CLEAR INVESTMENT RESEARCH, LLC — 13F Holdings & Portfolio

CIK 1635523 · latest 13F-HR filed 2026-11-06

CLEAR INVESTMENT RESEARCH, LLC manages $64.7M in 13F-reported U.S. long-equity assets across 61 reported positions as of its 2026-09-30 13F-HR filing. Its largest disclosed positions are IVV (13.57%), EDV (7.55%), FBND (6.73%). Quarter over quarter (versus its 2026-06-30 filing) the fund opened 5 new positions and exited 1; 9 existing positions rose in reported value and 16 fell.

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.

AUM

$64.7M

Long-equity book

Holdings

Distinct positions

Period

2026-09-30

Filed 2026-11-06

Q/Q Activity

+5 / −1 / ↑9 / ↓16

vs 2026-06-30

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q3 26

IVV13.6% · +0%EDV7.6% · +10%FBND6.7% · +2%SCHX5.2% · -0%LLY4.9% · 0%AAPL3.4% · -2%GPK2.6% · 0%SPMD2.6% · +1%FBCG2.6% · -1%MSFT2.6% · -1%VEA2.6% · +0%ANGL2.6% · +2%IJH2.4% · +0%SCHM2.1% · +0%NVDA2.1% · -0%IJR2.0% · +0%SCHO1.8% · -2%AMZN1.5% · -1%SCHP1.5% · +6%SCHG1.5% · -0%BAC1.4% · 0%GOOGL1.3% · +0%MUNI1.2% · +16%SCHA1.1% · 0%IEFA1.1% · +0%SCHF1.1% · -0%SCHV1.1% · 0%TLT1.0% · -2%DTCR1.0% · +14%MINO0.9% · 0%IEMG0.9% · +0%IAU0.8% · -3%VNQ0.8% · +5%TQQQ0.8% · +0%STIP0.8% · +3%BRK.B0.8% · 0%R0.7% · 0%SLV0.7% · +19%QQQ0.7% · 0%PLTR0.6% · +2%SPHQ0.6% · +0%HYG0.6% · +0%DFAI0.6% · -1%KO0.6% · -1%SPY0.5% · 0%QUAL0.5% · -1%TIP0.5% · +9%FMDE0.5% · -2%DGRO0.5% · -13%AMD0.5% · +5%SOXX0.5% · +4%RJDI0.4% · new AVGO0.4% · +0%CLOI0.4% · +9%XOM0.4% · +0%VTEB0.3% · -11%IXUS0.3% · -0%WMT0.3% · 0%META0.3% · new EVIM0.3% · new

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q2 26 → Q3 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 51.8%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Mar 27, 2026.

Assets Under Management

$4.19B

Discretionary

$250.1M

Employees

Accounts

277

Address

284 S. MAIN STREET
SUITE 900
ALPHARETTA, GA 30009

Phone

(678) 293-8667

Website

CLEARINVESTMENTRESEARCH.COM
WWW.LINKEDIN.COM/COMPANY/9402671
WWWFACEBOOK.COM/CIRADVISORY

Name	Title / Status	Ownership	Type
JENNINGS, JOSEPH, BRIAN Control	PRINCIPAL AND CHIEF COMPLIANCE OFFICER since Aug 2014	75% or more	Individual

Ownership & leadership changes · 3 filings with changes since Aug 20, 2014

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Mar 10, 2016 filing

ChangedJENNINGS, JOSEPH, BRIAN · title MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER → PRINCIPAL AND CHIEF COMPLIANCE OFFICER

Dec 23, 2015 filing

No longer listedSMALLWOOD, TODD, JONES · CHIEF COMPLIANCE OFFICER · Less than 5% · listed since Aug 2014
ChangedJENNINGS, JOSEPH, BRIAN · title MANAGING MEMBER → MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER

Sep 2, 2014 filing

ChangedJENNINGS, JOSEPH, BRIAN · title MANAGING PARTNER → MANAGING MEMBER

Aug 20, 2014 filing (earliest on record)

ListedJENNINGS, JOSEPH, BRIAN · MANAGING PARTNER · 75% or more · control person
ListedSMALLWOOD, TODD, JONES · CHIEF COMPLIANCE OFFICER · Less than 5%

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

MICROSOFT CORP$449.2K +36.6%
APPLE INC$252.3K +13.0%
NVIDIA CORPORATION$163.0K +13.7%
PALANTIR TECHNOLOGIES INC$162.2K +63.5%
ISHARES SILVER TR$74.2K +21.1%

Show all 9 →

Top Trims

VANGUARD WORLD FD-$335.2K -6.4%
GRAPHIC PACKAGING HLDG CO-$287.0K -14.4%
ISHARES TR-$114.5K -8.2%
SCHWAB STRATEGIC TR-$112.0K -7.6%
SPDR SERIES TRUST-$108.9K -6.0%

Show all 16 →

New Positions

Exited Positions

EXXON MOBIL CORP$205.9K

Loading…

#	Issuer	Symbol	CUSIP	Value	Δ

CLEAR INVESTMENT RESEARCH, LLC Holdings (2026-09-30)

