Clear Point Advisors Inc. — 13F Holdings & Portfolio
CIK 2010474 · latest 13F-HR filed 2026-04-29
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$129.0M
Long-equity book
Holdings
75
Distinct positions
Period
2026-03-31
Filed 2026-04-29
Q/Q Activity
+25 / −73 / ↑14 / ↓18
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- JPMORGAN CHASE & CO$7.8M +1819.4%
- GRANITESHARES GOLD TR$465.5K +12.0%
- CONSOLIDATED EDISON INC$142.3K +14.4%
- SCHWAB STRATEGIC TR$125.0K +14.6%
- PUTNAM ETF TRUST$123.7K +19.2%
Top Trims
- SCHWAB STRATEGIC TR-$1.3M -10.8%
- INVESCO QQQ TR-$356.8K -6.5%
- PIMCO ETF TR-$343.3K -11.5%
- MICROSOFT CORP-$169.1K -18.2%
- AIM ETF PRODUCTS TRUST-$147.2K -14.8%
New Positions
- INNOVATOR ETFS TRUST$15.0M
- STATE STR CORP$11.2M
- VANGUARD WORLD FD$6.8M
- DOUBLELINE ETF TRUST$4.4M
- ISHARES BITCOIN TRUST ETF$4.4M
Exited Positions
- SPDR S&P 500 ETF TR$4.8M
- DOUBLELINE ETF TRUST$4.7M
- INNOVATOR ETFS TRUST$3.6M
- SPDR S&P MIDCAP 400 ETF TR$3.6M
- J P MORGAN EXCHANGE TRADED F$2.2M
All Holdings
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | INNOVATOR ETFS TRUST | — | 45782C102 | $15.0M | 11.61% | 418,685 | SH |
| 2 | STATE STR CORP | STT | 857477103 | $11.2M | 8.71% | 38,298 | SH |
| 3 | SCHWAB STRATEGIC TR | SCHG | 808524300 | $10.6M | 8.23% | 364,565 | SH |
| 4 | JPMORGAN CHASE & CO | JPM | 46625H100 | $8.2M | 6.37% | 146,392 | SH |
| 5 | VANGUARD WORLD FD | VOX | 92204A884 | $6.8M | 5.29% | 45,012 | SH |
| 6 | INVESCO QQQ TR | QQQ | 46090E103 | $5.1M | 3.95% | 8,837 | SH |
| 7 | SCHWAB STRATEGIC TR | SCHB | 808524102 | $4.5M | 3.48% | 179,107 | SH |
| 8 | DOUBLELINE ETF TRUST | DCRE | 25861R303 | $4.4M | 3.43% | 143,543 | SH |
| 9 | ISHARES BITCOIN TRUST ETF | IBIT | 46438F101 | $4.4M | 3.37% | 60,648 | SH |
| 10 | GRANITESHARES GOLD TR | BAR | 38748G101 | $4.3M | 3.36% | 93,884 | SH |
| 11 | APPLE INC | AAPL | 037833100 | $3.7M | 2.88% | 14,662 | SH |
| 12 | CAPITAL GROUP DIVIDEND VALUE | CGDV | 14020W106 | $2.7M | 2.09% | 63,447 | SH |
| 13 | WISDOMTREE INC | WT | 97717P104 | $2.7M | 2.07% | 52,844 | SH |
| 14 | PIMCO ETF TR | MINT | 72201R833 | $2.6M | 2.04% | 26,160 | SH |
| 15 | SCHWAB STRATEGIC TR | SCHX | 808524201 | $2.0M | 1.56% | 78,688 | SH |
| 16 | FLEXSHARES TR | TILT | 33939L100 | $1.9M | 1.49% | 33,264 | SH |
| 17 | AMERICAN CENTY ETF TR | AVDE | 025072703 | $1.8M | 1.39% | 21,113 | SH |
| 18 | BLACKSTONE SENI FLTN RAT 202 | BSL | 09256U105 | $1.6M | 1.25% | 85,465 | SH |
| 19 | CAPITAL GROUP INTL FOCUS EQT | CGXU | 14019W109 | $1.6M | 1.24% | 60,722 | SH |
| 20 | FIRST TR ENHANCED EQUITY | FFA | 337318109 | $1.6M | 1.22% | 26,385 | SH |
