13F-HR filed by Clear Point Advisors Inc.
Clear Point Advisors Inc. filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-02-10, with 123 holding rows worth $128,834,314.
- Accession
- 0001754960-26-000165
- Filer
- CIK 2010474
- Filed
- 2026-02-10
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2025
A holdings report, 123 entries on the cover page, a total value of $128,834,314 stated on the cover page (in dollars after the unit check, H1), rows summing to $128,834,314 with VALUE read as dollars as filed, 13F file number 028-24185. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Schwab U.S. Large-Cap Growth ETF | 808524300 | SHS | 365,164 | $11,911,655 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 8,884 | $5,457,311 | dollars as filed | |
| SPY | 78462F103 | SHS | 7,071 | $4,821,707 | dollars as filed | |
| DOUBLELINE ETF TRUST | 25861R204 | SHIL CAP U S ETF | 146,550 | $4,724,191 | dollars as filed | |
| Schwab U.S. Broad Market ETF | 808524102 | SHS | 179,287 | $4,702,708 | dollars as filed | |
| GRANITESHARES GOLD TR | 38748G101 | SHS BEN INT | 90,971 | $3,865,358 | dollars as filed | |
| INNOVATOR ETFS TRUST | 45782C748 | US EQTY PWR BUF | 85,661 | $3,587,483 | dollars as filed | |
| Apple Inc | 037833100 | COM | 13,138 | $3,571,585 | dollars as filed | |
| SPDR S&P Midcap 400 ETF Trust | 78467Y107 | SHS | 5,904 | $3,561,877 | dollars as filed | |
| PIMCO ETF TR | 72201R833 | ENHAN SHRT MA AC | 29,641 | $2,974,217 | dollars as filed | |
| CAPITAL GROUP DIVIDEND VALUE | 14020W106 | SHS CREAT UNIT | 64,544 | $2,816,720 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q274 | SHORT DURA CORE | 46,485 | $2,210,706 | dollars as filed | |
| Schwab U.S. Large-Cap ETF | 808524201 | SHS | 79,585 | $2,141,639 | dollars as filed | |
| VANGUARD SCOTTSDALE FDS | 92206C409 | COM | 22,001 | $1,754,140 | dollars as filed | |
| Avantis International Equity ETF | 025072703 | SHS | 20,764 | $1,709,304 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q837 | ULTRA SHRT ETF | 32,551 | $1,646,747 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740F748 | FT VEST US EQT | 29,397 | $1,571,270 | dollars as filed | |
| FIRST TR EXCHANGE-TRADED FD | 33739Q408 | FIRST TR ENH NEW | 25,782 | $1,545,108 | dollars as filed | |
| CAPITAL GRP FIXED INCM ETF T | 14020Y508 | CORE BOND ETF | 55,614 | $1,474,880 | dollars as filed | |
| SPDR SER TR STATE STR SPDR PORT S&P 500 ETF | 78464A854 | SHS | 17,140 | $1,374,964 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 2,145 | $1,345,339 | dollars as filed | |
| FIRST TR EXCHANGE-TRADED FD | 33738D309 | SENIOR LN FD | 28,608 | $1,312,517 | dollars as filed | |
| Vanguard Dividend Appreciation ETF | 921908844 | SHS | 5,965 | $1,310,932 | dollars as filed | |
| INNOVATOR ETFS TRUST | 45782C318 | US EQTY PWR BUF | 31,063 | $1,229,784 | dollars as filed | |
| AIM ETF PRODUCTS TRUST | 00888H802 | ALLIA US JAN ETF | 32,962 | $1,219,924 | dollars as filed | |
| WISDOMTREE TR | 97717Y394 | 1 3 YR LADDERED | 23,990 | $1,219,388 | dollars as filed | |
| Vanguard Small-Cap Value ETF | 922908611 | SHS | 5,559 | $1,177,360 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 4,779 | $1,103,104 | dollars as filed | |
| JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF | 46641Q654 | ETF | 21,562 | $1,098,355 | dollars as filed | |
| JPMORGAN INT BOND OPPORTUNITIE | 46641Q852 | INTL BD OPP ETF | 22,394 | $1,090,581 | dollars as filed | |
| FLEXSHARES TR | 33939L845 | QLT DIV DEF IDX | 13,285 | $1,075,543 | dollars as filed | |
| INNOVATOR ETFS TRUST | 45782C888 | US EQT BUFR APR | 21,872 | $1,049,419 | dollars as filed | |
| AIM ETF PRODUCTS TRUST | 00888H208 | ALLIANZIM US EQT | 28,512 | $993,931 | dollars as filed | |
| CONSOLIDATED EDISON INC | 209115104 | COM | 9,921 | $985,402 | dollars as filed | |
| TCW ETF TRUST | 29287L874 | HIGH YIELD BOND | 32,882 | $983,661 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524771 | FUNDAMENTAL US L | 35,758 | $972,978 | dollars as filed | |
