Clear Point Advisors Inc.

Est. AUM

$129.0M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	INNOVATOR ETFS TRUST	IBD 50 ETF	$15.0M	418685	11.61%	SOLE
2	STATE STR CORP	COM	$11.2M	38298	8.71%	SOLE
3	SCHWAB STRATEGIC TR	US LCAP GR ETF	$10.6M	364565	8.23%	SOLE
4	JPMORGAN CHASE & CO	COM	$8.2M	146392	6.37%	SOLE
5	VANGUARD WORLD FD	COMM SRVC ETF	$6.8M	45012	5.29%	SOLE
6	INVESCO QQQ TR	UNIT SER 1	$5.1M	8837	3.95%	SOLE
7	SCHWAB STRATEGIC TR	US BRD MKT ETF	$4.5M	179107	3.48%	SOLE
8	DOUBLELINE ETF TRUST	COMMERCIAL REAL	$4.4M	143543	3.43%	SOLE
9	ISHARES BITCOIN TRUST ETF	SHS BEN INT	$4.4M	60648	3.37%	SOLE
10	GRANITESHARES GOLD TR	SHS BEN INT	$4.3M	93884	3.36%	SOLE
11	APPLE INC	COM	$3.7M	14662	2.88%	SOLE
12	CAPITAL GROUP DIVIDEND VALUE	SHS CREATION UNI	$2.7M	63447	2.09%	SOLE
13	WISDOMTREE INC	COM	$2.7M	52844	2.06%	SOLE
14	PIMCO ETF TR	ENHAN SHRT MA AC	$2.6M	26160	2.04%	SOLE
15	SCHWAB STRATEGIC TR	US LRG CAP ETF	$2.0M	78688	1.56%	SOLE
16	FLEXSHARES TR	MORNSTAR USMKT	$1.9M	33264	1.49%	SOLE
17	AMERICAN CENTY ETF TR	INTL EQT ETF	$1.8M	21113	1.39%	SOLE
18	BLACKSTONE SENI FLTN RAT 202	COM	$1.6M	85465	1.25%	SOLE
19	CAPITAL GROUP INTL FOCUS EQT	SHS CREATION UNI	$1.6M	60722	1.24%	SOLE
20	FIRST TR ENHANCED EQUITY	COM	$1.6M	26385	1.22%	SOLE
21	FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	$1.5M	27528	1.13%	SOLE
22	FIRST TR EXCHANGE TRADED FD	NASDQ FOD BVRG	$1.4M	28968	1.12%	SOLE
23	AIM ETF PRODUCTS TRUST	ALLIANZIM US EQU	$1.2M	33782	0.95%	SOLE
24	CONSOLIDATED EDISON INC	COM	$1.1M	9964	0.87%	SOLE
25	AMAZON COM INC	COM	$1.0M	4871	0.79%	SOLE
26	TCW ETF TRUST	HIGH YIELD BOND	$1.0M	33742	0.78%	SOLE
27	SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$981K	35231	0.76%	SOLE
28	SCHWAB STRATEGIC TR	US MID-CAP ETF	$981K	31687	0.76%	SOLE
29	SCHWAB STRATEGIC TR	US SML CAP ETF	$939K	32287	0.73%	SOLE
30	FIRST TR EXCHNG TRADED FD VI	FT VEST U.S	$906K	21637	0.70%	SOLE
31	AIM ETF PRODUCTS TRUST	ALLIANZIM US EQT	$847K	23937	0.66%	SOLE
32	FRANKLIN BSP RLTY TR INC	COMMON STOCK	$841K	17068	0.65%	SOLE
33	BLACKROCK MUN INCOME QUALITY	COM	$781K	67499	0.61%	SOLE
34	PUTNAM ETF TRUST	FOCUSED LAR CAP	$769K	16566	0.60%	SOLE
35	MICROSOFT CORP	COM	$760K	2052	0.59%	SOLE
36	FIRST TR EXCHANGE-TRADED ALP	SML CP GRW ALP	$752K	7753	0.58%	SOLE
37	AIM ETF PRODUCTS TRUST	ALLIANZIM US EQU	$737K	22009	0.57%	SOLE
38	NVIDIA CORPORATION	COM	$725K	4160	0.56%	SOLE
39	FIRST TR EXCHANGE TRADED FD	SMID RISNG ETF	$714K	18119	0.55%	SOLE
40	FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	$711K	13313	0.55%	SOLE
41	BERKSHIRE HATHAWAY INC DEL	CL A	$709K	1480	0.55%	SOLE
42	JOHNSON & JOHNSON	COM	$658K	2691	0.51%	SOLE
43	SPDR GOLD TR	GOLD SHS	$614K	1428	0.48%	SOLE
44	AIM ETF PRODUCTS TRUST	ALLIANZIM US EQT	$598K	15416	0.46%	SOLE
45	VANGUARD INTL EQUITY INDEX F	GLB EX US ETF	$585K	9827	0.45%	SOLE
46	BNY MELLON STRATEGIC MUNS IN	COM	$571K	4571	0.44%	SOLE
47	VISA INC	COM CL A	$520K	1721	0.40%	SOLE
48	FIRST TR EXCHNG TRADED FD VI	FT VEST INTER EQ	$519K	18973	0.40%	SOLE
49	MASTERCARD INCORPORATED	CL A	$510K	1021	0.40%	SOLE
50	META PLATFORMS INC	CL A	$489K	854	0.38%	SOLE

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.