Clear Point Advisors Inc.

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 17, 2025), Clear Point Advisors Inc. reported 108 stock positions worth $118.7 million. Its top holding was Schwab US Large-Cap Growth (SCHG) at 9.5% of the portfolio, followed by Doubleline Shiller Cape US (CAPE, 4.6%) and Invesco QQQ Trust Series 1 (QQQ, 4.3%). Compared with Q1 2025, it opened 3 new positions, sold out of 1, added to 46 and reduced 36. The biggest buy was Invesco QQQ Trust Series 1 (QQQ, shares +0%) and the biggest sale Schwab Fndmntl US LRG Co. ETF (FNDX, shares −34%).

Most Recent 13F
Q2 2026
Location
MELVILLE, NY
CIK
0002010474
Portfolio Value
$118.7M (Q2 2025)
SEC Filing
0001754960-25-000415 ↗ filed Jul 17, 2025

Holdings Value

0$50.0M$100.0M$150.0M Q1 2024: $121.6M Q1 2024 Q2 2024: $121.8M Q2 2024 Q3 2024: $129.3M Q3 2024 Q4 2024: $116.9M Q4 2024 Q1 2025: $111.2M Q1 2025 Q2 2025: $118.7M $118.7M Q2 2025 Q3 2025: $128.7M Q3 2025 Q4 2025: $128.8M Q4 2025 Q1 2026: $129.0M Q1 2026 Q2 2026: $112.8M Q2 2026

Holdings 108 stocks · $118.7M
SCHG Schwab US Large-Cap Growth 9.49% 385,585 $11.3M Reduce -1.8%
CAPE Doubleline Shiller Cape US 4.59% 171,108 $5.4M Add +2.4%
QQQ Invesco QQQ Trust Series 1 4.28% 9,208 $5.1M Add +0.5%
SCHB Schwab US Broad Market ETF 3.71% 184,848 $4.4M Reduce -1.5%
SPY SS SPDR S&P 500 ETF Trust-US 3.59% 6,893 $4.3M Add +1.0%
MINT PIMCO Enhanced Short Maturit 3.28% 38,714 $3.9M Reduce -5.2%
PJUN Innovator U.S. Equity Power 3.01% 89,850 $3.6M Reduce -3.3%
MDY State Street SPDR S&P Midcap 2.92% 6,146 $3.5M Reduce -1.8%
JPST JPMorgan Ultra-Short Income 2.76% 64,613 $3.3M Add +3.1%
BAR Graniteshares Gold Trust 2.62% 97,126 $3.1M Add +0.6%
USFR Wisdomtree Floating Rate Tre 2.11% 49,707 $2.5M Add +1.3%
AAPL Apple Inc. 1.98% 11,423 $2.3M Reduce -0.0%
FTSM First Trust Enh Short Mat FD 1.85% 36,700 $2.2M Reduce -0.9%
SCHX Schwab US Large-Cap ETF 1.81% 87,902 $2.1M Reduce -0.1%
CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE 1.78% 53,608 $2.1M Add +22.8%
FMAY FT Vest US Equity Buffer ETF 1.53% 36,208 $1.8M No change
FTSL First Trust Senior Loan ETF 1.39% 35,974 $1.7M Add +0.1%
AVDE Avantis International Equity 1.27% 20,376 $1.5M Add +14.2%
JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F 1.18% 27,558 $1.4M Add +0.3%
JANW Alianzim US Eq BFR20 Jan-Usd 1.11% 37,806 $1.3M No change
VOO Vanguard S&P 500 ETF 1.09% 2,283 $1.3M Add +9.2%
PMAY Innovator U.S. Equity Power 1.07% 33,740 $1.3M Reduce -0.6%
VIG Vanguard Dividend Apprec ETF 1.04% 6,030 $1.2M Add +1.3%
SPYM Ste STR SPDR PT S&P 500 ETF 1.03% 16,877 $1.2M Add +0.1%
