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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, SPY, CAPE, SCHB, and represent 24.54% of Clear Point Advisors's stock portfolio.
Added to shares of these 10 stocks: LMBS, CGCB, DDFN, DDFO, TEND, NNOV, JSCP, NFLX, GOOGL, MINO.
Started 11 new stock positions in MINO, NNOV, GDXJ, JIVE, DDFN, NOCT, GOOGL, DDFO, TEND, GDX. LMBS.
Reduced shares in these 10 stocks: USFR, MINT, FTSM, SCHG, JPUS, CAPE, FTSL, SCHD, FMAY, JMST.
Sold out of its positions in BSV, USFR.
Clear Point Advisors was a net seller of stock by $-1.5M.
Clear Point Advisors has $129M in assets under management (AUM), dropping by 0.11%.
Central Index Key (CIK): 0002010474

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Positions held by Clear Point Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Clear Point Advisors

Clear Point Advisors holds 123 positions in its portfolio as reported in the December 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)	9.2	$12M	-4%	365k	32.62	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	4.2	$5.5M		8.9k	614.29	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	3.7	$4.8M	+3%	7.1k	681.90	View chart
Doubleline Etf Trust Shiller Cape U S (CAPE)	3.7	$4.7M	-6%	147k	32.24	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	3.7	$4.7M		179k	26.23	View chart
Graniteshares Gold Tr Shs Ben Int (BAR)	3.0	$3.9M	-2%	91k	42.49	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)	2.8	$3.6M	-4%	86k	41.88	View chart
Apple (AAPL)	2.8	$3.6M		13k	271.85	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	2.8	$3.6M	-3%	5.9k	603.30	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	2.3	$3.0M	-28%	30k	100.34	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	2.2	$2.8M	+12%	65k	43.64	View chart
J P Morgan Exchange Traded F Short Dura Core (JSCP)	1.7	$2.2M	+21%	47k	47.56	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	1.7	$2.1M	-6%	80k	26.91	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	1.4	$1.8M	+6%	22k	79.73	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	1.3	$1.7M		21k	82.32	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	1.3	$1.6M	+4%	33k	50.59	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY)	1.2	$1.6M	-17%	29k	53.45	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	1.2	$1.5M	-31%	26k	59.93	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	1.1	$1.5M	+89%	56k	26.52	View chart
Spdr Series Trust State Street Spd (SPYM)	1.1	$1.4M		17k	80.22	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.0	$1.3M	+2%	2.1k	627.20	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	1.0	$1.3M	-20%	29k	45.88	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.0	$1.3M		6.0k	219.77	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)	1.0	$1.2M	-7%	31k	39.59	View chart
Aim Etf Products Trust Allianzim Us Equ (JANW)	0.9	$1.2M	-11%	33k	37.01	View chart
Wisdomtree Tr 1 3 Yr Laddered (USSH)	0.9	$1.2M	+37%	24k	50.83	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.9	$1.2M	-4%	5.6k	211.79	View chart
Amazon (AMZN)	0.9	$1.1M	-3%	4.8k	230.82	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.9	$1.1M	-16%	22k	50.94	View chart
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)	0.8	$1.1M	+46%	22k	48.70	View chart
Flexshares Tr Qlt Div Def Idx (QDEF)	0.8	$1.1M	+18%	13k	80.96	View chart
Innovator Etfs Trust Us Eqt Bufr Apr (BAPR)	0.8	$1.0M	-10%	22k	47.98	View chart
Aim Etf Products Trust Us Lrgcp B20 Apr (APRW)	0.8	$994k	-11%	29k	34.86	View chart
