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 101–123 of 123
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| JEPI | J P MORGAN EXCHANGE TRADED F | 5K | $100K–$500K | SH |
| JIVE | J P MORGAN EXCHANGE TRADED F | 4K | $100K–$500K | SH |
| BJUN | INNOVATOR ETFS TRUST | 7K | $100K–$500K | SH |
| GDX | VANECK ETF TRUST | 4K | $100K–$500K | SH |
| VZ | VERIZON COMMUNICATIONS INC | 7K | $100K–$500K | SH |
| MUNI | PIMCO ETF TR | 6K | $100K–$500K | SH |
| ISEP | INNOVATOR ETFS TRUST | 9K | $100K–$500K | SH |
| VGSH | VANGUARD SCOTTSDALE FDS | 5K | $100K–$500K | SH |
| BMAY | INNOVATOR ETFS TRUST | 6K | $100K–$500K | SH |
| GMAY | FIRST TR EXCHNG TRADED FD VI | 7K | $100K–$500K | SH |
| RDVY | FIRST TR EXCHANGE TRADED FD | 4K | $100K–$500K | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 1K | $100K–$500K | SH |
| OCTW | AIM ETF PRODUCTS TRUST | 7K | $100K–$500K | SH |
| PSEP | INNOVATOR ETFS TRUST | 6K | $100K–$500K | SH |
| LVHI | LEGG MASON ETF INVT | 7K | $100K–$500K | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 811 | $100K–$500K | SH |
| VTV | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| GDXJ | VANECK ETF TRUST | 2K | $100K–$500K | SH |
| BMAR | INNOVATOR ETFS TRUST | 4K | $100K–$500K | SH |
| FDN | FIRST TR EXCHANGE-TRADED FD | 808 | $100K–$500K | SH |
| WCMI | FIRST TR EXCHANGE-TRADED FD | 12K | $100K–$500K | SH |
| NOCT | INNOVATOR ETFS TRUST | 4K | $100K–$500K | SH |
| FPXI | FIRST TR EXCHANGE TRADED FD | 3K | $100K–$500K | SH |