VCSH Vanguard S/T Corp. Bond ETF 1.01% 15,030 $1.2M Add +1.4%
BAPR Innovator U.S. Equity Buffer 0.93% 24,503 $1.1M Reduce -1.8%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.93% 5,648 $1.1M Reduce -0.9%
APRW Allinzim US Eq BFR20 Apr-Usd 0.90% 32,181 $1.1M Reduce -2.1%
AMZN Amazon.com Inc. 0.90% 4,865 $1.1M Add +4.5%
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 0.85% 2,296 $1.0M Reduce -5.9%
HYBX TCW High Yield Bond ETF 0.85% 32,955 $1.0M Add +2.0%
ED Consolidated Edison Inc. 0.84% 9,969 $1.0M Add +0.0%
JPUS JPMorgan Div Ret US Eq ETF 0.84% 8,454 $999K Reduce -1.9%
FNDX Schwab Fndmntl US LRG Co. ETF 0.82% 39,649 $973K Reduce -34.1%
SCHM Schwab US Mid Cap ETF 0.74% 31,490 $883K Reduce -7.5%
XSEP FT Vest U.S. Equity Enhance 0.74% 21,637 $879K No change
SCHA Schwab US Small-Cap ETF 0.74% 34,510 $873K Reduce -3.7%
BRK.B Berkshire Hathaway Inc. Class B 0.73% 1,772 $861K Reduce -17.6%
EFA iShares MSCI Eafe ETF 0.70% 9,244 $826K Add +1.7%
JMUB JPMorgan Municipal ETF 0.67% 16,072 $798K Reduce -21.0%
NJAN Innovator Growth 100 Power B 0.64% 14,909 $757K No change
QDEF NT Qual Div Def ETF 0.63% 10,153 $752K Add +4.0%
MUJ BlackRock Munihold NJ QLTY 0.62% 67,499 $739K No change
MSFT Microsoft Corp. 0.61% 1,434 $728K Add +2.2%
FNOV FT Vest US Equity Buffer ETF 0.61% 14,452 $724K No change
SCHD Schwab US DVD Equity ETF 0.61% 27,202 $721K Reduce -9.3%
IJUL Innovator International Deve 0.60% 22,283 $712K No change
FEBW Alianzim US Eq BFR20 Feb-Usd 0.59% 22,009 $703K No change
HYGV NT HY Val-SCRD BD ETF 0.59% 17,007 $698K Add +6.3%
NVDA Nvidia Corp. 0.56% 4,233 $669K Add +1.7%
ITOT iShares Core S&P Total U.S. 0.56% 4,939 $667K Reduce -1.8%
USMV iShares MSCI USA Min Vol Fac 0.55% 6,934 $651K Add +0.2%
VHT Vanguard Health Care ETF 0.54% 2,576 $640K No change
JULW Alianzim US Eq BFR20 Jul-Usd 0.54% 17,194 $639K No change
FYC First Trust Small Cap Growth 0.53% 7,854 $625K Reduce -0.4%
SDVY First Trust Smid Cap Rising 0.53% 17,714 $625K Reduce -0.9%
BSEP Innovator U.S. Equity Buffer 0.52% 13,649 $616K No change
JPIB JPMorgan Intl BND ETF 0.51% 12,513 $608K Add +0.8%
V Visa Inc. Class A 0.51% 1,712 $608K Add +0.1%
META Meta Platforms Inc. Class A 0.51% 823 $608K Add +4.6%
FLQM Franklin U.S. Mid Cap Multif 0.49% 10,750 $584K Reduce -15.2%
NFLX Netflix Inc. 0.48% 428 $573K Reduce -0.9%
JAVA JPMorgan Active Value ETF 0.48% 8,736 $572K Add +0.4%
MA Mastercard Inc. Class A 0.47% 982 $552K No change
PNOV Innovator U.S. Equity Power 0.46% 13,672 $540K No change
MDYG SS SPDR S&P 400 MC GR ETF 0.42% 5,801 $504K Add +0.1%
