Investor
Clear Point Advisors Inc.
CIK 0002010474 · filed 2026-04-29 · SEC filing
13F book
$129M
Positions
75
25 new · 73 sold
Largest name
11.6%
Innovator Etfs Trust
Est. mark
−$2.32M
Price effect on 50 names still held. Flow $2.5M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Innovator Etfs Trust | — | 418.7K | $15M | 11.6% | — | New |
| State Str Corp | — | 38.3K | $11.2M | 8.7% | — | New |
| Schwab Strategic Tr | — | 364.6K | $10.6M | 8.2% | −$1.27M | Cut−$1.29M |
| Jpmorgan Chase & Co. | — | 146.4K | $8.22M | 6.4% | −$341.9K | Added$7.79M |
| Vanguard World Fd | — | 45K | $6.83M | 5.3% | — | New |
| Invesco Qqq Tr | — | 8.84K | $5.1M | 4.0% | −$328K | Cut−$356.8K |
| Schwab Strategic Tr | — | 179.1K | $4.5M | 3.5% | −$202.4K | Cut−$207.1K |
| Doubleline Etf Trust | — | 143.5K | $4.43M | 3.4% | — | New |
| Ishares Bitcoin Trust Etf | IBIT | 60.6K | $4.35M | 3.4% | — | New |
| Graniteshares Gold Tr | — | 93.9K | $4.33M | 3.4% | $331.1K | Added$465.5K |
| Apple Inc. | AAPL | 14.7K | $3.72M | 2.9% | −$237.4K | Added$149.4K |
| Capital Group Dividend Value | — | 63.4K | $2.7M | 2.1% | −$69.8K | Cut−$117.7K |
| WisdomTree, Inc. | WT | 52.8K | $2.66M | 2.1% | — | New |
| Pimco Etf Tr | — | 26.2K | $2.63M | 2.0% | $5.97K | Cut−$343.3K |
| Schwab Strategic Tr | — | 78.7K | $2.02M | 1.6% | −$99.9K | Cut−$124.1K |
| Flexshares Tr | — | 33.3K | $1.92M | 1.5% | — | New |
| American Centy Etf Tr | — | 21.1K | $1.79M | 1.4% | $52.3K | Added$81.9K |
| Blackstone Seni Fltn Rat 202 | — | 85.5K | $1.61M | 1.2% | — | New |
| Capital Group Intl Focus Eqt | — | 60.7K | $1.59M | 1.2% | — | New |
| First Tr Enhanced Equity Inc | — | 26.4K | $1.58M | 1.2% | — | New |
| First Tr Exchng Traded Fd Vi | — | 27.5K | $1.45M | 1.1% | −$17.9K | Cut−$117.8K |
| First Tr Exchange Traded Fd | — | 29K | $1.44M | 1.1% | — | New |
| Aim Etf Products Trust | — | 33.8K | $1.23M | 1.0% | −$17.5K | Added$12.4K |
| Consolidated Edison Inc | ED | 9.96K | $1.13M | 0.9% | $137.5K | Added$142.3K |
| Amazon Com Inc | AMZN | 4.87K | $1.01M | 0.8% | −$107.8K | Added−$88.6K |
| Tcw Etf Trust | — | 33.7K | $1M | 0.8% | −$8.23K | Added$17.3K |
| Schwab Strategic Tr | — | 35.2K | $981.2K | 0.8% | $22.5K | Cut$8.21K |
| Schwab Strategic Tr | — | 31.7K | $981K | 0.8% | $25.3K | Added$125K |
| Schwab Strategic Tr | — | 32.3K | $938.9K | 0.7% | $19.3K | Added$21.5K |
| First Tr Exchng Traded Fd Vi | — | 21.6K | $906.2K | 0.7% | −$10.8K | Held |
| Aim Etf Products Trust | — | 23.9K | $846.8K | 0.7% | $12.3K | Cut−$147.2K |
| Franklin Bsp Rlty Tr Inc | — | 17.1K | $841K | 0.7% | — | New |
| Blackrock Mun Income Quality | — | 67.5K | $781K | 0.6% | — | New |
| Putnam Etf Trust | — | 16.6K | $768.6K | 0.6% | $11.7K | Added$123.7K |
| Microsoft Corp | MSFT | 2.05K | $759.6K | 0.6% | −$217.9K | Added−$169.1K |
| First Tr Exchange-Traded Alp | — | 7.75K | $751.9K | 0.6% | $6.53K | Added$28.9K |
