Clear Point Advisors Inc.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 10, 2026), Clear Point Advisors Inc. reported 123 stock positions worth $128.8 million. Its top holding was Schwab US Large-Cap Growth (SCHG) at 9.2% of the portfolio, followed by Invesco QQQ Trust Series 1 (QQQ, 4.2%) and SS SPDR S&P 500 ETF Trust-US (SPY, 3.7%). Compared with Q3 2025, it opened 11 new positions, sold out of 2, added to 29 and reduced 67. The biggest buy was a new position in First Trust Low Duration Opp (LMBS) and the biggest sale an exit from Wisdomtree Floating Rate Tre (USFR).
- Most Recent 13F
- Q2 2026
- Location
- MELVILLE, NY
- CIK
- 0002010474
- Portfolio Value
- $128.8M (Q4 2025)
- SEC Filing
- 0001754960-26-000165 ↗ filed Feb 10, 2026
Holdings Value
Holdings 123 stocks · $128.8M
| SCHG Schwab US Large-Cap Growth | 9.25% | 365,164 | $11.9M | Reduce -4.7% |
| QQQ Invesco QQQ Trust Series 1 | 4.24% | 8,884 | $5.5M | Reduce -1.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 3.74% | 7,071 | $4.8M | Add +3.4% |
| CAPE Doubleline Shiller Cape US | 3.67% | 146,550 | $4.7M | Reduce -7.0% |
| SCHB Schwab US Broad Market ETF | 3.65% | 179,287 | $4.7M | Reduce -1.9% |
| BAR Graniteshares Gold Trust | 3.00% | 90,971 | $3.9M | Reduce -2.8% |
| PJUN Innovator U.S. Equity Power | 2.78% | 85,661 | $3.6M | Reduce -4.5% |
| AAPL Apple Inc. | 2.77% | 13,138 | $3.6M | Reduce -0.8% |
| MDY State Street SPDR S&P Midcap | 2.76% | 5,904 | $3.6M | Reduce -3.5% |
| MINT PIMCO Enhanced Short Maturit | 2.31% | 29,641 | $3.0M | Reduce -28.3% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 2.19% | 64,544 | $2.8M | Add +12.4% |
| JSCP JPMorgan Short Duration Core | 1.72% | 46,485 | $2.2M | Add +21.9% |
| SCHX Schwab US Large-Cap ETF | 1.66% | 79,585 | $2.1M | Reduce -6.8% |
| VCSH Vanguard S/T Corp. Bond ETF | 1.36% | 22,001 | $1.8M | Add +6.7% |
| AVDE Avantis International Equity | 1.33% | 20,764 | $1.7M | Reduce -0.5% |
| JPST JPMorgan Ultra-Short Income | 1.28% | 32,551 | $1.6M | Add +4.9% |
| FMAY FT Vest US Equity Buffer ETF | 1.22% | 29,397 | $1.6M | Reduce -17.6% |
| FTSM First Trust Enh Short Mat FD | 1.20% | 25,782 | $1.5M | Reduce -31.4% |
| CGCB Cap Group Core Bond | 1.14% | 55,614 | $1.5M | Add +89.3% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 1.07% | 17,140 | $1.4M | Add +0.1% |
| VOO Vanguard S&P 500 ETF | 1.04% | 2,145 | $1.3M | Add +2.7% |
| FTSL First Trust Senior Loan ETF | 1.02% | 28,608 | $1.3M | Reduce -20.8% |
| VIG Vanguard Dividend Apprec ETF | 1.02% | 5,965 | $1.3M | Reduce -1.4% |
| PMAY Innovator U.S. Equity Power | 0.95% | 31,063 | $1.2M | Reduce -7.9% |
| JANW Alianzim US Eq BFR20 Jan-Usd | 0.95% | 32,962 | $1.2M | Reduce -11.7% |
| USSH Wisdomtree 1-3 Y Lad TRY FD | 0.95% | 23,990 | $1.2M | Add +37.6% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.91% | 5,559 | $1.2M | Reduce -4.5% |
