Institutional Fund
Clear Point Advisors Inc.
Melville, NYCIK 20104745 filings on record
Portfolio Value
$129.02M
Q1 2026
Holdings
75
Reported positions
New Buys
25
Opened this quarter
QoQ Change
+0.1%
from $128.83M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Innovator Etfs Trust11.6%
- State Str Corp8.7%
- Schwab Strategic Tr8.2%
- Jpmorgan Chase & Co.6.4%
- Vanguard World Fd5.3%
- Invesco Qqq Tr4.0%
- Other55.8%
Portfolio Holdings
75 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Innovator Etfs Trust | 418.7K | $14.98M | 11.6% | +418.7K | New |
| 2 | State Str Corp | 38.3K | $11.23M | 8.7% | +38.3K | New |
| 3 | Schwab Strategic Tr | 364.6K | $10.62M | 8.2% | −599 | Reduced |
| 4 | Jpmorgan Chase & Co. | 146.4K | $8.22M | 6.4% | +144.9K | Added |
| 5 | Vanguard World Fd | 45.0K | $6.83M | 5.3% | +45.0K | New |
| 6 | Invesco Qqq Tr | 8.8K | $5.10M | 4.0% | −47 | Reduced |
| 7 | Schwab Strategic Tr | 179.1K | $4.50M | 3.5% | −180 | Reduced |
| 8 | Doubleline ETF Trust | 143.5K | $4.43M | 3.4% | +143.5K | New |
| 9 | Ishares Bitcoin Trust ETF | 60.6K | $4.35M | 3.4% | +60.6K | New |
| 10 | Graniteshares Gold Tr | 93.9K | $4.33M | 3.4% | +2.9K | Added |
65 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio