Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Clear Point Advisors Inc. (CIK 2010474) reported $129.0M across 75 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: FFTY ($15.0M, 11.61%), STT ($11.2M, 8.71%), SCHG ($10.6M, 8.23%), JPM ($8.2M, 6.37%), VOX ($6.8M, 5.29%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | FFTY | INNOVATOR ETFS TRUST | $15.0M | 11.61% | 418,685 | New |
| 2 | STT | STATE STR CORP | $11.2M | 8.71% | 38,298 | New |
| 3 | SCHG | SCHWAB STRATEGIC TR | $10.6M | 8.23% | 364,565 | Trimmed |
| 4 | JPM | JPMORGAN CHASE & CO | $8.2M | 6.37% | 146,392 | Added |
| 5 | VOX | VANGUARD WORLD FD | $6.8M | 5.29% | 45,012 | New |
| 6 | QQQ | INVESCO QQQ TR | $5.1M | 3.95% | 8,837 | Trimmed |
| 7 | SCHB | SCHWAB STRATEGIC TR | $4.5M | 3.48% | 179,107 | Trimmed |
| 8 | DCRE | DOUBLELINE ETF TRUST | $4.4M | 3.43% | 143,543 | New |
| 9 | IBIT | ISHARES BITCOIN TRUST ETF | $4.4M | 3.37% | 60,648 | New |
| 10 | BAR | GRANITESHARES GOLD TR | $4.3M | 3.36% | 93,884 | Added |
| 11 | AAPL | APPLE INC | $3.7M | 2.88% | 14,662 | Added |
| 12 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $2.7M | 2.09% | 63,447 | Trimmed |
| 13 | WT | WISDOMTREE INC | $2.7M | 2.07% | 52,844 | New |
| 14 | MINT | PIMCO ETF TR | $2.6M | 2.04% | 26,160 | Trimmed |
| 15 | SCHX | SCHWAB STRATEGIC TR | $2.0M | 1.56% | 78,688 | Trimmed |
| 16 | TILT | FLEXSHARES TR | $1.9M | 1.49% | 33,264 | New |
| 17 | AVDE | AMERICAN CENTY ETF TR | $1.8M | 1.39% | 21,113 | Added |
| 18 | BSL | BLACKSTONE SENI FLTN RAT 202 | $1.6M | 1.25% | 85,465 | New |
| 19 | CGXU | CAPITAL GROUP INTL FOCUS EQT | $1.6M | 1.24% | 60,722 | New |
| 20 | FFA | FIRST TR ENHANCED EQUITY | $1.6M | 1.22% | 26,385 | New |
| 21 | FMAY | FIRST TR EXCHNG TRADED FD VI | $1.5M | 1.13% | 27,528 | Trimmed |
| 22 | FTXG | FIRST TR EXCHANGE TRADED FD | $1.4M | 1.12% | 28,968 | New |
| 23 | JANW | AIM ETF PRODUCTS TRUST | $1.2M | 0.96% | 33,782 | Added |
| 24 | ED | CONSOLIDATED EDISON INC | $1.1M | 0.87% | 9,964 | Added |
| 25 | AMZN | AMAZON COM INC | $1.0M | 0.79% | 4,871 | Added |
Source: SEC Form 13F filings · as of 2026-03-31