13F HOLDINGS REPORT

Clear Point Advisors Inc.

Quarter ended Q4 2025 · Filed February 10, 2026 · Accession 0001754960-26-000165

Total Value

$128.8M

Positions

123

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (123)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	SCHWAB STRATEGIC TR	808524300	365,164	$11.9M	9.25%
2	INVESCO QQQ TR	IVZ	8,884	$5.5M	4.24%
3	SPDR S&P 500 ETF TR	SPY	7,071	$4.8M	3.74%
4	DOUBLELINE ETF TRUST	25861R204	146,550	$4.7M	3.67%
5	SCHWAB STRATEGIC TR	808524102	179,287	$4.7M	3.65%
6	GRANITESHARES GOLD TR	BAR	90,971	$3.9M	3.00%
7	INNOVATOR ETFS TRUST	INHD	85,661	$3.6M	2.78%
8	APPLE INC	AAPL	13,138	$3.6M	2.77%
9	SPDR S&P MIDCAP 400 ETF TR	MDY	5,904	$3.6M	2.76%
10	PIMCO ETF TR	72201R833	29,641	$3.0M	2.31%
11	CAPITAL GROUP DIVIDEND VALUE	14020W106	64,544	$2.8M	2.19%
12	J P MORGAN EXCHANGE TRADED F	46641Q274	46,485	$2.2M	1.72%
13	SCHWAB STRATEGIC TR	808524201	79,585	$2.1M	1.66%
14	VANGUARD SCOTTSDALE FDS	92206C409	22,001	$1.8M	1.36%
15	AMERICAN CENTY ETF TR	025072703	20,764	$1.7M	1.33%
16	J P MORGAN EXCHANGE TRADED F	46641Q837	32,551	$1.6M	1.28%
17	FIRST TR EXCHNG TRADED FD VI	33740F748	29,397	$1.6M	1.22%
18	FIRST TR EXCHANGE-TRADED FD	33739Q408	25,782	$1.5M	1.20%
19	CAPITAL GRP FIXED INCM ETF T	14020Y508	55,614	$1.5M	1.14%
20	SPDR SERIES TRUST	78464A854	17,140	$1.4M	1.07%
21	VANGUARD INDEX FDS	922908363	2,145	$1.3M	1.04%
22	FIRST TR EXCHANGE-TRADED FD	33738D309	28,608	$1.3M	1.02%
23	VANGUARD SPECIALIZED FUNDS	921908844	5,965	$1.3M	1.02%
24	INNOVATOR ETFS TRUST	INHD	31,063	$1.2M	0.95%
25	AIM ETF PRODUCTS TRUST	00888H802	32,962	$1.2M	0.95%
26	WISDOMTREE TR	WT	23,990	$1.2M	0.95%
27	VANGUARD INDEX FDS	922908611	5,559	$1.2M	0.91%
28	AMAZON COM INC	AMZN	4,779	$1.1M	0.86%
29	J P MORGAN EXCHANGE TRADED F	46641Q654	21,562	$1.1M	0.85%
30	J P MORGAN EXCHANGE TRADED F	46641Q852	22,394	$1.1M	0.85%
31	FLEXSHARES TR	FLEX	13,285	$1.1M	0.83%
32	INNOVATOR ETFS TRUST	INHD	21,872	$1.0M	0.81%
33	AIM ETF PRODUCTS TRUST	00888H208	28,512	$993,931	0.77%
34	CONSOLIDATED EDISON INC	ED	9,921	$985,402	0.76%
35	TCW ETF TRUST	29287L874	32,882	$983,661	0.76%
36	SCHWAB STRATEGIC TR	808524771	35,758	$972,978	0.76%
37	SPDR DOW JONES INDL AVERAGE	78467X109	2,017	$969,434	0.75%
38	FIRST TR EXCHANGE-TRADED FD	33739Q200	19,347	$967,165	0.75%
39	MICROSOFT CORP	MSFT	1,920	$928,689	0.72%
40	SCHWAB STRATEGIC TR	808524607	32,214	$917,455	0.71%
41	FIRST TR EXCHNG TRADED FD VI	33740U810	21,637	$917,080	0.71%
42	ISHARES TR	464287465	9,405	$903,172	0.70%
43	SCHWAB STRATEGIC TR	808524508	28,469	$856,076	0.66%
44	INNOVATOR ETFS TRUST	INHD	14,765	$810,894	0.63%
45	BLACKROCK MUNIHLDGS NJ QLTY	BLK	67,499	$803,238	0.62%
46	NVIDIA CORPORATION	NVDA	4,266	$795,644	0.62%
47	BERKSHIRE HATHAWAY INC DEL	BRK-A	1,546	$777,108	0.60%
48	FLEXSHARES TR	FLEX	18,859	$768,235	0.60%
49	AIM ETF PRODUCTS TRUST	00888H786	22,009	$747,492	0.58%
50	FIRST TR EXCHANGE-TRADED ALP	33737M300	7,522	$722,971	0.56%
51	INNOVATOR ETFS TRUST	INHD	21,182	$709,764	0.55%
52	FIRST TR EXCHNG TRADED FD VI	33740F847	12,613	$691,571	0.54%
53	INNOVATOR ETFS TRUST	INHD	33,399	$686,303	0.53%
54	FIRST TR EXCHANGE-TRADED FD	33741X102	17,721	$679,061	0.53%
55	VANGUARD WORLD FD	92204A504	2,348	$675,861	0.52%
56	INNOVATOR ETFS TRUST	INHD	13,649	$672,189	0.52%
57	INNOVATOR ETFS TRUST	INHD	35,015	$671,238	0.52%
58	PUTNAM ETF TRUST	746729300	14,152	$644,897	0.50%
59	AIM ETF PRODUCTS TRUST	00888H406	16,441	$643,172	0.50%