| AMZN Amazon.com Inc. | 0.86% | 4,779 | $1.1M | Reduce -3.8% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.85% | 21,562 | $1.1M | Reduce -16.1% |
| JPIB JPMorgan Intl BND ETF | 0.85% | 22,394 | $1.1M | Add +46.5% |
| QDEF NT Qual Div Def ETF | 0.83% | 13,285 | $1.1M | Add +18.6% |
| BAPR Innovator U.S. Equity Buffer | 0.81% | 21,872 | $1.0M | Reduce -10.7% |
| APRW Allinzim US Eq BFR20 Apr-Usd | 0.77% | 28,512 | $994K | Reduce -11.4% |
| ED Consolidated Edison Inc. | 0.76% | 9,921 | $985K | Add +0.5% |
| HYBX TCW High Yield Bond ETF | 0.76% | 32,882 | $984K | Add +2.7% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.76% | 35,758 | $973K | Reduce -7.9% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.75% | 2,017 | $969K | Reduce -12.3% |
| LMBS First Trust Low Duration Opp | 0.75% | 19,347 | $967K | New |
| MSFT Microsoft Corp. | 0.72% | 1,920 | $929K | Add +0.6% |
| SCHA Schwab US Small-Cap ETF | 0.71% | 32,214 | $917K | Reduce -4.3% |
| XSEP FT Vest U.S. Equity Enhance | 0.71% | 21,637 | $917K | No change |
| EFA iShares MSCI Eafe ETF | 0.70% | 9,405 | $903K | Add +1.7% |
| SCHM Schwab US Mid Cap ETF | 0.66% | 28,469 | $856K | Reduce -9.0% |
| NJAN Innovator Growth 100 Power B | 0.63% | 14,765 | $811K | Reduce -0.6% |
| MUJ BlackRock Munihold NJ QLTY | 0.62% | 67,499 | $803K | No change |
| NVDA Nvidia Corp. | 0.62% | 4,266 | $796K | Reduce -2.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.60% | 1,546 | $777K | Reduce -12.7% |
| HYGV NT HY Val-SCRD BD ETF | 0.60% | 18,859 | $768K | Add +5.7% |
| FEBW Alianzim US Eq BFR20 Feb-Usd | 0.58% | 22,009 | $747K | No change |
| FYC First Trust Small Cap Growth | 0.56% | 7,522 | $723K | Reduce -3.0% |
| IJUL Innovator International Deve | 0.55% | 21,182 | $710K | Reduce -4.9% |
| FNOV FT Vest US Equity Buffer ETF | 0.54% | 12,613 | $692K | Reduce -12.7% |
| DDFL Invtr Eq D Di 15 B ETF - Jul | 0.53% | 33,399 | $686K | Reduce -3.5% |
| SDVY First Trust Smid Cap Rising | 0.53% | 17,721 | $679K | Add +0.0% |
| VHT Vanguard Health Care ETF | 0.52% | 2,348 | $676K | Reduce -3.6% |
| BSEP Innovator U.S. Equity Buffer | 0.52% | 13,649 | $672K | No change |
| DDFN Innov Eq DD 15 Buf ETF - Nov | 0.52% | 35,015 | $671K | New |
| PVAL Putnam Focused LRG Cap Value | 0.50% | 14,152 | $645K | Reduce -6.6% |
| JULW Alianzim US Eq BFR20 Jul-Usd | 0.50% | 16,441 | $643K | Reduce -3.1% |
| ITOT iShares Core S&P Total U.S. | 0.49% | 4,209 | $626K | Reduce -14.0% |
| V Visa Inc. Class A | 0.47% | 1,735 | $608K | Reduce -1.3% |
| USMV iShares MSCI USA Min Vol Fac | 0.46% | 6,321 | $595K | Reduce -9.0% |
| JMUB JPMorgan Municipal ETF | 0.46% | 11,711 | $591K | Reduce -20.7% |
| META Meta Platforms Inc. Class A | 0.46% | 896 | $591K | No change |
| MA Mastercard Inc. Class A | 0.45% | 1,021 | $583K | No change |
