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Clear Point Advisors

Latest statistics and disclosures from Clear Point Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are SCHG, QQQ, CAPE, SCHB, SPY, and represent 24.88% of Clear Point Advisors's stock portfolio.
Added to shares of these 10 stocks: JSCP, CGCB, DDFL, USSH, AAPL, VCSH, MINT, MSFT, VTV, FPXI.
Started 6 new stock positions in FPXI, RDVY, JSCP, CGCB, DDFL, VTV.
Reduced shares in these 10 stocks: JPST, USFR, CAPE, BAR, QQQ, VOO, JMST, SCHG, RSP, SCHX.
Clear Point Advisors was a net buyer of stock by $3.2M.
Clear Point Advisors has $129M in assets under management (AUM), dropping by 8.46%.
Central Index Key (CIK): 0002010474

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Portfolio Holdings for Clear Point Advisors

Clear Point Advisors holds 114 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	9.5	$12M		383k	31.91	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	4.2	$5.4M	-2%	9.0k	600.38	View chart
Doubleline Etf Trust Shiller Cape U S (CAPE)	4.0	$5.1M	-7%	158k	32.58	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	3.7	$4.7M		183k	25.71	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	3.5	$4.6M		6.8k	666.13	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	3.2	$4.2M	+6%	41k	100.69	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)	2.9	$3.7M		90k	41.15	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	2.8	$3.6M		6.1k	596.03	View chart
Graniteshares Gold Tr Shs Ben Int (BAR)	2.8	$3.6M	-3%	94k	38.06	View chart
Apple (AAPL)	2.6	$3.4M	+15%	13k	254.63	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	1.9	$2.4M	+7%	57k	42.03	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	1.7	$2.3M	+2%	38k	59.91	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	1.7	$2.2M	-2%	85k	26.34	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	1.5	$2.0M	-21%	39k	50.27	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY)	1.4	$1.9M		36k	52.25	View chart
J P Morgan Exchange Traded F Short Dura Core (JSCP)	1.4	$1.8M	NEW	38k	47.61	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	1.3	$1.7M		36k	45.84	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	1.3	$1.6M	+37%	21k	79.93	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	1.3	$1.6M	+2%	21k	78.90	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	1.2	$1.6M	-51%	31k	50.73	View chart
Aim Etf Products Trust Us Lrgcp B20 Jan (JANW)	1.0	$1.3M		37k	36.14	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	1.0	$1.3M		17k	78.34	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)	1.0	$1.3M		34k	38.90	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	1.0	$1.3M	-6%	26k	51.04	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.0	$1.3M		6.1k	215.78	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.0	$1.3M	-8%	2.1k	612.46	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.9	$1.2M	+3%	5.8k	208.70	View chart
Innovator Etfs Trust Us Eqt Bufr Apr (BAPR)	0.9	$1.1M		25k	46.91	View chart
Aim Etf Products Trust Us Lrgcp B20 Apr (APRW)	0.9	$1.1M		32k	34.23	View chart
Amazon (AMZN)	0.8	$1.1M	+2%	5.0k	219.57	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.8	$1.1M		2.3k	463.76	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.8	$1.0M	-2%	39k	26.30	View chart
J P Morgan Exchange Traded F Jpmorgan Diver (JPUS)	0.8	$1.0M	-3%	8.1k	123.91	View chart
Consolidated Edison (ED)	0.8	$993k		9.9k	100.52	View chart
Wisdomtree Tr 1 3 Yr Laddered (USSH)	0.8	$992k	+188%	17k	56.93	View chart
Microsoft Corporation (MSFT)	0.8	$988k	+33%	1.9k	517.99	View chart
Tcw Etf Trust High Yield Bond (HYBX)	0.8	$983k	-2%	32k	30.69	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.7	$939k	-2%	34k	27.90	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.7	$927k		31k	29.64	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XSEP)	0.7	$900k		22k	41.59	View chart
Flexshares Tr Qlt Div Def Idx (QDEF)	0.7	$896k	+10%	11k	79.98	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.7	$890k		1.8k	502.75	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.7	$863k		9.2k	93.37	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	0.7	$861k	NEW	29k	29.30	View chart
NVIDIA Corporation (NVDA)	0.6	$816k	+3%	4.4k	186.56	View chart
Innovator Etfs Trust GRWT100 PWR BF (NJAN)	0.6	$790k		15k	53.19	View chart
BlackRock MuniHoldings New Jersey Ins Fn (MUJ)	0.6	$782k		68k	11.59	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FNOV)	0.6	$764k		15k	52.89	View chart
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)	0.6	$749k	+22%	15k	49.03	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.6	$746k	-8%	15k	50.47	View chart
Flexshares Tr Hig Yld Vl Etf (HYGV)	0.6	$735k	+4%	18k	41.20	View chart
Aim Etf Products Trust Us Lrgcp B20 Feb (FEBW)	0.6	$729k		22k	33.14	View chart
Innovator Etfs Trust Intrnl Dev July (IJUL)	0.6	$728k		22k	32.69	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.6	$713k		4.9k	145.66	View chart
First Tr Exchange-traded A Sml Cp Grw Alp (FYC)	0.5	$703k		7.8k	90.72	View chart
