Clear Point Advisors Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 10, 2026, for the 2025 Q4 period, Clear Point Advisors Inc. held in its portfolio 114 assets valued at $128,834,314 (i.e. $128.83M).
The most valuable assets in the portfolio included: SCHWAB STRATEGIC TR ($11.91M), INNOVATOR ETFS TRUST ($5.87M), and INVESCO QQQ TR ($5.46M).
The chart below shows the top 10 valuable assets, and the table below shows the top 114 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Clear Point Advisors Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 365164 | 11911655 | US LCAP GR ETF |
| INNOVATOR ETFS TRUST | 140876 | 5871728 | US EQTY PWR BUF |
| INVESCO QQQ TR | 8884 | 5457311 | UNIT SER 1 |
| SPDR S&P 500 ETF TR | 7071 | 4821707 | TR UNIT |
| DOUBLELINE ETF TRUST | 146550 | 4724191 | SHILLER CAPE U S |
| SCHWAB STRATEGIC TR | 179287 | 4702708 | US BRD MKT ETF |
| GRANITESHARES GOLD TR | 90971 | 3865358 | SHS BEN INT |
| APPLE INC | 13138 | 3571585 | COM |
| SPDR S&P MIDCAP 400 ETF TR | 5904 | 3561877 | UTSER1 S&PDCRP |
| PIMCO ETF TR | 29641 | 2974217 | ENHAN SHRT MA AC |
| CAPITAL GROUP DIVIDEND VALUE | 64544 | 2816720 | SHS CREATION UNI |
| FIRST TR EXCHNG TRADED FD VI | 49360 | 2652024 | FT VEST US EQT |
| J P MORGAN EXCHANGE TRADED F | 46485 | 2210706 | SHORT DURA CORE |
| SCHWAB STRATEGIC TR | 79585 | 2141639 | US LRG CAP ETF |
| SPDR SERIES TRUST | 22949 | 1911862 | STATE STREET SPD |
| VANGUARD SCOTTSDALE FDS | 22001 | 1754140 | SHRT TRM CORP BD |
| AMERICAN CENTY ETF TR | 20764 | 1709304 | INTL EQT ETF |
| J P MORGAN EXCHANGE TRADED F | 32551 | 1646747 | ULTRA SHRT ETF |
| FIRST TR EXCHANGE-TRADED FD | 25782 | 1545108 | FIRST TR ENH NEW |
| AIM ETF PRODUCTS TRUST | 39708 | 1483018 | ALLIANZIM US EQU |
| CAPITAL GRP FIXED INCM ETF T | 55614 | 1474880 | CORE BOND ETF |
| VANGUARD INDEX FDS | 2145 | 1345339 | S&P 500 ETF SHS |
| FIRST TR EXCHANGE-TRADED FD | 28608 | 1312517 | SENIOR LN FD |
| VANGUARD SPECIALIZED FUNDS | 5965 | 1310932 | DIV APP ETF |
| WISDOMTREE TR | 23990 | 1219388 | 1 3 YR LADDERED |
| VANGUARD INDEX FDS | 5559 | 1177360 | SM CP VAL ETF |
| AMAZON COM INC | 4779 | 1103104 | COM |
| J P MORGAN EXCHANGE TRADED F | 21562 | 1098355 | ULTRA SHT MUNCPL |
| J P MORGAN EXCHANGE TRADED F | 22394 | 1090581 | INTL BD OPP ETF |
| FLEXSHARES TR | 13285 | 1075543 | QLT DIV DEF IDX |
| INNOVATOR ETFS TRUST | 21872 | 1049419 | US EQT BUFR APR |
| AIM ETF PRODUCTS TRUST | 28512 | 993931 | US LRGCP B20 APR |
| CONSOLIDATED EDISON INC | 9921 | 985402 | COM |
| TCW ETF TRUST | 32882 | 983661 | HIGH YIELD BOND |
| SCHWAB STRATEGIC TR | 35758 | 972978 | FUNDAMENTAL US L |
| SPDR DOW JONES INDL AVERAGE | 2017 | 969434 | UT SER 1 |
| FIRST TR EXCHANGE-TRADED FD | 19347 | 967165 | FST LOW OPPT EFT |
| MICROSOFT CORP | 1920 | 928689 | COM |
| SCHWAB STRATEGIC TR | 32214 | 917455 | US SML CAP ETF |
| FIRST TR EXCHNG TRADED FD VI | 21637 | 917080 | FT VEST U.S |
| ISHARES TR | 9405 | 903172 | MSCI EAFE ETF |
| SCHWAB STRATEGIC TR | 28469 | 856076 | US MID-CAP ETF |
| INNOVATOR ETFS TRUST | 14765 | 810894 | GRWT100 PWR BF |
| BLACKROCK MUNIHLDGS NJ QLTY | 67499 | 803238 | COM |
| NVIDIA CORPORATION | 4266 | 795644 | COM |
| BERKSHIRE HATHAWAY INC DEL | 1546 | 777108 | CL B NEW |
| FLEXSHARES TR | 18859 | 768235 | HIG YLD VL ETF |
| AIM ETF PRODUCTS TRUST | 22009 | 747492 | US LRGCP B20 FEB |
| FIRST TR EXCHANGE-TRADED ALP | 7522 | 722971 | SML CP GRW ALP |
| INNOVATOR ETFS TRUST | 21182 | 709764 | INTRNL DEV JULY |
| INNOVATOR ETFS TRUST | 33399 | 686303 | EQUITY DUAL DIRT |
| FIRST TR EXCHANGE-TRADED FD | 17721 | 679061 | SMID RISNG ETF |