YMAR FT VT Int Equ M B- Mar-US I 0.42% 19,710 $503K Reduce -1.4%
KAPR Innovator U.S. Small Cap Pow 0.42% 15,459 $501K Add +5.5%
PVAL Putnam Focused LRG Cap Value 0.41% 12,103 $487K New
IJR iShares Core S&P Small-Cap E 0.41% 4,409 $482K Reduce -2.0%
KJAN Innovator U.S. Small Cap Pow 0.41% 12,849 $482K Reduce -9.8%
GLD SPDR Gold Shares 0.39% 1,499 $457K Reduce -9.1%
VGIT Vanguard Intermediate-Term T 0.37% 7,370 $441K Add +1.6%
RSP Invesco S&P 500 Equal Weight 0.36% 2,330 $424K Add +72.6%
FNY First Trust Mid Cap Growth 0.35% 5,071 $418K Reduce -0.9%
JNJ Johnson & Johnson 0.35% 2,713 $414K Add +0.1%
IJH iShares Core S&P Midcap ETF 0.35% 6,658 $413K Reduce -2.6%
PJUL Innovator U.S. Equity Power 0.34% 9,245 $405K No change
SMMU PIMCO SHRT TRM Muni BND ETF 0.33% 7,755 $389K Add +0.7%
T AT&T Inc. 0.32% 13,190 $382K Add +0.0%
XFEB FT Vest Enh Mod Buff - Feb 0.31% 11,012 $374K No change
NJUL Innovator Growth 100 Power B 0.31% 5,414 $368K Reduce -3.1%
MCK McKesson Corp. 0.31% 498 $365K Reduce -9.4%
BKLC BNY Mellon US LRG Cap Cor 0.31% 3,058 $362K Add +12.6%
TSLA Tesla Inc. 0.30% 1,137 $361K Add +0.6%
FAUG FT Vest U.S. Equity Buffer E 0.30% 7,350 $360K No change
EJAN Innovator Emerging Markets P 0.29% 10,691 $343K No change
JPM JPMorgan Chase & Co. 0.29% 1,174 $340K Add +0.3%
YJUN FT Vest Int Eq Modt ETF-June 0.28% 13,405 $328K Add +25.6%
MUNI PIMCO Intermediate Municipal 0.28% 6,365 $327K Reduce -8.2%
VZ Verizon Communications Inc. 0.27% 7,472 $323K Reduce -6.5%
BJUN Innovator U.S. Equity Buffer 0.27% 7,276 $318K Add +26.1%
USSH Wisdomtree 1-3 Y Lad TRY FD 0.26% 6,042 $306K Add +6.9%
BMAY Innovator U.S. Equity Buffer 0.25% 6,947 $293K No change
JEPI JPMorgan Equity Premium Inco 0.24% 5,012 $285K Add +2.2%
VGSH Vanguard Short-Term Treasury 0.24% 4,762 $280K Add +23.3%
ISEP Innovator Intl Dev Eq Power 0.23% 8,959 $277K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.23% 933 $275K Add +5.1%
OCTW Alianzim US Eq BFR20 Oct-Usd 0.23% 7,306 $270K No change
GMAY FT Vest U.S. Equity Moderate 0.22% 6,522 $255K No change
PSEP Innovator U.S. Equity Power 0.21% 6,203 $254K No change
IVV iShares Core S&P 500 ETF 0.21% 398 $247K Add +0.3%
AOR iShares Core 60/40 Balanced 0.19% 3,701 $228K Add +0.2%
BMAR Innovator U.S. Equity Buffer 0.19% 4,547 $223K Reduce -21.3%
FDN First Trust DJ Internet Ind 0.18% 808 $218K New
LVHI Franklin International Low V 0.18% 6,478 $211K Add +1.6%
BSV Vanguard Short-Term Bond ETF 0.17% 2,598 $204K New
WCMI FT WCM International ETF 0.17% 12,339 $196K No change

Portfolio Sells Q1 2025 → Q2 2025
