Clear Point Advisors Inc. ETF holdings
Melville, NY
Reported $97.8M in 69 ETFs in its Form 13F for June 30, 2026.
ETF value
$97.8M
ETFs held
69
Change from prior quarter
+35.8%
With price moves
ETFs as a share of its 13F
86.7%
of $112.8M
Top 10 of 69 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| SCHG | Schwab U.S. Large-Cap Growth ETF | $12.3M | 362,906 | −1,659 shares |
| QQQ | Invesco QQQ Trust | $6.5M | 8,823 | −14 shares |
| SPY | State Street SPDR S&P 500 ETF Trust | $5.2M | 6,923 | New position |
| SCHB | Schwab U.S. Broad Market ETF | $5.2M | 178,396 | −711 shares |
| MDY | State Street SPDR S&P MIDCAP 400 ETF Trust | $4.2M | 6,023 | New position |
| CAPE | DoubleLine Shiller CAPE U.S. Equities ETF | $4.0M | 123,241 | New position |
| BAR | GraniteShares Gold Trust | $3.6M | 89,915 | −3,969 shares |
| CGDV | Capital Group Dividend Value ETF | $3.2M | 65,627 | +2,180 shares |
| EMNT | PIMCO Enhanced Short Maturity Active ESG and Bond Exchange-Traded Fund | $2.6M | 25,520 | New position |
| SCHX | Schwab U.S. Large-Cap ETF | $2.3M | 78,586 | −102 shares |
59 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002010474. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Clear Point Advisors Inc. own?
Clear Point Advisors Inc. reported 69 ETF positions worth $97.8M in its Form 13F for June 30, 2026. The largest was SCHG, at $12.3M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.