13F HOLDINGS REPORT

Clear Point Advisors Inc.

Quarter ended Q3 2025 · Filed October 28, 2025 · Accession 0001754960-25-000714

Total Value

$128.7M

Positions

114

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (114)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	SCHWAB STRATEGIC TR	808524300	383,174	$12.2M	9.50%
2	INVESCO QQQ TR	IVZ	8,997	$5.4M	4.20%
3	DOUBLELINE ETF TRUST	25861R204	157,490	$5.1M	3.99%
4	SCHWAB STRATEGIC TR	808524102	182,729	$4.7M	3.65%
5	SPDR S&P 500 ETF TR	SPY	6,838	$4.6M	3.54%
6	PIMCO ETF TR	72201R833	41,354	$4.2M	3.24%
7	INNOVATOR ETFS TRUST	INHD	89,700	$3.7M	2.87%
8	SPDR S&P MIDCAP 400 ETF TR	MDY	6,115	$3.6M	2.83%
9	GRANITESHARES GOLD TR	BAR	93,616	$3.6M	2.77%
10	APPLE INC	AAPL	13,238	$3.4M	2.62%
11	CAPITAL GROUP DIVIDEND VALUE	14020W106	57,403	$2.4M	1.87%
12	FIRST TR EXCHANGE-TRADED FD	33739Q408	37,565	$2.3M	1.75%
13	SCHWAB STRATEGIC TR	808524201	85,364	$2.2M	1.75%
14	WISDOMTREE TR	WT	39,082	$2.0M	1.53%
15	FIRST TR EXCHNG TRADED FD VI	33740F748	35,695	$1.9M	1.45%
16	J P MORGAN EXCHANGE TRADED F	46641Q274	38,133	$1.8M	1.41%
17	FIRST TR EXCHANGE-TRADED FD	33738D309	36,112	$1.7M	1.29%
18	VANGUARD SCOTTSDALE FDS	92206C409	20,621	$1.6M	1.28%
19	AMERICAN CENTY ETF TR	025072703	20,863	$1.6M	1.28%
20	J P MORGAN EXCHANGE TRADED F	46641Q837	31,033	$1.6M	1.22%
21	AIM ETF PRODUCTS TRUST	00888H802	37,322	$1.3M	1.05%
22	SPDR SERIES TRUST	78464A854	17,122	$1.3M	1.04%
23	INNOVATOR ETFS TRUST	INHD	33,740	$1.3M	1.02%
24	J P MORGAN EXCHANGE TRADED F	46641Q654	25,683	$1.3M	1.02%
25	VANGUARD SPECIALIZED FUNDS	921908844	6,051	$1.3M	1.01%
26	VANGUARD INDEX FDS	922908363	2,088	$1.3M	0.99%
27	VANGUARD INDEX FDS	922908611	5,824	$1.2M	0.94%
28	INNOVATOR ETFS TRUST	INHD	24,503	$1.1M	0.89%
29	AIM ETF PRODUCTS TRUST	00888H208	32,181	$1.1M	0.86%
30	AMAZON COM INC	AMZN	4,967	$1.1M	0.85%
31	SPDR DOW JONES INDL AVERAGE	78467X109	2,301	$1.1M	0.83%
32	SCHWAB STRATEGIC TR	808524771	38,822	$1.0M	0.79%
33	J P MORGAN EXCHANGE TRADED F	46641Q407	8,134	$1.0M	0.78%
34	CONSOLIDATED EDISON INC	ED	9,874	$992,553	0.77%
35	WISDOMTREE TR	WT	17,434	$992,442	0.77%
36	MICROSOFT CORP	MSFT	1,908	$988,326	0.77%
37	TCW ETF TRUST	29287L874	32,019	$982,596	0.76%
38	SCHWAB STRATEGIC TR	808524607	33,667	$939,304	0.73%
39	SCHWAB STRATEGIC TR	808524508	31,275	$926,980	0.72%
40	FIRST TR EXCHNG TRADED FD VI	33740U810	21,637	$899,967	0.70%
41	FLEXSHARES TR	FLEX	11,205	$896,203	0.70%
42	BERKSHIRE HATHAWAY INC DEL	BRK-A	1,771	$890,364	0.69%
43	ISHARES TR	464287465	9,244	$863,101	0.67%
44	CAPITAL GRP FIXED INCM ETF T	14020Y508	29,382	$860,985	0.67%
45	NVIDIA CORPORATION	NVDA	4,374	$816,024	0.63%
46	INNOVATOR ETFS TRUST	INHD	14,849	$789,833	0.61%
47	BLACKROCK MUNIHLDGS NJ QLTY	BLK	67,499	$782,313	0.61%
48	FIRST TR EXCHNG TRADED FD VI	33740F847	14,452	$764,366	0.59%
49	J P MORGAN EXCHANGE TRADED F	46641Q852	15,285	$749,416	0.58%
50	J P MORGAN EXCHANGE TRADED F	46641Q647	14,774	$745,664	0.58%
51	FLEXSHARES TR	FLEX	17,846	$735,242	0.57%
52	AIM ETF PRODUCTS TRUST	00888H786	22,009	$729,378	0.57%
53	INNOVATOR ETFS TRUST	INHD	22,283	$728,338	0.57%
54	ISHARES TR	464287150	4,895	$713,022	0.55%
55	FIRST TR EXCHANGE-TRADED ALP	33737M300	7,753	$703,318	0.55%