| Aim Etf Products Trust | — | 22K | $736.9K | 0.6% | −$10.6K | Held |
| Nvidia Corp | NVDA | 4.16K | $725.5K | 0.6% | −$50.4K | Cut−$70.2K |
| First Tr Exchange-Traded Fd | — | 18.1K | $714.4K | 0.6% | $19.7K | Added$35.4K |
| First Tr Exchng Traded Fd Vi | — | 13.3K | $710.9K | 0.6% | −$18.1K | Added$19.3K |
| Berkshire Hathaway Inc Del | — | 1.48K | $709.2K | 0.5% | — | New |
| Johnson & Johnson | JNJ | 2.69K | $657.8K | 0.5% | $100.9K | Cut$98K |
| Spdr Gold Tr | — | 1.43K | $614.5K | 0.5% | $48.5K | Cut$35.8K |
| Aim Etf Products Trust | — | 15.4K | $598.3K | 0.5% | −$4.75K | Cut−$44.9K |
| Vanguard Intl Equity Index F | — | 9.83K | $585.2K | 0.5% | — | New |
| Bny Mellon Strategic Muns In | — | 4.57K | $570.5K | 0.4% | — | New |
| Visa Inc. | V | 1.72K | $520K | 0.4% | −$83.4K | Cut−$88.3K |
| First Tr Exchng Traded Fd Vi | — | 19K | $519K | 0.4% | $6.33K | Cut−$5.47K |
| Mastercard Inc | MA | 1.02K | $510.2K | 0.4% | −$72.7K | Held |
| Meta Platforms, Inc. | META | 854 | $488.7K | 0.4% | −$75K | Cut−$102.7K |
| At&T Inc | — | 14.8K | $429.8K | 0.3% | $53.4K | Added$110.4K |
| Schwab Strategic Tr | — | 13.7K | $419.4K | 0.3% | $40K | Added$82.3K |
| Verizon Communications Inc | VZ | 8.15K | $409.2K | 0.3% | $69.5K | Added$110.4K |
| First Mid Ill Bancshares Inc | FMBH | 4.44K | $401.5K | 0.3% | — | New |
| First Tr Exchng Traded Fd Vi | — | 11K | $387.7K | 0.3% | −$5.61K | Held |
| Netflix Inc | NFLX | 3.98K | $382.2K | 0.3% | $9.5K | Cut−$28.6K |
| First Tr Exchng Traded Fd Vi | — | 7.35K | $380.6K | 0.3% | −$8.58K | Held |
| Alphabet Inc | — | 1.28K | $368K | 0.3% | — | New |
| Pimco Mun Income Fd Ii | — | 8.02K | $362K | 0.3% | — | New |
| Tesla, Inc. | TSLA | 970 | $360.6K | 0.3% | −$75.6K | Cut−$131.4K |
| Pimco Etf Tr | — | 6.89K | $347.4K | 0.3% | $129 | Cut−$28.7K |
| Mckesson Corp | MCK | 391 | $338.7K | 0.3% | $17.9K | Cut−$70.7K |
| First Tr Exchng Traded Fd Vi | — | 13.1K | $336.8K | 0.3% | $1.4K | Cut−$6.94K |
| Vaneck Etf Trust | — | 3.57K | $327.9K | 0.3% | $21.3K | Added$24K |
| First Tr Exchange Traded Fd | — | 4.53K | $309.3K | 0.2% | −$4.54K | Added$43.1K |
| Pimco Income Strategy Fd | — | 5.64K | $294.5K | 0.2% | — | New |
| Invesco Quality Mun Income T | — | 1.41K | $270.8K | 0.2% | — | New |
| Aim Etf Products Trust | — | 6.75K | $259.5K | 0.2% | −$3.58K | Held |
| First Tr Exchng Traded Fd Vi | — | 6.02K | $247.3K | 0.2% | −$1.4K | Cut−$22K |
| Vaneck Etf Trust | — | 1.96K | $235.6K | 0.2% | $12.3K | Cut$11.9K |
| Disney Walt Co | — | 2.39K | $230.5K | 0.2% | — | New |
| First Indl Rlty Tr Inc | — | 3.44K | $212.3K | 0.2% | — | New |
| First Tr Exchange-Traded Fd | — | 12.3K | $206.9K | 0.2% | −$2.96K | Held |
| Energy Transfer L P | — | 10K | $193K | 0.1% | — | New |
| Innovative Solutions & Suppo | — | 10K | $7 | 0.0% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.