Clear Point Advisors Inc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 29, 2026), Clear Point Advisors Inc. reported 75 stock positions worth $129.0 million. Its top holding was Innovator Ibd 50 ETF at 11.6% of the portfolio, followed by State Street (STT, 8.7%) and Schwab US Large-Cap Growth (SCHG, 8.2%). Compared with Q4 2025, it opened 25 new positions, sold out of 73, added to 20 and reduced 23. The biggest buy was a new position in Innovator Ibd 50 ETF and the biggest sale an exit from SS SPDR S&P 500 ETF Trust-US (SPY).
- Most Recent 13F
- Q2 2026
- Location
- MELVILLE, NY
- CIK
- 0002010474
- Portfolio Value
- $129.0M (Q1 2026)
- SEC Filing
- 0001754960-26-000345 ↗ filed Apr 29, 2026
Holdings Value
Holdings 75 stocks · $129.0M
| INNOVATOR IBD 50 ETF | 11.61% | 418,685 | $15.0M | New |
| STT State Street Corp. | 8.71% | 38,298 | $11.2M | New |
| SCHG Schwab US Large-Cap Growth | 8.23% | 364,565 | $10.6M | Reduce -0.2% |
| JPM JPMorgan Chase & Co. | 6.37% | 146,392 | $8.2M | Add +9399.8% |
| VOX Vanguard Communication Servi | 5.29% | 45,012 | $6.8M | New |
| QQQ Invesco QQQ Trust Series 1 | 3.95% | 8,837 | $5.1M | Reduce -0.5% |
| SCHB Schwab US Broad Market ETF | 3.48% | 179,107 | $4.5M | Reduce -0.1% |
| DCRE DBL Comm Real Est Debt | 3.43% | 143,543 | $4.4M | New |
| IBIT iShares Bitcoin Trust ETF | 3.37% | 60,648 | $4.4M | New |
| BAR Graniteshares Gold Trust | 3.36% | 93,884 | $4.3M | Add +3.2% |
| AAPL Apple Inc. | 2.88% | 14,662 | $3.7M | Add +11.6% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 2.09% | 63,447 | $2.7M | Reduce -1.7% |
| WT Wisdomtree Inc. | 2.07% | 52,844 | $2.7M | New |
| MINT PIMCO Enhanced Short Maturit | 2.04% | 26,160 | $2.6M | Reduce -11.7% |
| SCHX Schwab US Large-Cap ETF | 1.56% | 78,688 | $2.0M | Reduce -1.1% |
| TILT NT Mstar US Ftilt ETF | 1.49% | 33,264 | $1.9M | New |
| AVDE Avantis International Equity | 1.39% | 21,113 | $1.8M | Add +1.7% |
| BSL Blackstone SNR Fltng RT | 1.25% | 85,465 | $1.6M | New |
| CGXU Cap Group Intl Focus filed as CAPITAL GROUP INTL FOCUS EQT | 1.24% | 60,722 | $1.6M | New |
| FFA First Trust Enhan Eqty Inc. | 1.22% | 26,385 | $1.6M | New |
| FMAY FT Vest US Equity Buffer ETF | 1.13% | 27,528 | $1.5M | Reduce -6.4% |
| FTXG First Trust Nasdaq Food & Be | 1.12% | 28,968 | $1.4M | New |
| JANW Alianzim US Eq BFR20 Jan-Usd | 0.96% | 33,782 | $1.2M | Add +2.5% |
| ED Consolidated Edison Inc. | 0.87% | 9,964 | $1.1M | Add +0.4% |
| AMZN Amazon.com Inc. | 0.79% | 4,871 | $1.0M | Add +1.9% |
| HYBX TCW High Yield Bond ETF | 0.78% | 33,742 | $1.0M | Add +2.6% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.76% | 35,231 | $981K | Reduce -1.5% |
| SCHM Schwab US Mid Cap ETF | 0.76% | 31,687 | $981K | Add +11.3% |
| SCHA Schwab US Small-Cap ETF | 0.73% | 32,287 | $939K | Add +0.2% |
| XSEP FT Vest U.S. Equity Enhance | 0.70% | 21,637 | $906K | No change |
| APRW Allinzim US Eq BFR20 Apr-Usd | 0.66% | 23,937 | $847K | Reduce -16.1% |