FNDX Schwab Fndmntl US LRG Co. ETF Reduce -34.1% 0.82% −0.46
MINT PIMCO Enhanced Short Maturit Reduce -5.2% 3.28% −0.41
AAPL Apple Inc. Reduce -0.0% 1.98% −0.31
BRK.B Berkshire Hathaway Inc. Class B Reduce -17.6% 0.73% −0.30
MINO PIMCO Municipal Income Oppor Sold out 0.00% −0.26
JMUB JPMorgan Municipal ETF Reduce -21.0% 0.67% −0.24
SCHD Schwab US DVD Equity ETF Reduce -9.3% 0.61% −0.15
FTSM First Trust Enh Short Mat FD Reduce -0.9% 1.85% −0.14
FLQM Franklin U.S. Mid Cap Multif Reduce -15.2% 0.49% −0.11
MDY State Street SPDR S&P Midcap Reduce -1.8% 2.92% −0.09
PJUN Innovator U.S. Equity Power Reduce -3.3% 3.01% −0.08
DIA SS SPDR Dow Jones Indus Avg Reduce -5.9% 0.85% −0.07
VZ Verizon Communications Inc. Reduce -6.5% 0.27% −0.05
SCHM Schwab US Mid Cap ETF Reduce -7.5% 0.74% −0.05
KJAN Innovator U.S. Small Cap Pow Reduce -9.8% 0.41% −0.05
BMAR Innovator U.S. Equity Buffer Reduce -21.3% 0.19% −0.05
MUNI PIMCO Intermediate Municipal Reduce -8.2% 0.28% −0.05
JPUS JPMorgan Div Ret US Eq ETF Reduce -1.9% 0.84% −0.04
APRW Allinzim US Eq BFR20 Apr-Usd Reduce -2.1% 0.90% −0.04
GLD SPDR Gold Shares Reduce -9.1% 0.39% −0.04
VBR Vngrd Mrngst SL-CP Val ETF-U Reduce -0.9% 0.93% −0.03
MCK McKesson Corp. Reduce -9.4% 0.31% −0.03
BAPR Innovator U.S. Equity Buffer Reduce -1.8% 0.93% −0.02
SCHA Schwab US Small-Cap ETF Reduce -3.7% 0.74% −0.02
PMAY Innovator U.S. Equity Power Reduce -0.6% 1.07% −0.02
IJR iShares Core S&P Small-Cap E Reduce -2.0% 0.41% −0.02
SDVY First Trust Smid Cap Rising Reduce -0.9% 0.53% −0.01
IJH iShares Core S&P Midcap ETF Reduce -2.6% 0.35% −0.01
YMAR FT VT Int Equ M B- Mar-US I Reduce -1.4% 0.42% −0.01
FNY First Trust Mid Cap Growth Reduce -0.9% 0.35% +0.01
NJUL Innovator Growth 100 Power B Reduce -3.1% 0.31% +0.01
ITOT iShares Core S&P Total U.S. Reduce -1.8% 0.56% +0.01
FYC First Trust Small Cap Growth Reduce -0.4% 0.53% +0.04
SCHX Schwab US Large-Cap ETF Reduce -0.1% 1.81% +0.06
SCHB Schwab US Broad Market ETF Reduce -1.5% 3.71% +0.08
NFLX Netflix Inc. Reduce -0.9% 0.48% +0.12
SCHG Schwab US Large-Cap Growth Reduce -1.8% 9.49% +0.65

Portfolio Buys Q1 2025 → Q2 2025
QQQ Invesco QQQ Trust Series 1 Add +0.5% 4.28% +0.42
PVAL Putnam Focused LRG Cap Value New 0.41% +0.41
CGDV Cap Group Dividend Value Add +22.8% 1.78% +0.39
AVDE Avantis International Equity Add +14.2% 1.27% +0.21
FDN First Trust DJ Internet Ind New 0.18% +0.18
BSV Vanguard Short-Term Bond ETF New 0.17% +0.17
NVDA Nvidia Corp. Add +1.7% 0.56% +0.16
SPY SS SPDR S&P 500 ETF Trust-US Add +1.0% 3.59% +0.16
RSP Invesco S&P 500 Equal Weight Add +72.6% 0.36% +0.15
