# EDGAR Filing Document

**Accession Number:** 0002010474
**File Stem:** 0001754960-26-000345
**Filing Date:** 2026-4
**Character Count:** 11466
**Document Hash:** dc14f6e8c2ec309adc7c4322c6271e0e
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001754960-26-000345.hdr.sgml**: 20260429

**ACCESSION NUMBER**: 0001754960-26-000345

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260429

**DATE AS OF CHANGE**: 20260428

**EFFECTIVENESS DATE**: 20260429

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Clear Point Advisors Inc.
- **CENTRAL INDEX KEY:** 0002010474

**ORGANIZATION NAME:**
- **EIN:** 133990754
- **STATE OF INCORPORATION:** NY
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-24185
- **FILM NUMBER:** 26910229

**BUSINESS ADDRESS:**
- **STREET 1:** 1 HUNTINGTON QUADRANGLE
- **STREET 2:** SUITE 1S01
- **CITY:** MELVILLE
- **STATE:** NY
- **ZIP:** 11747
- **BUSINESS PHONE:** 16313332222

**MAIL ADDRESS:**
- **STREET 1:** 1 HUNTINGTON QUADRANGLE
- **STREET 2:** SUITE 1S01
- **CITY:** MELVILLE
- **STATE:** NY
- **ZIP:** 11747

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2026

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Clear Point Advisors Inc.<br>**Address:** 1 HUNTINGTON QUADRANGLE<br>SUITE 1S01<br>MELVILLE, NY 11747

**Form 13F File Number:** 028-24185

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Aryn Sands<br>**Title:** Agent<br>**Phone:** 844-844-3453

**Signature, Place, and Date of Signing:**

Aryn Sands  Reno, NV  04-28-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 75

