13F-HR filed by Clear Point Advisors Inc.
Clear Point Advisors Inc. filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-04-29, with 75 holding rows worth $129,015,219.
- Accession
- 0001754960-26-000345
- Filer
- CIK 2010474
- Filed
- 2026-04-29
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2026
A holdings report, 75 entries on the cover page, a total value of $129,015,219 stated on the cover page (in dollars after the unit check, H1), rows summing to $129,015,219 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 |
|---|---|---|---|---|---|---|
| INNOVATOR ETFS TRUST | 45782C102 | mc | 418,685 | $14,982,972 | dollars as filed | |
| STATE STR CORP COM | 857477103 | Stock | 38,298 | $11,230,861 | dollars as filed | |
| Schwab U.S. Large-Cap Growth ETF | 808524300 | SHS | 364,565 | $10,619,778 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 146,392 | $8,223,299 | dollars as filed | |
| Vanguard Communication Services ETF | 92204A884 | SHS | 45,012 | $6,830,181 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 8,837 | $5,100,489 | dollars as filed | |
| Schwab U.S. Broad Market ETF | 808524102 | SHS | 179,107 | $4,495,588 | dollars as filed | |
| DOUBLELINE ETF TRUST | 25861R303 | COMMERCIAL REAL | 143,543 | $4,428,737 | dollars as filed | |
| IShares Bitcoin Trust Registered | 46438F101 | SHS | 60,648 | $4,350,911 | dollars as filed | |
| GRANITESHARES GOLD TR | 38748G101 | SHS BEN INT | 93,884 | $4,330,869 | dollars as filed | |
| Apple Inc | 037833100 | COM | 14,662 | $3,720,974 | dollars as filed | |
| CAPITAL GROUP DIVIDEND VALUE | 14020W106 | SHS CREAT UNIT | 63,447 | $2,699,055 | dollars as filed | |
| WISDOMTREE INC | 97717P104 | COM | 52,844 | $2,664,450 | dollars as filed | |
| PIMCO ETF TR | 72201R833 | ENHAN SHRT MA AC | 26,160 | $2,630,903 | dollars as filed | |
| Schwab U.S. Large-Cap ETF | 808524201 | SHS | 78,688 | $2,017,559 | dollars as filed | |
| FLEXSHARES TR | 33939L100 | MORNSTAR USMKT | 33,264 | $1,917,888 | dollars as filed | |
| Avantis International Equity ETF | 025072703 | SHS | 21,113 | $1,791,216 | dollars as filed | |
| BLACKSTONE SENIOR FLOATING RAT | 09256U105 | COM | 85,465 | $1,606,743 | dollars as filed | |
| CAPITAL GROUP INTL FOCUS EQT | 14019W109 | SHS CREAT UNIT | 60,722 | $1,594,548 | dollars as filed | |
| FIRST TRUST ENHANCED EQUITY IN | 337318109 | COM | 26,385 | $1,577,270 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740F748 | FT VEST US EQT | 27,528 | $1,453,481 | dollars as filed | |
| FIRST TR EXCHANGE TRADED FD | 33738R852 | NASDQ FOD BVRG | 28,968 | $1,442,915 | dollars as filed | |
| AIM ETF PRODUCTS TRUST | 00888H802 | ALLIA US JAN ETF | 33,782 | $1,232,367 | dollars as filed | |
| CONSOLIDATED EDISON INC | 209115104 | COM | 9,964 | $1,127,744 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 4,871 | $1,014,497 | dollars as filed | |
| TCW ETF TRUST | 29287L874 | HIGH YIELD BOND | 33,742 | $1,000,942 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524771 | FUNDAMENTAL US L | 35,231 | $981,187 | dollars as filed | |
| Schwab US Mid-Cap ETF | 808524508 | SHS | 31,687 | $981,043 | dollars as filed | |
| Schwab U.S. Small-Cap ETF | 808524607 | SHS | 32,287 | $938,910 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740U810 | FT VEST U.S | 21,637 | $906,248 | dollars as filed | |
| AIM ETF PRODUCTS TRUST | 00888H208 | ALLIANZIM US EQT | 23,937 | $846,779 | dollars as filed | |
| FRANKLIN BSP REALTY TRUST IN | 35243J101 | REIT | 17,068 | $840,964 | dollars as filed | |
| BLACKROCK MUNICIPAL INCOME QUA | 092479104 | COM | 67,499 | $780,963 | dollars as filed | |
| PUTNAM ETF TRUST | 746729300 | FOCUSED LAR CAP | 16,566 | $768,640 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 2,052 | $759,603 | dollars as filed | |
