Clear Point Advisors
Clear Point Advisors reported 131 stocks worth $146M in its 13F filing for Q3 2026, filed Oct 30, 2026. Its largest holdings are SCHG (8.8%), QQQ (4.4%) and SPY (3.6%). Compared with Q2 2026, the fund opened new positions in MINT, QBKF and PJUN, added to AAPL, BAR and CGDV, trimmed SCHG, QQQ and SPY and sold out of EMNT, QDEF and MUJ.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SCHG Schwab Strategic TR | $12.9M | 8.8% | 359K | −4,083 (−1%) | 8 of 8 | |
| 2 |  QQQ Invesco Qqq TR | $6.5M | 4.4% | 8,752 | −71 (−1%) | 8 of 8 | |
| 3 |  SPY Spdr S&P 500 ETF TR | $5.2M | 3.6% | 6,878 | −45 (−1%) | 7 of 8 | |
| 4 |  SCHB Schwab US Broad Market ETF | $5.2M | 3.6% | 178K | No change | 8 of 8 | |
| 5 |  AAPL Apple Inc | $4.9M | 3.4% | 15K | +53 (+0%) | 8 of 8 | |
| 6 |  MINT Pimco ETF TR | $4.4M | 3.0% | 44K | New position | 7 of 8 | |
| 7 |  MDY Spdr S&P Midcap 400 ETF TR | $3.9M | 2.7% | 6,003 | −20 (−0%) | 7 of 8 | |
| 8 |  QBKF Aim ETF Products Trust | $3.9M | 2.7% | 101K | New position | 1 of 8 | |
| 9 |  BAR Graniteshares Gold TR | $3.7M | 2.5% | 90K | +247 (+0%) | 8 of 8 | |
| 10 |  PJUN Innovator Etfs Trust | $3.5M | 2.4% | 79K | New position | 6 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 EMNT Pimco ETF TR | $2.6M | 26K |
 QDEF Flexshares TR | $1.3M | 15K |
 MUJ Blackrock Muniholdings N | $831K | 67K |
 HYGV Flexshares TR | $768K | 19K |
 IBM Ibm Corp | $221K | 785 |
🔒 Free account: see all 7.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 30, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Clear Point Advisors 13F FAQ
What does Clear Point Advisors own?
Clear Point Advisors reported 131 stocks worth $146M in its 13F filing for Q3 2026, filed Oct 30, 2026. Its largest holdings are SCHG (8.8%), QQQ (4.4%) and SPY (3.6%). The table above lists every position in the filing (the top 10 without an account).
What did Clear Point Advisors buy and sell in Q3 2026?
Compared with Q2 2026: 45 new positions, 50 added to, 23 trimmed and 7 sold out. New positions include MINT, QBKF and PJUN. It sold all of EMNT, QDEF and MUJ.
When will Clear Point Advisors file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Clear Point Advisors's portfolio worth?
The Q3 2026 filing reports $146M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.