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

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

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%
JEPI JPMorgan Equity Premium Inco 0.24% 5,488 $314K Add +1.6%
JIVE JPM Interntl Value ETF filed as J P MORGAN EXCHANGE TRADED F 0.24% 3,841 $308K New
BJUN Innovator U.S. Equity Buffer 0.24% 6,515 $305K Reduce -8.1%
GDX Vaneck Gold Miners ETF 0.24% 3,543 $304K New
VZ Verizon Communications Inc. 0.23% 7,336 $299K Reduce -0.3%
MUNI PIMCO Intermediate Municipal 0.23% 5,597 $293K Reduce -1.0%
ISEP Innovator Intl Dev Eq Power 0.22% 8,686 $283K Reduce -5.7%
VGSH Vanguard Short-Term Treasury 0.22% 4,817 $283K Add +0.3%
BMAY Innovator U.S. Equity Buffer 0.21% 6,154 $276K Reduce -6.1%
GMAY FT Vest U.S. Equity Moderate 0.21% 6,522 $269K No change
RDVY First Trust Rising Dividend 0.21% 3,832 $266K Add +23.6%
RSP Invesco S&P 500 Equal Weight 0.21% 1,380 $264K Reduce -29.6%
OCTW Alianzim US Eq BFR20 Oct-Usd 0.20% 6,746 $263K Reduce -7.7%
PSEP Innovator U.S. Equity Power 0.20% 5,978 $261K Reduce -3.6%
LVHI Franklin International Low V 0.19% 6,687 $246K Add +2.3%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.19% 811 $240K Reduce -5.5%
VTV Vanguard Mrngstr Val ETF-Aui 0.17% 1,171 $224K Add +0.6%
GDXJ Vaneck Junior Gold Miners 0.17% 1,966 $224K New
BMAR Innovator U.S. Equity Buffer 0.17% 4,147 $220K Reduce -8.8%
FDN First Trust DJ Internet Ind 0.17% 808 $217K No change
WCMI FT WCM International ETF 0.16% 12,339 $210K No change
NOCT Innovator Growth-100 Power B 0.16% 3,601 $209K New
FPXI First Trust International Eq 0.16% 3,489 $206K Reduce -1.3%

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

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