Data as of Q4 2025 (Dec 31, 2025)

Clear Point Advisors Inc.

•CIK: 2010474•Filing: Q4 2025

**Clear Point Advisors Inc.** manages $129M across a diversified portfolio of 123 positions. The fund exhibits significant concentration in growth and index-tracking assets, notably allocating $11.9M to SCHG and $5.5M to NDQ. Core holdings also include substantial positions in SPY ($4.8M), CAPE ($4.7M), and SCHB ($4.7M), suggesting a focus on broad market exposure and sector rotation plays. This positioning indicates a tactical approach leveraging established market leaders and sector ETFs.

Total AUM
$128.8M
QoQ Performance
+0.1%
Positions
53
Top 10 Concentration
38.2%
Latest Filing
Q4 2025

Top Holdings Allocation

SCHG
SCHG9.2%
NDQ4.2%
SPY3.7%
CAPE3.7%
SCHB3.7%
BAR3.0%
PJUN2.8%
AAPL2.8%

📈 Biggest Buys

LMBS
FIRST TR EXCHANGE-TRADED FD
NEW
0.8% of portfolio
CGCB
CAPITAL GRP FIXED INCM ETF T
+89.3%
1.1% of portfolio
DDFN
INNOVATOR ETFS TRUST
NEW
0.5% of portfolio
DDFO
INNOVATOR ETFS TRUST
NEW
0.4% of portfolio
TEND
ISHARES TR
NEW
0.4% of portfolio

📉 Biggest Sells

MINT
PIMCO ETF TR
-28.3%
2.3% of portfolio
FTSM
FIRST TR EXCHANGE-TRADED FD
-31.4%
1.2% of portfolio
SCHG
SCHWAB STRATEGIC TR
-4.7%
9.2% of portfolio
JPUS
J P MORGAN EXCHANGE TRADED F
-50.3%
0.4% of portfolio
CAPE
DOUBLELINE ETF TRUST
-6.9%
3.7% of portfolio

Sector Breakdown

Other84.8%
ETF5.0%
Technology5.0%
Financial2.1%
Consumer1.2%
Utilities0.8%
Communication0.6%
Healthcare0.4%

🚪 Exited Positionssold since Q3 2025

USFR
WISDOMTREE TR
SOLD
$2.0M
BSV
VANGUARD BD INDEX FDS
SOLD
$206.9K

Changes from Q3 2025

NEW11 new positions
↑30 increased
↓66 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024

📌 Top Holdings

SCHG9.2%
SCHWAB STRATEGIC TR
$11.9M
NDQ4.2%
INVESCO QQQ TR
$5.5M
SPY3.7%
SPDR S&P 500 ETF TR
$4.8M
CAPE3.7%
DOUBLELINE ETF TRUST
$4.7M
SCHB3.7%
SCHWAB STRATEGIC TR
$4.7M

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