13F-HR filed by Clear Point Advisors Inc.
Clear Point Advisors Inc. filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-07-29, with 93 holding rows worth $112,837,153.
- Accession
- 0001754960-26-000665
- Filer
- CIK 2010474
- Filed
- 2026-07-29
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2026
A holdings report, 93 entries on the cover page, a total value of $112,837,153 stated on the cover page (in dollars after the unit check, H1), rows summing to $112,837,153 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 | 362,906 | $12,280,744 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 8,823 | $6,497,192 | dollars as filed | |
| SPY | 78462F103 | SHS | 6,923 | $5,169,805 | dollars as filed | |
| Schwab U.S. Broad Market ETF | 808524102 | SHS | 178,396 | $5,166,345 | dollars as filed | |
| Apple Inc | 037833100 | COM | 14,786 | $4,278,504 | dollars as filed | |
| SPDR S&P Midcap 400 ETF Trust | 78467Y107 | SHS | 6,023 | $4,236,428 | dollars as filed | |
| DOUBLELINE ETF TRUST | 25861R204 | SHIL CAP U S ETF | 123,241 | $3,997,637 | dollars as filed | |
| GRANITESHARES GOLD TR | 38748G101 | SHS BEN INT | 89,915 | $3,554,340 | dollars as filed | |
| CAPITAL GROUP DIVIDEND VALUE | 14020W106 | SHS CREAT UNIT | 65,627 | $3,234,095 | dollars as filed | |
| PIMCO ETF TR | 72201R643 | ENHANCD SHORT | 25,520 | $2,572,703 | dollars as filed | |
| Schwab U.S. Large-Cap ETF | 808524201 | SHS | 78,586 | $2,312,781 | dollars as filed | |
| FIRST TRUST LOW DURATION OPPORTUNITIES ETF | 33739Q200 | ETF | 45,392 | $2,259,609 | dollars as filed | |
| Avantis International Equity ETF | 025072703 | SHS | 21,348 | $1,904,202 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 2,585 | $1,775,653 | dollars as filed | |
| VANGUARD SCOTTSDALE FDS | 92206C409 | COM | 22,378 | $1,768,563 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q274 | SHORT DURA CORE | 37,040 | $1,746,260 | dollars as filed | |
| CAPITAL GRP FIXED INCM ETF T | 14020Y508 | CORE BOND ETF | 64,635 | $1,692,156 | dollars as filed | |
| WISDOMTREE TR | 97717Y527 | FLOATNG RAT TREA | 33,597 | $1,691,602 | dollars as filed | |
| FIRST TR EXCHANGE-TRADED FD | 33739Q408 | FIRST TR ENH NEW | 26,074 | $1,557,397 | dollars as filed | |
| SPDR SER TR STATE STR SPDR PORT S&P 500 ETF | 78464A854 | SHS | 17,172 | $1,509,050 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q837 | ULTRA SHRT ETF | 29,392 | $1,486,333 | dollars as filed | |
| Vanguard Small-Cap Value ETF | 922908611 | SHS | 5,892 | $1,431,709 | dollars as filed | |
| Vanguard Dividend Appreciation ETF | 921908844 | SHS | 5,792 | $1,370,518 | dollars as filed | |
| WISDOMTREE TR | 97717Y394 | 1 3 YR LADDERED | 26,251 | $1,318,576 | dollars as filed | |
| FLEXSHARES TR | 33939L845 | QLT DIV DEF IDX | 14,881 | $1,294,986 | dollars as filed | |
| Schwab US Mid-Cap ETF | 808524508 | SHS | 34,387 | $1,267,837 | dollars as filed | |
| Schwab U.S. Small-Cap ETF | 808524607 | SHS | 32,517 | $1,174,840 | dollars as filed | |
| JPMORGAN INT BOND OPPORTUNITIE | 46641Q852 | INTL BD OPP ETF | 24,298 | $1,174,824 | dollars as filed | |
| STATE STR SPDR DOW JONES IND | 78467X109 | UT SER 1 | 2,182 | $1,139,684 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524771 | FUNDAMENTAL US L | 35,326 | $1,098,652 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 4,576 | $1,090,660 | dollars as filed | |
| JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF | 46641Q654 | ETF | 21,022 | $1,072,118 | dollars as filed | |
| TCW ETF TRUST | 29287L874 | HIGH YIELD BOND | 34,359 | $1,019,101 | dollars as filed | |
| ISHARES TR | 464287465 | MSCI EAFE ETF | 9,547 | $991,767 | dollars as filed | |
| BLACKROCK MUNIHLDGS NJ QLTY | 09254X101 | COM | 67,499 | $830,913 | dollars as filed | |
| FIRST TR EXCHANGE-TRADED FD | 33741X102 | SMID RISNG ETF | 18,121 | $781,742 | dollars as filed | |
| PUTNAM ETF TRUST | 746729300 | FOCUSED LAR CAP | 15,190 | $773,912 | dollars as filed | |
| FLEXSHARES TR | 33939L662 | HIG YLD VL ETF | 19,086 | $768,393 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 3,836 | $767,471 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 1,983 | $739,714 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 1,477 | $739,087 | dollars as filed | |
| IJH | 464287507 | COM | 9,095 | $701,338 | dollars as filed | |
| iShares Core S&P Total U.S. Stock Market ETF | 464287150 | SHS | 4,203 | $690,398 | dollars as filed | |
