Clear Point Advisors Inc.

MELVILLE, NY · CIK 2010474 · 13F filing filed 2026-07-29

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyMelville, NY

$112.8m reported value -12.5% vs Q1 2026

93positions

45.2%in top 10

56 new 15 added 19 reduced 38 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	SCHWAB STRATEGIC TR US LCAP GR ETF SCHG	SCHG	362,906	$12.3m10.88%	10.88%	Reduced -1.7k	-1,659 -0.5%
2	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	8,823	$6.5m5.76%	5.76%	Reduced -14	-14 -0.2%
3	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	6,923	$5.2m4.58%	4.58%	New
4	SCHWAB STRATEGIC TR US BRD MKT ETF SCHB	SCHB	178,396	$5.2m4.58%	4.58%	Reduced -711	-711 -0.4%
5	APPLE INC COM AAPL	AAPL	14,786	$4.3m3.79%	3.79%	Added +124	+124 0.8%
6	SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP MDY	MDY	6,023	$4.2m3.75%	3.75%	New
7	DOUBLELINE ETF TRUST SHILLER CAPE U S CAPE	CAPE	123,241	$4.0m3.54%	3.54%	New
8	GRANITESHARES GOLD TR SHS BEN INT BAR	BAR	89,915	$3.6m3.15%	3.15%	Reduced -4.0k	-3,969 -4.2%
9	CAPITAL GROUP DIVIDEND VALUE SHS CREATION UNI CGDV	CGDV	65,627	$3.2m2.87%	2.87%	Added +2.2k	+2,180 3.4%
10	PIMCO ETF TR ENHANCD SHORT EMNT	EMNT	25,520	$2.6m2.28%	2.28%	New
11	SCHWAB STRATEGIC TR US LRG CAP ETF SCHX	SCHX	78,586	$2.3m2.05%	2.05%	Reduced -102	-102 -0.1%
12	FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT LMBS	LMBS	45,392	$2.3m2.00%	2.00%	New
13	AMERICAN CENTY ETF TR INTL EQT ETF AVDE	AVDE	21,348	$1.9m1.69%	1.69%	Added +235	+235 1.1%
14	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	2,585	$1.8m1.57%	1.57%	New
15	VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD VCSH	VCSH	22,378	$1.8m1.57%	1.57%	New
16	J P MORGAN EXCHANGE TRADED F SHORT DURA CORE JSCP	JSCP	37,040	$1.7m1.55%	1.55%	New
17	CAPITAL GRP FIXED INCM ETF T CORE BOND ETF CGCB	CGCB	64,635	$1.7m1.50%	1.50%	New
18	WISDOMTREE TR FLOATNG RAT TREA USFR	USFR	33,597	$1.7m1.50%	1.50%	New
19	FIRST TR EXCHANGE-TRADED FD FIRST TR ENH NEW FTSM	FTSM	26,074	$1.6m1.38%	1.38%	New
20	SPDR SERIES TRUST PORTFOLIO S&P500 SPYM	SPYM	17,172	$1.5m1.34%	1.34%	New
21	J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF JPST	JPST	29,392	$1.5m1.32%	1.32%	New
22	VANGUARD INDEX FDS SM CP VAL ETF VBR	VBR	5,892	$1.4m1.27%	1.27%	New
23	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	5,792	$1.4m1.21%	1.21%	New
24	WISDOMTREE TR 1 3 YR LADDERED USSH	USSH	26,251	$1.3m1.17%	1.17%	New
