Clear Point Advisors Inc.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 29, 2026), Clear Point Advisors Inc. reported 93 stock positions worth $112.8 million. Its top holding was Schwab US Large-Cap Growth (SCHG) at 10.9% of the portfolio, followed by Invesco QQQ Trust Series 1 (QQQ, 5.8%) and SS SPDR S&P 500 ETF Trust-US (SPY, 4.6%). Compared with Q1 2026, it opened 57 new positions, sold out of 39, added to 15 and reduced 18. The biggest buy was a new position in SS SPDR S&P 500 ETF Trust-US (SPY) and the biggest sale an exit from Innovator Ibd 50 ETF.
- Most Recent 13F
- Q2 2026
- Location
- MELVILLE, NY
- CIK
- 0002010474
- Portfolio Value
- $112.8M (Q2 2026)
- SEC Filing
- 0001754960-26-000665 ↗ filed Jul 29, 2026
Holdings Value
Holdings 93 stocks · $112.8M
| SCHG Schwab US Large-Cap Growth | 10.88% | 362,906 | $12.3M | Reduce -0.5% |
| QQQ Invesco QQQ Trust Series 1 | 5.76% | 8,823 | $6.5M | Reduce -0.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 4.58% | 6,923 | $5.2M | New |
| SCHB Schwab US Broad Market ETF | 4.58% | 178,396 | $5.2M | Reduce -0.4% |
| AAPL Apple Inc. | 3.79% | 14,786 | $4.3M | Add +0.8% |
| MDY State Street SPDR S&P Midcap | 3.75% | 6,023 | $4.2M | New |
| CAPE Doubleline Shiller Cape US | 3.54% | 123,241 | $4.0M | New |
| BAR Graniteshares Gold Trust | 3.15% | 89,915 | $3.6M | Reduce -4.2% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 2.87% | 65,627 | $3.2M | Add +3.4% |
| EMNT PIMCO Enhcd St M-Active ESG | 2.28% | 25,520 | $2.6M | New |
| SCHX Schwab US Large-Cap ETF | 2.05% | 78,586 | $2.3M | Reduce -0.1% |
| LMBS First Trust Low Duration Opp | 2.00% | 45,392 | $2.3M | New |
| AVDE Avantis International Equity | 1.69% | 21,348 | $1.9M | Add +1.1% |
| VOO Vanguard S&P 500 ETF | 1.57% | 2,585 | $1.8M | New |
| VCSH Vanguard S/T Corp. Bond ETF | 1.57% | 22,378 | $1.8M | New |
| JSCP JPMorgan Short Duration Core | 1.55% | 37,040 | $1.7M | New |
| CGCB Cap Group Core Bond | 1.50% | 64,635 | $1.7M | New |
| USFR Wisdomtree Floating Rate Tre | 1.50% | 33,597 | $1.7M | New |
| FTSM First Trust Enh Short Mat FD | 1.38% | 26,074 | $1.6M | New |
| SPYM Ste STR SPDR PT S&P 500 ETF | 1.34% | 17,172 | $1.5M | New |
| JPST JPMorgan Ultra-Short Income | 1.32% | 29,392 | $1.5M | New |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 1.27% | 5,892 | $1.4M | New |
| VIG Vanguard Dividend Apprec ETF | 1.21% | 5,792 | $1.4M | New |
| USSH Wisdomtree 1-3 Y Lad TRY FD | 1.17% | 26,251 | $1.3M | New |
| QDEF NT Qual Div Def ETF | 1.15% | 14,881 | $1.3M | New |
| SCHM Schwab US Mid Cap ETF | 1.12% | 34,387 | $1.3M | Add +8.5% |
| SCHA Schwab US Small-Cap ETF | 1.04% | 32,517 | $1.2M | Add +0.7% |
| JPIB JPMorgan Intl BND ETF | 1.04% | 24,298 | $1.2M | New |
| DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND | 1.01% | 2,182 | $1.1M | New |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.97% | 35,326 | $1.1M | Add +0.3% |
| AMZN Amazon.com Inc. | 0.97% | 4,576 | $1.1M | Reduce -6.1% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.95% | 21,022 | $1.1M | New |
| HYBX TCW High Yield Bond ETF | 0.90% | 34,359 | $1.0M | Add +1.8% |
| EFA iShares MSCI Eafe ETF | 0.88% | 9,547 | $992K | New |
| MUJ BlackRock Munihold NJ QLTY | 0.74% | 67,499 | $831K | New |
| SDVY First Trust Smid Cap Rising | 0.69% | 18,121 | $782K | Add +0.0% |
| PVAL Putnam Focused LRG Cap Value | 0.69% | 15,190 | $774K | Reduce -8.3% |
| HYGV NT HY Val-SCRD BD ETF | 0.68% | 19,086 | $768K | New |
| NVDA Nvidia Corp. | 0.68% | 3,836 | $767K | Reduce -7.8% |
| MSFT Microsoft Corp. | 0.66% | 1,983 | $740K | Reduce -3.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.66% | 1,477 | $739K | New |
| IJH iShares Core S&P Midcap ETF | 0.62% | 9,095 | $701K | New |
| ITOT iShares Core S&P Total U.S. | 0.61% | 4,203 | $690K | New |
| VHT Vanguard Health Care ETF | 0.61% | 2,295 | $686K | New |
| JNJ Johnson & Johnson | 0.61% | 2,695 | $685K | Add +0.1% |
| SCHD Schwab US DVD Equity ETF | 0.60% | 21,491 | $681K | Add +57.2% |
| MDYG SS SPDR S&P 400 MC GR ETF | 0.58% | 5,814 | $652K | New |
| VGIT Vanguard Intermediate-Term T | 0.56% | 10,774 | $635K | New |
| IJR iShares Core S&P Small-Cap E | 0.56% | 4,275 | $634K | New |
| JPUS JPMorgan Div Ret US Eq ETF | 0.56% | 4,507 | $632K | New |
| TEND Ishrs LG Cap 10% TR Buf Dec | 0.56% | 23,070 | $628K | New |
| JAVA JPMorgan Active Value ETF | 0.55% | 7,767 | $617K | New |
| V Visa Inc. Class A | 0.52% | 1,723 | $591K | Add +0.1% |
| USMV iShares MSCI USA Min Vol Fac | 0.52% | 6,050 | $584K | New |
| JMUB JPMorgan Municipal ETF | 0.48% | 10,677 | $541K | New |
| MA Mastercard Inc. Class A | 0.46% | 1,021 | $524K | No change |
| FLQM Franklin U.S. Mid Cap Multif | 0.46% | 9,002 | $521K | New |
| FNY First Trust Mid Cap Growth | 0.44% | 4,471 | $496K | New |
| AOR iShares Core 60/40 Balanced | 0.43% | 6,991 | $486K | New |
| META Meta Platforms Inc. Class A | 0.42% | 840 | $473K | Reduce -1.6% |
| GOOGL Alphabet Inc. Class A | 0.41% | 1,294 | $462K | New |
| AMAT Applied Materials Inc. | 0.37% | 582 | $421K | New |
| JPM JPMorgan Chase & Co. | 0.37% | 1,272 | $416K | Reduce -99.1% |
| TSLA Tesla Inc. | 0.35% | 950 | $400K | Reduce -2.1% |
| RDVY First Trust Rising Dividend | 0.34% | 4,738 | $384K | Add +4.6% |
| JIVE JPM Interntl Value ETF filed as J P MORGAN EXCHANGE TRADED F | 0.33% | 4,074 | $375K | New |
| MINO PIMCO Municipal Income Oppor | 0.33% | 8,095 | $370K | New |
| IVV iShares Core S&P 500 ETF | 0.31% | 474 | $355K | New |