60	ISHARES TR	464287150	4,209	$625,844	0.49%
61	VISA INC	V	1,735	$608,379	0.47%
62	ISHARES TR	46429B697	6,321	$595,153	0.46%
63	J P MORGAN EXCHANGE TRADED F	46641Q647	11,711	$591,415	0.46%
64	META PLATFORMS INC	META	896	$591,412	0.46%
65	MASTERCARD INCORPORATED	MA	1,021	$582,868	0.45%
66	BNY MELLON ETF TRUST	09661T107	4,455	$582,740	0.45%
67	FRANKLIN TEMPLETON ETF TR	FGDL	10,352	$582,422	0.45%
68	SPDR GOLD TR	GLD	1,460	$578,613	0.45%
69	JOHNSON & JOHNSON	JNJ	2,705	$559,822	0.43%
70	INNOVATOR ETFS TRUST	INHD	25,774	$557,108	0.43%
71	INNOVATOR ETFS TRUST	INHD	15,459	$543,075	0.42%
72	J P MORGAN EXCHANGE TRADED F	46641Q167	7,497	$537,697	0.42%
73	SPDR SERIES TRUST	78464A821	5,809	$536,898	0.42%
74	VANGUARD SCOTTSDALE FDS	92206C706	8,886	$532,517	0.41%
75	FIRST TR EXCHNG TRADED FD VI	33740F573	19,410	$524,425	0.41%
76	ISHARES TR	46438G299	20,270	$515,872	0.40%
77	J P MORGAN EXCHANGE TRADED F	46641Q407	4,044	$501,258	0.39%
78	INNOVATOR ETFS TRUST	INHD	17,405	$499,524	0.39%
79	INNOVATOR ETFS TRUST	INHD	12,004	$497,206	0.39%
80	TESLA INC	TSLA	1,094	$491,994	0.38%
81	ISHARES TR	464287804	4,039	$485,436	0.38%
82	ISHARES TR	464287507	7,302	$481,937	0.37%
83	INNOVATOR ETFS TRUST	INHD	10,908	$455,736	0.35%
84	JPMORGAN CHASE & CO.	VYLD	1,541	$428,425	0.33%
85	NETFLIX INC	NFLX	4,381	$410,763	0.32%
86	MCKESSON CORP	MCK	499	$409,420	0.32%
87	FIRST TR EXCHANGE-TRADED ALP	33737M102	4,438	$404,696	0.31%
88	FIRST TR EXCHNG TRADED FD VI	33740U638	11,012	$393,294	0.31%
89	FIRST TR EXCHNG TRADED FD VI	33740F862	7,350	$389,183	0.30%
90	PIMCO ETF TR	72201R874	7,459	$376,163	0.29%
91	INNOVATOR ETFS TRUST	INHD	10,691	$361,249	0.28%
92	ALPHABET INC	GOOG	1,141	$357,599	0.28%
93	PIMCO ETF TR	72201R635	7,778	$352,508	0.27%
94	INNOVATOR ETFS TRUST	INHD	4,814	$349,593	0.27%
95	ISHARES TR	464289867	5,314	$345,468	0.27%
96	FIRST TR EXCHNG TRADED FD VI	33740U869	13,405	$343,748	0.27%
97	INNOVATOR ETFS TRUST	INHD	7,266	$337,376	0.26%
98	SCHWAB STRATEGIC TR	808524797	12,290	$337,108	0.26%
99	ISHARES TR	464287200	472	$323,168	0.25%
100	AT&T INC	T-PC	12,858	$319,394	0.25%
101	J P MORGAN EXCHANGE TRADED F	46641Q332	5,488	$314,109	0.24%
102	J P MORGAN EXCHANGE TRADED F	46654Q757	3,841	$308,383	0.24%
103	INNOVATOR ETFS TRUST	INHD	6,515	$304,511	0.24%
104	VANECK ETF TRUST	92189F106	3,543	$303,914	0.24%
105	VERIZON COMMUNICATIONS INC	VZ	7,336	$298,792	0.23%
106	PIMCO ETF TR	72201R866	5,597	$293,313	0.23%
107	INNOVATOR ETFS TRUST	INHD	8,686	$283,114	0.22%
108	VANGUARD SCOTTSDALE FDS	92206C102	4,817	$282,880	0.22%
109	INNOVATOR ETFS TRUST	INHD	6,154	$275,794	0.21%
110	FIRST TR EXCHNG TRADED FD VI	33740F441	6,522	$269,313	0.21%
111	FIRST TR EXCHANGE TRADED FD	33738R506	3,832	$266,197	0.21%
112	INVESCO EXCHANGE TRADED FD T	IVZ	1,380	$264,353	0.21%
113	AIM ETF PRODUCTS TRUST	00888H505	6,746	$263,094	0.20%
114	INNOVATOR ETFS TRUST	INHD	5,978	$261,349	0.20%
115	LEGG MASON ETF INVT	52468L505	6,687	$246,201	0.19%
116	INTERNATIONAL BUSINESS MACHS	INTR	811	$240,293	0.19%
117	VANGUARD INDEX FDS	922908744	1,171	$223,735	0.17%
118	VANECK ETF TRUST	92189F791	1,966	$223,699	0.17%
119	INNOVATOR ETFS TRUST	INHD	4,147	$219,992	0.17%
120	FIRST TR EXCHANGE-TRADED FD	33733E302	808	$217,497	0.17%
121	FIRST TR EXCHANGE-TRADED FD	33733E732	12,339	$209,886	0.16%
122	INNOVATOR ETFS TRUST	INHD	3,601	$208,570	0.16%
123	FIRST TR EXCHANGE TRADED FD	33734X853	3,489	$206,322	0.16%