Clear Point Advisors Inc.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 28, 2025), Clear Point Advisors Inc. reported 114 stock positions worth $128.7 million. Its top holding was Schwab US Large-Cap Growth (SCHG) at 9.5% of the portfolio, followed by Invesco QQQ Trust Series 1 (QQQ, 4.2%) and Doubleline Shiller Cape US (CAPE, 4.0%). Compared with Q2 2025, it opened 6 new positions, added to 40 and reduced 43. The biggest buy was a new position in JPMorgan Short Duration Core (JSCP) and the biggest sale JPMorgan Ultra-Short Income (JPST, shares −52%).
- Most Recent 13F
- Q2 2026
- Location
- MELVILLE, NY
- CIK
- 0002010474
- Portfolio Value
- $128.7M (Q3 2025)
- SEC Filing
- 0001754960-25-000714 ↗ filed Oct 28, 2025
Holdings Value
Holdings 114 stocks · $128.7M
| SCHG Schwab US Large-Cap Growth | 9.50% | 383,174 | $12.2M | Reduce -0.6% |
| QQQ Invesco QQQ Trust Series 1 | 4.20% | 8,997 | $5.4M | Reduce -2.3% |
| CAPE Doubleline Shiller Cape US | 3.99% | 157,490 | $5.1M | Reduce -8.0% |
| SCHB Schwab US Broad Market ETF | 3.65% | 182,729 | $4.7M | Reduce -1.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 3.54% | 6,838 | $4.6M | Reduce -0.8% |
| MINT PIMCO Enhanced Short Maturit | 3.24% | 41,354 | $4.2M | Add +6.8% |
| PJUN Innovator U.S. Equity Power | 2.87% | 89,700 | $3.7M | Reduce -0.2% |
| MDY State Street SPDR S&P Midcap | 2.83% | 6,115 | $3.6M | Reduce -0.5% |
| BAR Graniteshares Gold Trust | 2.77% | 93,616 | $3.6M | Reduce -3.6% |
| AAPL Apple Inc. | 2.62% | 13,238 | $3.4M | Add +15.9% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 1.87% | 57,403 | $2.4M | Add +7.1% |
| FTSM First Trust Enh Short Mat FD | 1.75% | 37,565 | $2.3M | Add +2.4% |
| SCHX Schwab US Large-Cap ETF | 1.75% | 85,364 | $2.2M | Reduce -2.9% |
| USFR Wisdomtree Floating Rate Tre | 1.53% | 39,082 | $2.0M | Reduce -21.4% |
| FMAY FT Vest US Equity Buffer ETF | 1.45% | 35,695 | $1.9M | Reduce -1.4% |
| JSCP JPMorgan Short Duration Core | 1.41% | 38,133 | $1.8M | New |
| FTSL First Trust Senior Loan ETF | 1.29% | 36,112 | $1.7M | Add +0.4% |
| VCSH Vanguard S/T Corp. Bond ETF | 1.28% | 20,621 | $1.6M | Add +37.2% |
| AVDE Avantis International Equity | 1.28% | 20,863 | $1.6M | Add +2.4% |
| JPST JPMorgan Ultra-Short Income | 1.22% | 31,033 | $1.6M | Reduce -52.0% |
| JANW Alianzim US Eq BFR20 Jan-Usd | 1.05% | 37,322 | $1.3M | Reduce -1.3% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 1.04% | 17,122 | $1.3M | Add +1.4% |
| PMAY Innovator U.S. Equity Power | 1.02% | 33,740 | $1.3M | No change |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 1.02% | 25,683 | $1.3M | Reduce -6.8% |
| VIG Vanguard Dividend Apprec ETF | 1.01% | 6,051 | $1.3M | Add +0.3% |
| VOO Vanguard S&P 500 ETF | 0.99% | 2,088 | $1.3M | Reduce -8.5% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.94% | 5,824 | $1.2M | Add +3.1% |