25	FLEXSHARES TR QLT DIV DEF IDX QDEF	QDEF	14,881	$1.3m1.15%	1.15%	New
26	SCHWAB STRATEGIC TR US MID-CAP ETF SCHM	SCHM	34,387	$1.3m1.12%	1.12%	Added +2.7k	+2,700 8.5%
27	SCHWAB STRATEGIC TR US SML CAP ETF SCHA	SCHA	32,517	$1.2m1.04%	1.04%	Added +230	+230 0.7%
28	J P MORGAN EXCHANGE TRADED F INTL BD OPP ETF JPIB	JPIB	24,298	$1.2m1.04%	1.04%	New
29	SPDR DOW JONES INDL AVERAGE UT SER 1 DIA	DIA	2,182	$1.1m1.01%	1.01%	New
30	SCHWAB STRATEGIC TR FUNDAMENTAL US L FNDX	FNDX	35,326	$1.1m0.97%	0.97%	Added +95	+95 0.3%
31	AMAZON COM INC COM AMZN	AMZN	4,576	$1.1m0.97%	0.97%	Reduced -295	-295 -6.1%
32	J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL JMST	JMST	21,022	$1.1m0.95%	0.95%	New
33	TCW ETF TRUST HIGH YIELD BOND HYBX	HYBX	34,359	$1.0m0.90%	0.90%	Added +617	+617 1.8%
34	ISHARES TR MSCI EAFE ETF EFA	EFA	9,547	$991.8k0.88%	0.88%	New
35	BLACKROCK MUNIHLDGS NJ QLTY COM MUJ	MUJ	67,499	$830.9k0.74%	0.74%	New
36	FIRST TR EXCHANGE-TRADED FD SMID RISNG ETF SDVY	SDVY	18,121	$781.7k0.69%	0.69%	Added +2	+2 0.0%
37	PUTNAM ETF TRUST FOCUSED LAR CAP PVAL	PVAL	15,190	$773.9k0.69%	0.69%	Reduced -1.4k	-1,376 -8.3%
38	FLEXSHARES TR HIG YLD VL ETF HYGV	HYGV	19,086	$768.4k0.68%	0.68%	New
39	NVIDIA CORPORATION COM NVDA	NVDA	3,836	$767.5k0.68%	0.68%	Reduced -324	-324 -7.8%
40	MICROSOFT CORP COM MSFT	MSFT	1,983	$739.7k0.66%	0.66%	Reduced -69	-69 -3.4%
41	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	1,477	$739.1k0.66%	0.66%	Reduced -3	-3 -0.2%
42	ISHARES TR CORE S&P MCP ETF IJH	IJH	9,095	$701.3k0.62%	0.62%	New
43	ISHARES TR CORE S&P TTL STK ITOT	ITOT	4,203	$690.4k0.61%	0.61%	New
44	VANGUARD WORLD FD HEALTH CAR ETF VHT	VHT	2,295	$686.3k0.61%	0.61%	New
45	JOHNSON & JOHNSON COM JNJ	JNJ	2,695	$684.5k0.61%	0.61%	Added +4	+4 0.1%
46	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	21,491	$681.5k0.60%	0.60%	Added +7.8k	+7,820 57.2%
47	SPDR SER TR S&P 400 MDCP GRW MDYG	MDYG	5,814	$651.7k0.58%	0.58%	New
48	VANGUARD SCOTTSDALE FDS INTER TERM TREAS VGIT	VGIT	10,774	$635.4k0.56%	0.56%	New
49	ISHARES TR CORE S&P SCP ETF IJR	IJR	4,275	$634.1k0.56%	0.56%	New
50	J P MORGAN EXCHANGE TRADED F JPMORGAN DIVER JPUS	JPUS	4,507	$632.1k0.56%	0.56%	New
51	ISHARES TR LARGE CAP 10 TA TEND	TEND	23,070	$628.4k0.56%	0.56%	New
52	J P MORGAN EXCHANGE TRADED F ACTIVE VALUE ETF JAVA	JAVA	7,767	$616.7k0.55%	0.55%	New
