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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 FFTY, STT, SCHG, JPM, VOX, and represent 40.22% of Clear Point Advisors's stock portfolio.
Added to shares of these 10 stocks: FFTY (+$15M), STT (+$11M), JPM (+$8.1M), VOX (+$6.8M), DCRE, IBIT, WT, TILT, BSL, CGXU.
Started 25 new stock positions in PML, ISSC, CGXU, FBRT, DCRE, WT, IQI, FFA, IBIT, FFTY.
Reduced shares in these 10 stocks: , CAPE, PJUN, , JSCP, , JPST, FTSM, CGCB, .
Sold out of its positions in GOOGL, BRK.B, MUJ, BKLC, CGCB, CAPE, FDN, FPXI, FNY, FTSL.
Clear Point Advisors was a net buyer of stock by $2.5M.
Clear Point Advisors has $129M in assets under management (AUM), dropping by 0.14%.
Central Index Key (CIK): 0002010474

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Portfolio Holdings for Clear Point Advisors

Clear Point Advisors holds 75 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Innovator Etfs Trust Ibd 50 Etf (FFTY)	11.6	$15M	NEW	419k	35.79	View chart
State Street Corporation (STT)	8.7	$11M	NEW	38k	293.25	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	8.2	$11M		365k	29.13	View chart
JPMorgan Chase & Co. (JPM)	6.4	$8.2M	+9399%	146k	56.17	View chart
Vanguard World Comm Srvc Etf (VOX)	5.3	$6.8M	NEW	45k	151.74	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	4.0	$5.1M		8.8k	577.17	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	3.5	$4.5M		179k	25.10	View chart
Doubleline Etf Trust Commercial Real (DCRE)	3.4	$4.4M	NEW	144k	30.85	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	3.4	$4.4M	NEW	61k	71.74	View chart
Graniteshares Gold Tr Shs Ben Int (BAR)	3.4	$4.3M	+3%	94k	46.13	View chart
Apple (AAPL)	2.9	$3.7M	+11%	15k	253.78	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	2.1	$2.7M		63k	42.54	View chart
WisdomTree Investments (WT)	2.1	$2.7M	NEW	53k	50.42	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	2.0	$2.6M	-11%	26k	100.57	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	1.6	$2.0M		79k	25.64	View chart
Flexshares Tr Mornstar Usmkt (TILT)	1.5	$1.9M	NEW	33k	57.66	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	1.4	$1.8M		21k	84.84	View chart
Blackstone Gso Flting Rte Fu (BSL)	1.2	$1.6M	NEW	86k	18.80	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	1.2	$1.6M	NEW	61k	26.26	View chart
First Trust Enhanced Equity Income Fund (FFA)	1.2	$1.6M	NEW	26k	59.78	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY)	1.1	$1.5M	-6%	28k	52.80	View chart
First Tr Exchange Traded Nasdq Fod Bvrg (FTXG)	1.1	$1.4M	NEW	29k	49.81	View chart
Aim Etf Products Trust Allianzim Us Equ (JANW)	1.0	$1.2M	+2%	34k	36.48	View chart
Consolidated Edison (ED)	0.9	$1.1M		10k	113.18	View chart
Amazon (AMZN)	0.8	$1.0M		4.9k	208.27	View chart
Tcw Etf Trust High Yield Bond (HYBX)	0.8	$1.0M	+2%	34k	29.66	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.8	$981k		35k	27.85	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.8	$981k	+11%	32k	30.96	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.7	$939k		32k	29.08	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XSEP)	0.7	$906k		22k	41.88	View chart
Aim Etf Products Trust Allianzim Us Eqt (APRW)	0.7	$847k	-16%	24k	35.38	View chart
Franklin Bsp Rlty Tr Common Stock (FBRT)	0.7	$841k	NEW	17k	49.27	View chart