**Form 13F Information Table Value Total:** $129015219

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| AIM ETF PRODUCTS TRUST | ALLIANZIM US EQT | 00888H208 |  | 846779 | 23937 | SH |  | SOLE |  | 0 | 0 | 23937 |
| AIM ETF PRODUCTS TRUST | ALLIANZIM US EQU | 00888H786 |  | 736861 | 22009 | SH |  | SOLE |  | 0 | 0 | 22009 |
| AIM ETF PRODUCTS TRUST | ALLIANZIM US EQU | 00888H802 |  | 1232367 | 33782 | SH |  | SOLE |  | 0 | 0 | 33782 |
| AIM ETF PRODUCTS TRUST | ALLIANZIM US EQT | 00888H406 |  | 598321 | 15416 | SH |  | SOLE |  | 0 | 0 | 15416 |
| AIM ETF PRODUCTS TRUST | ALLIANZIM US EQU | 00888H505 |  | 259519 | 6746 | SH |  | SOLE |  | 0 | 0 | 6746 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 368028 | 1280 | SH |  | SOLE |  | 0 | 0 | 1280 |
| AMAZON COM INC | COM | 023135106 |  | 1014497 | 4871 | SH |  | SOLE |  | 0 | 0 | 4871 |
| APPLE INC | COM | 037833100 |  | 3720974 | 14662 | SH |  | SOLE |  | 0 | 0 | 14662 |
| AT INC | COM | 00206R102 |  | 429808 | 14826 | SH |  | SOLE |  | 0 | 0 | 14826 |
| AMERICAN CENTY ETF TR | INTL EQT ETF | 025072703 |  | 1791216 | 21113 | SH |  | SOLE |  | 0 | 0 | 21113 |
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 |  | 709226 | 1480 | SH |  | SOLE |  | 0 | 0 | 1480 |
| BLACKROCK MUN INCOME QUALITY | COM | 092479104 |  | 780963 | 67499 | SH |  | SOLE |  | 0 | 0 | 67499 |
| BLACKSTONE SENI FLTN RAT 202 | COM | 09256U105 |  | 1606743 | 85465 | SH |  | SOLE |  | 0 | 0 | 85465 |
| BNY MELLON STRATEGIC MUNS IN | COM | 05588W108 |  | 570549 | 4571 | SH |  | SOLE |  | 0 | 0 | 4571 |
| CAPITAL GROUP INTL FOCUS EQT | SHS CREATION UNI | 14019W109 |  | 1594548 | 60722 | SH |  | SOLE |  | 0 | 0 | 60722 |
| CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | 14020W106 |  | 2699055 | 63447 | SH |  | SOLE |  | 0 | 0 | 63447 |
| CONSOLIDATED EDISON INC | COM | 209115104 |  | 1127744 | 9964 | SH |  | SOLE |  | 0 | 0 | 9964 |
| DISNEY WALT CO | COM | 254687106 |  | 230520 | 2392 | SH |  | SOLE |  | 0 | 0 | 2392 |
| DOUBLELINE ETF TRUST | COMMERCIAL REAL | 25861R303 |  | 4428737 | 143543 | SH |  | SOLE |  | 0 | 0 | 143543 |
| ENERGY TRANSFER L P | COM UT LTD PTN | 29273V100 |  | 193000 | 10000 | SH |  | SOLE |  | 0 | 0 | 10000 |
| FIRST TR ENHANCED EQUITY | COM | 337318109 |  | 1577270 | 26385 | SH |  | SOLE |  | 0 | 0 | 26385 |
| FIRST INDL RLTY TR INC | COM | 32054K103 |  | 212315 | 3439 | SH |  | SOLE |  | 0 | 0 | 3439 |
| FIRST TR EXCHANGE TRADED FD | NASDQ FOD BVRG | 33738R852 |  | 1442915 | 28968 | SH |  | SOLE |  | 0 | 0 | 28968 |
| FIRST MID BANCSHARES INC | COM | 320866106 |  | 401519 | 4437 | SH |  | SOLE |  | 0 | 0 | 4437 |
| FIRST TR EXCHANGE TRADED FD | RISNG DIVD ACHIV | 33738R506 |  | 309312 | 4530 | SH |  | SOLE |  | 0 | 0 | 4530 |
| FIRST TR EXCHANGE-TRADED ALP | SML CP GRW ALP | 33737M300 |  | 751904 | 7753 | SH |  | SOLE |  | 0 | 0 | 7753 |
| FIRST TR EXCHANGE TRADED FD | SMID RISNG ETF | 33741X102 |  | 714419 | 18119 | SH |  | SOLE |  | 0 | 0 | 18119 |
| FIRST TR EXCHANGE-TRADED FD | WCM INTL EQUITY | 33733E732 |  | 206925 | 12339 | SH |  | SOLE |  | 0 | 0 | 12339 |
| FLEXSHARES TR | MORNSTAR USMKT | 33939L100 |  | 1917888 | 33264 | SH |  | SOLE |  | 0 | 0 | 33264 |
| FRANKLIN BSP RLTY TR INC | COMMON STOCK | 35243J101 |  | 840964 | 17068 | SH |  | SOLE |  | 0 | 0 | 17068 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST INT JUNE | 33740U869 |  | 336810 | 13080 | SH |  | SOLE |  | 0 | 0 | 13080 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST INTER EQ | 33740F573 |  | 518953 | 18973 | SH |  | SOLE |  | 0 | 0 | 18973 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 33740F862 |  | 380605 | 7350 | SH |  | SOLE |  | 0 | 0 | 7350 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 33740F748 |  | 1453481 | 27528 | SH |  | SOLE |  | 0 | 0 | 27528 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 33740F847 |  | 710857 | 13313 | SH |  | SOLE |  | 0 | 0 | 13313 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST EQ ENHAN | 33740U638 |  | 387681 | 11012 | SH |  | SOLE |  | 0 | 0 | 11012 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST U.S | 33740U810 |  | 906248 | 21637 | SH |  | SOLE |  | 0 | 0 | 21637 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST U.S EQT | 33740F441 |  | 247265 | 6022 | SH |  | SOLE |  | 0 | 0 | 6022 |