| SMMU PIMCO SHRT TRM Muni BND ETF | 0.31% | 6,908 | $349K | Add +0.3% |
| VZ Verizon Communications Inc. | 0.30% | 8,016 | $339K | Reduce -1.7% |
| JEPI JPMorgan Equity Premium Inco | 0.28% | 5,579 | $315K | New |
| VGSH Vanguard Short-Term Treasury | 0.28% | 5,335 | $311K | New |
| T AT&T Inc. | 0.27% | 14,825 | $307K | Reduce -0.0% |
| RSP Invesco S&P 500 Equal Weight | 0.27% | 1,429 | $304K | New |
| MUNI PIMCO Intermediate Municipal | 0.27% | 5,689 | $299K | New |
| FPXI First Trust International Eq | 0.26% | 3,449 | $289K | New |
| GLDM SPDR Gold Minishares Trust | 0.25% | 3,549 | $282K | New |
| NFLX Netflix Inc. | 0.25% | 3,935 | $281K | Reduce -1.0% |
| MCK McKesson Corp. | 0.25% | 371 | $280K | Reduce -5.1% |
| GDX Vaneck Gold Miners ETF | 0.25% | 3,702 | $279K | Add +3.6% |
| QQQM Invesco Nasdaq 100 ETF | 0.25% | 913 | $277K | New |
| GOOG Alphabet Inc. Class C | 0.24% | 754 | $266K | Reduce -41.1% |
| GLD SPDR Gold Shares | 0.23% | 713 | $263K | Reduce -50.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.23% | 1,182 | $258K | New |
| SCHF Schwab Intl Equity ETF | 0.21% | 8,562 | $237K | New |
| AVGO Broadcom Inc. | 0.21% | 627 | $237K | New |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.20% | 2,392 | $230K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.20% | 785 | $221K | New |
| IVES Dan Wedbush AI Rev ETF | 0.20% | 5,792 | $221K | New |
| CSCO Cisco Systems Inc. | 0.19% | 1,842 | $216K | New |
| FDN First Trust DJ Internet Ind | 0.18% | 770 | $204K | New |
| GDXJ Vaneck Junior Gold Miners | 0.18% | 2,057 | $202K | Add +4.8% |
| ET Energy Transfer LP | 0.17% | 10,000 | $191K | No change |
Portfolio Sells Q1 2026 → Q2 2026
| INNOVATOR IBD 50 ETF | Sold out | 0.00% | −11.61 |
| STT State Street Corp. | Sold out | 0.00% | −8.71 |
| JPM JPMorgan Chase & Co. | Reduce -99.1% | 0.37% | −6.00 |
| VOX Vanguard Communication Servi | Sold out | 0.00% | −5.29 |
| DCRE DBL Comm Real Est Debt | Sold out | 0.00% | −3.43 |
| IBIT iShares Bitcoin Trust ETF | Sold out | 0.00% | −3.37 |
| WT Wisdomtree Inc. | Sold out | 0.00% | −2.07 |
| MINT PIMCO Enhanced Short Maturit | Sold out | 0.00% | −2.04 |
| TILT NT Mstar US Ftilt ETF | Sold out | 0.00% | −1.49 |
| BSL Blackstone SNR Fltng RT | Sold out | 0.00% | −1.25 |
| CGXU Cap Group Intl Focus | Sold out | 0.00% | −1.24 |
| FFA First Trust Enhan Eqty Inc. | Sold out | 0.00% | −1.22 |
| FMAY FT Vest US Equity Buffer ETF | Sold out | 0.00% | −1.13 |
| FTXG First Trust Nasdaq Food & Be | Sold out | 0.00% | −1.12 |
| JANW Alianzim US Eq BFR20 Jan-Usd | Sold out | 0.00% | −0.96 |
| ED Consolidated Edison Inc. | Sold out | 0.00% | −0.87 |
| XSEP FT Vest U.S. Equity Enhance | Sold out | 0.00% | −0.70 |
| APRW Allinzim US Eq BFR20 Apr-Usd | Sold out | 0.00% | −0.66 |
