CIK 2010474
Clear Point Advisors Inc.
Institutional 13F holdings & portfolio
Holdings
123
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 123
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SCHG | SCHWAB STRATEGIC TR | 365K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 9K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 7K | $1M+ | SH |
| CAPE | DOUBLELINE ETF TRUST | 147K | $1M+ | SH |
| SCHB | SCHWAB STRATEGIC TR | 179K | $1M+ | SH |
| BAR | GRANITESHARES GOLD TR | 91K | $1M+ | SH |
| PJUN | INNOVATOR ETFS TRUST | 86K | $1M+ | SH |
| AAPL | APPLE INC | 13K | $1M+ | SH |
| MDY | SPDR S&P MIDCAP 400 ETF TR | 6K | $1M+ | SH |
| MINT | PIMCO ETF TR | 30K | $1M+ | SH |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 65K | $1M+ | SH |
| JSCP | J P MORGAN EXCHANGE TRADED F | 46K | $1M+ | SH |
| SCHX | SCHWAB STRATEGIC TR | 80K | $1M+ | SH |
| VCSH | VANGUARD SCOTTSDALE FDS | 22K | $1M+ | SH |
| AVDE | AMERICAN CENTY ETF TR | 21K | $1M+ | SH |
| JPST | J P MORGAN EXCHANGE TRADED F | 33K | $1M+ | SH |
| FMAY | FIRST TR EXCHNG TRADED FD VI | 29K | $1M+ | SH |
| FTSM | FIRST TR EXCHANGE-TRADED FD | 26K | $1M+ | SH |
| CGCB | CAPITAL GRP FIXED INCM ETF T | 56K | $1M+ | SH |
| SPYM | SPDR SERIES TRUST | 17K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 2K | $1M+ | SH |
| FTSL | FIRST TR EXCHANGE-TRADED FD | 29K | $1M+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 6K | $1M+ | SH |
| PMAY | INNOVATOR ETFS TRUST | 31K | $1M+ | SH |
| JANW | AIM ETF PRODUCTS TRUST | 33K | $1M+ | SH |
| USSH | WISDOMTREE TR | 24K | $1M+ | SH |
| VBR | VANGUARD INDEX FDS | 6K | $1M+ | SH |
| AMZN | AMAZON COM INC | 5K | $1M+ | SH |
| JMST | J P MORGAN EXCHANGE TRADED F | 22K | $1M+ | SH |
| JPIB | J P MORGAN EXCHANGE TRADED F | 22K | $1M+ | SH |
| QDEF | FLEXSHARES TR | 13K | $1M+ | SH |
| BAPR | INNOVATOR ETFS TRUST | 22K | $1M+ | SH |
| APRW | AIM ETF PRODUCTS TRUST | 29K | $500K+ | SH |
| ED | CONSOLIDATED EDISON INC | 10K | $500K+ | SH |
| HYBX | TCW ETF TRUST | 33K | $500K+ | SH |
| FNDX | SCHWAB STRATEGIC TR | 36K | $500K+ | SH |
| DIA | SPDR DOW JONES INDL AVERAGE | 2K | $500K+ | SH |
| LMBS | FIRST TR EXCHANGE-TRADED FD | 19K | $500K+ | SH |
| MSFT | MICROSOFT CORP | 2K | $500K+ | SH |
| SCHA | SCHWAB STRATEGIC TR | 32K | $500K+ | SH |
| XSEP | FIRST TR EXCHNG TRADED FD VI | 22K | $500K+ | SH |
| EFA | ISHARES TR | 9K | $500K+ | SH |
| SCHM | SCHWAB STRATEGIC TR | 28K | $500K+ | SH |
| NJAN | INNOVATOR ETFS TRUST | 15K | $500K+ | SH |
| MUJ | BLACKROCK MUNIHLDGS NJ QLTY | 67K | $500K+ | SH |
| NVDA | NVIDIA CORPORATION | 4K | $500K+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 2K | $500K+ | SH |
| HYGV | FLEXSHARES TR | 19K | $500K+ | SH |
| FEBW | AIM ETF PRODUCTS TRUST | 22K | $500K+ | SH |
| FYC | FIRST TR EXCHANGE-TRADED ALP | 8K | $500K+ | SH |