Clear Point Advisors Inc. Portfolio Stock Holdings
According to the SEC 13F filed on April 29, 2026, Clear Point Advisors Inc. disclosed 73 stock positions valued at approximately $129.02M as of quarter-end March 31, 2026. The largest holdings include INNOVATOR ETFS TRUST, STATE STR CORP, and SCHWAB STRATEGIC TR.
- Report Period
- March 31, 2026
- No. of Stocks
- 73
- Portfolio Value
- $129.02M
Holdings by Sector
Clear Point Advisors Inc. Portfolio Holdings in Q1 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| INNOVATOR ETFS TRUST | FFTY | Other | 11.61% | 418,685 | +418,685 | +100.00% | $14,982,972 |
| STATE STR CORP | STT | Financial Services | 8.71% | 38,298 | +38,298 | +100.00% | $11,230,861 |
| SCHWAB STRATEGIC TR | SCHG | Other | 8.23% | 364,565 | -599 | -0.16% | $10,619,778 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 6.37% | 146,392 | +144,851 | +9399.81% | $8,223,299 |
| VANGUARD WORLD FD | VOX | Other | 5.29% | 45,012 | +45,012 | +100.00% | $6,830,181 |
| INVESCO QQQ TR | QQQ | Other | 3.95% | 8,837 | -47 | -0.53% | $5,100,489 |
| SCHWAB STRATEGIC TR | SCHB | Other | 3.48% | 179,107 | -180 | -0.10% | $4,495,588 |
| DOUBLELINE ETF TRUST | DCRE | Other | 3.43% | 143,543 | +143,543 | +100.00% | $4,428,737 |
| ISHARES BITCOIN TRUST ETF | IBIT | Other | 3.37% | 60,648 | +60,648 | +100.00% | $4,350,911 |
| GRANITESHARES GOLD TR | BAR | Other | 3.36% | 93,884 | +2,913 | +3.20% | $4,330,869 |
| APPLE INC | AAPL | Technology | 2.88% | 14,662 | +1,524 | +11.60% | $3,720,974 |
| CAPITAL GROUP DIVIDEND VALUE | CGDV | Other | 2.09% | 63,447 | -1,097 | -1.70% | $2,699,055 |
| WISDOMTREE INC | WT | Financial Services | 2.07% | 52,844 | +52,844 | +100.00% | $2,664,450 |
| PIMCO ETF TR | MINT | Other | 2.04% | 26,160 | -3,481 | -11.74% | $2,630,903 |
| SCHWAB STRATEGIC TR | SCHX | Other | 1.56% | 78,688 | -897 | -1.13% | $2,017,559 |
| FLEXSHARES TR | TILT | Other | 1.49% | 33,264 | +33,264 | +100.00% | $1,917,888 |
| AMERICAN CENTY ETF TR | AVDE | Other | 1.39% | 21,113 | +349 | +1.68% | $1,791,216 |
| BLACKSTONE SENI FLTN RAT 202 | BSL | Financial Services | 1.25% | 85,465 | +85,465 | +100.00% | $1,606,743 |
| CAPITAL GROUP INTL FOCUS EQT | CGXU | Other | 1.24% | 60,722 | +60,722 | +100.00% | $1,594,548 |
| FIRST TR ENHANCED EQUITY | FFA | Financial Services | 1.22% | 26,385 | +26,385 | +100.00% | $1,577,270 |
| FIRST TR EXCHNG TRADED FD VI | FMAY | Other | 1.13% | 27,528 | -1,869 | -6.36% | $1,453,481 |
| FIRST TR EXCHANGE TRADED FD | FTXG | Other | 1.12% | 28,968 | +28,968 | +100.00% | $1,442,915 |
| AIM ETF PRODUCTS TRUST | JANW | Other | 0.96% | 33,782 | +820 | +2.49% | $1,232,367 |
| CONSOLIDATED EDISON INC | ED | Utilities | 0.87% | 9,964 | +43 | +0.43% | $1,127,744 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.79% | 4,871 | +92 | +1.93% | $1,014,497 |
| SCHWAB STRATEGIC TR | FNDX | Other | 0.76% | 35,231 | -527 | -1.47% | $981,187 |
| SCHWAB STRATEGIC TR | SCHM | Other | 0.76% | 31,687 | +3,218 | +11.30% | $981,043 |
| SCHWAB STRATEGIC TR | SCHA | Other | 0.73% | 32,287 | +73 | +0.23% | $938,910 |
| FIRST TR EXCHNG TRADED FD VI | XSEP | Other | 0.70% | 21,637 | - | - | $906,248 |
| AIM ETF PRODUCTS TRUST | APRW | Other | 0.66% | 23,937 | -4,575 | -16.05% | $846,779 |
Showing 30 of 73 holdings in the latest reporting period.