| BKLC BNY Mellon US LRG Cap Cor | 0.45% | 4,455 | $583K | Add +14.5% |
| FLQM Franklin U.S. Mid Cap Multif | 0.45% | 10,352 | $582K | Reduce -4.7% |
| GLD SPDR Gold Shares | 0.45% | 1,460 | $579K | Reduce -2.6% |
| JNJ Johnson & Johnson | 0.43% | 2,705 | $560K | Reduce -0.3% |
| DDFO Innov Eq DD 15 Buf ETF - Oct | 0.43% | 25,774 | $557K | New |
| KAPR Innovator U.S. Small Cap Pow | 0.42% | 15,459 | $543K | No change |
| JAVA JPMorgan Active Value ETF | 0.42% | 7,497 | $538K | Reduce -14.5% |
| MDYG SS SPDR S&P 400 MC GR ETF | 0.42% | 5,809 | $537K | Add +0.1% |
| VGIT Vanguard Intermediate-Term T | 0.41% | 8,886 | $533K | Add +11.1% |
| YMAR FT VT Int Equ M B- Mar-US I | 0.41% | 19,410 | $524K | No change |
| TEND Ishrs LG Cap 10% TR Buf Dec | 0.40% | 20,270 | $516K | New |
| JPUS JPMorgan Div Ret US Eq ETF | 0.39% | 4,044 | $501K | Reduce -50.3% |
| NNOV Innovator G-100 PB ETF - Nov | 0.39% | 17,405 | $500K | New |
| KJAN Innovator U.S. Small Cap Pow | 0.39% | 12,004 | $497K | Reduce -6.6% |
| TSLA Tesla Inc. | 0.38% | 1,094 | $492K | Reduce -1.9% |
| IJR iShares Core S&P Small-Cap E | 0.38% | 4,039 | $485K | Reduce -8.0% |
| IJH iShares Core S&P Midcap ETF | 0.37% | 7,302 | $482K | Add +4.0% |
| PNOV Innovator U.S. Equity Power | 0.35% | 10,908 | $456K | Reduce -20.2% |
| JPM JPMorgan Chase & Co. | 0.33% | 1,541 | $428K | Add +16.6% |
| NFLX Netflix Inc. | 0.32% | 4,381 | $411K | Reduce -0.9% |
| MCK McKesson Corp. | 0.32% | 499 | $409K | No change |
| FNY First Trust Mid Cap Growth | 0.31% | 4,438 | $405K | Reduce -10.1% |
| XFEB FT Vest Enh Mod Buff - Feb | 0.31% | 11,012 | $393K | No change |
| FAUG FT Vest U.S. Equity Buffer E | 0.30% | 7,350 | $389K | No change |
| SMMU PIMCO SHRT TRM Muni BND ETF | 0.29% | 7,459 | $376K | Reduce -1.6% |
| EJAN Innovator Emerging Markets P | 0.28% | 10,691 | $361K | No change |
| GOOGL Alphabet Inc. Class A | 0.28% | 1,141 | $358K | New |
| MINO PIMCO Municipal Income Oppor | 0.27% | 7,778 | $353K | New |
| NJUL Innovator Growth 100 Power B | 0.27% | 4,814 | $350K | Reduce -11.1% |
| AOR iShares Core 60/40 Balanced | 0.27% | 5,314 | $345K | Add +39.7% |
| YJUN FT Vest Int Eq Modt ETF-June | 0.27% | 13,405 | $344K | No change |
| PJUL Innovator U.S. Equity Power | 0.26% | 7,266 | $337K | Reduce -12.1% |
| SCHD Schwab US DVD Equity ETF | 0.26% | 12,290 | $337K | Reduce -50.5% |
| IVV iShares Core S&P 500 ETF | 0.25% | 472 | $323K | Add +0.4% |
| T AT&T Inc. | 0.25% | 12,858 | $319K | Reduce -2.4% |
Portfolio Sells Q3 2025 → Q4 2025
| USFR Wisdomtree Floating Rate Tre | Sold out | 0.00% | −1.53 |
| MINT PIMCO Enhanced Short Maturit | Reduce -28.3% | 2.31% | −0.93 |
| FTSM First Trust Enh Short Mat FD | Reduce -31.4% | 1.20% | −0.55 |
| JPUS JPMorgan Div Ret US Eq ETF | Reduce -50.3% | 0.39% | −0.39 |