| STATE STR SPDR DOW JONES IND | 78467X109 | UT SER 1 | 2,017 | $969,434 | dollars as filed | |
| FIRST TRUST LOW DURATION OPPORTUNITIES ETF | 33739Q200 | ETF | 19,347 | $967,165 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 1,920 | $928,689 | dollars as filed | |
| Schwab U.S. Small-Cap ETF | 808524607 | SHS | 32,214 | $917,455 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740U810 | FT VEST U.S | 21,637 | $917,080 | dollars as filed | |
| ISHARES TR | 464287465 | MSCI EAFE ETF | 9,405 | $903,172 | dollars as filed | |
| Schwab US Mid-Cap ETF | 808524508 | SHS | 28,469 | $856,076 | dollars as filed | |
| INNOVATOR ETFS TRUST | 45782C466 | GRWT100 PWR BF | 14,765 | $810,894 | dollars as filed | |
| BLACKROCK MUNIHLDGS NJ QLTY | 09254X101 | COM | 67,499 | $803,238 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 4,266 | $795,644 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 1,546 | $777,108 | dollars as filed | |
| FLEXSHARES TR | 33939L662 | HIG YLD VL ETF | 18,859 | $768,235 | dollars as filed | |
| AIM ETF PRODUCTS TRUST | 00888H786 | US LRGCP B20 FEB | 22,009 | $747,492 | dollars as filed | |
| FIRST TR EXCHANGE-TRADED ALP | 33737M300 | SML CP GRW ALP | 7,522 | $722,971 | dollars as filed | |
| INNOVATOR ETFS TRUST | 45782C722 | INTRNL DEV JULY | 21,182 | $709,764 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740F847 | FT VEST US EQT | 12,613 | $691,571 | dollars as filed | |
| INNOVATOR ETFS TRUST | 45784N536 | EQUITY DUAL DIRT | 33,399 | $686,303 | dollars as filed | |
| FIRST TR EXCHANGE-TRADED FD | 33741X102 | SMID RISNG ETF | 17,721 | $679,061 | dollars as filed | |
| VANGUARD HEALTH CARE ETF | 92204A504 | ETF | 2,348 | $675,861 | dollars as filed | |
| INNOVATOR ETFS TR ETF S&P 500 BUFFER SEPTEMBER | 45782C664 | ETF | 13,649 | $672,189 | dollars as filed | |
| INNOVATOR TR EQUITY ETF DUAL DIRECTIONAL 15 BUFFER NOV | 45784N452 | ETF | 35,015 | $671,238 | dollars as filed | |
| PUTNAM ETF TRUST | 746729300 | FOCUSED LAR CAP | 14,152 | $644,897 | dollars as filed | |
| AIM ETF PRODUCTS TRUST | 00888H406 | ALLIANZIM US EQT | 16,441 | $643,172 | dollars as filed | |
| iShares Core S&P Total U.S. Stock Market ETF | 464287150 | SHS | 4,209 | $625,844 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 1,735 | $608,379 | dollars as filed | |
| iShares MSCI USA Min Vol Factor ETF | 46429B697 | SHS | 6,321 | $595,153 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q647 | MUNICIPAL ETF | 11,711 | $591,415 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 896 | $591,412 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 1,021 | $582,868 | dollars as filed | |
| BNY MELLON ETF TRUST | 09661T107 | US LRG CP CORE | 4,455 | $582,740 | dollars as filed | |
| FRANKLIN TEMPLETON ETF TR | 35473P884 | US MID CP MLTFCT | 10,352 | $582,422 | dollars as filed | |
| SPDR GOLD TR | 78463V107 | GOLD SHS | 1,460 | $578,613 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 2,705 | $559,822 | dollars as filed | |
| INNOVATOR TR ETF EQUITY DUAL DIRECTIONAL 15 BUFFER OCTOBER | 45784N528 | ETF | 25,774 | $557,108 | dollars as filed | |
| INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - APRIL | 45782C342 | ETF | 15,459 | $543,075 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q167 | ACTIVE VALUE ETF | 7,497 | $537,697 | dollars as filed | |
| SPDR SER TR | 78464A821 | S&P 400 MDCP GRW | 5,809 | $536,898 | dollars as filed | |
| Vanguard Intermediate-Term Treasury ETF | 92206C706 | SHS | 8,886 | $532,517 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740F573 | FT VEST INTER EQ | 19,410 | $524,425 | dollars as filed | |
| ISHARES TR | 46438G299 | CMN | 20,270 | $515,872 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q407 | JPMORGAN DIVER | 4,044 | $501,258 | dollars as filed | |
| INNOVATOR ETFS TRUST | 45784N874 | GROWTH 100 PWR B | 17,405 | $499,524 | dollars as filed | |
| INNOVATOR ETFS TRUST | 45782C474 | US SML CP PWR B | 12,004 | $497,206 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 1,094 | $491,994 | dollars as filed | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 4,039 | $485,436 | dollars as filed | |