| BAPR Innovator U.S. Equity Buffer | 0.89% | 24,503 | $1.1M | No change |
| APRW Allinzim US Eq BFR20 Apr-Usd | 0.86% | 32,181 | $1.1M | No change |
| AMZN Amazon.com Inc. | 0.85% | 4,967 | $1.1M | Add +2.1% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.83% | 2,301 | $1.1M | Add +0.2% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.79% | 38,822 | $1.0M | Reduce -2.1% |
| JPUS JPMorgan Div Ret US Eq ETF | 0.78% | 8,134 | $1.0M | Reduce -3.8% |
| ED Consolidated Edison Inc. | 0.77% | 9,874 | $993K | Reduce -0.9% |
| USSH Wisdomtree 1-3 Y Lad TRY FD | 0.77% | 17,434 | $992K | Add +188.6% |
| MSFT Microsoft Corp. | 0.77% | 1,908 | $988K | Add +33.0% |
| HYBX TCW High Yield Bond ETF | 0.76% | 32,019 | $983K | Reduce -2.8% |
| SCHA Schwab US Small-Cap ETF | 0.73% | 33,667 | $939K | Reduce -2.4% |
| SCHM Schwab US Mid Cap ETF | 0.72% | 31,275 | $927K | Reduce -0.7% |
| XSEP FT Vest U.S. Equity Enhance | 0.70% | 21,637 | $900K | No change |
| QDEF NT Qual Div Def ETF | 0.70% | 11,205 | $896K | Add +10.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.69% | 1,771 | $890K | Reduce -0.1% |
| EFA iShares MSCI Eafe ETF | 0.67% | 9,244 | $863K | No change |
| CGCB Cap Group Core Bond | 0.67% | 29,382 | $861K | New |
| NVDA Nvidia Corp. | 0.63% | 4,374 | $816K | Add +3.3% |
| NJAN Innovator Growth 100 Power B | 0.61% | 14,849 | $790K | Reduce -0.4% |
| MUJ BlackRock Munihold NJ QLTY | 0.61% | 67,499 | $782K | No change |
| FNOV FT Vest US Equity Buffer ETF | 0.59% | 14,452 | $764K | No change |
| JPIB JPMorgan Intl BND ETF | 0.58% | 15,285 | $749K | Add +22.1% |
| JMUB JPMorgan Municipal ETF | 0.58% | 14,774 | $746K | Reduce -8.1% |
| HYGV NT HY Val-SCRD BD ETF | 0.57% | 17,846 | $735K | Add +4.9% |
| FEBW Alianzim US Eq BFR20 Feb-Usd | 0.57% | 22,009 | $729K | No change |
| IJUL Innovator International Deve | 0.57% | 22,283 | $728K | No change |
| ITOT iShares Core S&P Total U.S. | 0.55% | 4,895 | $713K | Reduce -0.9% |
| FYC First Trust Small Cap Growth | 0.55% | 7,753 | $703K | Reduce -1.3% |
| DDFL Invtr Eq D Di 15 B ETF - Jul | 0.54% | 34,619 | $699K | New |
| SCHD Schwab US DVD Equity ETF | 0.53% | 24,825 | $678K | Reduce -8.7% |
| SDVY First Trust Smid Cap Rising | 0.52% | 17,717 | $674K | Add +0.0% |
| USMV iShares MSCI USA Min Vol Fac | 0.51% | 6,948 | $661K | Add +0.2% |
| BSEP Innovator U.S. Equity Buffer | 0.51% | 13,649 | $659K | No change |
| META Meta Platforms Inc. Class A | 0.51% | 896 | $658K | Add +8.9% |
| JULW Alianzim US Eq BFR20 Jul-Usd | 0.51% | 16,969 | $652K | Reduce -1.3% |
| PVAL Putnam Focused LRG Cap Value | 0.50% | 15,153 | $647K | Add +25.2% |
| VHT Vanguard Health Care ETF | 0.49% | 2,435 | $632K | Reduce -5.5% |
