Clear Point Advisors Inc.

CIK 0002010474 • 6 13F filings • Apr 21, 2025 – Jul 29, 2026

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Filer information

Filed by: Clear Point Advisors Inc., Agent
Address: 1 HUNTINGTON QUADRANGLE, SUITE 1S01, MELVILLE, NY, 11747
Phone: 844-844-3453
AUM: $128.8M

AUM over time

$112.8M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyConsumer DiscretionaryFinancialsCommunicationOther

Holdings by filing

Portfolio value: $128.8M114 positionsView on SEC.gov

			% of Portfolio
AIM ETF PRODUCTS TRUST	ALLIANZIM US EQU	$1.5M	1.2%	39,708 SH	New
AIM ETF PRODUCTS TRUST	US LRGCP B20 APR	$994K	0.8%Prev: 0.9%	28,512 SH	Decreased-3,669 SH
AIM ETF PRODUCTS TRUST	US LRGCP B20 FEB	$747K	0.6%Prev: 0.6%	22,009 SH	Increased
AIM ETF PRODUCTS TRUST	US LRGCP B20 JUL	$643K	0.5%Prev: 0.5%	16,441 SH	Decreased-528 SH
ALPHABET INC	CAP STK CL A	$358K	0.3%	1,141 SH	New
AMAZON COM INC	COM	$1.1M	0.9%Prev: 0.8%	4,779 SH	Increased-188 SH
AMERICAN CENTY ETF TR	INTL EQT ETF	$1.7M	1.3%Prev: 1.3%	20,764 SH	Increased-99 SH
APPLE INC	COM	$3.6M	2.8%Prev: 2.6%	13,138 SH	Increased-100 SH
AT&T INC	COM	$319K	0.2%Prev: 0.3%	12,858 SH	Decreased-320 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$777K	0.6%Prev: 0.7%	1,546 SH	Decreased-225 SH
BLACKROCK MUNIHLDGS NJ QLTY	COM	$803K	0.6%Prev: 0.6%	67,499 SH	Increased
BNY MELLON ETF TRUST	US LRG CP CORE	$583K	0.5%Prev: 0.4%	4,455 SH	Increased+565 SH
CAPITAL GROUP DIVIDEND VALUE	SHS CREATION UNI	$2.8M	2.2%Prev: 1.9%	64,544 SH	Increased+7,141 SH
CAPITAL GRP FIXED INCM ETF T	CORE BOND ETF	$1.5M	1.1%Prev: 0.7%	55,614 SH	Increased+26,232 SH
CONSOLIDATED EDISON INC	COM	$985K	0.8%Prev: 0.8%	9,921 SH	Decreased+47 SH
DOUBLELINE ETF TRUST	SHILLER CAPE U S	$4.7M	3.7%Prev: 4.0%	146,550 SH	Decreased-10,940 SH
FIRST TR EXCHANGE TRADED FD	INTL EQUITY OPP	$206K	0.2%Prev: 0.2%	3,489 SH	Decreased-47 SH
FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$266K	0.2%Prev: 0.2%	3,832 SH	Increased+731 SH
FIRST TR EXCHANGE-TRADED ALP	MID CP GR ALPH	$405K	0.3%Prev: 0.4%	4,438 SH	Decreased-498 SH
FIRST TR EXCHANGE-TRADED ALP	SML CP GRW ALP	$723K	0.6%Prev: 0.5%	7,522 SH	Increased-231 SH
FIRST TR EXCHANGE-TRADED FD	DJ INTERNT IDX	$217K	0.2%Prev: 0.2%	808 SH	Decreased
FIRST TR EXCHANGE-TRADED FD	FIRST TR ENH NEW	$1.5M	1.2%Prev: 1.7%	25,782 SH	Decreased-11,783 SH
FIRST TR EXCHANGE-TRADED FD	FST LOW OPPT EFT	$967K	0.8%	19,347 SH	New
FIRST TR EXCHANGE-TRADED FD	SENIOR LN FD	$1.3M	1.0%Prev: 1.3%	28,608 SH	Decreased-7,504 SH
FIRST TR EXCHANGE-TRADED FD	SMID RISNG ETF	$679K	0.5%Prev: 0.5%	17,721 SH	Increased+4 SH
