Clear Point Advisors Inc.

RIA/Wealth

Clear Point Advisors Inc. is a RIA/Wealth based in Melville, NY led by Steven Charles Brill, reporting $231.2M in AUM as of Q3 2025 with 83% ETF concentration and minimal technology exposure.

PresidentSteven Charles Brill

Portfolio Value: $126.8M
Positions: 111
Top Holding: SCHG at 9.64%
Last Reported: Q3 2025

Address1 Huntington Quadrangle, Suite 1s01, Melville, NY, 11747, United States

Top Holdings

Largest long holdings in Clear Point Advisors Inc.'s portfolio (39.8% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Schwab U.S. Large-Cap Growth SCHG	ETF ETF	$12.2M	9.64%	-$76.9K Sold	— 383.2K shares	Q4 2023 Held for 1y 11m
2 Invesco QQQ Trust QQQ	ETF ETF	$5.4M	4.26%	-$126.7K Sold	— 9.0K shares	Q4 2023 Held for 1y 11m
3 DoubleLine Shiller CAPE U.S. Equities CAPE	ETF ETF	$5.1M	4.05%	-$443.7K Sold	— 157.5K shares	Q4 2023 Held for 1y 11m
4 Schwab U.S. Broad Market SCHB	ETF ETF	$4.7M	3.70%	-$54.5K Sold	— 182.7K shares	Q4 2023 Held for 1y 11m
5 SPDR S&P 500 ETF Trust SPY	ETF ETF	$4.6M	3.59%	-$36.6K Sold	— 6.8K shares	Q4 2023 Held for 1y 11m
6 PIMCO Enhanced Short Maturity Active Exchange-Traded Fund MINT	ETF ETF	$4.2M	3.28%	+$265.8K Bought	— 41.4K shares	Q4 2023 Held for 1y 11m
7 Innovator U.S. Equity Power Buffer ETF PJUN	ETF ETF	$3.7M	2.91%	-$6.2K Sold	— 89.7K shares	Q4 2023 Held for 1y 11m
8 SPDR S&P MidCap 400 ETF MDY	ETF ETF	$3.6M	2.87%	-$18.5K Sold	— 6.1K shares	Q4 2023 Held for 1y 11m
9 BAR GraniteShares Gold Shares BAR	Unknown Unknown	$3.6M	2.81%	-$133.6K Sold	— 93.6K shares	Q4 2023 Held for 1y 11m
10 Apple AAPL	Consumer Electronics Technology	$3.4M	2.66%	+$462.2K Bought	0.00% 13.2K shares	Q4 2023 Held for 1y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Clear Point Advisors Inc.'s latest filing

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Market Value

$126.8M

Prior: $117.5M

Q/Q Change

+7.96%

+$9.4M

Net Flows % of MV

+0.841%

Turnover Ratio

4.17%

New Purchases

1 stocks

$1.8M

Added To

40 stocks

+$3.3M

Sold Out Of

0 stocks

Reduced Holdings

42 stocks

-$4.0M

Increased Positions

Position	Shares Δ	Change
1 JPMorgan Short Duration Core Plus JSCP	New	0 → 38.1K +$1.8M
2 WisdomTree 1-3 Year Laddered Treasury Fund USSH	+188.55%	6.0K → 17.4K +$648.5K
3 Vanguard Short-Term Corporate Bond VCSH	+37.2%	15.0K → 20.6K +$446.9K
4 Microsoft MSFT	+33.05%	1.4K → 1.9K +$245.5K
5 BNY Mellon US Large Cap Core Equity BKLC	+27.21%	3.1K → 3.9K +$112.2K

Decreased Positions

Position	Shares Δ	Change
1 JPMorgan Ultra-Short Income JPST	-51.97%	64.6K → 31.0K −$1.7M
2 WisdomTree Floating Rate Treasury Fund USFR	-21.38%	49.7K → 39.1K −$534.1K
3 Invesco S&P 500 Equal Weight ETF RSP	-15.84%	2.3K → 2.0K −$70.0K
4 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI	-11.19%	6.4K → 5.7K −$37.2K
5 Innovator U.S. Equity Power Buffer ETF PJUL	-10.59%	9.2K → 8.3K −$44.6K