| FBRT Franklin BSP Realty Trust Inc. | Sold out | 0.00% | −0.65 |
| BYM BlackRock Muni Inc. QLTY | Sold out | 0.00% | −0.61 |
| FYC First Trust Small Cap Growth | Sold out | 0.00% | −0.58 |
| FEBW Alianzim US Eq BFR20 Feb-Usd | Sold out | 0.00% | −0.57 |
| FNOV FT Vest US Equity Buffer ETF | Sold out | 0.00% | −0.55 |
| BRK.A Berkshire Hathaway Inc. Class A | Sold out | 0.00% | −0.55 |
| JULW Alianzim US Eq BFR20 Jul-Usd | Sold out | 0.00% | −0.46 |
| VNQI Vanguard GLBL Ex-US Real Est | Sold out | 0.00% | −0.45 |
| LEO BNY Mellon Strategic Muni | Sold out | 0.00% | −0.44 |
| YMAR FT VT Int Equ M B- Mar-US I | Sold out | 0.00% | −0.40 |
| FMBH First Mid Bancshares Inc. | Sold out | 0.00% | −0.31 |
| XFEB FT Vest Enh Mod Buff - Feb | Sold out | 0.00% | −0.30 |
| FAUG FT Vest U.S. Equity Buffer E | Sold out | 0.00% | −0.29 |
| PML PIMCO Municipal Income FD II | Sold out | 0.00% | −0.28 |
| YJUN FT Vest Int Eq Modt ETF-June | Sold out | 0.00% | −0.26 |
| GLD SPDR Gold Shares | Reduce -50.1% | 0.23% | −0.24 |
| PFL PIMCO Income Strategy Fund | Sold out | 0.00% | −0.23 |
| IQI Invesco Quality Muni Inc. TR | Sold out | 0.00% | −0.21 |
| BAR Graniteshares Gold Trust | Reduce -4.2% | 3.15% | −0.21 |
| OCTW Alianzim US Eq BFR20 Oct-Usd | Sold out | 0.00% | −0.20 |
| GMAY FT Vest U.S. Equity Moderate | Sold out | 0.00% | −0.19 |
| FR First Industrial Realty TR | Sold out | 0.00% | −0.16 |
| WCMI FT WCM International ETF | Sold out | 0.00% | −0.16 |
| T AT&T Inc. | Reduce -0.0% | 0.27% | −0.06 |
| GOOG Alphabet Inc. Class C | Reduce -41.1% | 0.24% | −0.05 |
| NFLX Netflix Inc. | Reduce -1.0% | 0.25% | −0.05 |
| VZ Verizon Communications Inc. | Reduce -1.7% | 0.30% | −0.02 |
| MCK McKesson Corp. | Reduce -5.1% | 0.25% | −0.01 |
| IA Innovative Solutions & Supp | Sold out | 0.00% | 0.00 |
| META Meta Platforms Inc. Class A | Reduce -1.6% | 0.42% | +0.04 |
| MSFT Microsoft Corp. | Reduce -3.4% | 0.66% | +0.07 |
| TSLA Tesla Inc. | Reduce -2.1% | 0.35% | +0.07 |
Portfolio Buys Q1 2026 → Q2 2026
| SPY SS SPDR S&P 500 ETF Trust-US | New | 4.58% | +4.58 |
| MDY State Street SPDR S&P Midcap | New | 3.75% | +3.75 |
| CAPE Doubleline Shiller Cape US | New | 3.54% | +3.54 |
| EMNT PIMCO Enhcd St M-Active ESG | New | 2.28% | +2.28 |
| LMBS First Trust Low Duration Opp | New | 2.00% | +2.00 |
| VOO Vanguard S&P 500 ETF | New | 1.57% | +1.57 |
| VCSH Vanguard S/T Corp. Bond ETF | New | 1.57% | +1.57 |
| JSCP JPMorgan Short Duration Core | New | 1.55% | +1.55 |
| CGCB Cap Group Core Bond | New | 1.50% | +1.50 |
| USFR Wisdomtree Floating Rate Tre | New | 1.50% | +1.50 |
| FTSM First Trust Enh Short Mat FD | New | 1.38% | +1.38 |
| SPYM Ste STR SPDR PT S&P 500 ETF | New | 1.34% | +1.34 |
| JPST JPMorgan Ultra-Short Income | New | 1.32% | +1.32 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | New | 1.27% | +1.27 |