56	INNOVATOR ETFS TRUST	INHD	34,619	$699,131	0.54%
57	SCHWAB STRATEGIC TR	808524797	24,825	$677,731	0.53%
58	FIRST TR EXCHANGE-TRADED FD	33741X102	17,717	$673,597	0.52%
59	ISHARES TR	46429B697	6,948	$661,047	0.51%
60	INNOVATOR ETFS TRUST	INHD	13,649	$659,032	0.51%
61	META PLATFORMS INC	META	896	$658,338	0.51%
62	AIM ETF PRODUCTS TRUST	00888H406	16,969	$651,695	0.51%
63	PUTNAM ETF TRUST	746729300	15,153	$647,320	0.50%
64	VANGUARD WORLD FD	92204A504	2,435	$632,193	0.49%
65	FRANKLIN TEMPLETON ETF TR	FGDL	10,862	$613,146	0.48%
66	J P MORGAN EXCHANGE TRADED F	46641Q167	8,769	$604,681	0.47%
67	VISA INC	V	1,758	$600,006	0.47%
68	MASTERCARD INCORPORATED	MA	1,021	$580,755	0.45%
69	INNOVATOR ETFS TRUST	INHD	13,672	$561,372	0.44%
70	SPDR GOLD TR	GLD	1,499	$532,850	0.41%
71	SPDR SERIES TRUST	78464A821	5,804	$531,447	0.41%
72	NETFLIX INC	NFLX	442	$529,923	0.41%
73	INNOVATOR ETFS TRUST	INHD	15,459	$528,698	0.41%
74	BNY MELLON ETF TRUST	09661T107	3,890	$524,415	0.41%
75	ISHARES TR	464287804	4,390	$521,721	0.41%
76	INNOVATOR ETFS TRUST	INHD	12,849	$518,521	0.40%
77	FIRST TR EXCHNG TRADED FD VI	33740F573	19,410	$509,643	0.40%
78	JOHNSON & JOHNSON	JNJ	2,712	$502,906	0.39%
79	TESLA INC	TSLA	1,115	$495,863	0.39%
80	VANGUARD SCOTTSDALE FDS	92206C706	7,997	$480,059	0.37%
81	ISHARES TR	464287507	7,024	$458,377	0.36%
82	FIRST TR EXCHANGE-TRADED ALP	33737M102	4,936	$452,190	0.35%
83	JPMORGAN CHASE & CO.	VYLD	1,322	$416,855	0.32%
84	MCKESSON CORP	MCK	499	$385,178	0.30%
85	INNOVATOR ETFS TRUST	INHD	5,414	$384,971	0.30%
86	FIRST TR EXCHNG TRADED FD VI	33740U638	11,012	$384,869	0.30%
87	PIMCO ETF TR	72201R874	7,583	$383,471	0.30%
88	FIRST TR EXCHNG TRADED FD VI	33740F862	7,350	$381,539	0.30%
89	INNOVATOR ETFS TRUST	INHD	8,266	$376,945	0.29%
90	AT&T INC	T-PC	13,178	$372,148	0.29%
91	INVESCO EXCHANGE TRADED FD T	IVZ	1,961	$372,079	0.29%
92	INNOVATOR ETFS TRUST	INHD	10,691	$355,025	0.28%
93	FIRST TR EXCHNG TRADED FD VI	33740U869	13,405	$336,063	0.26%
94	INNOVATOR ETFS TRUST	INHD	7,090	$324,309	0.25%
95	VERIZON COMMUNICATIONS INC	VZ	7,359	$323,430	0.25%
96	ISHARES TR	464287200	470	$314,820	0.24%
97	J P MORGAN EXCHANGE TRADED F	46641Q332	5,404	$308,579	0.24%
98	PIMCO ETF TR	72201R866	5,653	$295,528	0.23%
99	INNOVATOR ETFS TRUST	INHD	9,206	$293,374	0.23%
100	INNOVATOR ETFS TRUST	INHD	6,554	$287,202	0.22%
101	VANGUARD SCOTTSDALE FDS	92206C102	4,802	$282,583	0.22%
102	AIM ETF PRODUCTS TRUST	00888H505	7,306	$280,043	0.22%
103	INNOVATOR ETFS TRUST	INHD	6,203	$266,419	0.21%
104	FIRST TR EXCHNG TRADED FD VI	33740F441	6,522	$263,945	0.21%
105	ISHARES TR	464289867	3,803	$244,817	0.19%
106	INTERNATIONAL BUSINESS MACHS	INTR	858	$242,145	0.19%
107	INNOVATOR ETFS TRUST	INHD	4,547	$234,601	0.18%
108	LEGG MASON ETF INVT	52468L505	6,540	$227,262	0.18%
109	FIRST TR EXCHANGE-TRADED FD	33733E302	808	$226,111	0.18%
110	VANGUARD INDEX FDS	922908744	1,164	$217,060	0.17%
111	FIRST TR EXCHANGE TRADED FD	33734X853	3,536	$211,878	0.16%
112	FIRST TR EXCHANGE TRADED FD	33738R506	3,101	$208,567	0.16%
113	FIRST TR EXCHANGE-TRADED FD	33733E732	12,339	$208,159	0.16%
114	VANGUARD BD INDEX FDS	921937827	2,622	$206,941	0.16%