| FLQM Franklin U.S. Mid Cap Multif | 0.48% | 10,862 | $613K | Add +1.0% |
| JAVA JPMorgan Active Value ETF | 0.47% | 8,769 | $605K | Add +0.4% |
| V Visa Inc. Class A | 0.47% | 1,758 | $600K | Add +2.7% |
| MA Mastercard Inc. Class A | 0.45% | 1,021 | $581K | Add +4.0% |
| PNOV Innovator U.S. Equity Power | 0.44% | 13,672 | $561K | No change |
| GLD SPDR Gold Shares | 0.41% | 1,499 | $533K | No change |
| MDYG SS SPDR S&P 400 MC GR ETF | 0.41% | 5,804 | $531K | Add +0.1% |
| NFLX Netflix Inc. | 0.41% | 442 | $530K | Add +3.3% |
| KAPR Innovator U.S. Small Cap Pow | 0.41% | 15,459 | $529K | No change |
| BKLC BNY Mellon US LRG Cap Cor | 0.41% | 3,890 | $524K | Add +27.2% |
| IJR iShares Core S&P Small-Cap E | 0.41% | 4,390 | $522K | Reduce -0.4% |
| KJAN Innovator U.S. Small Cap Pow | 0.40% | 12,849 | $519K | No change |
| YMAR FT VT Int Equ M B- Mar-US I | 0.40% | 19,410 | $510K | Reduce -1.5% |
| JNJ Johnson & Johnson | 0.39% | 2,712 | $503K | Reduce -0.0% |
| TSLA Tesla Inc. | 0.39% | 1,115 | $496K | Reduce -1.9% |
| VGIT Vanguard Intermediate-Term T | 0.37% | 7,997 | $480K | Add +8.5% |
| IJH iShares Core S&P Midcap ETF | 0.36% | 7,024 | $458K | Add +5.5% |
| FNY First Trust Mid Cap Growth | 0.35% | 4,936 | $452K | Reduce -2.7% |
| JPM JPMorgan Chase & Co. | 0.32% | 1,322 | $417K | Add +12.6% |
| MCK McKesson Corp. | 0.30% | 499 | $385K | Add +0.2% |
| NJUL Innovator Growth 100 Power B | 0.30% | 5,414 | $385K | No change |
| XFEB FT Vest Enh Mod Buff - Feb | 0.30% | 11,012 | $385K | No change |
| SMMU PIMCO SHRT TRM Muni BND ETF | 0.30% | 7,583 | $383K | Reduce -2.2% |
| FAUG FT Vest U.S. Equity Buffer E | 0.30% | 7,350 | $382K | No change |
| PJUL Innovator U.S. Equity Power | 0.29% | 8,266 | $377K | Reduce -10.6% |
| T AT&T Inc. | 0.29% | 13,178 | $372K | Reduce -0.1% |
| RSP Invesco S&P 500 Equal Weight | 0.29% | 1,961 | $372K | Reduce -15.8% |
| EJAN Innovator Emerging Markets P | 0.28% | 10,691 | $355K | No change |
| YJUN FT Vest Int Eq Modt ETF-June | 0.26% | 13,405 | $336K | No change |
| BJUN Innovator U.S. Equity Buffer | 0.25% | 7,090 | $324K | Reduce -2.6% |
| VZ Verizon Communications Inc. | 0.25% | 7,359 | $323K | Reduce -1.5% |
| IVV iShares Core S&P 500 ETF | 0.24% | 470 | $315K | Add +18.1% |
| JEPI JPMorgan Equity Premium Inco | 0.24% | 5,404 | $309K | Add +7.8% |
| MUNI PIMCO Intermediate Municipal | 0.23% | 5,653 | $296K | Reduce -11.2% |
| ISEP Innovator Intl Dev Eq Power | 0.23% | 9,206 | $293K | Add +2.8% |
| BMAY Innovator U.S. Equity Buffer | 0.22% | 6,554 | $287K | Reduce -5.7% |
Portfolio Sells Q2 2025 → Q3 2025
| JPST JPMorgan Ultra-Short Income | Reduce -52.0% | 1.22% | −1.54 |
| CAPE Doubleline Shiller Cape US | Reduce -8.0% | 3.99% | −0.60 |
| USFR Wisdomtree Floating Rate Tre | Reduce -21.4% | 1.53% | −0.58 |