| GRANITESHARES GOLD TR | SHS BEN INT | 38748G101 |  | 4330869 | 93884 | SH |  | SOLE |  | 0 | 0 | 93884 |
| INNOVATIVE SOLUTIONS  SUPPO | COM | 45769N105 |  | 7 | 10000 | SH |  | SOLE |  | 0 | 0 | 10000 |
| INNOVATOR ETFS TRUST | IBD 50 ETF | 45782C102 |  | 14982972 | 418685 | SH |  | SOLE |  | 0 | 0 | 418685 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 5100489 | 8837 | SH |  | SOLE |  | 0 | 0 | 8837 |
| INVESCO QUALITY MUN INCOME T | COM | 46133G107 |  | 270771 | 1411 | SH |  | SOLE |  | 0 | 0 | 1411 |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | 46438F101 |  | 4350911 | 60648 | SH |  | SOLE |  | 0 | 0 | 60648 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 657809 | 2691 | SH |  | SOLE |  | 0 | 0 | 2691 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 8223299 | 146392 | SH |  | SOLE |  | 0 | 0 | 146392 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 510153 | 1021 | SH |  | SOLE |  | 0 | 0 | 1021 |
| MCKESSON CORP | COM | 58155Q103 |  | 338736 | 391 | SH |  | SOLE |  | 0 | 0 | 391 |
| META PLATFORMS INC | CL A | 30303M102 |  | 488701 | 854 | SH |  | SOLE |  | 0 | 0 | 854 |
| MICROSOFT CORP | COM | 594918104 |  | 759603 | 2052 | SH |  | SOLE |  | 0 | 0 | 2052 |
| NETFLIX INC. | COM | 64110L106 |  | 382196 | 3975 | SH |  | SOLE |  | 0 | 0 | 3975 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 725482 | 4160 | SH |  | SOLE |  | 0 | 0 | 4160 |
| PIMCO ETF TR | ENHAN SHRT MA AC | 72201R833 |  | 2630903 | 26160 | SH |  | SOLE |  | 0 | 0 | 26160 |
| PIMCO INCOME STRATEGY FD | COM | 72201H108 |  | 294470 | 5642 | SH |  | SOLE |  | 0 | 0 | 5642 |
| PIMCO MUN INCOME FD II | COM | 72200W106 |  | 362029 | 8015 | SH |  | SOLE |  | 0 | 0 | 8015 |
| PIMCO ETF TR | SHTRM MUN BD ACT | 72201R874 |  | 347446 | 6887 | SH |  | SOLE |  | 0 | 0 | 6887 |
| PUTNAM ETF TRUST | FOCUSED LAR CAP | 746729300 |  | 768640 | 16566 | SH |  | SOLE |  | 0 | 0 | 16566 |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US L | 808524771 |  | 981187 | 35231 | SH |  | SOLE |  | 0 | 0 | 35231 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 |  | 4495588 | 179107 | SH |  | SOLE |  | 0 | 0 | 179107 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 |  | 419432 | 13671 | SH |  | SOLE |  | 0 | 0 | 13671 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 |  | 2017559 | 78688 | SH |  | SOLE |  | 0 | 0 | 78688 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 |  | 10619778 | 364565 | SH |  | SOLE |  | 0 | 0 | 364565 |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 |  | 981043 | 31687 | SH |  | SOLE |  | 0 | 0 | 31687 |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 |  | 938910 | 32287 | SH |  | SOLE |  | 0 | 0 | 32287 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 614454 | 1428 | SH |  | SOLE |  | 0 | 0 | 1428 |
| STATE STR CORP | COM | 857477103 |  | 11230861 | 38298 | SH |  | SOLE |  | 0 | 0 | 38298 |
| TCW ETF TRUST | HIGH YIELD BOND | 29287L874 |  | 1000942 | 33742 | SH |  | SOLE |  | 0 | 0 | 33742 |
| TESLA INC | COM | 88160R101 |  | 360598 | 970 | SH |  | SOLE |  | 0 | 0 | 970 |
| VANECK ETF TRUST | GOLD MINERS ETF | 92189F106 |  | 327927 | 3573 | SH |  | SOLE |  | 0 | 0 | 3573 |
| VANECK ETF TRUST | JUNIOR GOLD MINE | 92189F791 |  | 235647 | 1963 | SH |  | SOLE |  | 0 | 0 | 1963 |
| VANGUARD WORLD FD | COMM SRVC ETF | 92204A884 |  | 6830181 | 45012 | SH |  | SOLE |  | 0 | 0 | 45012 |
| VANGUARD INTL EQUITY INDEX F | GLB EX US ETF | 922042676 |  | 585192 | 9827 | SH |  | SOLE |  | 0 | 0 | 9827 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 409162 | 8151 | SH |  | SOLE |  | 0 | 0 | 8151 |
| VISA INC | COM CL A | 92826C839 |  | 520036 | 1721 | SH |  | SOLE |  | 0 | 0 | 1721 |
| WISDOMTREE INC | COM | 97717P104 |  | 2664450 | 52844 | SH |  | SOLE |  | 0 | 0 | 52844 |

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