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Clear Point Advisors Inc.

All holdings · as of Dec 31, 2025

123 positions

CompanyClassValueShares% of portfolio
INNOVATOR ETFS TRUST$709.8K21,1820.6%
First Trust Exchange-Traded Fund VIII$691.6K12,6130.5%
INNOVATOR ETFS TRUST$686.3K33,3990.5%
FIRST TR EXCHANGE-TRADED FD$679.1K17,7210.5%
VANGUARD WORLD FD$675.9K2,3480.5%
INNOVATOR ETFS TRUST$672.2K13,6490.5%
INNOVATOR ETFS TRUST$671.2K35,0150.5%
PUTNAM ETF TRUST$644.9K14,1520.5%
AIM ETF PRODUCTS TRUST$643.2K16,4410.5%
iShares MSCI UAE ETF$625.8K4,2090.5%
Visa Inc$608.4K1,7350.5%
iShares MSCI UAE ETF$595.2K6,3210.5%
J P MORGAN EXCHANGE TRADED F$591.4K11,7110.5%
Meta Platforms Inc$591.4K8960.5%
Mastercard Inc$582.9K1,0210.5%
BNY MELLON ETF TRUST$582.7K4,4550.5%
FRANKLIN TEMPLETON ETF TR$582.4K10,3520.5%
SPDR GOLD TR$578.6K1,4600.4%
JOHNSON & JOHNSON$559.8K2,7050.4%
INNOVATOR ETFS TRUST$557.1K25,7740.4%
INNOVATOR ETFS TRUST$543.1K15,4590.4%
J P MORGAN EXCHANGE TRADED F$537.7K7,4970.4%
SPDR SERIES TRUST$536.9K5,8090.4%
VANGUARD SCOTTSDALE FDS$532.5K8,8860.4%
First Trust Exchange-Traded Fund VIII$524.4K19,4100.4%
iShares MSCI UAE ETF$515.9K20,2700.4%
J P MORGAN EXCHANGE TRADED F$501.3K4,0440.4%
INNOVATOR ETFS TRUST$499.5K17,4050.4%
INNOVATOR ETFS TRUST$497.2K12,0040.4%
Tesla Inc$492.0K1,0940.4%
ISHARES TR$485.4K4,0390.4%
ISHARES TR$481.9K7,3020.4%
INNOVATOR ETFS TRUST$455.7K10,9080.4%
JPMORGAN CHASE & CO$428.4K1,5410.3%
Netflix Inc$410.8K4,3810.3%
MCKESSON CORP$409.4K4990.3%
FIRST TR EXCHANGE-TRADED ALP$404.7K4,4380.3%
FIRST TR EXCHNG TRADED FD VI$393.3K11,0120.3%
First Trust Exchange-Traded Fund VIII$389.2K7,3500.3%
PIMCO ETF TR$376.2K7,4590.3%
INNOVATOR ETFS TRUST$361.2K10,6910.3%
Alphabet Inc.$357.6K1,1410.3%
PIMCO ETF TR$352.5K7,7780.3%
INNOVATOR ETFS TRUST$349.6K4,8140.3%
ISHARES TR$345.5K5,3140.3%
First Trust Exchange-Traded Fund VIII$343.7K13,4050.3%
INNOVATOR ETFS TRUST$337.4K7,2660.3%
SCHWAB STRATEGIC TR$337.1K12,2900.3%
ISHARES TR$323.2K4720.3%
AT&T INC.$319.4K12,8580.2%
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