Clear Point Advisors Inc. Stock Trading & 13F Insights
13F Portfolio Filings
- Most recent 13FQ4 2025
- Locationmelville, NY
- CIK0002010474
- All SEC filings
Q4 2025 Summary
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
123 | $128.84M | SCHG, NDQ, SPY, CAPE | 13F-HR | Feb 10, 2026 | 000175496026000165 | ||
114 | $128.69M | SCHG, NDQ, CAPE, SCHB | 13F-HR | Oct 28, 2025 | 000175496025000714 | ||
108 | $118.66M | SCHG, CAPE, NDQ, SCHB | 13F-HR | Jul 17, 2025 | 000175496025000415 | ||
106 | $111.22M | SCHG, CAPE, NDQ, MINT | 13F-HR | Apr 21, 2025 | 000175496025000225 | ||
105 | $116.95M | SCHG, CAPE, NDQ, SCHB | 13F-HR | Feb 3, 2025 | 000175496025000091 | ||
572 | $129.35M | SCHG, CAPE, NDQ, SCHB | 13F-HR | Nov 12, 2024 | 000201047424000005 | ||
569 | $121.76M | SCHG, CAPE, NDQ, SCHB | 13F-HR | Aug 14, 2024 | 000201047424000004 | ||
577 | $121.6M | SCHG, CAPE, NDQ, SCHB | 13F-HR | May 16, 2024 | 000201047424000003 | ||
555 | $113.19M | SCHG, CAPE, USFR, NDQ | 13F-HR | May 16, 2024 | 000201047424000002 |