Clear Point Advisors

Clear Point Advisors as of June 30, 2026

Portfolio Holdings for Clear Point Advisors

Clear Point Advisors holds 93 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 10.9 $12M 363k 33.84
Invesco Qqq Tr Unit Ser 1 (QQQ) 5.8 $6.5M 8.8k 736.39
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 4.6 $5.2M 6.9k 746.76
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 4.6 $5.2M 178k 28.96
Apple (AAPL) 3.8 $4.3M 15k 289.36
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) 3.8 $4.2M 6.0k 703.38
Doubleline Etf Trust Shil Cap U S Etf (CAPE) 3.5 $4.0M 123k 32.44
Graniteshares Gold Tr Shs Ben Int (BAR) 3.1 $3.6M 90k 39.53
Capital Group Dividend Value Shs Creat Unit (CGDV) 2.9 $3.2M 66k 49.28
Pimco Etf Tr Enhancd Short (EMNT) 2.3 $2.6M 26k 100.81
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 2.0 $2.3M 79k 29.43
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 2.0 $2.3M 45k 49.78
American Centy Etf Tr Intl Eqt Etf (AVDE) 1.7 $1.9M 21k 89.20
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.6 $1.8M 2.6k 686.91
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 1.6 $1.8M 22k 79.03
J P Morgan Exchange Traded F Short Dura Core (JSCP) 1.5 $1.7M 37k 47.15
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB) 1.5 $1.7M 65k 26.18
Wisdomtree Tr Floatng Rat Trea (USFR) 1.5 $1.7M 34k 50.35
First Tr Exchange-traded First Tr Enh New (FTSM) 1.4 $1.6M 26k 59.73
Spdr Series Trust St Str P500etf (SPYM) 1.3 $1.5M 17k 87.88
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 1.3 $1.5M 29k 50.57
Vanguard Index Fds Sm Cp Val Etf (VBR) 1.3 $1.4M 5.9k 242.99
Vanguard Specialized Funds Div App Etf (VIG) 1.2 $1.4M 5.8k 236.62
Wisdomtree Tr 1 3 Yr Laddered (USSH) 1.2 $1.3M 26k 50.23
Flexshares Tr Qlt Div Def Idx (QDEF) 1.1 $1.3M 15k 87.02
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 1.1 $1.3M 34k 36.87
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 1.0 $1.2M 33k 36.13
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB) 1.0 $1.2M 24k 48.35
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) 1.0 $1.1M 2.2k 522.31
Schwab Strategic Tr Fundamental Us L (FNDX) 1.0 $1.1M 35k 31.10
Amazon (AMZN) 1.0 $1.1M 4.6k 238.34
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 1.0 $1.1M 21k 51.00
Tcw Etf Trust High Yield Bond (HYBX) 0.9 $1.0M 34k 29.66
Ishares Tr Msci Eafe Etf (EFA) 0.9 $992k 9.5k 103.88
BlackRock MuniHoldings New Jersey Ins Fn (MUJ) 0.7 $831k 68k 12.31
First Tr Exchange Traded Smid Risng Etf (SDVY) 0.7 $782k 18k 43.14
Putnam Etf Trust Focused Lar Cap (PVAL) 0.7 $774k 15k 50.95
Flexshares Tr Hig Yld Vl Etf (HYGV) 0.7 $768k 19k 40.26
NVIDIA Corporation (NVDA) 0.7 $768k 3.8k 200.07
Microsoft Corporation (MSFT) 0.7 $740k 2.0k 373.03
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.7 $739k 1.5k 500.40
Ishares Tr Core S&p Mcp Etf (IJH) 0.6 $701k 9.1k 77.11
Ishares Tr Core S&p Ttl Stk (ITOT) 0.6 $690k 4.2k 164.26