| CAPE Doubleline Shiller Cape US | Reduce -7.0% | 3.67% | −0.32 |
| FTSL First Trust Senior Loan ETF | Reduce -20.8% | 1.02% | −0.27 |
| SCHD Schwab US DVD Equity ETF | Reduce -50.5% | 0.26% | −0.27 |
| SCHG Schwab US Large-Cap Growth | Reduce -4.7% | 9.25% | −0.26 |
| FMAY FT Vest US Equity Buffer ETF | Reduce -17.6% | 1.22% | −0.23 |
| JMST JPM Ultra-Short Muni Income | Reduce -16.1% | 0.85% | −0.17 |
| BSV Vanguard Short-Term Bond ETF | Sold out | 0.00% | −0.16 |
| JMUB JPMorgan Municipal ETF | Reduce -20.7% | 0.46% | −0.12 |
| JANW Alianzim US Eq BFR20 Jan-Usd | Reduce -11.7% | 0.95% | −0.10 |
| NFLX Netflix Inc. | Reduce -0.9% | 0.32% | −0.09 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -12.7% | 0.60% | −0.09 |
| SCHX Schwab US Large-Cap ETF | Reduce -6.8% | 1.66% | −0.08 |
| APRW Allinzim US Eq BFR20 Apr-Usd | Reduce -11.4% | 0.77% | −0.08 |
| RSP Invesco S&P 500 Equal Weight | Reduce -29.6% | 0.21% | −0.08 |
| PJUN Innovator U.S. Equity Power | Reduce -4.5% | 2.78% | −0.08 |
| PNOV Innovator U.S. Equity Power | Reduce -20.2% | 0.35% | −0.08 |
| BAPR Innovator U.S. Equity Buffer | Reduce -10.7% | 0.81% | −0.08 |
| DIA SS SPDR Dow Jones Indus Avg | Reduce -12.3% | 0.75% | −0.08 |
| ITOT iShares Core S&P Total U.S. | Reduce -14.0% | 0.49% | −0.07 |
| MDY State Street SPDR S&P Midcap | Reduce -3.5% | 2.76% | −0.07 |
| PMAY Innovator U.S. Equity Power | Reduce -7.9% | 0.95% | −0.07 |
| FNOV FT Vest US Equity Buffer ETF | Reduce -12.7% | 0.54% | −0.06 |
| SCHM Schwab US Mid Cap ETF | Reduce -9.0% | 0.66% | −0.06 |
| JAVA JPMorgan Active Value ETF | Reduce -14.5% | 0.42% | −0.05 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -9.0% | 0.46% | −0.05 |
| T AT&T Inc. | Reduce -2.4% | 0.25% | −0.04 |
| FNDX Schwab Fndmntl US LRG Co. ETF | Reduce -7.9% | 0.76% | −0.04 |
| FNY First Trust Mid Cap Growth | Reduce -10.1% | 0.31% | −0.04 |
| PJUL Innovator U.S. Equity Power | Reduce -12.1% | 0.26% | −0.03 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -4.5% | 0.91% | −0.03 |
| IJR iShares Core S&P Small-Cap E | Reduce -8.0% | 0.38% | −0.03 |
| NJUL Innovator Growth 100 Power B | Reduce -11.1% | 0.27% | −0.03 |
| FLQM Franklin U.S. Mid Cap Multif | Reduce -4.7% | 0.45% | −0.02 |
| VZ Verizon Communications Inc. | Reduce -0.3% | 0.23% | −0.02 |
| SCHA Schwab US Small-Cap ETF | Reduce -4.3% | 0.71% | −0.02 |
| KJAN Innovator U.S. Small Cap Pow | Reduce -6.6% | 0.39% | −0.02 |
| NVDA Nvidia Corp. | Reduce -2.5% | 0.62% | −0.02 |
| BJUN Innovator U.S. Equity Buffer | Reduce -8.1% | 0.24% | −0.02 |
| IJUL Innovator International Deve | Reduce -4.9% | 0.55% | −0.01 |
| OCTW Alianzim US Eq BFR20 Oct-Usd | Reduce -7.7% | 0.20% | −0.01 |
| BMAR Innovator U.S. Equity Buffer | Reduce -8.8% | 0.17% | −0.01 |
| DDFL Invtr Eq D Di 15 B ETF - Jul | Reduce -3.5% | 0.53% | −0.01 |