| JMST JPM Ultra-Short Muni Income | Reduce -6.8% | 1.02% | −0.16 |
| PJUN Innovator U.S. Equity Power | Reduce -0.2% | 2.87% | −0.14 |
| VOO Vanguard S&P 500 ETF | Reduce -8.5% | 0.99% | −0.10 |
| JMUB JPMorgan Municipal ETF | Reduce -8.1% | 0.58% | −0.09 |
| HYBX TCW High Yield Bond ETF | Reduce -2.8% | 0.76% | −0.09 |
| MDY State Street SPDR S&P Midcap | Reduce -0.5% | 2.83% | −0.08 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -2.3% | 4.20% | −0.08 |
| SCHD Schwab US DVD Equity ETF | Reduce -8.7% | 0.53% | −0.08 |
| FMAY FT Vest US Equity Buffer ETF | Reduce -1.4% | 1.45% | −0.08 |
| ED Consolidated Edison Inc. | Reduce -0.9% | 0.77% | −0.07 |
| RSP Invesco S&P 500 Equal Weight | Reduce -15.8% | 0.29% | −0.07 |
| JANW Alianzim US Eq BFR20 Jan-Usd | Reduce -1.3% | 1.05% | −0.07 |
| SCHX Schwab US Large-Cap ETF | Reduce -2.9% | 1.75% | −0.06 |
| SCHB Schwab US Broad Market ETF | Reduce -1.1% | 3.65% | −0.06 |
| JPUS JPMorgan Div Ret US Eq ETF | Reduce -3.8% | 0.78% | −0.06 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.8% | 3.54% | −0.05 |
| PJUL Innovator U.S. Equity Power | Reduce -10.6% | 0.29% | −0.05 |
| VHT Vanguard Health Care ETF | Reduce -5.5% | 0.49% | −0.05 |
| MUNI PIMCO Intermediate Municipal | Reduce -11.2% | 0.23% | −0.05 |
| IBM Intl Business Machines Corp. | Reduce -8.0% | 0.19% | −0.04 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.1% | 0.69% | −0.03 |
| T AT&T Inc. | Reduce -0.1% | 0.29% | −0.03 |
| JULW Alianzim US Eq BFR20 Jul-Usd | Reduce -1.3% | 0.51% | −0.03 |
| SMMU PIMCO SHRT TRM Muni BND ETF | Reduce -2.2% | 0.30% | −0.03 |
| YMAR FT VT Int Equ M B- Mar-US I | Reduce -1.5% | 0.40% | −0.03 |
| FNDX Schwab Fndmntl US LRG Co. ETF | Reduce -2.1% | 0.79% | −0.03 |
| SCHM Schwab US Mid Cap ETF | Reduce -0.7% | 0.72% | −0.02 |
| BMAY Innovator U.S. Equity Buffer | Reduce -5.7% | 0.22% | −0.02 |
| NJAN Innovator Growth 100 Power B | Reduce -0.4% | 0.61% | −0.02 |
| VZ Verizon Communications Inc. | Reduce -1.5% | 0.25% | −0.02 |
| BJUN Innovator U.S. Equity Buffer | Reduce -2.6% | 0.25% | −0.02 |
| ITOT iShares Core S&P Total U.S. | Reduce -0.9% | 0.55% | −0.01 |
| SCHA Schwab US Small-Cap ETF | Reduce -2.4% | 0.73% | −0.01 |
| FNY First Trust Mid Cap Growth | Reduce -2.7% | 0.35% | −0.00 |
| IJR iShares Core S&P Small-Cap E | Reduce -0.4% | 0.41% | −0.00 |
| SCHG Schwab US Large-Cap Growth | Reduce -0.6% | 9.50% | +0.01 |
| FYC First Trust Small Cap Growth | Reduce -1.3% | 0.55% | +0.02 |
| JNJ Johnson & Johnson | Reduce -0.0% | 0.39% | +0.04 |
| TSLA Tesla Inc. | Reduce -1.9% | 0.39% | +0.08 |
| BAR Graniteshares Gold Trust | Reduce -3.6% | 2.77% | +0.15 |
Portfolio Buys Q2 2025 → Q3 2025
| JSCP JPMorgan Short Duration Core | New | 1.41% | +1.41 |
| CGCB Cap Group Core Bond | New | 0.67% | +0.67 |
