Clear Point Advisors

Clear Point Advisors as of March 31, 2026

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