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

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 Q2 2025 Q3 2025: $128.7M $128.7M Q3 2025 Q4 2025: $128.8M Q4 2025 Q1 2026: $129.0M Q1 2026 Q2 2026: $112.8M Q2 2026

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%
VGSH Vanguard Short-Term Treasury 0.22% 4,802 $283K Add +0.8%
OCTW Alianzim US Eq BFR20 Oct-Usd 0.22% 7,306 $280K No change
PSEP Innovator U.S. Equity Power 0.21% 6,203 $266K No change
GMAY FT Vest U.S. Equity Moderate 0.21% 6,522 $264K No change
AOR iShares Core 60/40 Balanced 0.19% 3,803 $245K Add +2.8%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.19% 858 $242K Reduce -8.0%
BMAR Innovator U.S. Equity Buffer 0.18% 4,547 $235K No change
LVHI Franklin International Low V 0.18% 6,540 $227K Add +1.0%
FDN First Trust DJ Internet Ind 0.18% 808 $226K No change
VTV Vanguard Mrngstr Val ETF-Aui 0.17% 1,164 $217K New
FPXI First Trust International Eq 0.16% 3,536 $212K New
RDVY First Trust Rising Dividend 0.16% 3,101 $209K New
WCMI FT WCM International ETF 0.16% 12,339 $208K No change
BSV Vanguard Short-Term Bond ETF 0.16% 2,622 $207K Add +0.9%

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

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