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)

#StockSharesValue% PortfolioType
101
JEPIJ P MORGAN EXCHANGE TRADED F
5,488$314.0M0.24%
102
JIVEJ P MORGAN EXCHANGE TRADED F
3,841$308.0M0.24%
103
BJUNINNOVATOR ETFS TRUST
6,515$304.0M0.24%
104
GDXVANECK ETF TRUST
3,543$303.0M0.24%
105
BACVERIZON COMMUNICATIONS INC
7,336$298.0M0.23%
106
MUNIPIMCO ETF TR
5,597$293.0M0.23%
107
ISEPINNOVATOR ETFS TRUST
8,686$283.0M0.22%
108
VGSHVANGUARD SCOTTSDALE FDS
4,817$282.0M0.22%
109
BMAYINNOVATOR ETFS TRUST
6,154$275.0M0.21%
110
GMAYFIRST TR EXCHNG TRADED FD VI
6,522$269.0M0.21%
111
RDVYFIRST TR EXCHANGE TRADED FD
3,832$266.0M0.21%
112
RSPINVESCO EXCHANGE TRADED FD T
1,380$264.0M0.20%
113
OCTWAIM ETF PRODUCTS TRUST
6,746$263.0M0.20%
114
PSEPINNOVATOR ETFS TRUST
5,978$261.0M0.20%
115
LVHILEGG MASON ETF INVT
6,687$246.0M0.19%
116
IBMINTERNATIONAL BUSINESS MACHS
811$240.0M0.19%
117
GDXJVANECK ETF TRUST
1,966$223.0M0.17%
118
VTVVANGUARD INDEX FDS
1,171$223.0M0.17%
119
BMARINNOVATOR ETFS TRUST
4,147$219.0M0.17%
120
FDNFIRST TR EXCHANGE-TRADED FD
808$217.0M0.17%
121
WCMIFIRST TR EXCHANGE-TRADED FD
12,339$209.0M0.16%
122
NOCTINNOVATOR ETFS TRUST
3,601$208.0M0.16%
123
FPXIFIRST TR EXCHANGE TRADED FD
3,489$206.0M0.16%
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