Innovator Etfs Trust Equity Dual Dirt (DDFL)	0.5	$699k	NEW	35k	20.20	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.5	$678k	-8%	25k	27.30	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.5	$674k		18k	38.02	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.5	$661k		6.9k	95.14	View chart
Innovator Etfs Trust Us Eqty Buf Sep (BSEP)	0.5	$659k		14k	48.28	View chart
Meta Platforms Cl A (META)	0.5	$658k	+8%	896.00	734.75	View chart
Aim Etf Products Trust Us Lrgcp B20 Jul (JULW)	0.5	$652k		17k	38.41	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	0.5	$647k	+25%	15k	42.72	View chart
Vanguard World Health Car Etf (VHT)	0.5	$632k	-5%	2.4k	259.63	View chart
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM)	0.5	$613k		11k	56.45	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	0.5	$605k		8.8k	68.96	View chart
Visa Com Cl A (V)	0.5	$600k	+2%	1.8k	341.30	View chart
Mastercard Incorporated Cl A (MA)	0.5	$581k	+3%	1.0k	568.81	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.4	$561k		14k	41.06	View chart
Spdr Gold Tr Gold Shs (GLD)	0.4	$533k		1.5k	355.47	View chart
Spdr Series Trust S&P 400 MDCP GRW (MDYG)	0.4	$531k		5.8k	91.57	View chart
Netflix (NFLX)	0.4	$530k	+3%	442.00	1198.92	View chart
Innovator Etfs Trust Us Sml Cp Pwr Et (KAPR)	0.4	$529k		16k	34.20	View chart
Bny Mellon Etf Trust Us Lrg Cp Core (BKLC)	0.4	$524k	+27%	3.9k	134.81	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.4	$522k		4.4k	118.84	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KJAN)	0.4	$519k		13k	40.35	View chart
First Tr Exchng Traded Fd Vi Ft Vest Inter Eq (YMAR)	0.4	$510k		19k	26.26	View chart
Johnson & Johnson (JNJ)	0.4	$503k		2.7k	185.44	View chart
Tesla Motors (TSLA)	0.4	$496k		1.1k	444.72	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.4	$480k	+8%	8.0k	60.03	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.4	$458k	+5%	7.0k	65.26	View chart
First Tr Exchange-traded A Mid Cp Gr Alph (FNY)	0.4	$452k	-2%	4.9k	91.61	View chart
JPMorgan Chase & Co. (JPM)	0.3	$417k	+12%	1.3k	315.32	View chart
McKesson Corporation (MCK)	0.3	$385k		499.00	771.90	View chart
Innovator Etfs Trust Grwt100 Pwr Buf (NJUL)	0.3	$385k		5.4k	71.11	View chart
First Tr Exchng Traded Fd Vi Ft Vest Eq Enhan (XFEB)	0.3	$385k		11k	34.95	View chart
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)	0.3	$384k	-2%	7.6k	50.57	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)	0.3	$382k		7.4k	51.91	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.3	$377k	-10%	8.3k	45.60	View chart
At&t (T)	0.3	$372k		13k	28.24	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.3	$372k	-15%	2.0k	189.74	View chart
Innovator Etfs Trust Emrgng Mkt Jan (EJAN)	0.3	$355k		11k	33.21	View chart
First Tr Exchng Traded Fd Vi Ft Vest Int June (YJUN)	0.3	$336k		13k	25.07	View chart
Innovator Etfs Trust Us Eqty Bufr Jun (BJUN)	0.3	$324k	-2%	7.1k	45.74	View chart
Verizon Communications (VZ)	0.3	$323k		7.4k	43.95	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$315k	+18%	470.00	669.83	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$309k	+7%	5.4k	57.10	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.2	$296k	-11%	5.7k	52.28	View chart
Innovator Etfs Trust Innovator Inter (ISEP)	0.2	$293k	+2%	9.2k	31.87	View chart
Innovator Etfs Trust Us Eqty Bufr May (BMAY)	0.2	$287k	-5%	6.6k	43.82	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.2	$283k		4.8k	58.85	View chart
Aim Etf Products Trust Us Lrgcp B20 Oct (OCTW)	0.2	$280k		7.3k	38.33	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.2	$266k		6.2k	42.95	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAY)	0.2	$264k		6.5k	40.47	View chart
Ishares Tr Core 60/40 Balan (AOR)	0.2	$245k	+2%	3.8k	64.37	View chart
International Business Machines (IBM)	0.2	$242k	-8%	858.00	282.22	View chart
Innovator Etfs Trust Us Eqty Bufr Mar (BMAR)	0.2	$235k		4.5k	51.59	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.2	$227k		6.5k	34.75	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.2	$226k		808.00	279.84	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$217k	NEW	1.2k	186.48	View chart
First Tr Exchange Traded Intl Equity Opp (FPXI)	0.2	$212k	NEW	3.5k	59.92	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.2	$209k	NEW	3.1k	67.26	View chart
First Tr Exchange-traded Wcm Intl Equity (WCMI)	0.2	$208k		12k	16.87	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$207k		2.6k	78.92	View chart

Past Filings by Clear Point Advisors

SEC 13F filings are viewable for Clear Point Advisors going back to 2024

Clear Point Advisors 2025 Q3 filed Oct. 28, 2025
Clear Point Advisors 2025 Q2 filed July 17, 2025
Clear Point Advisors 2025 Q1 filed April 21, 2025
Clear Point Advisors 2024 Q4 filed Feb. 3, 2025
Clear Point Advisors 2024 Q3 filed Nov. 12, 2024
Clear Point Advisors 2024 Q2 filed Aug. 14, 2024
Clear Point Advisors 2023 Q4 filed May 16, 2024
Clear Point Advisors 2024 Q1 filed May 16, 2024

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