Portfolio (Quarterly) Guide ↗

Clear Point Advisors Inc.

· CIK 0002010474

13F Portfolio $129M AUM 75 positions Filed Apr 29, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 25 New 18 Added 20 Reduced 73 Exited

Page 1 of 4 · 73 positions

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	SPY	SPDR S&P 500 ETF TR	Financial Services	7,071	$4.8M	3.74%	SOLD
2	CAPE	DOUBLELINE ETF TRUST	—	146,550	$4.7M	3.67%	SOLD
3	PJUN	INNOVATOR ETFS TRUST	—	85,661	$3.6M	2.79%	SOLD
4	MDY	SPDR S&P MIDCAP 400 ETF TR	Financial Services	5,904	$3.6M	2.77%	SOLD
5	—	J P MORGAN EXCHANGE TRADED F	—	46,485	$2.2M	1.72%	SOLD
6	VCSH	VANGUARD SCOTTSDALE FDS	—	22,001	$1.8M	1.36%	SOLD
7	—	J P MORGAN EXCHANGE TRADED F	—	32,551	$1.6M	1.28%	SOLD
8	FTSM	FIRST TR EXCHANGE-TRADED FD	—	25,782	$1.5M	1.20%	SOLD
9	CGCB	CAPITAL GRP FIXED INCM ETF T	—	55,614	$1.5M	1.15%	SOLD
10	SPYM	SPDR SERIES TRUST	—	17,140	$1.4M	1.07%	SOLD
11	VOO	VANGUARD INDEX FDS	—	2,145	$1.3M	1.04%	SOLD
12	FTSL	FIRST TR EXCHANGE-TRADED FD	—	28,608	$1.3M	1.02%	SOLD
13	VIG	VANGUARD SPECIALIZED FUNDS	—	5,965	$1.3M	1.02%	SOLD
14	PMAY	INNOVATOR ETFS TRUST	—	31,063	$1.2M	0.95%	SOLD
15	USSH	WISDOMTREE TR	—	23,990	$1.2M	0.95%	SOLD
16	VBR	VANGUARD INDEX FDS	—	5,559	$1.2M	0.91%	SOLD
17	JMST	J P MORGAN EXCHANGE TRADED F	—	21,562	$1.1M	0.85%	SOLD
18	JPIB	J P MORGAN EXCHANGE TRADED F	—	22,394	$1.1M	0.85%	SOLD
19	QDEF	FLEXSHARES TR	—	13,285	$1.1M	0.83%	SOLD
20	BAPR	INNOVATOR ETFS TRUST	—	21,872	$1.0M	0.81%	SOLD

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Sector Allocation

Financial Services 77.6%

Technology 9.5%

Communication Services 4.2%

Consumer Cyclical 2.5%

Utilities 2.1%

Real Estate 1.9%

Healthcare 1.8%

Energy 0.4%

Industrials 0.0%