Consolidated Edison (ED)	0.8	$985k		9.9k	99.32	View chart
Tcw Etf Trust High Yield Bond (HYBX)	0.8	$984k	+2%	33k	29.91	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.8	$973k	-7%	36k	27.21	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.8	$969k	-12%	2.0k	480.63	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.8	$967k	NEW	19k	49.99	View chart
Microsoft Corporation (MSFT)	0.7	$929k		1.9k	483.69	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.7	$918k	-4%	32k	28.48	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XSEP)	0.7	$917k		22k	42.38	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.7	$903k		9.4k	96.03	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.7	$856k	-8%	29k	30.07	View chart
Innovator Etfs Trust GRWT100 PWR BF (NJAN)	0.6	$811k		15k	54.92	View chart
BlackRock MuniHoldings New Jersey Ins Fn (MUJ)	0.6	$803k		68k	11.90	View chart
NVIDIA Corporation (NVDA)	0.6	$796k	-2%	4.3k	186.51	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.6	$777k	-12%	1.5k	502.66	View chart
Flexshares Tr Hig Yld Vl Etf (HYGV)	0.6	$768k	+5%	19k	40.74	View chart
Aim Etf Products Trust Us Lrgcp B20 Feb (FEBW)	0.6	$748k		22k	33.96	View chart
First Tr Exchange-traded A Sml Cp Grw Alp (FYC)	0.6	$723k	-2%	7.5k	96.11	View chart
Innovator Etfs Trust Intrnl Dev July (IJUL)	0.6	$710k	-4%	21k	33.51	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FNOV)	0.5	$692k	-12%	13k	54.83	View chart
Innovator Etfs Trust Equity Dual Dirt (DDFL)	0.5	$686k	-3%	33k	20.55	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.5	$679k		18k	38.32	View chart
Vanguard World Health Car Etf (VHT)	0.5	$676k	-3%	2.3k	287.85	View chart
Innovator Etfs Trust Us Eqty Buf Sep (BSEP)	0.5	$672k		14k	49.25	View chart
Innovator Etfs Trust Equity Dual Nov (DDFN)	0.5	$671k	NEW	35k	19.17	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	0.5	$645k	-6%	14k	45.57	View chart
Aim Etf Products Trust Us Lrgcp B20 Jul (JULW)	0.5	$643k	-3%	16k	39.12	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.5	$626k	-14%	4.2k	148.69	View chart
Visa Com Cl A (V)	0.5	$608k		1.7k	350.65	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.5	$595k	-9%	6.3k	94.15	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.5	$591k	-20%	12k	50.50	View chart
Meta Platforms Cl A (META)	0.5	$591k		896.00	660.06	View chart
Mastercard Incorporated Cl A (MA)	0.5	$583k		1.0k	570.88	View chart
Bny Mellon Etf Trust Us Lrg Cp Core (BKLC)	0.5	$583k	+14%	4.5k	130.81	View chart
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM)	0.5	$582k	-4%	10k	56.26	View chart
Spdr Gold Tr Gold Shs (GLD)	0.4	$579k	-2%	1.5k	396.31	View chart
Johnson & Johnson (JNJ)	0.4	$560k		2.7k	206.96	View chart
Innovator Etfs Trust Equity Dual Dire (DDFO)	0.4	$557k	NEW	26k	21.62	View chart
Innovator Etfs Trust Us Sml Cp Pwr Et (KAPR)	0.4	$543k		16k	35.13	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	0.4	$538k	-14%	7.5k	71.72	View chart
Spdr Series Trust State Street Spd (MDYG)	0.4	$537k		5.8k	92.43	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.4	$533k	+11%	8.9k	59.93	View chart
First Tr Exchng Traded Fd Vi Ft Vest Inter Eq (YMAR)	0.4	$524k		19k	27.02	View chart
Ishares Tr Large Cap 10 Ta (TEND)	0.4	$516k	NEW	20k	25.45	View chart
J P Morgan Exchange Traded F Jpmorgan Diver (JPUS)	0.4	$501k	-50%	4.0k	123.95	View chart
Innovator Etfs Trust Growth 100 Pwr B (NNOV)	0.4	$500k	NEW	17k	28.70	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KJAN)	0.4	$497k	-6%	12k	41.42	View chart
