Clear Point Advisors Inc. 13F Holdings
CIK 0002010474 · MELVILLE, NY
As of Sep 30, 2025, Clear Point Advisors Inc. reported 114 positions worth
CIK 0002010474 · MELVILLE, NY
As of Sep 30, 2025, Clear Point Advisors Inc. reported 114 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| SCHWAB US LARGE-CAP GROWTH | SCHG | — | 383,174 | 2.2M | 9.50% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 8,997 | $5.4M | 4.20% |
| DOUBLELINE ETF TRUST | CAPE | — | 157,490 | $5.1M | 3.99% |
| SCHWAB US BROAD MARKET ETF | SCHB | — | 182,729 | $4.7M | 3.65% |
| SPDR S&P 500 ETF TRUST | SPY | — | 6,838 | $4.6M | 3.54% |
| PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | MINT | — | 41,354 | $4.2M | 3.24% |
| INNOVATOR US EQUITY POWER BUFFER ETF - JUNE | PJUN | — | 89,700 | $3.7M | 2.87% |
| SPDR S&P MIDCAP 400 ETF TRUST | MDY | — | 6,115 | $3.6M | 2.83% |
| GRANITESHARES GOLD TRUST | BAR | — | 93,616 | $3.6M | 2.77% |
| APPLE INC | AAPL | Technology | 13,238 | $3.4M | 2.62% |
| CAPITAL GROUP DIVIDEND VALUE ETF | CGDV | — | 57,403 | $2.4M | 1.87% |
| FIRST TRUST ENHANCED SHORT MATURITY ETF | FTSM | — | 37,565 | $2.3M | 1.75% |
| SCHWAB US LARGE-CAP ETF | SCHX | Equity | 85,364 | $2.2M | 1.75% |
| WISDOMTREE FLOATING RATE TREASURY FUND | USFR | — | 39,082 | $2.0M | 1.53% |
| FT VEST US EQUITY BUFFER ETF - MAY | FMAY | — | 35,695 | .9M | 1.45% |
| JPMORGAN SHORT DURATION CORE PLUS ETF | JSCP | — | 38,133 | .8M | 1.41% |
| FIRST TRUST SENIOR LOAN FUND | FTSL | — | 36,112 | .7M | 1.29% |
| VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND | VCSH | — | 20,621 | .6M | 1.28% |
| AVANTIS INTERNATIONAL EQUITY ETF | AVDE | Equity | 20,863 | .6M | 1.28% |
| JPMORGAN ULTRA-SHORT INCOME | JPST | — | 31,033 | .6M | 1.22% |
| ALLIANZIM US LARGE CAP BUFFER20 JAN ETF | JANW | — | 37,322 | .3M | 1.05% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF | SPYM | — | 17,122 | .3M | 1.04% |
| INNOVATOR US EQUITY POWER BUFFER ETF - MAY | PMAY | — | 33,740 | .3M | 1.02% |
| JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF | JMST | — | 25,683 | .3M | 1.02% |
| VANGUARD DIVIDEND APPREC ETF | VIG | — | 6,051 | .3M | 1.01% |