CLEAR INVESTMENT RESEARCH, LLC — 13F Holdings & Portfolio
CIK 1635523 · latest 13F-HR filed 2026-05-04
CLEAR INVESTMENT RESEARCH, LLC manages $63.9M in 13F-reported U.S. long-equity assets across 241 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are IVV (11.74%), EDV (8.19%), FBND (7.11%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 190 new positions, exited 0, added to 6, and trimmed 21.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$63.9M
Long-equity book
241
Distinct positions
2026-03-31
Filed 2026-05-04
+190 / −0 / ↑6 / ↓21
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- SPDR SERIES TRUST$229.3K +17.0%
- ISHARES TR$99.3K +43.2%
- VANGUARD TAX-MANAGED FDS$95.7K +6.8%
- COCA COLA CO$35.9K +12.5%
- WALMART INC$30.2K +11.6%
Top Trims
- GRAPHIC PACKAGING HLDG CO-$938.6K -33.4%
- ISHARES TR-$575.4K -7.1%
- ISHARES TR-$480.0K -95.0%
- ISHARES TR-$479.6K -94.3%
- ISHARES TR-$431.4K -40.5%
New Positions
- EXXON MOBIL CORP$277.0K
- UNITED STS OIL FD LP$253.5K
- VANECK ETF TRUST$225.1K
- LOCKHEED MARTIN CORP$203.5K
- GLOBAL X FDS$202.1K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | ISHARES TR | IVV | 464287200 | $7.5M | 11.74% | 11,479 | SH |
| 2 | VANGUARD WORLD FD | EDV | 921910709 | $5.2M | 8.19% | 80,608 | SH |
| 3 | FIDELITY MERRIMACK STR TR | FBND | 316188309 | $4.5M | 7.11% | 99,609 | SH |
| 4 | SCHWAB STRATEGIC TR | SCHX | 808524201 | $2.9M | 4.52% | 112,662 | SH |
| 5 | ELI LILLY & CO | LLY | 532457108 | $2.5M | 3.94% | 2,740 | SH |
| 6 | GRAPHIC PACKAGING HLDG CO | GPK | 388689101 | $1.9M | 2.94% | 188,690 | SH |
| 7 | APPLE INC | AAPL | 037833100 | $1.6M | 2.50% | 6,294 | SH |
| 8 | SPDR SERIES TRUST | SPMD | 78464A847 | $1.6M | 2.47% | 26,617 | SH |
| 9 | VANECK ETF TRUST | ANGL | 92189F437 | $1.6M | 2.47% | 54,871 | SH |
| 10 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $1.5M | 2.36% | 23,549 | SH |
| 11 | ISHARES TR | IJH | 464287507 | $1.5M | 2.30% | 21,748 | SH |
| 12 | FIDELITY COVINGTON TRUST | FBCG | 316092352 | $1.4M | 2.18% | 27,831 | SH |
| 13 | SCHWAB STRATEGIC TR | SCHM | 808524508 | $1.2M | 1.93% | 39,907 | SH |
| 14 | MICROSOFT CORP | MSFT | 594918104 | $1.2M | 1.88% | 3,246 | SH |
| 15 | ISHARES TR | IJR | 464287804 | $1.2M | 1.87% | 9,621 | SH |
| 16 | SCHWAB STRATEGIC TR | SCHO | 808524862 | $1.2M | 1.87% | 49,167 | SH |
| 17 | NVIDIA CORPORATION | NVDA | 67066G104 | $1.0M | 1.60% | 5,845 | SH |
| 18 | SCHWAB STRATEGIC TR | SCHP | 808524870 | $992.5K | 1.55% | 37,296 | SH |
| 19 | ISHARES TR | TLT | 464287432 | $955.1K | 1.49% | 11,017 | SH |
| 20 | BANK AMERICA CORP | BAC | 060505104 | $826.5K | 1.29% | 16,954 | SH |
| 21 | SCHWAB STRATEGIC TR | SCHG | 808524300 | $778.2K | 1.22% | 26,714 | SH |
| 22 | ALPHABET INC | GOOGL | 02079K305 | $749.2K | 1.17% | 2,605 | SH |
| 23 | AMAZON COM INC | AMZN | 023135106 | $690.4K | 1.08% | 3,315 | SH |
| 24 | SCHWAB STRATEGIC TR | SCHA | 808524607 | $662.8K | 1.04% | 22,793 | SH |
| 25 | PIMCO ETF TR | MUNI | 72201R866 | $649.2K | 1.02% | 12,439 | SH |
| 26 | ISHARES TR | IEFA | 46432F842 | $634.0K | 0.99% | 7,003 | SH |
| 27 | SCHWAB STRATEGIC TR | SCHV | 808524409 | $622.5K | 0.97% | 20,409 | SH |
| 28 | SCHWAB STRATEGIC TR | SCHF | 808524805 | $621.9K | 0.97% | 25,126 | SH |
| 29 | ISHARES TR | STIP | 46429B747 | $518.8K | 0.81% | 5,016 | SH |
| 30 | ISHARES GOLD TR | IAU | 464285204 | $511.4K | 0.80% | 5,801 | SH |
| 31 | ISHARES INC | IEMG | 46434G103 | $489.8K | 0.77% | 7,022 | SH |
| 32 | VANGUARD INDEX FDS | VNQ | 922908553 | $479.1K | 0.75% | 5,401 | SH |
| 33 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $459.6K | 0.72% | 959 | SH |
| 34 | RYDER SYS INC | R | 783549108 | $429.3K | 0.67% | 2,097 | SH |
| 35 | ISHARES SILVER TR | SLV | 46428Q109 | $404.2K | 0.63% | 5,932 | SH |
| 36 | DIMENSIONAL ETF TRUST | DFAI | 25434V203 | $372.4K | 0.58% | 9,559 | SH |
| 37 | INVESCO EXCHANGE TRADED FD T | SPHQ | 46137V241 | $362.5K | 0.57% | 4,820 | SH |
| 38 | ISHARES TR | DGRO | 46434V621 | $348.4K | 0.55% | 4,964 | SH |
| 39 | ISHARES TR | HYG | 464288513 | $344.0K | 0.54% | 4,323 | SH |
| 40 | INVESCO QQQ TR | QQQ | 46090E103 | $329.0K | 0.51% | 570 | SH |
| 41 | ISHARES TR | TIP | 464287176 | $328.9K | 0.51% | 2,980 | SH |
| 42 | COCA COLA CO | KO | 191216100 | $322.0K | 0.50% | 4,235 | SH |
| 43 | PALANTIR TECHNOLOGIES INC | PLTR | 69608A108 | $320.5K | 0.50% | 2,191 | SH |
| 44 | ISHARES TR | QUAL | 46432F339 | $304.7K | 0.48% | 1,588 | SH |
| 45 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $302.4K | 0.47% | 465 | SH |
| 46 | WALMART INC | WMT | 931142103 | $291.0K | 0.46% | 2,342 | SH |
| 47 | EXXON MOBIL CORP | XOM | 30231G102 | $277.0K | 0.43% | 1,633 | SH |
| 48 | PROSHARES TR | TQQQ | 74347X831 | $261.1K | 0.41% | 6,264 | SH |
| 49 | UNITED STS OIL FD LP | USO | 91232N207 | $253.5K | 0.40% | 1,992 | SH |
| 50 | BROADCOM INC | AVGO | 11135F101 | $240.6K | 0.38% | 777 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-04 | $63.9M | 241 | 0001635523-26-000002 |
| 2025-12-31 | 2026-02-09 | $60.3M | 51 | 0001635523-26-000001 |