Clear Point Advisors Inc. holds a diversified book of 93 stocks worth $112.8M as of Q2 2026 (disclosed Jul 29, 2026, a ~45-day 13F lag). This quarter they opened SS SPDR S&P 500 ETF Trust-US and trimmed Schwab US Large-Cap Growth. Their largest long position is Schwab US Large-Cap Growth at 11% of the equity book. Cloning the disclosed picks since 2024 would be +27% (+14.8%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2010474/holdings"
Use Arkolith to show Clear Point Advisors Inc.'s latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 6.0 points over this window.
Growth of $10,000 cloning Clear Point Advisors Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
16% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic TR US LCAP GR ETF | $12.3M | 362.9K | 10.9% | ▼−0.5% Reduced · −2K sh | |
| 2 | Invesco QQQ TR UNIT SER 1 | $6.5M | 8.8K | 5.8% | ▼−0.1% Reduced · −14 sh | |
| 3 | State STR SPDR S&P 500 ETF T TR UNIT | $5.2M | 6.9K | 4.6% | ▲New New position | |
| 4 | Schwab Strategic TR US BRD MKT ETF | $5.2M | 178.4K | 4.6% | ▼−0.4% Reduced · −711 sh | |
| 5 | Apple Inc COM | $4.3M | 14.8K | 3.8% | ▲+0.8% Added · +124 sh | |
| 6 | State STR SPDR S&P Midcap 40 UTSER1 S&PDCRP | $4.2M | 6.0K | 3.8% | ▲New New position | |
| 7 | Doubleline ETF Trust SHIL CAP U S ETF | $4.0M | 123.2K | 3.5% | ▲New New position | |
| 8 | Graniteshares Gold TR SHS BEN INT | $3.6M | 89.9K | 3.1% | ▼−4.2% Reduced · −4K sh | |
| 9 | Capital Group Dividend Value SHS CREAT UNIT | $3.2M | 65.6K | 2.9% | ▲+3.4% Added · +2K sh | |
| 10 | Pimco ETF TR ENHANCD SHORT | $2.6M | 25.5K | 2.3% | ▲New New position | |
| 11 | Schwab Strategic TR US LRG CAP ETF | $2.3M | 78.6K | 2.0% | ▼−0.1% Reduced · −102 sh | |
| 12 | First TR Exchange-Traded FD FST LOW OPPT EFT | $2.3M | 45.4K | 2.0% | ▲New New position | |
| 13 | American Centy ETF TR INTL EQT ETF | $1.9M | 21.3K | 1.7% | ▲+1.1% Added · +235 sh | |
| 14 | Vanguard Index FDS S&P 500 ETF SHS | $1.8M | 2.6K | 1.6% | ▲New New position | |
| 15 | Vanguard Scottsdale FDS SHRT TRM CORP BD | $1.8M | 22.4K | 1.6% | ▲New New position | |
| 16 | J P Morgan Exchange Traded F SHORT DURA CORE | $1.7M | 37.0K | 1.5% | ▲New New position | |
| 17 | Capital Grp Fixed Incm ETF T CORE BOND ETF | $1.7M | 64.6K | 1.5% | ▲New New position | |
| 18 | Wisdomtree TR FLOATNG RAT TREA | $1.7M | 33.6K | 1.5% | ▲New New position | |
| 19 | First TR Exchange-Traded FD FIRST TR ENH NEW | $1.6M | 26.1K | 1.4% | ▲New New position | |
| 20 | SPDR Series Trust ST STR P500ETF | $1.5M | 17.2K | 1.3% | ▲New New position | |
| 21 | J P Morgan Exchange Traded F ULTRA SHRT ETF | $1.5M | 29.4K | 1.3% | ▲New New position | |
| 22 | Vanguard Index FDS SM CP VAL ETF | $1.4M | 5.9K | 1.3% | ▲New New position | |
| 23 | Vanguard Specialized Funds DIV APP ETF | $1.4M | 5.8K | 1.2% | ▲New New position | |
| 24 | Wisdomtree TR 1 3 YR LADDERED | $1.3M | 26.3K | 1.2% | ▲New New position | |
