Clear Point Advisors Inc. Q4 2025 Filing

Filed February 10, 2026

Portfolio Value

$128.8B

Holdings

123

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (123 positions)

#	Stock	Shares	Value	% Portfolio
1	SCHGSCHWAB STRATEGIC TR	365,164	$11.9B	9.25%
2	NDQINVESCO QQQ TR	8,884	$5.5B	4.24%
3	SPYSPDR S&P 500 ETF TR	7,071	$4.8B	3.74%
4	CAPEDOUBLELINE ETF TRUST	146,550	$4.7B	3.67%
5	SCHBSCHWAB STRATEGIC TR	179,287	$4.7B	3.65%
6	BARGRANITESHARES GOLD TR	90,971	$3.9B	3.00%
7	PJUNINNOVATOR ETFS TRUST	85,661	$3.6B	2.78%
8	AAPLAPPLE INC	13,138	$3.6B	2.77%
9	MDYSPDR S&P MIDCAP 400 ETF TR	5,904	$3.6B	2.76%
10	MINTPIMCO ETF TR	29,641	$3.0B	2.31%
11	CGDGCAPITAL GROUP DIVIDEND VALUE	64,544	$2.8B	2.19%
12	JSCPJ P MORGAN EXCHANGE TRADED F	46,485	$2.2B	1.72%
13	SCHXSCHWAB STRATEGIC TR	79,585	$2.1B	1.66%
14	VCSHVANGUARD SCOTTSDALE FDS	22,001	$1.8B	1.36%
15	AVDEAMERICAN CENTY ETF TR	20,764	$1.7B	1.33%
16	JPSTJ P MORGAN EXCHANGE TRADED F	32,551	$1.6B	1.28%
17	FMAYFIRST TR EXCHNG TRADED FD VI	29,397	$1.6B	1.22%
18	FTSMFIRST TR EXCHANGE-TRADED FD	25,782	$1.5B	1.20%
19	CGCBCAPITAL GRP FIXED INCM ETF T	55,614	$1.5B	1.14%
20	SPYMSPDR SERIES TRUST	17,140	$1.4B	1.07%
21	VOOVANGUARD INDEX FDS	2,145	$1.3B	1.04%
22	FTSLFIRST TR EXCHANGE-TRADED FD	28,608	$1.3B	1.02%
23	VIGVANGUARD SPECIALIZED FUNDS	5,965	$1.3B	1.02%
24	PMAYINNOVATOR ETFS TRUST	31,063	$1.2B	0.95%
25	JANWAIM ETF PRODUCTS TRUST	32,962	$1.2B	0.95%
26	USSHWISDOMTREE TR	23,990	$1.2B	0.95%
27	VBRVANGUARD INDEX FDS	5,559	$1.2B	0.91%
28	AMZNAMAZON COM INC	4,779	$1.1B	0.86%
29	JMSTJ P MORGAN EXCHANGE TRADED F	21,562	$1.1B	0.85%
30	JPIBJ P MORGAN EXCHANGE TRADED F	22,394	$1.1B	0.85%
31	QDEFFLEXSHARES TR	13,285	$1.1B	0.83%
32	BAPRINNOVATOR ETFS TRUST	21,872	$1.0B	0.81%
33	APRWAIM ETF PRODUCTS TRUST	28,512	$993.0M	0.77%
34	EDCONSOLIDATED EDISON INC	9,921	$985.0M	0.76%
35	HYBXTCW ETF TRUST	32,882	$983.0M	0.76%
36	FNDXSCHWAB STRATEGIC TR	35,758	$972.0M	0.75%
37	DONSPDR DOW JONES INDL AVERAGE	2,017	$969.0M	0.75%
38	LMBSFIRST TR EXCHANGE-TRADED FD	19,347	$967.0M	0.75%
39	MSFTMICROSOFT CORP	1,920	$928.0M	0.72%
40	SCHASCHWAB STRATEGIC TR	32,214	$917.0M	0.71%
41	XSEPFIRST TR EXCHNG TRADED FD VI	21,637	$917.0M	0.71%
42	EFAISHARES TR	9,405	$903.0M	0.70%
43	SCHMSCHWAB STRATEGIC TR	28,469	$856.0M	0.66%
44	NJANINNOVATOR ETFS TRUST	14,765	$810.0M	0.63%
45	MUJBLACKROCK MUNIHLDGS NJ QLTY	67,499	$803.0M	0.62%
46	NVDANVIDIA CORPORATION	4,266	$795.0M	0.62%
47	BRK/BBERKSHIRE HATHAWAY INC DEL	1,546	$777.0M	0.60%