| 21 | FIRST TR EXCHNG TRADED FD VI | FMAY | 33740F748 | $1.5M | 1.13% | 27,528 | SH |
| 22 | FIRST TR EXCHANGE TRADED FD | FTXG | 33738R852 | $1.4M | 1.12% | 28,968 | SH |
| 23 | AIM ETF PRODUCTS TRUST | JANW | 00888H802 | $1.2M | 0.96% | 33,782 | SH |
| 24 | CONSOLIDATED EDISON INC | ED | 209115104 | $1.1M | 0.87% | 9,964 | SH |
| 25 | AMAZON COM INC | AMZN | 023135106 | $1.0M | 0.79% | 4,871 | SH |
| 26 | TCW ETF TRUST | HYBX | 29287L874 | $1.0M | 0.78% | 33,742 | SH |
| 27 | SCHWAB STRATEGIC TR | FNDX | 808524771 | $981.2K | 0.76% | 35,231 | SH |
| 28 | SCHWAB STRATEGIC TR | SCHM | 808524508 | $981.0K | 0.76% | 31,687 | SH |
| 29 | SCHWAB STRATEGIC TR | SCHA | 808524607 | $938.9K | 0.73% | 32,287 | SH |
| 30 | FIRST TR EXCHNG TRADED FD VI | XSEP | 33740U810 | $906.2K | 0.70% | 21,637 | SH |
| 31 | AIM ETF PRODUCTS TRUST | APRW | 00888H208 | $846.8K | 0.66% | 23,937 | SH |
| 32 | FRANKLIN BSP RLTY TR INC | FBRT | 35243J101 | $841.0K | 0.65% | 17,068 | SH |
| 33 | BLACKROCK MUN INCOME QUALITY | BYM | 092479104 | $781.0K | 0.61% | 67,499 | SH |
| 34 | PUTNAM ETF TRUST | PVAL | 746729300 | $768.6K | 0.60% | 16,566 | SH |
| 35 | MICROSOFT CORP | MSFT | 594918104 | $759.6K | 0.59% | 2,052 | SH |
| 36 | FIRST TR EXCHANGE-TRADED ALP | FYC | 33737M300 | $751.9K | 0.58% | 7,753 | SH |
| 37 | AIM ETF PRODUCTS TRUST | FEBW | 00888H786 | $736.9K | 0.57% | 22,009 | SH |
| 38 | NVIDIA CORPORATION | NVDA | 67066G104 | $725.5K | 0.56% | 4,160 | SH |
| 39 | FIRST TR EXCHANGE TRADED FD | SDVY | 33741X102 | $714.4K | 0.55% | 18,119 | SH |
| 40 | FIRST TR EXCHNG TRADED FD VI | FNOV | 33740F847 | $710.9K | 0.55% | 13,313 | SH |
| 41 | BERKSHIRE HATHAWAY INC DEL | BRK.A | 084670108 | $709.2K | 0.55% | 1,480 | SH |
| 42 | JOHNSON & JOHNSON | JNJ | 478160104 | $657.8K | 0.51% | 2,691 | SH |
| 43 | SPDR GOLD TR | GLD | 78463V107 | $614.5K | 0.48% | 1,428 | SH |
| 44 | AIM ETF PRODUCTS TRUST | JULW | 00888H406 | $598.3K | 0.46% | 15,416 | SH |
| 45 | VANGUARD INTL EQUITY INDEX F | VNQI | 922042676 | $585.2K | 0.45% | 9,827 | SH |
| 46 | BNY MELLON STRATEGIC MUNS IN | LEO | 05588W108 | $570.5K | 0.44% | 4,571 | SH |
| 47 | VISA INC | V | 92826C839 | $520.0K | 0.40% | 1,721 | SH |
| 48 | FIRST TR EXCHNG TRADED FD VI | YMAR | 33740F573 | $519.0K | 0.40% | 18,973 | SH |
| 49 | MASTERCARD INCORPORATED | MA | 57636Q104 | $510.2K | 0.40% | 1,021 | SH |
| 50 | META PLATFORMS INC | META | 30303M102 | $488.7K | 0.38% | 854 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-29 | $129.0M | 75 | 0001754960-26-000345 |
| 2025-12-31 | 2026-02-10 | $128.8M | 123 | 0001754960-26-000165 |