FIRST TR EXCHANGE-TRADED FD	WCM INTL EQUITY	$210K	0.2%Prev: 0.2%	12,339 SH	Increased
FIRST TR EXCHNG TRADED FD VI	FT VEST EQ ENHAN	$393K	0.3%Prev: 0.3%	11,012 SH	Increased
FIRST TR EXCHNG TRADED FD VI	FT VEST INT JUNE	$344K	0.3%Prev: 0.3%	13,405 SH	Increased
FIRST TR EXCHNG TRADED FD VI	FT VEST INTER EQ	$524K	0.4%Prev: 0.4%	19,410 SH	Increased
FIRST TR EXCHNG TRADED FD VI	FT VEST U.S	$917K	0.7%Prev: 0.7%	21,637 SH	Increased
FIRST TR EXCHNG TRADED FD VI	FT VEST U.S EQT	$269K	0.2%Prev: 0.2%	6,522 SH	Increased
FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	$2.7M	2.1%Prev: 2.3%	49,360 SH	Decreased-8,137 SH
FLEXSHARES TR	HIG YLD VL ETF	$768K	0.6%Prev: 0.6%	18,859 SH	Increased+1,013 SH
FLEXSHARES TR	QLT DIV DEF IDX	$1.1M	0.8%Prev: 0.7%	13,285 SH	Increased+2,080 SH
FRANKLIN TEMPLETON ETF TR	US MID CP MLTFCT	$582K	0.5%Prev: 0.5%	10,352 SH	Decreased-510 SH
GRANITESHARES GOLD TR	SHS BEN INT	$3.9M	3.0%Prev: 2.8%	90,971 SH	Increased-2,645 SH
INNOVATOR ETFS TRUST	EMRGNG MKT JAN	$361K	0.3%Prev: 0.3%	10,691 SH	Increased
INNOVATOR ETFS TRUST	EQUITY DUAL DIRE	$557K	0.4%	25,774 SH	New
INNOVATOR ETFS TRUST	EQUITY DUAL DIRT	$686K	0.5%Prev: 0.5%	33,399 SH	Decreased-1,220 SH
INNOVATOR ETFS TRUST	EQUITY DUAL NOV	$671K	0.5%	35,015 SH	New
INNOVATOR ETFS TRUST	GROWTH 100 PWR B	$500K	0.4%	17,405 SH	New
INNOVATOR ETFS TRUST	GRWT100 PWR BF	$811K	0.6%Prev: 0.6%	14,765 SH	Increased-84 SH
INNOVATOR ETFS TRUST	GRWT100 PWR BUF	$558K	0.4%Prev: 0.3%	8,415 SH	Increased+3,001 SH
INNOVATOR ETFS TRUST	INNOVATOR INTER	$283K	0.2%Prev: 0.2%	8,686 SH	Decreased-520 SH
INNOVATOR ETFS TRUST	INTRNL DEV JULY	$710K	0.6%Prev: 0.6%	21,182 SH	Decreased-1,101 SH
INNOVATOR ETFS TRUST	US EQT BUFR APR	$1.0M	0.8%Prev: 0.9%	21,872 SH	Decreased-2,631 SH
INNOVATOR ETFS TRUST	US EQTY BUF SEP	$672K	0.5%Prev: 0.5%	13,649 SH	Increased
INNOVATOR ETFS TRUST	US EQTY BUFR JUN	$305K	0.2%Prev: 0.3%	6,515 SH	Decreased-575 SH
INNOVATOR ETFS TRUST	US EQTY BUFR MAR	$220K	0.2%Prev: 0.2%	4,147 SH	Decreased-400 SH
INNOVATOR ETFS TRUST	US EQTY BUFR MAY	$276K	0.2%Prev: 0.2%	6,154 SH	Decreased-400 SH
INNOVATOR ETFS TRUST	US EQTY PWR BUF	$5.9M	4.6%Prev: 4.8%	140,876 SH	Decreased-10,705 SH
INNOVATOR ETFS TRUST	US SML CP PWR B	$497K	0.4%Prev: 0.4%	12,004 SH	Decreased-845 SH
INNOVATOR ETFS TRUST	US SML CP PWR ET	$543K	0.4%Prev: 0.4%	15,459 SH	Increased
INTERNATIONAL BUSINESS MACHS	COM	$240K	0.2%Prev: 0.2%	811 SH	Decreased-47 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$264K	0.2%Prev: 0.3%	1,380 SH	Decreased-581 SH
INVESCO QQQ TR	UNIT SER 1	$5.5M	4.2%Prev: 4.2%	8,884 SH	Increased-113 SH