| VIG Vanguard Dividend Apprec ETF | New | 1.21% | +1.21 |
| USSH Wisdomtree 1-3 Y Lad TRY FD | New | 1.17% | +1.17 |
| QDEF NT Qual Div Def ETF | New | 1.15% | +1.15 |
| JPIB JPMorgan Intl BND ETF | New | 1.04% | +1.04 |
| DIA SS SPDR Dow Jones Indus Avg | New | 1.01% | +1.01 |
| JMST JPM Ultra-Short Muni Income | New | 0.95% | +0.95 |
| AAPL Apple Inc. | Add +0.8% | 3.79% | +0.91 |
| EFA iShares MSCI Eafe ETF | New | 0.88% | +0.88 |
| CGDV Cap Group Dividend Value | Add +3.4% | 2.87% | +0.77 |
| MUJ BlackRock Munihold NJ QLTY | New | 0.74% | +0.74 |
| HYGV NT HY Val-SCRD BD ETF | New | 0.68% | +0.68 |
| BRK.B Berkshire Hathaway Inc. Class B | New | 0.66% | +0.66 |
| IJH iShares Core S&P Midcap ETF | New | 0.62% | +0.62 |
| ITOT iShares Core S&P Total U.S. | New | 0.61% | +0.61 |
| VHT Vanguard Health Care ETF | New | 0.61% | +0.61 |
| MDYG SS SPDR S&P 400 MC GR ETF | New | 0.58% | +0.58 |
| VGIT Vanguard Intermediate-Term T | New | 0.56% | +0.56 |
| IJR iShares Core S&P Small-Cap E | New | 0.56% | +0.56 |
| JPUS JPMorgan Div Ret US Eq ETF | New | 0.56% | +0.56 |
| TEND Ishrs LG Cap 10% TR Buf Dec | New | 0.56% | +0.56 |
| JAVA JPMorgan Active Value ETF | New | 0.55% | +0.55 |
| USMV iShares MSCI USA Min Vol Fac | New | 0.52% | +0.52 |
| JMUB JPMorgan Municipal ETF | New | 0.48% | +0.48 |
| FLQM Franklin U.S. Mid Cap Multif | New | 0.46% | +0.46 |
| FNY First Trust Mid Cap Growth | New | 0.44% | +0.44 |
| AOR iShares Core 60/40 Balanced | New | 0.43% | +0.43 |
| GOOGL Alphabet Inc. Class A | New | 0.41% | +0.41 |
| AMAT Applied Materials Inc. | New | 0.37% | +0.37 |
| SCHM Schwab US Mid Cap ETF | Add +8.5% | 1.12% | +0.36 |
| JIVE JPM Interntl Value ETF | New | 0.33% | +0.33 |
| MINO PIMCO Municipal Income Oppor | New | 0.33% | +0.33 |
| IVV iShares Core S&P 500 ETF | New | 0.31% | +0.31 |
| SCHA Schwab US Small-Cap ETF | Add +0.7% | 1.04% | +0.31 |
| AVDE Avantis International Equity | Add +1.1% | 1.69% | +0.30 |
| JEPI JPMorgan Equity Premium Inco | New | 0.28% | +0.28 |
| SCHD Schwab US DVD Equity ETF | Add +57.2% | 0.60% | +0.28 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 93 | $112.8M | SCHG, QQQ, SPY, SCHB, AAPL |
| Q1 2026 | 75 | $129.0M | INNOVATOR IBD 50 ETF, STT, SCHG, JPM, VOX |
| Q4 2025 | 123 | $128.8M | SCHG, QQQ, SPY, CAPE, SCHB |
| Q3 2025 | 114 | $128.7M | SCHG, QQQ, CAPE, SCHB, SPY |
| Q2 2025 | 108 | $118.7M | SCHG, CAPE, QQQ, SCHB, SPY |
| Q1 2025 | 106 | $111.2M | SCHG, CAPE, QQQ, MINT, SCHB |
| Q4 2024 | 105 | $116.9M | SCHG, CAPE, QQQ, SCHB, SPY |
| Q3 2024 | 571 | $129.3M | SCHG, CAPE, QQQ, SCHB, SPY |
| Q2 2024 | 564 | $121.8M | SCHG, CAPE, QQQ, SCHB, MINT |
| Q1 2024 | 572 | $121.6M | SCHG, CAPE, QQQ, SCHB, PJUN |