| FBRT Franklin BSP Realty Trust Inc. | 0.65% | 17,068 | $841K | New |
| BYM BlackRock Muni Inc. QLTY | 0.61% | 67,499 | $781K | New |
| PVAL Putnam Focused LRG Cap Value | 0.60% | 16,566 | $769K | Add +17.1% |
| MSFT Microsoft Corp. | 0.59% | 2,052 | $760K | Add +6.9% |
| FYC First Trust Small Cap Growth | 0.58% | 7,753 | $752K | Add +3.1% |
| FEBW Alianzim US Eq BFR20 Feb-Usd | 0.57% | 22,009 | $737K | No change |
| NVDA Nvidia Corp. | 0.56% | 4,160 | $725K | Reduce -2.5% |
| SDVY First Trust Smid Cap Rising | 0.55% | 18,119 | $714K | Add +2.3% |
| FNOV FT Vest US Equity Buffer ETF | 0.55% | 13,313 | $711K | Add +5.5% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.55% | 1,480 | $709K | New |
| JNJ Johnson & Johnson | 0.51% | 2,691 | $658K | Reduce -0.5% |
| GLD SPDR Gold Shares | 0.48% | 1,428 | $614K | Reduce -2.2% |
| JULW Alianzim US Eq BFR20 Jul-Usd | 0.46% | 15,416 | $598K | Reduce -6.2% |
| VNQI Vanguard GLBL Ex-US Real Est | 0.45% | 9,827 | $585K | New |
| LEO BNY Mellon Strategic Muni | 0.44% | 4,571 | $571K | New |
| V Visa Inc. Class A | 0.40% | 1,721 | $520K | Reduce -0.8% |
| YMAR FT VT Int Equ M B- Mar-US I | 0.40% | 18,973 | $519K | Reduce -2.3% |
| MA Mastercard Inc. Class A | 0.40% | 1,021 | $510K | No change |
| META Meta Platforms Inc. Class A | 0.38% | 854 | $489K | Reduce -4.7% |
| T AT&T Inc. | 0.33% | 14,826 | $430K | Add +15.3% |
| SCHD Schwab US DVD Equity ETF | 0.33% | 13,671 | $419K | Add +11.2% |
| VZ Verizon Communications Inc. | 0.32% | 8,151 | $409K | Add +11.1% |
| FMBH First Mid Bancshares Inc. | 0.31% | 4,437 | $402K | New |
| XFEB FT Vest Enh Mod Buff - Feb | 0.30% | 11,012 | $388K | No change |
| NFLX Netflix Inc. | 0.30% | 3,975 | $382K | Reduce -9.3% |
| FAUG FT Vest U.S. Equity Buffer E | 0.29% | 7,350 | $381K | No change |
| GOOG Alphabet Inc. Class C | 0.29% | 1,280 | $368K | New |
| PML PIMCO Municipal Income FD II | 0.28% | 8,015 | $362K | New |
| TSLA Tesla Inc. | 0.28% | 970 | $361K | Reduce -11.3% |
| SMMU PIMCO SHRT TRM Muni BND ETF | 0.27% | 6,887 | $347K | Reduce -7.7% |
| MCK McKesson Corp. | 0.26% | 391 | $339K | Reduce -21.6% |
| YJUN FT Vest Int Eq Modt ETF-June | 0.26% | 13,080 | $337K | Reduce -2.4% |
| GDX Vaneck Gold Miners ETF | 0.25% | 3,573 | $328K | Add +0.8% |
| RDVY First Trust Rising Dividend | 0.24% | 4,530 | $309K | Add +18.2% |
| PFL PIMCO Income Strategy Fund | 0.23% | 5,642 | $294K | New |
| IQI Invesco Quality Muni Inc. TR | 0.21% | 1,411 | $271K | New |
| OCTW Alianzim US Eq BFR20 Oct-Usd | 0.20% | 6,746 | $260K | No change |
| GMAY FT Vest U.S. Equity Moderate | 0.19% | 6,022 | $247K | Reduce -7.7% |
| GDXJ Vaneck Junior Gold Miners | 0.18% | 1,963 | $236K | Reduce -0.1% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.18% | 2,392 | $231K | New |
| FR First Industrial Realty TR | 0.16% | 3,439 | $212K | New |
| WCMI FT WCM International ETF | 0.16% | 12,339 | $207K | No change |
| ET Energy Transfer LP | 0.15% | 10,000 | $193K | New |