| VANGUARD WORLD FD | 2348 | 675861 | HEALTH CAR ETF |
| INNOVATOR ETFS TRUST | 13649 | 672189 | US EQTY BUF SEP |
| INNOVATOR ETFS TRUST | 35015 | 671238 | EQUITY DUAL NOV |
| PUTNAM ETF TRUST | 14152 | 644897 | FOCUSED LAR CAP |
| AIM ETF PRODUCTS TRUST | 16441 | 643172 | US LRGCP B20 JUL |
| ISHARES TR | 4209 | 625844 | CORE S&P TTL STK |
| VISA INC | 1735 | 608379 | COM CL A |
| ISHARES TR | 6321 | 595153 | MSCI USA MIN VOL |
| J P MORGAN EXCHANGE TRADED F | 11711 | 591415 | MUNICIPAL ETF |
| META PLATFORMS INC | 896 | 591412 | CL A |
| MASTERCARD INCORPORATED | 1021 | 582868 | CL A |
| BNY MELLON ETF TRUST | 4455 | 582740 | US LRG CP CORE |
| FRANKLIN TEMPLETON ETF TR | 10352 | 582422 | US MID CP MLTFCT |
| SPDR GOLD TR | 1460 | 578613 | GOLD SHS |
| JOHNSON & JOHNSON | 2705 | 559822 | COM |
| INNOVATOR ETFS TRUST | 8415 | 558163 | GRWT100 PWR BUF |
| INNOVATOR ETFS TRUST | 25774 | 557108 | EQUITY DUAL DIRE |
| INNOVATOR ETFS TRUST | 15459 | 543075 | US SML CP PWR ET |
| J P MORGAN EXCHANGE TRADED F | 7497 | 537697 | ACTIVE VALUE ETF |
| VANGUARD SCOTTSDALE FDS | 8886 | 532517 | INTER TERM TREAS |
| FIRST TR EXCHNG TRADED FD VI | 19410 | 524425 | FT VEST INTER EQ |
| ISHARES TR | 20270 | 515872 | LARGE CAP 10 TA |
| J P MORGAN EXCHANGE TRADED F | 4044 | 501258 | JPMORGAN DIVER |
| INNOVATOR ETFS TRUST | 17405 | 499524 | GROWTH 100 PWR B |
| INNOVATOR ETFS TRUST | 12004 | 497206 | US SML CP PWR B |
| TESLA INC | 1094 | 491994 | COM |
| ISHARES TR | 4039 | 485436 | CORE S&P SCP ETF |
| ISHARES TR | 7302 | 481937 | CORE S&P MCP ETF |
| JPMORGAN CHASE & CO. | 1541 | 428425 | COM |
| NETFLIX INC | 4381 | 410763 | COM |
| MCKESSON CORP | 499 | 409420 | COM |
| FIRST TR EXCHANGE-TRADED ALP | 4438 | 404696 | MID CP GR ALPH |
| FIRST TR EXCHNG TRADED FD VI | 11012 | 393294 | FT VEST EQ ENHAN |
| PIMCO ETF TR | 7459 | 376163 | SHTRM MUN BD ACT |
| INNOVATOR ETFS TRUST | 10691 | 361249 | EMRGNG MKT JAN |
| ALPHABET INC | 1141 | 357599 | CAP STK CL A |
| PIMCO ETF TR | 7778 | 352508 | MUNI INCOME OPP |
| ISHARES TR | 5314 | 345468 | CORE 60/40 BALAN |
| FIRST TR EXCHNG TRADED FD VI | 13405 | 343748 | FT VEST INT JUNE |
| SCHWAB STRATEGIC TR | 12290 | 337108 | US DIVIDEND EQ |
| ISHARES TR | 472 | 323168 | CORE S&P500 ETF |
| AT&T INC | 12858 | 319394 | COM |
| J P MORGAN EXCHANGE TRADED F | 5488 | 314109 | EQUITY PREMIUM |
| J P MORGAN EXCHANGE TRADED F | 3841 | 308383 | JPMORGAN INTL VL |
| INNOVATOR ETFS TRUST | 6515 | 304511 | US EQTY BUFR JUN |
| VANECK ETF TRUST | 3543 | 303914 | GOLD MINERS ETF |
| VERIZON COMMUNICATIONS INC | 7336 | 298792 | COM |
| PIMCO ETF TR | 5597 | 293313 | INTER MUN BD ACT |
| INNOVATOR ETFS TRUST | 8686 | 283114 | INNOVATOR INTER |
| VANGUARD SCOTTSDALE FDS | 4817 | 282880 | SHORT TERM TREAS |
| INNOVATOR ETFS TRUST | 6154 | 275794 | US EQTY BUFR MAY |
| FIRST TR EXCHNG TRADED FD VI | 6522 | 269313 | FT VEST U.S EQT |
| FIRST TR EXCHANGE TRADED FD | 3832 | 266197 | RISNG DIVD ACHIV |
| INVESCO EXCHANGE TRADED FD T | 1380 | 264353 | S&P500 EQL WGT |
| LEGG MASON ETF INVT | 6687 | 246201 | FRANKLIN INTL LW |
| INTERNATIONAL BUSINESS MACHS | 811 | 240293 | COM |
| VANGUARD INDEX FDS | 1171 | 223735 | VALUE ETF |
| VANECK ETF TRUST | 1966 | 223699 | JUNIOR GOLD MINE |
| INNOVATOR ETFS TRUST | 4147 | 219992 | US EQTY BUFR MAR |
| FIRST TR EXCHANGE-TRADED FD | 808 | 217497 | DJ INTERNT IDX |
| FIRST TR EXCHANGE-TRADED FD | 12339 | 209886 | WCM INTL EQUITY |
| FIRST TR EXCHANGE TRADED FD | 3489 | 206322 | INTL EQUITY OPP |
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