ISHARES TR	CORE 60/40 BALAN	$345K	0.3%Prev: 0.2%	5,314 SH	Increased+1,511 SH
ISHARES TR	CORE S&P MCP ETF	$482K	0.4%Prev: 0.4%	7,302 SH	Increased+278 SH
ISHARES TR	CORE S&P SCP ETF	$485K	0.4%Prev: 0.4%	4,039 SH	Decreased-351 SH
ISHARES TR	CORE S&P TTL STK	$626K	0.5%Prev: 0.6%	4,209 SH	Decreased-686 SH
ISHARES TR	CORE S&P500 ETF	$323K	0.3%Prev: 0.2%	472 SH	Increased+2 SH
ISHARES TR	LARGE CAP 10 TA	$516K	0.4%	20,270 SH	New
ISHARES TR	MSCI EAFE ETF	$903K	0.7%Prev: 0.7%	9,405 SH	Increased+161 SH
ISHARES TR	MSCI USA MIN VOL	$595K	0.5%Prev: 0.5%	6,321 SH	Decreased-627 SH
J P MORGAN EXCHANGE TRADED F	ACTIVE VALUE ETF	$538K	0.4%Prev: 0.5%	7,497 SH	Decreased-1,272 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$314K	0.2%Prev: 0.2%	5,488 SH	Increased+84 SH
J P MORGAN EXCHANGE TRADED F	INTL BD OPP ETF	$1.1M	0.8%Prev: 0.6%	22,394 SH	Increased+7,109 SH
J P MORGAN EXCHANGE TRADED F	JPMORGAN DIVER	$501K	0.4%Prev: 0.8%	4,044 SH	Decreased-4,090 SH
J P MORGAN EXCHANGE TRADED F	JPMORGAN INTL VL	$308K	0.2%	3,841 SH	New
J P MORGAN EXCHANGE TRADED F	MUNICIPAL ETF	$591K	0.5%Prev: 0.6%	11,711 SH	Decreased-3,063 SH
J P MORGAN EXCHANGE TRADED F	SHORT DURA CORE	$2.2M	1.7%Prev: 1.4%	46,485 SH	Increased+8,352 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$1.6M	1.3%Prev: 1.2%	32,551 SH	Increased+1,518 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	$1.1M	0.9%Prev: 1.0%	21,562 SH	Decreased-4,121 SH
JOHNSON & JOHNSON	COM	$560K	0.4%Prev: 0.4%	2,705 SH	Increased-7 SH
JPMORGAN CHASE & CO.	COM	$428K	0.3%Prev: 0.3%	1,541 SH	Increased+219 SH
LEGG MASON ETF INVT	FRANKLIN INTL LW	$246K	0.2%Prev: 0.2%	6,687 SH	Increased+147 SH
MASTERCARD INCORPORATED	CL A	$583K	0.5%Prev: 0.5%	1,021 SH	Increased
MCKESSON CORP	COM	$409K	0.3%Prev: 0.3%	499 SH	Increased
META PLATFORMS INC	CL A	$591K	0.5%Prev: 0.5%	896 SH	Decreased
MICROSOFT CORP	COM	$929K	0.7%Prev: 0.8%	1,920 SH	Decreased+12 SH
NETFLIX INC	COM	$411K	0.3%Prev: 0.4%	4,381 SH	Decreased+3,939 SH
NVIDIA CORPORATION	COM	$796K	0.6%Prev: 0.6%	4,266 SH	Decreased-108 SH
PIMCO ETF TR	ENHAN SHRT MA AC	$3.0M	2.3%Prev: 3.2%	29,641 SH	Decreased-11,713 SH
PIMCO ETF TR	INTER MUN BD ACT	$293K	0.2%Prev: 0.2%	5,597 SH	Decreased-56 SH
PIMCO ETF TR	MUNI INCOME OPP	$353K	0.3%	7,778 SH	New
PIMCO ETF TR	SHTRM MUN BD ACT	$376K	0.3%Prev: 0.3%	7,459 SH	Decreased-124 SH