| IA Innovative Solutions & Supp | 0.00% | 10,000 | $7 | New |
Portfolio Sells Q4 2025 → Q1 2026
| SPY SS SPDR S&P 500 ETF Trust-US | Sold out | 0.00% | −3.74 |
| CAPE Doubleline Shiller Cape US | Sold out | 0.00% | −3.67 |
| PJUN Innovator U.S. Equity Power | Sold out | 0.00% | −2.78 |
| MDY State Street SPDR S&P Midcap | Sold out | 0.00% | −2.76 |
| JSCP JPMorgan Short Duration Core | Sold out | 0.00% | −1.72 |
| VCSH Vanguard S/T Corp. Bond ETF | Sold out | 0.00% | −1.36 |
| JPST JPMorgan Ultra-Short Income | Sold out | 0.00% | −1.28 |
| FTSM First Trust Enh Short Mat FD | Sold out | 0.00% | −1.20 |
| CGCB Cap Group Core Bond | Sold out | 0.00% | −1.14 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Sold out | 0.00% | −1.07 |
| VOO Vanguard S&P 500 ETF | Sold out | 0.00% | −1.04 |
| FTSL First Trust Senior Loan ETF | Sold out | 0.00% | −1.02 |
| VIG Vanguard Dividend Apprec ETF | Sold out | 0.00% | −1.02 |
| SCHG Schwab US Large-Cap Growth | Reduce -0.2% | 8.23% | −1.01 |
| PMAY Innovator U.S. Equity Power | Sold out | 0.00% | −0.95 |
| USSH Wisdomtree 1-3 Y Lad TRY FD | Sold out | 0.00% | −0.95 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Sold out | 0.00% | −0.91 |
| JMST JPM Ultra-Short Muni Income | Sold out | 0.00% | −0.85 |
| JPIB JPMorgan Intl BND ETF | Sold out | 0.00% | −0.85 |
| QDEF NT Qual Div Def ETF | Sold out | 0.00% | −0.83 |
| BAPR Innovator U.S. Equity Buffer | Sold out | 0.00% | −0.81 |
| DIA SS SPDR Dow Jones Indus Avg | Sold out | 0.00% | −0.75 |
| LMBS First Trust Low Duration Opp | Sold out | 0.00% | −0.75 |
| EFA iShares MSCI Eafe ETF | Sold out | 0.00% | −0.70 |
| NJAN Innovator Growth 100 Power B | Sold out | 0.00% | −0.63 |
| MUJ BlackRock Munihold NJ QLTY | Sold out | 0.00% | −0.62 |
| BRK.B Berkshire Hathaway Inc. Class B | Sold out | 0.00% | −0.60 |
| HYGV NT HY Val-SCRD BD ETF | Sold out | 0.00% | −0.60 |
| IJUL Innovator International Deve | Sold out | 0.00% | −0.55 |
| DDFL Invtr Eq D Di 15 B ETF - Jul | Sold out | 0.00% | −0.53 |
| VHT Vanguard Health Care ETF | Sold out | 0.00% | −0.52 |
| BSEP Innovator U.S. Equity Buffer | Sold out | 0.00% | −0.52 |
| DDFN Innov Eq DD 15 Buf ETF - Nov | Sold out | 0.00% | −0.52 |
| ITOT iShares Core S&P Total U.S. | Sold out | 0.00% | −0.49 |
| USMV iShares MSCI USA Min Vol Fac | Sold out | 0.00% | −0.46 |
| JMUB JPMorgan Municipal ETF | Sold out | 0.00% | −0.46 |
| BKLC BNY Mellon US LRG Cap Cor | Sold out | 0.00% | −0.45 |
| FLQM Franklin U.S. Mid Cap Multif | Sold out | 0.00% | −0.45 |
| DDFO Innov Eq DD 15 Buf ETF - Oct | Sold out | 0.00% | −0.43 |
| KAPR Innovator U.S. Small Cap Pow | Sold out | 0.00% | −0.42 |
| JAVA JPMorgan Active Value ETF | Sold out | 0.00% | −0.42 |
| MDYG SS SPDR S&P 400 MC GR ETF | Sold out | 0.00% | −0.42 |
| VGIT Vanguard Intermediate-Term T | Sold out | 0.00% | −0.41 |
| TEND Ishrs LG Cap 10% TR Buf Dec | Sold out | 0.00% | −0.40 |
| JPUS JPMorgan Div Ret US Eq ETF | Sold out | 0.00% | −0.39 |
