13F HOLDINGS REPORT

Clear Point Advisors Inc.

Quarter ended Q2 2025 · Filed July 17, 2025 · Accession 0001754960-25-000415

Total Value

$118.7M

Positions

108

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (108)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	SCHWAB STRATEGIC TR	808524300	385,585	$11.3M	9.49%
2	DOUBLELINE ETF TRUST	25861R204	171,108	$5.4M	4.59%
3	INVESCO QQQ TR	IVZ	9,208	$5.1M	4.28%
4	SCHWAB STRATEGIC TR	808524102	184,848	$4.4M	3.71%
5	SPDR S&P 500 ETF TR	SPY	6,893	$4.3M	3.59%
6	PIMCO ETF TR	72201R833	38,714	$3.9M	3.28%
7	INNOVATOR ETFS TRUST	INHD	89,850	$3.6M	3.01%
8	SPDR S&P MIDCAP 400 ETF TR	MDY	6,146	$3.5M	2.92%
9	J P MORGAN EXCHANGE TRADED F	46641Q837	64,613	$3.3M	2.76%
10	GRANITESHARES GOLD TR	BAR	97,126	$3.1M	2.62%
11	WISDOMTREE TR	WT	49,707	$2.5M	2.11%
12	APPLE INC	AAPL	11,423	$2.3M	1.98%
13	FIRST TR EXCHANGE-TRADED FD	33739Q408	36,700	$2.2M	1.85%
14	SCHWAB STRATEGIC TR	808524201	87,902	$2.1M	1.81%
15	CAPITAL GROUP DIVIDEND VALUE	14020W106	53,608	$2.1M	1.78%
16	FIRST TR EXCHNG TRADED FD VI	33740F748	36,208	$1.8M	1.53%
17	FIRST TR EXCHANGE-TRADED FD	33738D309	35,974	$1.7M	1.39%
18	AMERICAN CENTY ETF TR	025072703	20,376	$1.5M	1.27%
19	J P MORGAN EXCHANGE TRADED F	46641Q654	27,558	$1.4M	1.18%
20	AIM ETF PRODUCTS TRUST	00888H802	37,806	$1.3M	1.11%
21	VANGUARD INDEX FDS	922908363	2,283	$1.3M	1.09%
22	INNOVATOR ETFS TRUST	INHD	33,740	$1.3M	1.07%
23	VANGUARD SPECIALIZED FUNDS	921908844	6,030	$1.2M	1.04%
24	SPDR SERIES TRUST	78464A854	16,877	$1.2M	1.03%
25	VANGUARD SCOTTSDALE FDS	92206C409	15,030	$1.2M	1.01%
26	INNOVATOR ETFS TRUST	INHD	24,503	$1.1M	0.93%
27	VANGUARD INDEX FDS	922908611	5,648	$1.1M	0.93%
28	AIM ETF PRODUCTS TRUST	00888H208	32,181	$1.1M	0.90%
29	AMAZON COM INC	AMZN	4,865	$1.1M	0.90%
30	SPDR DOW JONES INDL AVERAGE	78467X109	2,296	$1.0M	0.85%
31	TCW ETF TRUST	29287L874	32,955	$1.0M	0.85%
32	CONSOLIDATED EDISON INC	ED	9,969	$1.0M	0.84%
33	J P MORGAN EXCHANGE TRADED F	46641Q407	8,454	$999,231	0.84%
34	SCHWAB STRATEGIC TR	808524771	39,649	$972,986	0.82%
35	SCHWAB STRATEGIC TR	808524508	31,490	$883,304	0.74%
36	FIRST TR EXCHNG TRADED FD VI	33740U810	21,637	$878,648	0.74%
37	SCHWAB STRATEGIC TR	808524607	34,510	$873,090	0.74%
38	BERKSHIRE HATHAWAY INC DEL	BRK-A	1,772	$860,795	0.73%
39	ISHARES TR	464287465	9,244	$826,310	0.70%
40	J P MORGAN EXCHANGE TRADED F	46641Q647	16,072	$797,816	0.67%
41	INNOVATOR ETFS TRUST	INHD	14,909	$756,632	0.64%
42	FLEXSHARES TR	FLEX	10,153	$751,814	0.63%
43	BLACKROCK MUNIHLDGS NJ QLTY	BLK	67,499	$739,114	0.62%
44	MICROSOFT CORP	MSFT	1,434	$728,253	0.61%
45	FIRST TR EXCHNG TRADED FD VI	33740F847	14,452	$724,190	0.61%
46	SCHWAB STRATEGIC TR	808524797	27,202	$720,842	0.61%
47	INNOVATOR ETFS TRUST	INHD	22,283	$711,719	0.60%
48	AIM ETF PRODUCTS TRUST	00888H786	22,009	$703,168	0.59%
49	FLEXSHARES TR	FLEX	17,007	$697,783	0.59%
50	NVIDIA CORPORATION	NVDA	4,233	$668,800	0.56%
51	ISHARES TR	464287150	4,939	$666,925	0.56%
52	ISHARES TR	46429B697	6,934	$650,927	0.55%