Vanguard World Health Car Etf (VHT) 0.6 $686k 2.3k 299.05
Johnson & Johnson (JNJ) 0.6 $685k 2.7k 254.00
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.6 $682k 22k 31.71
Spdr Series Trust ST STR SP400GRW (MDYG) 0.6 $652k 5.8k 112.10
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.6 $635k 11k 58.98
Ishares Tr Core S&p Scp Etf (IJR) 0.6 $634k 4.3k 148.32
J P Morgan Exchange Traded F Jpmorgan Diver (JPUS) 0.6 $632k 4.5k 140.24
Ishares Tr Large Cap 10 Ta (TEND) 0.6 $628k 23k 27.24
J P Morgan Exchange Traded F Active Value Etf (JAVA) 0.5 $617k 7.8k 79.41
Visa Com Cl A (V) 0.5 $591k 1.7k 343.08
Ishares Tr Msci Usa Min Etf (USMV) 0.5 $584k 6.1k 96.46
J P Morgan Exchange Traded F Municipal Etf (JMUB) 0.5 $541k 11k 50.66
Mastercard Incorporated Cl A (MA) 0.5 $524k 1.0k 513.60
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM) 0.5 $521k 9.0k 57.88
First Tr Exchange-traded A Mid Cp Gr Alph (FNY) 0.4 $496k 4.5k 110.86
Ishares Tr Core 60 Bala Etf (AOR) 0.4 $486k 7.0k 69.50
Meta Platforms Cl A (META) 0.4 $473k 840.00 563.08
Alphabet Cap Stk Cl A (GOOGL) 0.4 $462k 1.3k 357.37
Applied Materials (AMAT) 0.4 $421k 582.00 723.00
JPMorgan Chase & Co. (JPM) 0.4 $417k 1.3k 327.41
Tesla Motors (TSLA) 0.4 $400k 950.00 420.60
First Tr Exchange Traded Risng Divd Achiv (RDVY) 0.3 $384k 4.7k 81.06
J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE) 0.3 $375k 4.1k 91.96
Pimco Etf Tr Muni Income Opp (MINO) 0.3 $370k 8.1k 45.76
Ishares Tr Core S&p500 Etf (IVV) 0.3 $355k 474.00 748.94
Pimco Etf Tr Shtrm Mun Bd Act (SMMU) 0.3 $349k 6.9k 50.50
Verizon Communications (VZ) 0.3 $339k 8.0k 42.34
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.3 $315k 5.6k 56.48
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.3 $311k 5.3k 58.20
At&t (T) 0.3 $307k 15k 20.70
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.3 $304k 1.4k 212.82
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.3 $299k 5.7k 52.60
First Tr Exchange-traded Intl Equity Opp (FPXI) 0.3 $289k 3.4k 83.74
World Gold Tr Spdr Gld Minis (GLDM) 0.2 $282k 3.5k 79.42
Netflix (NFLX) 0.2 $281k 3.9k 71.40
McKesson Corporation (MCK) 0.2 $280k 371.00 755.21
Vaneck Etf Trust Gold Miners Etf (GDX) 0.2 $279k 3.7k 75.46
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.2 $277k 913.00 303.01
Alphabet Cap Stk Cl C (GOOG) 0.2 $266k 754.00 353.37
Spdr Gold Tr Gold Shs (GLD) 0.2 $263k 713.00 368.38
Vanguard Index Fds Value Etf (VTV) 0.2 $258k 1.2k 217.86
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.2 $237k 8.6k 27.70
Broadcom (AVGO) 0.2 $237k 627.00 377.90
Walt Disney Company (DIS) 0.2 $230k 2.4k 96.24
International Business Machines (IBM) 0.2 $221k 785.00 281.35
Wedbush Ser Tr Dan Ive Revo Etf (IVES) 0.2 $221k 5.8k 38.10
Cisco Systems (CSCO) 0.2 $216k 1.8k 117.44
First Tr Exchange-traded Dj Internt Idx (FDN) 0.2 $204k 770.00 264.72
Vaneck Etf Trust Junior Gold Mine (GDXJ) 0.2 $202k 2.1k 98.25
Energy Transfer Com Ut Ltd Ptn (ET) 0.2 $191k 10k 19.12