Clear Point Advisors Inc.: 13F holdings
CIK 20104742026Q2
| Positions | 93 |
|---|---|
| Reported value | $112.3m |
| Filed | 2026-07-29 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SCHG SCHWAB STRATEGIC TR | 362,906 | $12.3m | 10.9% |
| QQQ INVESCO QQQ TR | 8,823 | $6.5m | 5.8% |
| SPY STATE STR SPDR S&P 500 ETF T | 6,923 | $5.2m | 4.6% |
| SCHB SCHWAB STRATEGIC TR | 178,396 | $5.2m | 4.6% |
| AAPL APPLE INC | 14,786 | $4.3m | 3.8% |
| MDY STATE STR SPDR S&P MIDCAP 40 | 6,023 | $4.2m | 3.8% |
| DOUBLELINE ETF TRUST | 123,241 | $4.0m | 3.6% |
| GRANITESHARES GOLD TR | 89,915 | $3.6m | 3.2% |
| CGDV CAPITAL GROUP DIVIDEND VALUE | 65,627 | $3.2m | 2.9% |
| PIMCO ETF TR | 25,520 | $2.6m | 2.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2010474")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.