| BMAY Innovator U.S. Equity Buffer | Reduce -6.1% | 0.21% | −0.01 |
| ISEP Innovator Intl Dev Eq Power | Reduce -5.7% | 0.22% | −0.01 |
| JULW Alianzim US Eq BFR20 Jul-Usd | Reduce -3.1% | 0.50% | −0.01 |
| SMMU PIMCO SHRT TRM Muni BND ETF | Reduce -1.6% | 0.29% | −0.01 |
Portfolio Buys Q3 2025 → Q4 2025
| LMBS First Trust Low Duration Opp | New | 0.75% | +0.75 |
| DDFN Innov Eq DD 15 Buf ETF - Nov | New | 0.52% | +0.52 |
| CGCB Cap Group Core Bond | Add +89.3% | 1.14% | +0.48 |
| DDFO Innov Eq DD 15 Buf ETF - Oct | New | 0.43% | +0.43 |
| TEND Ishrs LG Cap 10% TR Buf Dec | New | 0.40% | +0.40 |
| NNOV Innovator G-100 PB ETF - Nov | New | 0.39% | +0.39 |
| CGDV Cap Group Dividend Value | Add +12.4% | 2.19% | +0.31 |
| JSCP JPMorgan Short Duration Core | Add +21.9% | 1.72% | +0.31 |
| GOOGL Alphabet Inc. Class A | New | 0.28% | +0.28 |
| MINO PIMCO Municipal Income Oppor | New | 0.27% | +0.27 |
| JPIB JPMorgan Intl BND ETF | Add +46.5% | 0.85% | +0.26 |
| JIVE JPM Interntl Value ETF | New | 0.24% | +0.24 |
| GDX Vaneck Gold Miners ETF | New | 0.24% | +0.24 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +3.4% | 3.74% | +0.20 |
| USSH Wisdomtree 1-3 Y Lad TRY FD | Add +37.6% | 0.95% | +0.18 |
| GDXJ Vaneck Junior Gold Miners | New | 0.17% | +0.17 |
| NOCT Innovator Growth-100 Power B | New | 0.16% | +0.16 |
| QDEF NT Qual Div Def ETF | Add +18.6% | 0.83% | +0.14 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +6.7% | 1.36% | +0.08 |
| AOR iShares Core 60/40 Balanced | Add +39.7% | 0.27% | +0.08 |
| JPST JPMorgan Ultra-Short Income | Add +4.9% | 1.28% | +0.05 |
| VOO Vanguard S&P 500 ETF | Add +2.7% | 1.04% | +0.05 |
| BKLC BNY Mellon US LRG Cap Cor | Add +14.5% | 0.45% | +0.04 |
| RDVY First Trust Rising Dividend | Add +23.6% | 0.21% | +0.04 |
| VGIT Vanguard Intermediate-Term T | Add +11.1% | 0.41% | +0.04 |
| EFA iShares MSCI Eafe ETF | Add +1.7% | 0.70% | +0.03 |
| HYGV NT HY Val-SCRD BD ETF | Add +5.7% | 0.60% | +0.03 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +0.1% | 1.07% | +0.03 |
| IJH iShares Core S&P Midcap ETF | Add +4.0% | 0.37% | +0.02 |
| LVHI Franklin International Low V | Add +2.3% | 0.19% | +0.01 |
| JPM JPMorgan Chase & Co. | Add +16.6% | 0.33% | +0.01 |
| IVV iShares Core S&P 500 ETF | Add +0.4% | 0.25% | +0.01 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +0.6% | 0.17% | +0.01 |
| JEPI JPMorgan Equity Premium Inco | Add +1.6% | 0.24% | +0.00 |
| MDYG SS SPDR S&P 400 MC GR ETF | Add +0.1% | 0.42% | +0.00 |
| SDVY First Trust Smid Cap Rising | Add +0.0% | 0.53% | +0.00 |
| HYBX TCW High Yield Bond ETF | Add +2.7% | 0.76% | 0.00 |
| VGSH Vanguard Short-Term Treasury | Add +0.3% | 0.22% | 0.00 |
| ED Consolidated Edison Inc. | Add +0.5% | 0.76% | −0.01 |
| MSFT Microsoft Corp. | Add +0.6% | 0.72% | −0.05 |
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 |