Clear Point Advisors Inc. holds a diversified book of 93 stocks worth $112.8M as of Q2 2026 (disclosed Jul 29, 2026, a ~29-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.
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
Other tracked managers holding the same core names as Clear Point Advisors Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| LPL Financial LLC | 78 / 80 | $87.5B |
| OSAIC HOLDINGS, INC. | 78 / 80 | $17.9B |
| MORGAN STANLEY | 77 / 80 | $478.4B |
| RAYMOND JAMES FINANCIAL INC | 77 / 80 | $89.8B |
| ROYAL BANK OF CANADA | 76 / 80 | $133.9B |
| UBS Group AG | 76 / 80 | $117.6B |
| COMMONWEALTH EQUITY SERVICES, LLC | 76 / 80 | $19.0B |
| NewEdge Advisors, LLC | 76 / 80 | $9.2B |
Ranked by the share of each fund's own book sitting in the names it shares with Clear Point Advisors Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
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 |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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.
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, filed up to 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. Price-derived performance is withheld until the price-source policy and freshness gate are green.