PUTNAM ETF TRUST	FOCUSED LAR CAP	$645K	0.5%Prev: 0.5%	14,152 SH	Decreased-1,001 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$973K	0.8%Prev: 0.8%	35,758 SH	Decreased-3,064 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$4.7M	3.7%Prev: 3.7%	179,287 SH	Increased-3,442 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$337K	0.3%Prev: 0.5%	12,290 SH	Decreased-12,535 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$11.9M	9.2%Prev: 9.5%	365,164 SH	Decreased-18,010 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$2.1M	1.7%Prev: 1.7%	79,585 SH	Decreased-5,779 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$856K	0.7%Prev: 0.7%	28,469 SH	Decreased-2,806 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$917K	0.7%Prev: 0.7%	32,214 SH	Decreased-1,453 SH
SPDR DOW JONES INDL AVERAGE	UT SER 1	$969K	0.8%Prev: 0.8%	2,017 SH	Decreased-284 SH
SPDR GOLD TR	GOLD SHS	$579K	0.4%Prev: 0.4%	1,460 SH	Increased-39 SH
SPDR S&P 500 ETF TR	TR UNIT	$4.8M	3.7%Prev: 3.5%	7,071 SH	Increased+233 SH
SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	$3.6M	2.8%Prev: 2.8%	5,904 SH	Decreased-211 SH
SPDR SERIES TRUST	STATE STREET SPD	$1.9M	1.5%	22,949 SH	New
TCW ETF TRUST	HIGH YIELD BOND	$984K	0.8%Prev: 0.8%	32,882 SH	Increased+863 SH
TESLA INC	COM	$492K	0.4%Prev: 0.4%	1,094 SH	Decreased-21 SH
VANECK ETF TRUST	GOLD MINERS ETF	$304K	0.2%	3,543 SH	New
VANECK ETF TRUST	JUNIOR GOLD MINE	$224K	0.2%	1,966 SH	New
VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.3M	1.0%Prev: 1.0%	2,145 SH	Increased+57 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$1.2M	0.9%Prev: 0.9%	5,559 SH	Decreased-265 SH
VANGUARD INDEX FDS	VALUE ETF	$224K	0.2%Prev: 0.2%	1,171 SH	Increased+7 SH
VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$533K	0.4%Prev: 0.4%	8,886 SH	Increased+889 SH
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$283K	0.2%Prev: 0.2%	4,817 SH	Increased+15 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$1.8M	1.4%Prev: 1.3%	22,001 SH	Increased+1,380 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$1.3M	1.0%Prev: 1.0%	5,965 SH	Increased-86 SH
VANGUARD WORLD FD	HEALTH CAR ETF	$676K	0.5%Prev: 0.5%	2,348 SH	Increased-87 SH
VERIZON COMMUNICATIONS INC	COM	$299K	0.2%Prev: 0.3%	7,336 SH	Decreased-23 SH
VISA INC	COM CL A	$608K	0.5%Prev: 0.5%	1,735 SH	Increased-23 SH
WISDOMTREE TR	1 3 YR LADDERED	$1.2M	0.9%Prev: 0.8%	23,990 SH	Increased+6,556 SH

Sold (vs prior filing)

AIM ETF PRODUCTS TRUST — $1.3M
AIM ETF PRODUCTS TRUST — $280K
SPDR SERIES TRUST — $1.3M
SPDR SERIES TRUST — $531K
VANGUARD BD INDEX FDS — $207K
WISDOMTREE TR — $2.0M

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 10, 2026	Q4 2025	13F-HR	0001754960-26-000165	$128.8M	View
Oct 28, 2025	Q3 2025	13F-HR	0001754960-25-000714	$128.7M	View
Jul 29, 2026	Q2 2026