BlackRock Insured Municipal Income Trust (BYM)	0.6	$781k	NEW	68k	11.57	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	0.6	$769k	+17%	17k	46.40	View chart
Microsoft Corporation (MSFT)	0.6	$760k	+6%	2.1k	370.18	View chart
First Tr Exchange-traded A Sml Cp Grw Alp (FYC)	0.6	$752k	+3%	7.8k	96.98	View chart
Aim Etf Products Trust Allianzim Us Equ (FEBW)	0.6	$737k		22k	33.48	View chart
NVIDIA Corporation (NVDA)	0.6	$726k	-2%	4.2k	174.39	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.6	$714k	+2%	18k	39.43	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FNOV)	0.6	$711k	+5%	13k	53.40	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.5	$709k	NEW	1.5k	479.21	View chart
Johnson & Johnson (JNJ)	0.5	$658k		2.7k	244.45	View chart
Spdr Gold Tr Gold Shs (GLD)	0.5	$615k	-2%	1.4k	430.29	View chart
Aim Etf Products Trust Allianzim Us Eqt (JULW)	0.5	$598k	-6%	15k	38.81	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.5	$585k	NEW	9.8k	59.55	View chart
Bny Mellon Strategic Muns (LEO)	0.4	$571k	NEW	4.6k	124.82	View chart
Visa Com Cl A (V)	0.4	$520k		1.7k	302.17	View chart
First Tr Exchng Traded Fd Vi Ft Vest Inter Eq (YMAR)	0.4	$519k	-2%	19k	27.35	View chart
Mastercard Incorporated Cl A (MA)	0.4	$510k		1.0k	499.66	View chart
Meta Platforms Cl A (META)	0.4	$489k	-4%	854.00	572.25	View chart
At&t (T)	0.3	$430k	+15%	15k	28.99	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$419k	+11%	14k	30.68	View chart
Verizon Communications (VZ)	0.3	$409k	+11%	8.2k	50.20	View chart
First Mid Ill Bancshares (FMBH)	0.3	$402k	NEW	4.4k	90.49	View chart
First Tr Exchng Traded Fd Vi Ft Vest Eq Enhan (XFEB)	0.3	$388k		11k	35.21	View chart
Netflix (NFLX)	0.3	$382k	-9%	4.0k	96.15	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)	0.3	$381k		7.4k	51.78	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$368k	NEW	1.3k	287.52	View chart
Pimco Municipal Income Fund II (PML)	0.3	$362k	NEW	8.0k	45.17	View chart
Tesla Motors (TSLA)	0.3	$361k	-11%	970.00	371.75	View chart
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)	0.3	$347k	-7%	6.9k	50.45	View chart
McKesson Corporation (MCK)	0.3	$339k	-21%	391.00	866.33	View chart
First Tr Exchng Traded Fd Vi Ft Vest Int June (YJUN)	0.3	$337k	-2%	13k	25.75	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.3	$328k		3.6k	91.78	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.2	$309k	+18%	4.5k	68.28	View chart
Pimco Income Strategy Fund (PFL)	0.2	$295k	NEW	5.6k	52.19	View chart
Invesco Quality Municipal Inc Trust (IQI)	0.2	$271k	NEW	1.4k	191.90	View chart
Aim Etf Products Trust Allianzim Us Equ (OCTW)	0.2	$260k		6.7k	38.47	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAY)	0.2	$247k	-7%	6.0k	41.06	View chart
Vaneck Etf Trust Junior Gold Mine (GDXJ)	0.2	$236k		2.0k	120.04	View chart
Walt Disney Company (DIS)	0.2	$231k	NEW	2.4k	96.37	View chart
First Industrial Realty Trust (FR)	0.2	$212k	NEW	3.4k	61.74	View chart
First Tr Exchange-traded Wcm Intl Equity (WCMI)	0.2	$207k		12k	16.77	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$193k	NEW	10k	19.30	View chart
Innovative Solutions & Support (ISSC)	0.0	$7.000000	NEW	10k	0.00	View chart

Past Filings by Clear Point Advisors

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

Clear Point Advisors 2026 Q1 filed April 29, 2026
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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