13F Insight
DOSSIER · 13F-HR · Q1 2026

Clear Point Advisors Inc.

Clear Point's family office based in Chicago, IL — $129M in tracked AUM across 75 positions as of Q1 2026.

CP
Clear Point·Chicago, IL·Family Office
CIK 0002010474 · last filed Mar 31, 2026
Total AUM
$129M
▼ 2.9%
vs prior
Holdings
75
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
Top sector
Tech
36% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Clear Point Advisors Inc. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
FFTY
INNOVATOR ETFS TRUST
$15M419K11.6%
02
STT
STATE STR CORP
$11M38K8.7%
03
SCHG
SCHWAB STRATEGIC TR
$11M365K8.2%
04
JPM
JPMORGAN CHASE & CO
$8M146K6.4%
05
VOX
VANGUARD WORLD FD
$7M45K5.3%
06
QQQ
INVESCO QQQ TR
$5M9K4.0%
07
SCHB
SCHWAB STRATEGIC TR
$4M179K3.5%
08
DCRE
DOUBLELINE ETF TRUST
$4M144K3.4%
09
IBIT
ISHARES BITCOIN TRUST ETF
$4M61K3.4%
10
BAR
GRANITESHARES GOLD TR
$4M94K3.4%

Filing history

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