53	VISA INC COM CL A V	V	1,723	$591.1k0.52%	0.52%	Added +2	+2 0.1%
54	ISHARES TR MSCI USA MIN VOL USMV	USMV	6,050	$583.6k0.52%	0.52%	New
55	J P MORGAN EXCHANGE TRADED F MUNICIPAL ETF JMUB	JMUB	10,677	$540.9k0.48%	0.48%	New
56	MASTERCARD INCORPORATED CL A MA	MA	1,021	$524.4k0.46%	0.46%	Unchanged
57	FRANKLIN TEMPLETON ETF TR US MID CP MLTFCT FLQM	FLQM	9,002	$521.1k0.46%	0.46%	New
58	FIRST TR EXCHANGE-TRADED ALP MID CP GR ALPH FNY	FNY	4,471	$495.7k0.44%	0.44%	New
59	ISHARES TR GRWT ALLOCAT ETF AOR	AOR	6,991	$485.8k0.43%	0.43%	New
60	META PLATFORMS INC CL A META	META	840	$473.0k0.42%	0.42%	Reduced -14	-14 -1.6%
61	ALPHABET INC CAP STK CL A GOOGL	GOOGL	1,294	$462.4k0.41%	0.41%	New
62	APPLIED MATLS INC COM AMAT	AMAT	582	$420.8k0.37%	0.37%	New
63	JPMORGAN CHASE & CO COM JPM	JPM	1,272	$416.5k0.37%	0.37%	Reduced -145.1k	-145,120 -99.1%
64	TESLA INC COM TSLA	TSLA	950	$399.6k0.35%	0.35%	Reduced -20	-20 -2.1%
65	FIRST TR EXCHANGE TRADED FD RISNG DIVD ACHIV RDVY	RDVY	4,738	$384.1k0.34%	0.34%	Added +208	+208 4.6%
66	J P MORGAN EXCHANGE TRADED F JPMORGAN INTL VL JIVE	JIVE	4,074	$374.7k0.33%	0.33%	New
67	PIMCO ETF TR MUNI INCOME OPP MINO	MINO	8,095	$370.4k0.33%	0.33%	New
68	ISHARES TR CORE S&P500 ETF IVV	IVV	474	$355.0k0.31%	0.31%	New
69	PIMCO ETF TR SHTRM MUN BD ACT SMMU	SMMU	6,908	$348.9k0.31%	0.31%	Added +21	+21 0.3%
70	VERIZON COMMUNICATIONS INC COM VZ	VZ	8,016	$339.4k0.30%	0.30%	Reduced -135	-135 -1.7%
71	J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM JEPI	JEPI	5,579	$315.1k0.28%	0.28%	New
72	VANGUARD SCOTTSDALE FDS SHORT TERM TREAS VGSH	VGSH	5,335	$310.5k0.28%	0.28%	New
73	AT&T INC COM T	T	14,825	$306.9k0.27%	0.27%	Reduced -1	-1 -0.0%
74	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	1,429	$304.1k0.27%	0.27%	New
75	PIMCO ETF TR INTER MUN BD ACT MUNI	MUNI	5,689	$299.2k0.27%	0.27%	New
76	FIRST TR EXCHANGE TRADED FD INTL EQUITY OPP FPXI	FPXI	3,449	$288.8k0.26%	0.26%	New
77	WORLD GOLD TR SPDR GLD MINIS GLDM	GLDM	3,549	$281.9k0.25%	0.25%	New
78	NETFLIX INC COM NFLX	NFLX	3,935	$281.0k0.25%	0.25%	Reduced -40	-40 -1.0%
79	MCKESSON CORP COM MCK	MCK	371	$280.2k0.25%	0.25%	Reduced -20	-20 -5.1%
80	VANECK ETF TRUST GOLD MINERS ETF GDX	GDX	3,702	$279.3k0.25%	0.25%	Added +129	+129 3.6%
81	INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF QQQM	QQQM	913	$276.6k0.25%	0.25%	New
82	ALPHABET INC CAP STK CL C GOOG	GOOG	754	$266.4k0.24%	0.24%	Reduced -526	-526 -41.1%