Tesla Motors (TSLA)	0.4	$492k		1.1k	449.72	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.4	$485k	-7%	4.0k	120.19	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.4	$482k	+3%	7.3k	66.00	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.4	$456k	-20%	11k	41.78	View chart
JPMorgan Chase & Co. (JPM)	0.3	$428k	+16%	1.5k	278.02	View chart
Netflix (NFLX)	0.3	$411k	+891%	4.4k	93.76	View chart
McKesson Corporation (MCK)	0.3	$409k		499.00	820.48	View chart
First Tr Exchange-traded A Mid Cp Gr Alph (FNY)	0.3	$405k	-10%	4.4k	91.19	View chart
First Tr Exchng Traded Fd Vi Ft Vest Eq Enhan (XFEB)	0.3	$393k		11k	35.72	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)	0.3	$389k		7.4k	52.95	View chart
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)	0.3	$376k		7.5k	50.43	View chart
Innovator Etfs Trust Emrgng Mkt Jan (EJAN)	0.3	$361k		11k	33.79	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$358k	NEW	1.1k	313.41	View chart
Pimco Etf Tr Muni Income Opp (MINO)	0.3	$353k	NEW	7.8k	45.32	View chart
Innovator Etfs Trust Grwt100 Pwr Buf (NJUL)	0.3	$350k	-11%	4.8k	72.62	View chart
Ishares Tr Core 60/40 Balan (AOR)	0.3	$346k	+39%	5.3k	65.01	View chart
First Tr Exchng Traded Fd Vi Ft Vest Int June (YJUN)	0.3	$344k		13k	25.64	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.3	$337k	-12%	7.3k	46.43	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$337k	-50%	12k	27.43	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$323k		472.00	684.68	View chart
At&t (T)	0.2	$319k	-2%	13k	24.84	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$314k		5.5k	57.24	View chart
J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE)	0.2	$308k	NEW	3.8k	80.29	View chart
Innovator Etfs Trust Us Eqty Bufr Jun (BJUN)	0.2	$305k	-8%	6.5k	46.74	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.2	$304k	NEW	3.5k	85.78	View chart
Verizon Communications (VZ)	0.2	$299k		7.3k	40.73	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.2	$293k		5.6k	52.41	View chart
Innovator Etfs Trust Innovator Inter (ISEP)	0.2	$283k	-5%	8.7k	32.59	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.2	$283k		4.8k	58.73	View chart
Innovator Etfs Trust Us Eqty Bufr May (BMAY)	0.2	$276k	-6%	6.2k	44.82	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAY)	0.2	$269k		6.5k	41.29	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.2	$266k	+23%	3.8k	69.47	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$264k	-29%	1.4k	191.56	View chart
Aim Etf Products Trust Allianzim Us Equ (OCTW)	0.2	$263k	-7%	6.7k	39.00	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.2	$261k	-3%	6.0k	43.72	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.2	$246k	+2%	6.7k	36.82	View chart
International Business Machines (IBM)	0.2	$240k	-5%	811.00	296.29	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$224k		1.2k	191.06	View chart
Vaneck Etf Trust Junior Gold Mine (GDXJ)	0.2	$224k	NEW	2.0k	113.78	View chart
Innovator Etfs Trust Us Eqty Bufr Mar (BMAR)	0.2	$220k	-8%	4.1k	53.05	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.2	$218k		808.00	269.18	View chart
First Tr Exchange-traded Wcm Intl Equity (WCMI)	0.2	$210k		12k	17.01	View chart
Innovator Etfs Trust Grwt100 Pwr Buf (NOCT)	0.2	$209k	NEW	3.6k	57.92	View chart
First Tr Exchange Traded Intl Equity Opp (FPXI)	0.2	$206k		3.5k	59.13	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 Q4 filed Feb. 10, 2026
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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