Clear Point Advisors

Clear Point Advisors as of Dec. 31, 2025

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