83	SPDR GOLD TR GOLD SHS GLD	GLD	713	$262.7k0.23%	0.23%	Reduced -715	-715 -50.1%
84	VANGUARD INDEX FDS VALUE ETF VTV	VTV	1,182	$257.5k0.23%	0.23%	New
85	SCHWAB STRATEGIC TR INTL EQTY ETF SCHF	SCHF	8,562	$237.2k0.21%	0.21%	New
86	BROADCOM INC COM AVGO	AVGO	627	$236.9k0.21%	0.21%	New
87	DISNEY WALT CO COM DIS	DIS	2,392	$230.2k0.20%	0.20%	Unchanged
88	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	785	$220.9k0.20%	0.20%	New
89	WEDBUSH SER TR DAN IVES WEDBUSH IVES	IVES	5,792	$220.7k0.20%	0.20%	New
90	CISCO SYS INC COM CSCO	CSCO	1,842	$216.3k0.19%	0.19%	New
91	FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX FDN	FDN	770	$203.8k0.18%	0.18%	New
92	VANECK ETF TRUST JUNIOR GOLD MINE GDXJ	GDXJ	2,057	$202.1k0.18%	0.18%	Added +94	+94 4.8%
93	ENERGY TRANSFER L P COM UT LTD PTN ET	ET	10,000	$191.2k0.17%	0.17%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
INNOVATOR ETFS TR FFTY	FFTY	418,685	$15.0m418.7k shares
STATE STR CORP STT	STT	38,298	$11.2m38.3k shares
VANGUARD WORLD FD VOX	VOX	45,012	$6.8m45.0k shares
DOUBLELINE ETF TRUST DCRE	DCRE	143,543	$4.4m143.5k shares
ISHARES BITCOIN TRUST ETF IBIT	IBIT	60,648	$4.4m60.6k shares
WISDOMTREE INC WT	WT	52,844	$2.7m52.8k shares
PIMCO ETF TR MINT	MINT	26,160	$2.6m26.2k shares
FLEXSHARES TR TILT	TILT	33,264	$1.9m33.3k shares
BLACKSTONE SENI FLTN RAT 202 BSL	BSL	85,465	$1.6m85.5k shares
CAPITAL GROUP INTL FOCUS EQT CGXU	CGXU	60,722	$1.6m60.7k shares
FIRST TR ENHANCED EQUITY INC FFA	FFA	26,385	$1.6m26.4k shares
FIRST TR EXCHNG TRADED FD VI FMAY	FMAY	27,528	$1.5m27.5k shares
FIRST TR EXCHANGE-TRADED FD FTXG	FTXG	28,968	$1.4m29.0k shares
AIM ETF PRODUCTS TRUST JANW	JANW	33,782	$1.2m33.8k shares
CONSOLIDATED EDISON INC ED	ED	9,964	$1.1m10.0k shares
FIRST TR EXCHNG TRADED FD VI XSEP	XSEP	21,637	$906.2k21.6k shares
AIM ETF PRODUCTS TRUST APRW	APRW	23,937	$846.8k23.9k shares
FRANKLIN BSP RLTY TR INC FBRT	FBRT	17,068	$841.0k17.1k shares
BLACKROCK MUN INCOME QUALITY		67,499	$781.0k67.5k shares
FIRST TR EXCHANGE-TRADED ALP FYC	FYC	7,753	$751.9k7.8k shares
AIM ETF PRODUCTS TRUST FEBW	FEBW	22,009	$736.9k22.0k shares
FIRST TR EXCHNG TRADED FD VI FNOV	FNOV	13,313	$710.9k13.3k shares
AIM ETF PRODUCTS TRUST JULW	JULW	15,416	$598.3k15.4k shares
VANGUARD INTL EQUITY INDEX F VNQI	VNQI	9,827	$585.2k9.8k shares
BNY MELLON STRATEGIC MUNS IN LEO	LEO	4,571	$570.5k4.6k shares