53	VANGUARD WORLD FD	92204A504	2,576	$639,812	0.54%
54	AIM ETF PRODUCTS TRUST	00888H406	17,194	$639,101	0.54%
55	FIRST TR EXCHANGE-TRADED ALP	33737M300	7,854	$625,003	0.53%
56	FIRST TR EXCHANGE-TRADED FD	33741X102	17,714	$624,965	0.53%
57	INNOVATOR ETFS TRUST	INHD	13,649	$616,427	0.52%
58	J P MORGAN EXCHANGE TRADED F	46641Q852	12,513	$608,383	0.51%
59	VISA INC	V	1,712	$607,997	0.51%
60	META PLATFORMS INC	META	823	$607,715	0.51%
61	FRANKLIN TEMPLETON ETF TR	FGDL	10,750	$583,835	0.49%
62	NETFLIX INC	NFLX	428	$573,148	0.48%
63	J P MORGAN EXCHANGE TRADED F	46641Q167	8,736	$572,239	0.48%
64	MASTERCARD INCORPORATED	MA	982	$551,825	0.47%
65	INNOVATOR ETFS TRUST	INHD	13,672	$540,317	0.46%
66	SPDR SERIES TRUST	78464A821	5,801	$503,906	0.42%
67	FIRST TR EXCHNG TRADED FD VI	33740F573	19,710	$502,802	0.42%
68	INNOVATOR ETFS TRUST	INHD	15,459	$500,649	0.42%
69	PUTNAM ETF TRUST	746729300	12,103	$486,896	0.41%
70	ISHARES TR	464287804	4,409	$481,841	0.41%
71	INNOVATOR ETFS TRUST	INHD	12,849	$481,581	0.41%
72	SPDR GOLD TR	GLD	1,499	$456,940	0.39%
73	VANGUARD SCOTTSDALE FDS	92206C706	7,370	$440,791	0.37%
74	INVESCO EXCHANGE TRADED FD T	IVZ	2,330	$423,536	0.36%
75	FIRST TR EXCHANGE-TRADED ALP	33737M102	5,071	$418,034	0.35%
76	JOHNSON & JOHNSON	JNJ	2,713	$414,410	0.35%
77	ISHARES TR	464287507	6,658	$412,934	0.35%
78	INNOVATOR ETFS TRUST	INHD	9,245	$405,408	0.34%
79	PIMCO ETF TR	72201R874	7,755	$389,089	0.33%
80	AT&T INC	T-PC	13,190	$381,729	0.32%
81	FIRST TR EXCHNG TRADED FD VI	33740U638	11,012	$373,527	0.31%
82	INNOVATOR ETFS TRUST	INHD	5,414	$368,477	0.31%
83	MCKESSON CORP	MCK	498	$364,976	0.31%
84	BNY MELLON ETF TRUST	09661T107	3,058	$362,194	0.31%
85	TESLA INC	TSLA	1,137	$361,179	0.30%
86	FIRST TR EXCHNG TRADED FD VI	33740F862	7,350	$360,371	0.30%
87	INNOVATOR ETFS TRUST	INHD	10,691	$342,527	0.29%
88	JPMORGAN CHASE & CO.	VYLD	1,174	$340,423	0.29%
89	FIRST TR EXCHNG TRADED FD VI	33740U869	13,405	$328,154	0.28%
90	PIMCO ETF TR	72201R866	6,365	$326,923	0.28%
91	VERIZON COMMUNICATIONS INC	VZ	7,472	$323,297	0.27%
92	INNOVATOR ETFS TRUST	INHD	7,276	$318,398	0.27%
93	WISDOMTREE TR	WT	6,042	$306,130	0.26%
94	INNOVATOR ETFS TRUST	INHD	6,947	$293,163	0.25%
95	J P MORGAN EXCHANGE TRADED F	46641Q332	5,012	$284,939	0.24%
96	VANGUARD SCOTTSDALE FDS	92206C102	4,762	$279,882	0.24%
97	INNOVATOR ETFS TRUST	INHD	8,959	$276,967	0.23%
98	INTERNATIONAL BUSINESS MACHS	INTR	933	$275,030	0.23%
99	AIM ETF PRODUCTS TRUST	00888H505	7,306	$270,395	0.23%
100	FIRST TR EXCHNG TRADED FD VI	33740F441	6,522	$255,358	0.22%
101	INNOVATOR ETFS TRUST	INHD	6,203	$253,641	0.21%
102	ISHARES TR	464287200	398	$247,342	0.21%
103	ISHARES TR	464289867	3,701	$227,862	0.19%
104	INNOVATOR ETFS TRUST	INHD	4,547	$222,987	0.19%
105	FIRST TR EXCHANGE-TRADED FD	33733E302	808	$217,619	0.18%
106	LEGG MASON ETF INVT	52468L505	6,478	$210,871	0.18%
107	VANGUARD BD INDEX FDS	921937827	2,598	$204,437	0.17%
108	FIRST TR EXCHANGE-TRADED FD	33733E732	12,339	$196,313	0.17%