	$144,907
PML	Pimco Municipal Income Fund II	8,015	$60,673
PFL	Pimco Income Strategy Fund	5,642	$45,136
LEO	Bny Mellon Strategic Municipals, Inc.	4,571	$28,751
IQI	Invesco Quality Municipal Income Trust	1,411	$13,573
IA	Innovative Solutions & Support Inc	10,000	$7
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

57 tracked positions · $112,014,921 total · filing declares 93 positions · $112,837,153 · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Energy Financial Services Healthcare Technology

Showing 1–50 of 57 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
FNDA	Schwab Fundamental U.S. Small Company ETF	Added	752,171	+16,935	$24,219,843	+18.4%	21.62%
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	NEW	144,356	NEW	$7,958,890	NEW	7.11%
QQQ	Invesco Qqq Trust, Series 1	Reduced	8,823	-14	$6,497,257	+27.4%	5.80%
SPY	Spdr S&P 500 ETF Trust	NEW	6,923	NEW	$5,169,888	NEW	4.62%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	NEW	56,714	NEW	$4,584,444	NEW	4.09%
AAPL	Apple Inc. Technology	Added	14,786	+124	$4,278,476	+15.0%	3.82%
MDY	Spdr S&P Midcap 400 ETF Trust	NEW	6,023	NEW	$4,236,216	NEW	3.78%
CAPE	DoubleLine Shiller CAPE U.S. Equities ETF	Reduced	123,241	-20,302	$3,997,691	−46.4%	3.57%
CAAA	First Trust AAA CMBS ETF	NEW	71,466	NEW	$3,817,013	NEW	3.41%
BAR	GraniteShares Gold Trust	Reduced	89,915	-3,969	$3,554,339	−17.9%	3.17%
BILZ	PIMCO Ultra Short Government Active ETF	Added	46,212	+13,165	$3,543,419	+19.0%	3.16%
VB	Vanguard Morningstar Small-Cap ETF	NEW	9,659	NEW	$3,464,693	NEW	3.09%
CGDV	Capital Group Dividend Value ETF	Added	65,627	+2,180	$3,234,098	+19.8%	2.89%
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	NEW	59,848	NEW	$3,010,195	NEW	2.69%
BNDW	Vanguard Total World Bond ETF	NEW	38,487	NEW	$2,714,480	NEW	2.42%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	NEW	22,986	NEW	$2,160,766	NEW	1.93%
BNDC	FlexShares Core Select Bond Fund	Added	33,967	+703	$2,063,346	−74.3%	1.84%
ACSG	American Century Small Cap Growth Insights ETF	Added	21,348	+235	$1,904,241	+6.3%	1.70%
CGCB	Capital Group Core Bond ETF	NEW	64,635	NEW	$1,692,144	NEW	1.51%
VIG	Vanguard Dividend Appreciation ETF	NEW	5,792	NEW	$1,370,503	NEW	1.22%
AIRR	First Trust RBA American Industrial Renaissance ETF	Reduced	22,859	-28,758	$1,165,801	−30.0%	1.04%
DIA	Spdr Dow Jones Industrial Average ETF Trust	NEW	2,182	NEW	$1,139,854	NEW	1.02%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	4,576	-295	$1,090,643	+7.5%	0.97%
ACLO	TCW AAA CLO ETF	Added	34,359	+617	$1,019,087	+1.8%	0.91%
MUJ	Blackrock Muniholdings New Jersey Quality Fund, Inc. Financial Services	NEW	67,499	NEW	$830,912	NEW	0.74%
NVDA	Nvidia Corp Technology	Reduced	3,836	-324	$767,545	+5.8%	0.69%
MSFT	Microsoft Corp Technology	Reduced	1,983	-69	$739,698	−2.6%	0.66%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	1,477	-3	$739,076	+4.2%	0.66%
GOOGL	Alphabet Inc. Communication Services	Added	2,048	+768	$728,846	+98.5%	0.65%
EDV	Vanguard World Funds Extended Duration ETF	Reduced	2,295	-42,717	$686,227	−91.5%	0.61%
JNJ	Johnson & Johnson Healthcare	Added	2,695	+4	$684,449	+4.1%	0.61%
V	Visa Inc. Financial Services	Added	1,723	+2	$591,144	+13.6%	0.53%
MA	Mastercard Inc Financial Services	Held	1,021	0	$524,385	+2.8%	0.47%
BUYZ	Franklin Disruptive Commerce ETF	NEW	9,002	NEW	$521,080	NEW	0.47%
FAB	First Trust Multi Cap Value AlphaDEX Fund	Reduced	4,471	-3,282	$495,610	−34.1%	0.44%
		NEW	6,991	NEW	$485,874	NEW	0.43%
AFK	VanEck Africa Index ETF	Added	5,759	+223	$481,415	−14.6%	0.43%
META	Meta Platforms, Inc. Communication Services	Reduced	840	-14	$473,163	−3.2%	0.42%
AMAT	Applied Materials Inc /De Technology	NEW	582	NEW	$420,786	NEW	0.38%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	1,272	-145,120	$416,363	−94.9%	0.37%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	950	-20	$399,570	+10.8%	0.36%
VZ	Verizon Communications Inc Communication Services	Reduced	8,016	-135	$339,397	−17.1%	0.30%
T	At&T Inc. Communication Services	Reduced	14,825	-1	$306,877	−28.6%	0.27%
ABI	VictoryShares Pioneer Asset-Based Income ETF	NEW	1,429	NEW	$304,048	NEW	0.27%
		NEW	3,449	NEW	$288,819	NEW	0.26%
GLDM	World Gold Trust	NEW	3,549	NEW	$281,861	NEW	0.25%
NFLX	Netflix Inc Communication Services	Reduced	3,935	-40	$280,959	−26.5%	0.25%
MCK	Mckesson Corp Healthcare	Reduced	371	-20	$280,327	−17.2%	0.25%
IVZ	Invesco Ltd. Financial Services	NEW	913	NEW	$276,611	NEW	0.25%
GLD	Spdr Gold Trust	Reduced	713	-715	$262,654	−57.3%	0.23%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.