| IJH | 464287507 | COM | 7,302 | $481,937 | dollars as filed | |
| INNOVATOR ETFS TRUST | 45782C573 | US EQTY PWR BUF | 10,908 | $455,736 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 1,541 | $428,425 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 4,381 | $410,763 | dollars as filed | |
| MCKESSON CORP COM | 58155Q103 | Stock | 499 | $409,420 | dollars as filed | |
| FIRST TR EXCHANGE-TRADED ALP | 33737M102 | MID CP GR ALPH | 4,438 | $404,696 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740U638 | FT VEST EQ ENHAN | 11,012 | $393,294 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740F862 | FT VEST US EQT | 7,350 | $389,183 | dollars as filed | |
| PIMCO ETF TR | 72201R874 | SHTRM MUN BD ACT | 7,459 | $376,163 | dollars as filed | |
| INNOVATOR ETFS TRUST | 45782C516 | EMRGNG MKT JAN | 10,691 | $361,249 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 1,141 | $357,599 | dollars as filed | |
| PIMCO ETF TR | 72201R635 | MUNI INCOME OPP | 7,778 | $352,508 | dollars as filed | |
| INNOVATOR ETFS TRUST | 45782C276 | GRWT100 PWR BUF | 4,814 | $349,593 | dollars as filed | |
| ISHARES TR | 464289867 | CORE 60 BALA ETF | 5,314 | $345,468 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740U869 | FT VEST INT JUNE | 13,405 | $343,748 | dollars as filed | |
| INNOVATOR ETFS TRUST | 45782C813 | US EQTY PWR BUF | 7,266 | $337,376 | dollars as filed | |
| SCHD | 808524797 | COM | 12,290 | $337,108 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 472 | $323,168 | dollars as filed | |
| AT&T Inc | 00206R102 | COM | 12,858 | $319,394 | dollars as filed | |
| JPMORGAN EQUITY PREMIUM INCOME ETF | 46641Q332 | ETF | 5,488 | $314,109 | dollars as filed | |
| JPMORGAN INTERNATIONAL VALUE ETF | 46654Q757 | COM | 3,841 | $308,383 | dollars as filed | |
| INNOVATOR TR ETF S&P 500 BUFFER ETF JUNE | 45782C755 | ETF | 6,515 | $304,511 | dollars as filed | |
| VANECK ETF TRUST | 92189F106 | GOLD MINERS ETF | 3,543 | $303,914 | dollars as filed | |
| Verizon Communications Inc | 92343V104 | COM | 7,336 | $298,792 | dollars as filed | |
| PIMCO ETF TR | 72201R866 | INTER MUN BD ACT | 5,597 | $293,313 | dollars as filed | |
| INNOVATOR ETFS TRUST | 45783Y533 | INNOVATOR INTER | 8,686 | $283,114 | dollars as filed | |
| Vanguard Short-Term Treasury ETF | 92206C102 | SHS | 4,817 | $282,880 | dollars as filed | |
| INNOVATOR U.S. EQUITY BUFFER ETF - MAY | 45782C326 | ETF | 6,154 | $275,794 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740F441 | FT VEST U.S EQT | 6,522 | $269,313 | dollars as filed | |
| FIRST TR EXCHANGE TRADED FD | 33738R506 | RISNG DIVD ACHIV | 3,832 | $266,197 | dollars as filed | |
| INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF | 46137V357 | COM | 1,380 | $264,353 | dollars as filed | |
| AIM ETF PRODUCTS TRUST | 00888H505 | ALLIA US OCT ETF | 6,746 | $263,094 | dollars as filed | |
| INNOVATOR ETFS TRUST | 45782C656 | US EQTY PWR BUF | 5,978 | $261,349 | dollars as filed | |
| LEGG MASON ETF INVT | 52468L505 | FRANKLIN INTL LW | 6,687 | $246,201 | dollars as filed | |
| International Business Machines Corporation | 459200101 | COM | 811 | $240,293 | dollars as filed | |
| Vanguard Value ETF | 922908744 | SHS | 1,171 | $223,735 | dollars as filed | |
| VANECK ETF TRUST | 92189F791 | JUNIOR GOLD MINE | 1,966 | $223,699 | dollars as filed | |
| INNOVATOR ETFS TRUST | 45782C391 | US EQTY BUFR MAR | 4,147 | $219,992 | dollars as filed | |
| FIRST TR EXCHANGE-TRADED FD | 33733E302 | DJ INTERNT IDX | 808 | $217,497 | dollars as filed | |
| FIRST TR EXCHANGE-TRADED FD | 33733E732 | WCM INTL EQUITY | 12,339 | $209,886 | dollars as filed | |
| INNOVATOR ETFS TRUST | 45782C615 | GRWT100 PWR BUF | 3,601 | $208,570 | dollars as filed | |
| FIRST TR EXCHANGE-TRADED FD | 33734X853 | INTL EQUITY OPP | 3,489 | $206,322 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001754960-26-000165 | this filing | 2026-02-10 | acceptance time not in the bulk data set |