1y return+10.6%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2023: $132 against $157 in the S&P 500.2
Clear Point Advisors Inc.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| SCHGSchwab Strategic Tr | $12.3M | 10.9% | |
| QQQInvesco Qqq Tr | $6.5M | 5.8% | |
| SPYState Str Spdr S&p 500 Etf T | $5.2M | 4.6% | New |
| SCHBSchwab Strategic Tr | $5.2M | 4.6% | |
| AAPLApple Inc | $4.3M | 3.8% | |
| MDYState Str Spdr S&p Midcap 40 | $4.2M | 3.8% | New |
| CAPEDoubleline Etf Trust | $4.0M | 3.5% | New |
| BARGraniteshares Gold Tr | $3.6M | 3.1% | −4.2% |
| CGDVCapital Group Dividend Value | $3.2M | 2.9% | +3.4% |
| EMNTPimco Etf Tr | $2.6M | 2.3% | New |
| SCHXSchwab Strategic Tr | $2.3M | 2.0% | |
| LMBSFirst Tr Exchange-traded Fd | $2.3M | 2.0% | New |
| AVDEAmerican Centy Etf Tr | $1.9M | 1.7% | +1.1% |
| VOOVanguard Index Fds | $1.8M | 1.6% | New |
| VCSHVanguard Scottsdale Fds | $1.8M | 1.6% | New |
| JSCPJ P Morgan Exchange Traded F | $1.7M | 1.5% | New |
| CGCBCapital Grp Fixed Incm Etf T | $1.7M | 1.5% | New |
| USFRWisdomtree Tr | $1.7M | 1.5% | New |
| FTSMFirst Tr Exchange-traded Fd | $1.6M | 1.4% | New |
| SPYMSpdr Series Trust | $1.5M | 1.3% | New |
| JPSTJ P Morgan Exchange Traded F | $1.5M | 1.3% | New |
| VBRVanguard Index Fds | $1.4M | 1.3% | New |
| VIGVanguard Specialized Funds | $1.4M | 1.2% | New |
| USSHWisdomtree Tr | $1.3M | 1.2% | New |
| QDEFFlexshares Tr | $1.3M | 1.1% | New |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | December 31, 2023 | +304.0% | $767K |
| BARGraniteshares Gold Tr | December 31, 2023 | +93.9% | $3.6M |
| QQQInvesco Qqq Tr | December 31, 2023 | +79.8% | $6.5M |
| CGDVCapital Group Dividend Value | December 31, 2023 | +65.1% | $3.2M |
| SCHGSchwab Strategic Tr | December 31, 2023 | +63.2% | $12.3M |
| AMZNAmazon Com Inc | December 31, 2023 | +56.9% | $1.1M |
| SCHXSchwab Strategic Tr | December 31, 2023 | +56.5% | $2.3M |
| SCHBSchwab Strategic Tr | December 31, 2023 | +56.1% | $5.2M |
| SCHASchwab Strategic Tr | December 31, 2023 | +53.0% | $1.2M |
| FNDXSchwab Strategic Tr | December 31, 2023 | +50.6% | $1.1M |
Sold off last quarter
- Innovator Etfs TrustCUSIP 45782C102 was $15.0M
- STTState Str Corp was $11.2M
- VOXVanguard World Fd was $6.8M
- DCREDoubleline Etf Trust was $4.4M
- IBITIshares Bitcoin Trust Etf was $4.4M
- WTWisdomtree Inc was $2.7M
- MINTPimco Etf Tr was $2.6M
- TILTFlexshares Tr was $1.9M
- BSLBlackstone Seni Fltn Rat 202 was $1.6M
- CGXUCapital Group Intl Focus Eqt was $1.6M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +5.2% | +14.8% |
| March 31, 2026 | −2.2% | −4.6% |
| December 31, 2025 | +1.8% | +2.4% |
| September 30, 2025 | +5.6% | +7.8% |
| June 30, 2025 | +6.7% | +10.5% |
| March 31, 2025 | −2.3% | −4.6% |
| December 31, 2024 | +1.1% | +2.1% |
| September 30, 2024 | +5.0% | +5.4% |
| June 30, 2024 | +1.9% | +4.0% |
| March 31, 2024 | +5.8% | +10.0% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Clear Point Advisors Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2010474&type=13F-HR&dateb=&owner=include&count=40CIK 2010474
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2010474/000175496026000665/Filed July 29, 2026 · accession 0001754960-26-000665