| FIRST TR EXCHANGE-TRADED ALP | 33737M300 | SML CP GRW ALP | 7,753 | $751,904 | dollars as filed | |
| AIM ETF PRODUCTS TRUST | 00888H786 | US LRGCP B20 FEB | 22,009 | $736,861 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 4,160 | $725,482 | dollars as filed | |
| FIRST TR EXCHANGE-TRADED FD | 33741X102 | SMID RISNG ETF | 18,119 | $714,419 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740F847 | FT VEST US EQT | 13,313 | $710,857 | dollars as filed | |
| BERKSHIRE HATHAWAY INC DEL | 084670108 | CL A | 1,480 | $709,226 | dollars as filed | Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. |
| Johnson & Johnson | 478160104 | COM | 2,691 | $657,809 | dollars as filed | |
| SPDR GOLD TR | 78463V107 | GOLD SHS | 1,428 | $614,454 | dollars as filed | |
| AIM ETF PRODUCTS TRUST | 00888H406 | ALLIANZIM US EQT | 15,416 | $598,321 | dollars as filed | |
| VANGUARD INTL EQUITY INDEX F | 922042676 | COM | 9,827 | $585,192 | dollars as filed | |
| BNY MELLON STRATEGIC MUNS IN | 05588W108 | COM | 4,571 | $570,549 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 1,721 | $520,036 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740F573 | FT VEST INTER EQ | 18,973 | $518,953 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 1,021 | $510,153 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 854 | $488,701 | dollars as filed | |
| AT&T Inc | 00206R102 | COM | 14,826 | $429,808 | dollars as filed | |
| SCHD | 808524797 | COM | 13,671 | $419,432 | dollars as filed | |
| Verizon Communications Inc | 92343V104 | COM | 8,151 | $409,162 | dollars as filed | |
| FIRST MID BANCSHARES INC | 320866106 | COMMON STOCK | 4,437 | $401,519 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740U638 | FT VEST EQ ENHAN | 11,012 | $387,681 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 3,975 | $382,196 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740F862 | FT VEST US EQT | 7,350 | $380,605 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 1,280 | $368,028 | dollars as filed | |
| PIMCO MUN INCOME FD II | 72200W106 | COM | 8,015 | $362,029 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 970 | $360,598 | dollars as filed | |
| PIMCO ETF TR | 72201R874 | SHTRM MUN BD ACT | 6,887 | $347,446 | dollars as filed | |
| MCKESSON CORP COM | 58155Q103 | Stock | 391 | $338,736 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740U869 | FT VEST INT JUNE | 13,080 | $336,810 | dollars as filed | |
| VANECK ETF TRUST | 92189F106 | GOLD MINERS ETF | 3,573 | $327,927 | dollars as filed | |
| FIRST TR EXCHANGE TRADED FD | 33738R506 | RISNG DIVD ACHIV | 4,530 | $309,312 | dollars as filed | |
| PIMCO INCOME STRATEGY FD | 72201H108 | COM | 5,642 | $294,470 | dollars as filed | |
| INVESCO QUALITY MUNICIPAL INCO | 46133G107 | COM | 1,411 | $270,771 | dollars as filed | |
| AIM ETF PRODUCTS TRUST | 00888H505 | ALLIA US OCT ETF | 6,746 | $259,519 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740F441 | FT VEST U.S EQT | 6,022 | $247,265 | dollars as filed | |
| VANECK ETF TRUST | 92189F791 | JUNIOR GOLD MINE | 1,963 | $235,647 | dollars as filed | |
| Walt Disney Co | 254687106 | COM | 2,392 | $230,520 | dollars as filed | |
| FIRST INDL RLTY TR INC COM | 32054K103 | REIT | 3,439 | $212,315 | dollars as filed | |
| FIRST TR EXCHANGE-TRADED FD | 33733E732 | WCM INTL EQUITY | 12,339 | $206,925 | dollars as filed | |
| ENERGY TRANSFER L P | 29273V100 | COM UT LTD PTN | 10,000 | $193,000 | dollars as filed | |
| INNOVATIVE SOLUTIONS SUPP | 45769N105 | COMMON STOCK | 10,000 | $7 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001754960-26-000345 | this filing | 2026-04-29 | acceptance time not in the bulk data set |