48	HYGVFLEXSHARES TR	18,859	$768.0M	0.60%
49	FEBWAIM ETF PRODUCTS TRUST	22,009	$747.0M	0.58%
50	FYCFIRST TR EXCHANGE-TRADED ALP	7,522	$722.0M	0.56%
51	IJULINNOVATOR ETFS TRUST	21,182	$709.0M	0.55%
52	FNOVFIRST TR EXCHNG TRADED FD VI	12,613	$691.0M	0.54%
53	DDFLINNOVATOR ETFS TRUST	33,399	$686.0M	0.53%
54	SDVYFIRST TR EXCHANGE-TRADED FD	17,721	$679.0M	0.53%
55	VHTVANGUARD WORLD FD	2,348	$675.0M	0.52%
56	BSEPINNOVATOR ETFS TRUST	13,649	$672.0M	0.52%
57	DDFNINNOVATOR ETFS TRUST	35,015	$671.0M	0.52%
58	PVALPUTNAM ETF TRUST	14,152	$644.0M	0.50%
59	JULWAIM ETF PRODUCTS TRUST	16,441	$643.0M	0.50%
60	ITOTISHARES TR	4,209	$625.0M	0.49%
61	VVISA INC	1,735	$608.0M	0.47%
62	USMVISHARES TR	6,321	$595.0M	0.46%
63	METAMETA PLATFORMS INC	896	$591.0M	0.46%
64	JMUBJ P MORGAN EXCHANGE TRADED F	11,711	$591.0M	0.46%
65	FLQMFRANKLIN TEMPLETON ETF TR	10,352	$582.0M	0.45%
66	BKLCBNY MELLON ETF TRUST	4,455	$582.0M	0.45%
67	MAMASTERCARD INCORPORATED	1,021	$582.0M	0.45%
68	GQ9SPDR GOLD TR	1,460	$578.0M	0.45%
69	JNJJOHNSON & JOHNSON	2,705	$559.0M	0.43%
70	DDFOINNOVATOR ETFS TRUST	25,774	$557.0M	0.43%
71	KAPRINNOVATOR ETFS TRUST	15,459	$543.0M	0.42%
72	JAVAJ P MORGAN EXCHANGE TRADED F	7,497	$537.0M	0.42%
73	MDYGSPDR SERIES TRUST	5,809	$536.0M	0.42%
74	VGITVANGUARD SCOTTSDALE FDS	8,886	$532.0M	0.41%
75	YMARFIRST TR EXCHNG TRADED FD VI	19,410	$524.0M	0.41%
76	TENDISHARES TR	20,270	$515.0M	0.40%
77	JPUSJ P MORGAN EXCHANGE TRADED F	4,044	$501.0M	0.39%
78	NNOVINNOVATOR ETFS TRUST	17,405	$499.0M	0.39%
79	KJANINNOVATOR ETFS TRUST	12,004	$497.0M	0.39%
80	TSLATESLA INC	1,094	$491.0M	0.38%
81	IJRISHARES TR	4,039	$485.0M	0.38%
82	IJHISHARES TR	7,302	$481.0M	0.37%
83	PNOVINNOVATOR ETFS TRUST	10,908	$455.0M	0.35%
84	JPMJPMORGAN CHASE & CO.	1,541	$428.0M	0.33%
85	NFLXNETFLIX INC	4,381	$410.0M	0.32%
86	MCKMCKESSON CORP	499	$409.0M	0.32%
87	FNYFIRST TR EXCHANGE-TRADED ALP	4,438	$404.0M	0.31%
88	XFEBFIRST TR EXCHNG TRADED FD VI	11,012	$393.0M	0.31%
89	FAUGFIRST TR EXCHNG TRADED FD VI	7,350	$389.0M	0.30%
90	SMMUPIMCO ETF TR	7,459	$376.0M	0.29%
91	EJANINNOVATOR ETFS TRUST	10,691	$361.0M	0.28%
92	GOOGLALPHABET INC	1,141	$357.0M	0.28%
93	MINOPIMCO ETF TR	7,778	$352.0M	0.27%
94	NJULINNOVATOR ETFS TRUST	4,814	$349.0M	0.27%
95	AORISHARES TR	5,314	$345.0M	0.27%
96	YJUNFIRST TR EXCHNG TRADED FD VI	13,405	$343.0M	0.27%
97	SCHDSCHWAB STRATEGIC TR	12,290	$337.0M	0.26%
98	PJULINNOVATOR ETFS TRUST	7,266	$337.0M	0.26%
99	IVVISHARES TR	472	$323.0M	0.25%
100	TAT&T INC	12,858	$319.0M	0.25%

Page 1 of 2Next