| VANGUARD HEALTH CARE ETF | 92204A504 | ETF | 2,295 | $686,329 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 2,695 | $684,534 | dollars as filed | |
| SCHD | 808524797 | COM | 21,491 | $681,482 | dollars as filed | |
| SPDR SER TR | 78464A821 | S&P 400 MDCP GRW | 5,814 | $651,735 | dollars as filed | |
| Vanguard Intermediate-Term Treasury ETF | 92206C706 | SHS | 10,774 | $635,439 | dollars as filed | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 4,275 | $634,084 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q407 | JPMORGAN DIVER | 4,507 | $632,076 | dollars as filed | |
| ISHARES TR | 46438G299 | CMN | 23,070 | $628,369 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q167 | ACTIVE VALUE ETF | 7,767 | $616,749 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 1,723 | $591,133 | dollars as filed | |
| iShares MSCI USA Min Vol Factor ETF | 46429B697 | SHS | 6,050 | $583,592 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q647 | MUNICIPAL ETF | 10,677 | $540,865 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 1,021 | $524,386 | dollars as filed | |
| FRANKLIN TEMPLETON ETF TR | 35473P884 | US MID CP MLTFCT | 9,002 | $521,079 | dollars as filed | |
| FIRST TR EXCHANGE-TRADED ALP | 33737M102 | MID CP GR ALPH | 4,471 | $495,660 | dollars as filed | |
| ISHARES TR | 464289867 | CORE 60 BALA ETF | 6,991 | $485,846 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 840 | $472,984 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 1,294 | $462,436 | dollars as filed | |
| Applied Materials,Inc. | 038222105 | COM | 582 | $420,786 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 1,272 | $416,461 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 950 | $399,570 | dollars as filed | |
| FIRST TR EXCHANGE TRADED FD | 33738R506 | RISNG DIVD ACHIV | 4,738 | $384,063 | dollars as filed | |
| JPMORGAN INTERNATIONAL VALUE ETF | 46654Q757 | COM | 4,074 | $374,659 | dollars as filed | |
| PIMCO ETF TR | 72201R635 | MUNI INCOME OPP | 8,095 | $370,410 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 474 | $354,998 | dollars as filed | |
| PIMCO ETF TR | 72201R874 | SHTRM MUN BD ACT | 6,908 | $348,860 | dollars as filed | |
| Verizon Communications Inc | 92343V104 | COM | 8,016 | $339,378 | dollars as filed | |
| JPMORGAN EQUITY PREMIUM INCOME ETF | 46641Q332 | ETF | 5,579 | $315,092 | dollars as filed | |
| Vanguard Short-Term Treasury ETF | 92206C102 | SHS | 5,335 | $310,510 | dollars as filed | |
| AT&T Inc | 00206R102 | COM | 14,825 | $306,872 | dollars as filed | |
| INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF | 46137V357 | COM | 1,429 | $304,124 | dollars as filed | |
| PIMCO ETF TR | 72201R866 | INTER MUN BD ACT | 5,689 | $299,231 | dollars as filed | |
| FIRST TR EXCHANGE-TRADED FD | 33734X853 | INTL EQUITY OPP | 3,449 | $288,812 | dollars as filed | |
| WORLD GOLD TR | 98149E303 | SPDR GLD MINIS | 3,549 | $281,862 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 3,935 | $280,959 | dollars as filed | |
| MCKESSON CORP COM | 58155Q103 | Stock | 371 | $280,182 | dollars as filed | |
| VANECK ETF TRUST | 92189F106 | GOLD MINERS ETF | 3,702 | $279,343 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138G649 | COM | 913 | $276,650 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 754 | $266,440 | dollars as filed | |
| SPDR GOLD TR | 78463V107 | GOLD SHS | 713 | $262,655 | dollars as filed | |
| Vanguard Value ETF | 922908744 | SHS | 1,182 | $257,510 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524805 | INTL EQTY ETF | 8,562 | $237,176 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 627 | $236,942 | dollars as filed | |
| Walt Disney Co | 254687106 | COM | 2,392 | $230,209 | dollars as filed | |
| International Business Machines Corporation | 459200101 | COM | 785 | $220,857 | dollars as filed | |
| WEDBUSH SER TR | 947913109 | DAN IVE REVO ETF | 5,792 | $220,658 | dollars as filed | |
| Cisco Systems,Inc. | 17275R102 | COM | 1,842 | $216,326 | dollars as filed | |
| FIRST TR EXCHANGE-TRADED FD | 33733E302 | DJ INTERNT IDX | 770 | $203,834 | dollars as filed | |
| VANECK ETF TRUST | 92189F791 | JUNIOR GOLD MINE | 2,057 | $202,107 | dollars as filed | |
| ENERGY TRANSFER L P | 29273V100 | COM UT LTD PTN | 10,000 | $191,200 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001754960-26-000665 | this filing | 2026-07-29 | acceptance time not in the bulk data set |