| 25 | Flexshares TR QLT DIV DEF IDX | $1.3M | 14.9K | 1.1% | ▲New New position | |
| 26 | Schwab Strategic TR US MID-CAP ETF | $1.3M | 34.4K | 1.1% | ▲+8.5% Added · +3K sh | |
| 27 | Schwab Strategic TR US SML CAP ETF | $1.2M | 32.5K | 1.0% | ▲+0.7% Added · +230 sh | |
| 28 | J P Morgan Exchange Traded F INTL BD OPP ETF | $1.2M | 24.3K | 1.0% | ▲New New position | |
| 29 | State STR SPDR Dow Jones Ind UT SER 1 | $1.1M | 2.2K | 1.0% | ▲New New position | |
| 30 | Schwab Strategic TR FUNDAMENTAL US L | $1.1M | 35.3K | 1.0% | ▲+0.3% Added · +95 sh | |
| 31 | Amazon Com Inc COM | $1.1M | 4.6K | 1.0% | ▼−6.0% Reduced · −295 sh | |
| 32 | J P Morgan Exchange Traded F ULTRA SHT MUNCPL | $1.1M | 21.0K | 1.0% | ▲New New position | |
| 33 | TCW ETF Trust HIGH YIELD BOND | $1.0M | 34.4K | 0.9% | ▲+1.8% Added · +617 sh | |
| 34 | Ishares TR MSCI EAFE ETF | $992K | 9.5K | 0.9% | ▲New New position | |
| 35 | BlackRock Munihldgs NJ Qlty COM | $831K | 67.5K | 0.7% | ▲New New position | |
| 36 | First TR Exchange Traded FD SMID RISNG ETF | $782K | 18.1K | 0.7% | ▲~0% Added · +2 sh | |
| 37 | Putnam ETF Trust FOCUSED LAR CAP | $774K | 15.2K | 0.7% | ▼−8.3% Reduced · −1K sh | |
| 38 | Flexshares TR HIG YLD VL ETF | $768K | 19.1K | 0.7% | ▲New New position | |
| 39 | Nvidia Corporation COM | $767K | 3.8K | 0.7% | ▼−7.8% Reduced · −324 sh | |
| 40 | Microsoft Corp COM | $740K | 2.0K | 0.7% | ▼−3.4% Reduced · −69 sh | |
| 41 | Berkshire Hathaway Inc Del CL B NEW | $739K | 1.5K | 0.7% | ▲New New position | |
| 42 | Ishares TR CORE S&P MCP ETF | $701K | 9.1K | 0.6% | ▲New New position | |
| 43 | Ishares TR CORE S&P TTL STK | $690K | 4.2K | 0.6% | ▲New New position | |
| 44 | Vanguard World FD HEALTH CAR ETF | $686K | 2.3K | 0.6% | ▲New New position | |
| 45 | Johnson & Johnson COM | $685K | 2.7K | 0.6% | ▲+0.1% Added · +4 sh | |
| 46 | Schwab Strategic TR US DIVIDEND EQ | $681K | 21.5K | 0.6% | ▲+57% Added · +8K sh | |
| 47 | SPDR Series Trust ST STR SP400GRW | $652K | 5.8K | 0.6% | ▲New New position | |
| 48 | Vanguard Scottsdale FDS INTER TERM TREAS | $635K | 10.8K | 0.6% | ▲New New position | |
| 49 | Ishares TR CORE S&P SCP ETF | $634K | 4.3K | 0.6% | ▲New New position | |
| 50 | J P Morgan Exchange Traded F JPMORGAN DIVER | $632K | 4.5K | 0.6% | ▲New New position |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 29, 2026 | 93 | $112.8M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 29, 2026 | 75 | $129.0M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 10, 2026 | 123 | $128.8M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 28, 2025 | 114 | $128.7M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 17, 2025 | 108 | $118.7M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 21, 2025 | 106 | $111.2M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 3, 2025 | 105 | $116.9M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 12, 2024 | 572 | $129.3M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.