StockDriftsStockDriftsTop 50 Clear Point Advisors Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHG | SCHWAB STRATEGIC TR | 10.88% | 362.9K | $12.3M | -0.46%(-1.66K) | $19.53(+83.20%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 5.76% | 8.8K | $6.5M | -0.16%(-14) | $385.10(+87.18%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 4.58% | 6.9K | $5.2M | new | $462.37(+67.30%) | 2026-06-30 | |
| SCHB | SCHWAB STRATEGIC TR | 4.58% | 178.4K | $5.2M | -0.40%(-711) | $17.59(+70.07%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.79% | 14.8K | $4.3M | +0.85%(+124) | $197.56(+55.23%) | 2026-06-30 | |
| MDY | STATE STR SPDR S&P MIDCAP 40 | 3.75% | 6.0K | $4.2M | new | $486.00(+46.09%) | 2026-06-30 | |
| CAPE | DOUBLELINE ETF TRUST | 3.54% | 123.2K | $4.0M | new | $25.24(+31.71%) | 2026-06-30 | |
| BAR | GRANITESHARES GOLD TR | 3.15% | 89.9K | $3.6M | -4.23%(-3.97K) | $21.33(+102.20%) | 2026-06-30 | |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 2.87% | 65.6K | $3.2M | +3.44%(+2.18K) | $33.09(+55.06%) | 2026-06-30 | |
| EMNT | PIMCO ETF TR | 2.28% | 25.5K | $2.6M | new | $98.50(+0.37%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +45.22% |
| Top 20 Holdings Unweighted | — | — | — | — | +36.77% |
Clear Point Advisors Inc. reports $112.84M in US-listed equity holdings across 93 positions in its most recent 13F filing. Its largest disclosed positions are SCHG (10.9%), QQQ (5.8%) and SPY (4.6%). The top 20 holdings account for 61.33% of reported assets. Its disclosed equity book has returned +45.22% cumulatively over 10 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Clear Point Advisors Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2010474). View Clear Point Advisors Inc.’s 13F filings on SEC