| AAPL Apple Inc. | Add +15.9% | 2.62% | +0.64 |
| DDFL Invtr Eq D Di 15 B ETF - Jul | New | 0.54% | +0.54 |
| USSH Wisdomtree 1-3 Y Lad TRY FD | Add +188.6% | 0.77% | +0.51 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +37.2% | 1.28% | +0.27 |
| VTV Vanguard Mrngstr Val ETF-Aui | New | 0.17% | +0.17 |
| FPXI First Trust International Eq | New | 0.16% | +0.16 |
| RDVY First Trust Rising Dividend | New | 0.16% | +0.16 |
| MSFT Microsoft Corp. | Add +33.0% | 0.77% | +0.15 |
| BKLC BNY Mellon US LRG Cap Cor | Add +27.2% | 0.41% | +0.10 |
| PVAL Putnam Focused LRG Cap Value | Add +25.2% | 0.50% | +0.09 |
| CGDV Cap Group Dividend Value | Add +7.1% | 1.87% | +0.09 |
| NVDA Nvidia Corp. | Add +3.3% | 0.63% | +0.07 |
| JPIB JPMorgan Intl BND ETF | Add +22.1% | 0.58% | +0.07 |
| QDEF NT Qual Div Def ETF | Add +10.4% | 0.70% | +0.06 |
| JPM JPMorgan Chase & Co. | Add +12.6% | 0.32% | +0.04 |
| IVV iShares Core S&P 500 ETF | Add +18.1% | 0.24% | +0.04 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +3.1% | 0.94% | +0.02 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +1.4% | 1.04% | +0.01 |
| AVDE Avantis International Equity | Add +2.4% | 1.28% | +0.01 |
| IJH iShares Core S&P Midcap ETF | Add +5.5% | 0.36% | +0.01 |
| VGIT Vanguard Intermediate-Term T | Add +8.5% | 0.37% | +0.00 |
| JEPI JPMorgan Equity Premium Inco | Add +7.8% | 0.24% | −0.00 |
| META Meta Platforms Inc. Class A | Add +8.9% | 0.51% | −0.00 |
| LVHI Franklin International Low V | Add +1.0% | 0.18% | −0.00 |
| AOR iShares Core 60/40 Balanced | Add +2.8% | 0.19% | −0.00 |
| SDVY First Trust Smid Cap Rising | Add +0.0% | 0.52% | −0.00 |
| ISEP Innovator Intl Dev Eq Power | Add +2.8% | 0.23% | −0.01 |
| MCK McKesson Corp. | Add +0.2% | 0.30% | −0.01 |
| BSV Vanguard Short-Term Bond ETF | Add +0.9% | 0.16% | −0.01 |
| MDYG SS SPDR S&P 400 MC GR ETF | Add +0.1% | 0.41% | −0.01 |
| JAVA JPMorgan Active Value ETF | Add +0.4% | 0.47% | −0.01 |
| MA Mastercard Inc. Class A | Add +4.0% | 0.45% | −0.01 |
| FLQM Franklin U.S. Mid Cap Multif | Add +1.0% | 0.48% | −0.02 |
| VGSH Vanguard Short-Term Treasury | Add +0.8% | 0.22% | −0.02 |
| HYGV NT HY Val-SCRD BD ETF | Add +4.9% | 0.57% | −0.02 |
| DIA SS SPDR Dow Jones Indus Avg | Add +0.2% | 0.83% | −0.02 |
| VIG Vanguard Dividend Apprec ETF | Add +0.3% | 1.01% | −0.03 |
| USMV iShares MSCI USA Min Vol Fac | Add +0.2% | 0.51% | −0.03 |
| MINT PIMCO Enhanced Short Maturit | Add +6.8% | 3.24% | −0.04 |
| V Visa Inc. Class A | Add +2.7% | 0.47% | −0.05 |
| AMZN Amazon.com Inc. | Add +2.1% | 0.85% | −0.05 |
| NFLX Netflix Inc. | Add +3.3% | 0.41% | −0.07 |
| FTSM First Trust Enh Short Mat FD | Add +2.4% | 1.75% | −0.10 |
| FTSL First Trust Senior Loan ETF | Add +0.4% | 1.29% | −0.10 |
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 |