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 51–100 of 123
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IJUL | INNOVATOR ETFS TRUST | 21K | $500K+ | SH |
| FNOV | FIRST TR EXCHNG TRADED FD VI | 13K | $500K+ | SH |
| DDFL | INNOVATOR ETFS TRUST | 33K | $500K+ | SH |
| SDVY | FIRST TR EXCHANGE-TRADED FD | 18K | $500K+ | SH |
| VHT | VANGUARD WORLD FD | 2K | $500K+ | SH |
| BSEP | INNOVATOR ETFS TRUST | 14K | $500K+ | SH |
| DDFN | INNOVATOR ETFS TRUST | 35K | $500K+ | SH |
| PVAL | PUTNAM ETF TRUST | 14K | $500K+ | SH |
| JULW | AIM ETF PRODUCTS TRUST | 16K | $500K+ | SH |
| ITOT | ISHARES TR | 4K | $500K+ | SH |
| V | VISA INC | 2K | $500K+ | SH |
| USMV | ISHARES TR | 6K | $500K+ | SH |
| JMUB | J P MORGAN EXCHANGE TRADED F | 12K | $500K+ | SH |
| META | META PLATFORMS INC | 896 | $500K+ | SH |
| MA | MASTERCARD INCORPORATED | 1K | $500K+ | SH |
| BKLC | BNY MELLON ETF TRUST | 4K | $500K+ | SH |
| FLQM | FRANKLIN TEMPLETON ETF TR | 10K | $500K+ | SH |
| GLD | SPDR GOLD TR | 1K | $500K+ | SH |
| JNJ | JOHNSON & JOHNSON | 3K | $500K+ | SH |
| DDFO | INNOVATOR ETFS TRUST | 26K | $500K+ | SH |
| KAPR | INNOVATOR ETFS TRUST | 15K | $500K+ | SH |
| JAVA | J P MORGAN EXCHANGE TRADED F | 7K | $500K+ | SH |
| MDYG | SPDR SERIES TRUST | 6K | $500K+ | SH |
| VGIT | VANGUARD SCOTTSDALE FDS | 9K | $500K+ | SH |
| YMAR | FIRST TR EXCHNG TRADED FD VI | 19K | $500K+ | SH |
| TEND | ISHARES TR | 20K | $500K+ | SH |
| JPUS | J P MORGAN EXCHANGE TRADED F | 4K | $500K+ | SH |
| NNOV | INNOVATOR ETFS TRUST | 17K | $100K–$500K | SH |
| KJAN | INNOVATOR ETFS TRUST | 12K | $100K–$500K | SH |
| TSLA | TESLA INC | 1K | $100K–$500K | SH |
| IJR | ISHARES TR | 4K | $100K–$500K | SH |
| IJH | ISHARES TR | 7K | $100K–$500K | SH |
| PNOV | INNOVATOR ETFS TRUST | 11K | $100K–$500K | SH |
| JPM | JPMORGAN CHASE & CO. | 2K | $100K–$500K | SH |
| NFLX | NETFLIX INC | 4K | $100K–$500K | SH |
| MCK | MCKESSON CORP | 499 | $100K–$500K | SH |
| FNY | FIRST TR EXCHANGE-TRADED ALP | 4K | $100K–$500K | SH |
| XFEB | FIRST TR EXCHNG TRADED FD VI | 11K | $100K–$500K | SH |
| FAUG | FIRST TR EXCHNG TRADED FD VI | 7K | $100K–$500K | SH |
| SMMU | PIMCO ETF TR | 7K | $100K–$500K | SH |
| EJAN | INNOVATOR ETFS TRUST | 11K | $100K–$500K | SH |
| GOOGL | ALPHABET INC | 1K | $100K–$500K | SH |
| MINO | PIMCO ETF TR | 8K | $100K–$500K | SH |
| NJUL | INNOVATOR ETFS TRUST | 5K | $100K–$500K | SH |
| AOR | ISHARES TR | 5K | $100K–$500K | SH |
| YJUN | FIRST TR EXCHNG TRADED FD VI | 13K | $100K–$500K | SH |
| PJUL | INNOVATOR ETFS TRUST | 7K | $100K–$500K | SH |
| SCHD | SCHWAB STRATEGIC TR | 12K | $100K–$500K | SH |
| IVV | ISHARES TR | 472 | $100K–$500K | SH |
| T | AT&T INC | 13K | $100K–$500K | SH |