Clear Point Advisors Inc. has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists 131 separate positions held by the firm.
The largest position disclosed in the filing is in the WisdomTree 1-3 Year Laddered ETF Trust, which holds 1,378,838 shares. The firm also holds significant positions in the WisdomTree Floating Rate Treasury Fund and the Schwab Strategic Trust US Broad Market ETF, with 2,462,650 and 5,231,257 shares, respectively.
Among individual equities, Clear Point Advisors holds 1,483 shares of Alphabet Inc. Class A and Class C combined. The firm also holds 4,501 shares of Amazon.com Inc., 14,839 shares of Apple Inc., and 4,073 shares of NVIDIA Corporation.
The filing indicates that all positions are held as sole voting power with no shared investment power.
