CLEAR POINT ADVISORS INC
Q2 2025 Form 13-F
MELVILLE, NEW YORK
CIK 0002010474
· CRD 111775
· SEC-registered investment adviser
$118.7M Reported Value Total
CLEAR POINT ADVISORS, INC. reports 556 total accounts under management (AUM). There are 556 discretionary accounts valued at $231,165,242, and 0 non-discretionary accounts.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Source: Form ADV filed 2026-03-26
Reported value
$118.7M
Quarter over quarter
+6.7%
Holdings
108
Top-10 concentration
40.3%
Key People
Form ADV owners & control persons
Steven Charles Brill
PRESIDENT/CHIEF COMPLIANCE OFFICER
Barry Evan Dampf
MANAGING DIRECTOR
Robert Lawrence Levine
MANAGING DIRECTOR
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13F Metrics
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Q2 2025 13F record
Q2 2025 13F filing summary
| Period of report | June 30, 2025 |
|---|---|
| Filed | July 17, 2025 |
| Form | 13F-HR |
| Reported value | $118.7M |
| Positions | 108 |
| Change in reported value | +6.7% |
| New positions | 3 |
| Exited positions | 1 |
| Position turnover | 3.7% |
| Top-10 concentration | 40.3% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q3 2026 13F
Filed Oct 30, 2026
|
131 | $146.5M |
|
Q2 2026 13F
Filed Jul 29, 2026
|
93 | $112.8M |
|
Q1 2026 13F
Filed Apr 29, 2026
|
75 | $129.0M |
|
Q4 2025 13F
Filed Feb 10, 2026
|
123 | $128.8M |
|
Q3 2025 13F
Filed Oct 28, 2025
|
114 | $128.7M |
|
Q2 2025 13F
Filed Jul 17, 2025
|
108 | $118.7M |
|
Q1 2025 13F
Filed Apr 21, 2025
|
106 | $111.2M |
|
Q4 2024 13F
Filed Feb 3, 2025
|
105 | $116.9M |
|
Q3 2024 13F
Filed Nov 12, 2024
|
572 | $129.3M |
|
Q2 2024 13F
Filed Aug 14, 2024
|
569 | $121.8M |
|
Q1 2024 13F
Filed May 16, 2024
|
572 | $121.6M |
|
Q4 2023 13F
Filed May 16, 2024
|
551 | $113.2M |
Top 20 holdings · Q2 2025
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | SCHG SCHWAB STRATEGIC TR | $11.3M | 9.49% |
| 2 | CAPE DOUBLELINE ETF TRUST | $5.4M | 4.59% |
| 3 | QQQ INVESCO QQQ TR | $5.1M | 4.28% |
| 4 | SCHB SCHWAB STRATEGIC TR | $4.4M | 3.71% |
| 5 | SPY SPDR S&P 500 ETF TR | $4.3M | 3.59% |
| 6 | MINT PIMCO ETF TR | $3.9M | 3.28% |
| 7 | PJUN INNOVATOR ETFS TRUST | $3.6M | 3.01% |
| 8 | MDY SPDR S&P MIDCAP 400 ETF TR | $3.5M | 2.92% |
| 9 | JPST J P MORGAN EXCHANGE TRADED F | $3.3M | 2.76% |
| 10 | BAR GRANITESHARES GOLD TR | $3.1M | 2.62% |
| 11 | USFR WISDOMTREE TR | $2.5M | 2.11% |
| 12 | AAPL APPLE INC | $2.3M | 1.98% |
| 13 | FTSM FIRST TR EXCHANGE-TRADED FD | $2.2M | 1.85% |
| 14 | SCHX SCHWAB STRATEGIC TR | $2.1M | 1.81% |
| 15 | CGDV CAPITAL GROUP DIVIDEND VALUE | $2.1M | 1.78% |
| 16 | FMAY FIRST TR EXCHNG TRADED FD VI | $1.8M | 1.53% |
| 17 | FTSL FIRST TR EXCHANGE-TRADED FD | $1.7M | 1.39% |
| 18 | AVDE AMERICAN CENTY ETF TR | $1.5M | 1.27% |
| 19 | JMST J P MORGAN EXCHANGE TRADED F | $1.4M | 1.18% |
| 20 | JANW AIM ETF PRODUCTS TRUST | $1.3M | 1.11% |
Values as reported on the Q2 2025 Form 13F. Every position is in the holdings table below.