MSFT Microsoft Corp. Add +2.2% 0.61% +0.14
VOO Vanguard S&P 500 ETF Add +9.2% 1.09% +0.13
META Meta Platforms Inc. Class A Add +4.6% 0.51% +0.10
AMZN Amazon.com Inc. Add +4.5% 0.90% +0.10
YJUN FT Vest Int Eq Modt ETF-June Add +25.6% 0.28% +0.06
BJUN Innovator U.S. Equity Buffer Add +26.1% 0.27% +0.06
BKLC BNY Mellon US LRG Cap Cor Add +12.6% 0.31% +0.05
TSLA Tesla Inc. Add +0.6% 0.30% +0.04
SPYM Ste STR SPDR PT S&P 500 ETF Add +0.1% 1.03% +0.04
IBM Intl Business Machines Corp. Add +5.1% 0.23% +0.03
VGSH Vanguard Short-Term Treasury Add +23.3% 0.24% +0.03
JPM JPMorgan Chase & Co. Add +0.3% 0.29% +0.03
EFA iShares MSCI Eafe ETF Add +1.7% 0.70% +0.03
CAPE Doubleline Shiller Cape US Add +2.4% 4.59% +0.02
QDEF NT Qual Div Def ETF Add +4.0% 0.63% +0.02
MDYG SS SPDR S&P 400 MC GR ETF Add +0.1% 0.42% +0.01
HYGV NT HY Val-SCRD BD ETF Add +6.3% 0.59% +0.01
IVV iShares Core S&P 500 ETF Add +0.3% 0.21% +0.01
VIG Vanguard Dividend Apprec ETF Add +1.3% 1.04% +0.00
USSH Wisdomtree 1-3 Y Lad TRY FD Add +6.9% 0.26% +0.00
AOR iShares Core 60/40 Balanced Add +0.2% 0.19% +0.00
LVHI Franklin International Low V Add +1.6% 0.18% −0.01
KAPR Innovator U.S. Small Cap Pow Add +5.5% 0.42% −0.01
JEPI JPMorgan Equity Premium Inco Add +2.2% 0.24% −0.01
T AT&T Inc. Add +0.0% 0.32% −0.01
JAVA JPMorgan Active Value ETF Add +0.4% 0.48% −0.01
VGIT Vanguard Intermediate-Term T Add +1.6% 0.37% −0.02
SMMU PIMCO SHRT TRM Muni BND ETF Add +0.7% 0.33% −0.02
JPIB JPMorgan Intl BND ETF Add +0.8% 0.51% −0.02
V Visa Inc. Class A Add +0.1% 0.51% −0.03
HYBX TCW High Yield Bond ETF Add +2.0% 0.85% −0.03
USMV iShares MSCI USA Min Vol Fac Add +0.2% 0.55% −0.03
VCSH Vanguard S/T Corp. Bond ETF Add +1.4% 1.01% −0.05
JNJ Johnson & Johnson Add +0.1% 0.35% −0.06
BAR Graniteshares Gold Trust Add +0.6% 2.62% −0.06
JMST JPM Ultra-Short Muni Income Add +0.3% 1.18% −0.07
FTSL First Trust Senior Loan ETF Add +0.1% 1.39% −0.08
JPST JPMorgan Ultra-Short Income Add +3.1% 2.76% −0.09
USFR Wisdomtree Floating Rate Tre Add +1.3% 2.11% −0.11
ED Consolidated Edison Inc. Add +0.0% 0.84% −0.15

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 93$112.8MSCHG, QQQ, SPY, SCHB, AAPL
Q1 2026 75$129.0MINNOVATOR IBD 50 ETF, STT, SCHG, JPM, VOX
Q4 2025 123$128.8MSCHG, QQQ, SPY, CAPE, SCHB
Q3 2025 114$128.7MSCHG, QQQ, CAPE, SCHB, SPY
Q2 2025 108$118.7MSCHG, CAPE, QQQ, SCHB, SPY
Q1 2025 106$111.2MSCHG, CAPE, QQQ, MINT, SCHB
Q4 2024 105$116.9MSCHG, CAPE, QQQ, SCHB, SPY
Q3 2024 571$129.3MSCHG, CAPE, QQQ, SCHB, SPY
Q2 2024 564$121.8MSCHG, CAPE, QQQ, SCHB, MINT
Q1 2024 572$121.6MSCHG, CAPE, QQQ, SCHB, PJUN