Sign In
test

Aryn Sands

Clear Point Advisors Inc.

Assets Managed
$129.015M
Holdings
75
Last Quarter
2026 - Q1
Filed Date
1mo 22d ago
Growth Rate
0.15%(2Q avg: 0.13%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Clear Point Advisors Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 75 positions.

Assets under management

The assets under management (AUM) of Clear Point Advisors Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 129.015M in assets, with a quarterly growth rate of 0.15% and a 2-quarter average growth rate of 0.13%. The portfolio is managed by Aryn Sands, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
FFTY
Innovator Ibd 50 Etf
Recent Activity
New Position
11.62%
$14.983M
418,685 shares@ $35.79 avg price
STT
State Street Corp
Recent Activity
New Position
8.71%
$11.231M
38,298 shares@ $293.25 avg price
SCHG
Schwab Us Large-cap Growth
Recent Activity
Decreased -0.16%
8.24%
$10.62M
364,565 shares@ $29.13 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Increased 9399.81%
6.38%
$8.223M
146,392 shares@ $56.18 avg price
VOX
Vanguard Communication Servi
Recent Activity
New Position
5.3%
$6.83M
45,012 shares@ $151.75 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -0.52%
3.96%
$5.1M
8,837 shares@ $577.18 avg price
SCHB
Schwab Us Broad Market Etf
Recent Activity
Decreased -0.1%
3.49%
$4.496M
179,107 shares@ $25.11 avg price
DCRE
Doubleline Comm Rl Est Etf
Recent Activity
New Position
3.44%
$4.429M
143,543 shares@ $30.86 avg price
IBIT
Ishares Bitcoin Trust Etf
Recent Activity
New Position
3.38%
$4.351M
60,648 shares@ $71.75 avg price
BAR
Graniteshares Gold Trust
Recent Activity
Increased 3.21%
3.36%
$4.331M
93,884 shares@ $46.14 avg price

1-10 of 75