Clear Point Advisors Inc. - Q42025 Holdings

Clear Point Advisors Inc. holds 123 stocks with a total portfolio value of $ 128.83M as of Q42025. In Q42025, Clear Point Advisors Inc. added 11 new positions, increased stakes in 30 stocks, reduced 66 holdings, and fully exited 2 positions. The largest holding is Schwab Strategic Tr (SCHG), representing 9.25% of the total portfolio.