| NNOV Innovator G-100 PB ETF - Nov | Sold out | 0.00% | −0.39 |
| KJAN Innovator U.S. Small Cap Pow | Sold out | 0.00% | −0.39 |
| IJR iShares Core S&P Small-Cap E | Sold out | 0.00% | −0.38 |
| IJH iShares Core S&P Midcap ETF | Sold out | 0.00% | −0.37 |
| PNOV Innovator U.S. Equity Power | Sold out | 0.00% | −0.35 |
Portfolio Buys Q4 2025 → Q1 2026
| INNOVATOR IBD 50 ETF | New | 11.61% | +11.61 |
| STT State Street Corp. | New | 8.71% | +8.71 |
| JPM JPMorgan Chase & Co. | Add +9399.8% | 6.37% | +6.04 |
| VOX Vanguard Communication Servi | New | 5.29% | +5.29 |
| DCRE DBL Comm Real Est Debt | New | 3.43% | +3.43 |
| IBIT iShares Bitcoin Trust ETF | New | 3.37% | +3.37 |
| WT Wisdomtree Inc. | New | 2.07% | +2.07 |
| TILT NT Mstar US Ftilt ETF | New | 1.49% | +1.49 |
| BSL Blackstone SNR Fltng RT | New | 1.25% | +1.25 |
| CGXU Cap Group Intl Focus | New | 1.24% | +1.24 |
| FFA First Trust Enhan Eqty Inc. | New | 1.22% | +1.22 |
| FTXG First Trust Nasdaq Food & Be | New | 1.12% | +1.12 |
| FBRT Franklin BSP Realty Trust Inc. | New | 0.65% | +0.65 |
| BYM BlackRock Muni Inc. QLTY | New | 0.61% | +0.61 |
| BRK.A Berkshire Hathaway Inc. Class A | New | 0.55% | +0.55 |
| VNQI Vanguard GLBL Ex-US Real Est | New | 0.45% | +0.45 |
| LEO BNY Mellon Strategic Muni | New | 0.44% | +0.44 |
| BAR Graniteshares Gold Trust | Add +3.2% | 3.36% | +0.36 |
| FMBH First Mid Bancshares Inc. | New | 0.31% | +0.31 |
| GOOG Alphabet Inc. Class C | New | 0.29% | +0.29 |
| PML PIMCO Municipal Income FD II | New | 0.28% | +0.28 |
| PFL PIMCO Income Strategy Fund | New | 0.23% | +0.23 |
| IQI Invesco Quality Muni Inc. TR | New | 0.21% | +0.21 |
| DIS The Walt Disney Co. | New | 0.18% | +0.18 |
| FR First Industrial Realty TR | New | 0.16% | +0.16 |
| ET Energy Transfer LP | New | 0.15% | +0.15 |
| AAPL Apple Inc. | Add +11.6% | 2.88% | +0.11 |
| ED Consolidated Edison Inc. | Add +0.4% | 0.87% | +0.11 |
| SCHM Schwab US Mid Cap ETF | Add +11.3% | 0.76% | +0.10 |
| PVAL Putnam Focused LRG Cap Value | Add +17.1% | 0.60% | +0.10 |
| T AT&T Inc. | Add +15.3% | 0.33% | +0.09 |
| VZ Verizon Communications Inc. | Add +11.1% | 0.32% | +0.09 |
| SCHD Schwab US DVD Equity ETF | Add +11.2% | 0.33% | +0.06 |
| AVDE Avantis International Equity | Add +1.7% | 1.39% | +0.06 |
| RDVY First Trust Rising Dividend | Add +18.2% | 0.24% | +0.03 |
| SDVY First Trust Smid Cap Rising | Add +2.3% | 0.55% | +0.03 |
| FYC First Trust Small Cap Growth | Add +3.1% | 0.58% | +0.02 |
| GDX Vaneck Gold Miners ETF | Add +0.8% | 0.25% | +0.02 |
| SCHA Schwab US Small-Cap ETF | Add +0.2% | 0.73% | +0.02 |
| FNOV FT Vest US Equity Buffer ETF | Add +5.5% | 0.55% | +0.01 |
| HYBX TCW High Yield Bond ETF | Add +2.6% | 0.78% | +0.01 |
| JANW Alianzim US Eq BFR20 Jan-Usd | Add +2.5% | 0.96% | +0.01 |
| IA Innovative Solutions & Supp | New | 0.00% | 0.00 |
| AMZN Amazon.com Inc. | Add +1.9% | 0.79% | −0.07 |
| MSFT Microsoft Corp. | Add +6.9% | 0.59% | −0.13 |
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 |