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Portfolio (Quarterly) Guide ↗

Clear Point Advisors Inc.

· CIK 0002010474
13F Portfolio $113M AUM 93 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 57 New 10 Added 13 Reduced 39 Exited
Page 1 of 3  ·  57 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPY STATE STR SPDR S&P 500 ETF T Financial Services 6,923.0 $5.2M 4.58% NEW $746.76 +3.5%
2 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 6,023.0 $4.2M 3.75% NEW $703.38 +1.7%
3 CAPE DOUBLELINE ETF TRUST 123,241.0 $4.0M 3.54% NEW $32.44 +1.6%
4 EMNT PIMCO ETF TR 25,520.0 $2.6M 2.28% NEW $100.81 -1.9%
5 LMBS FIRST TR EXCHANGE-TRADED FD 45,392.0 $2.3M 2.00% NEW $49.78 -0.2%
6 VOO VANGUARD INDEX FDS 2,585.0 $1.8M 1.57% NEW $686.91 +3.4%
7 VCSH VANGUARD SCOTTSDALE FDS 22,378.0 $1.8M 1.57% NEW $79.03 -0.5%
8 J P MORGAN EXCHANGE TRADED F 37,040.0 $1.7M 1.55% NEW $47.15
9 CGCB CAPITAL GRP FIXED INCM ETF T 64,635.0 $1.7M 1.50% NEW $26.18 -1.4%
10 USFR WISDOMTREE TR 33,597.0 $1.7M 1.50% NEW $50.35 +0.2%
11 FTSM FIRST TR EXCHANGE-TRADED FD 26,074.0 $1.6M 1.38% NEW $59.73 +0.2%
12 SPYM SPDR SERIES TRUST 17,172.0 $1.5M 1.34% NEW $87.88 +3.5%
13 J P MORGAN EXCHANGE TRADED F 29,392.0 $1.5M 1.32% NEW $50.57
14 VBR VANGUARD INDEX FDS 5,892.0 $1.4M 1.27% NEW $242.99 +2.8%
15 VIG VANGUARD SPECIALIZED FUNDS 5,792.0 $1.4M 1.22% NEW $236.62 +3.3%
16 USSH WISDOMTREE TR 26,251.0 $1.3M 1.17% NEW $50.23 +0.2%
17 QDEF FLEXSHARES TR 14,881.0 $1.3M 1.15% NEW $87.02 +4.5%
18 JPIB J P MORGAN EXCHANGE TRADED F 24,298.0 $1.2M 1.04% NEW $48.35 -1.0%
19 DIA STATE STR SPDR DOW JONES IND Financial Services 2,182.0 $1.1M 1.01% NEW $522.31 +2.3%
20 JMST J P MORGAN EXCHANGE TRADED F 21,022.0 $1.1M 0.95% NEW $51.00 -0.2%
Page 1 of 3  ·  57 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 66.4%
Technology 19.4%
Communication Services 6.7%
Consumer Cyclical 4.2%
Healthcare 2.7%
Energy 0.5%