#	Issuer	Symbol	CUSIP	Value	Weight	Shares	Type
1	ISHARES TR	IVV	464287200	$8.8M	13.57%	11,472	SH
2	VANGUARD WORLD FD	EDV	921910709	$4.9M	7.55%	88,191	SH
3	FIDELITY MERRIMACK STR TR	FBND	316188309	$4.4M	6.73%	100,616	SH
4	SCHWAB STRATEGIC TR	SCHX	808524201	$3.4M	5.21%	112,392	SH
5	ELI LILLY & CO	LLY	532457108	$3.1M	4.86%	2,718	SH
6	APPLE INC	AAPL	037833100	$2.2M	3.38%	6,581	SH
7	GRAPHIC PACKAGING HLDG CO	GPK	388689101	$1.7M	2.64%	188,840	SH
8	SPDR SERIES TRUST	SPMD	78464A847	$1.7M	2.62%	26,956	SH
9	FIDELITY COVINGTON TRUST	FBCG	316092352	$1.7M	2.62%	26,861	SH
10	MICROSOFT CORP	MSFT	594918104	$1.7M	2.59%	3,269	SH
11	VANGUARD TAX-MANAGED FDS	VEA	921943858	$1.7M	2.59%	23,730	SH
12	VANECK ETF TRUST	ANGL	92189F437	$1.7M	2.58%	60,095	SH
13	ISHARES TR	IJH	464287507	$1.5M	2.36%	21,278	SH
14	SCHWAB STRATEGIC TR	SCHM	808524508	$1.4M	2.09%	39,782	SH
15	NVIDIA CORPORATION	NVDA	67066G104	$1.3M	2.08%	5,910	SH
16	ISHARES TR	IJR	464287804	$1.3M	1.98%	9,422	SH
17	SCHWAB STRATEGIC TR	SCHO	808524862	$1.2M	1.80%	48,762	SH
18	AMAZON COM INC	AMZN	023135106	$982.9K	1.52%	3,945	SH
19	SCHWAB STRATEGIC TR	SCHP	808524870	$972.5K	1.50%	38,699	SH
20	SCHWAB STRATEGIC TR	SCHG	808524300	$959.4K	1.48%	26,703	SH
21	BANK OF AMER CORP	BAC	060505104	$922.9K	1.43%	16,956	SH
22	ALPHABET INC	GOOGL	02079K305	$850.8K	1.31%	2,473	SH
23	PIMCO ETF TR	MUNI	72201R866	$807.6K	1.25%	16,252	SH
24	SCHWAB STRATEGIC TR	SCHA	808524607	$743.6K	1.15%	22,788	SH
25	ISHARES TR	IEFA	46432F842	$688.3K	1.06%	7,105	SH
26	SCHWAB STRATEGIC TR	SCHF	808524805	$685.9K	1.06%	24,969	SH
27	SCHWAB STRATEGIC TR	SCHV	808524409	$679.8K	1.05%	20,409	SH
28	ISHARES TR	TLT	464287432	$678.9K	1.05%	8,729	SH
29	GLOBAL X FDS	DTCR	37954Y236	$648.1K	1.00%	23,881	SH
30	PIMCO ETF TR	MINO	72201R635	$603.5K	0.93%	14,171	SH
31	ISHARES INC	IEMG	46434G103	$557.3K	0.86%	6,867	SH
32	ISHARES GOLD TR	IAU	464285204	$506.9K	0.78%	6,491	SH
33	VANGUARD INDEX FDS	VNQ	922908553	$505.8K	0.78%	5,643	SH
34	PROSHARES TR	TQQQ	74347X831	$501.3K	0.77%	6,425	SH
35	ISHARES TR	STIP	46429B747	$500.1K	0.77%	5,016	SH
36	BERKSHIRE HATHAWAY INC DEL	BRK.B	084670702	$486.5K	0.75%	977	SH
37	RYDER SYS INC	R	783549108	$477.8K	0.74%	2,097	SH
38	ISHARES SILVER TR	SLV	46428Q109	$426.2K	0.66%	7,819	SH
39	INVESCO QQQ TR	QQQ	46090E103	$420.9K	0.65%	569	SH
40	PALANTIR TECHNOLOGIES INC	PLTR	69608A108	$417.7K	0.65%	2,233	SH
41	INVESCO EXCHANGE TRADED FD T	SPHQ	46137V241	$405.9K	0.63%	4,827	SH
42	ISHARES TR	HYG	464288513	$389.1K	0.60%	5,039	SH
43	DIMENSIONAL ETF TRUST	DFAI	25434V203	$382.2K	0.59%	9,226	SH
44	COCA COLA CO	KO	191216100	$359.4K	0.56%	4,176	SH
45	STATE STR SPDR S&P 500 ETF T	SPY	78462F103	$354.6K	0.55%	465	SH
46	ISHARES TR	QUAL	46432F339	$350.4K	0.54%	1,577	SH
47	ISHARES TR	TIP	464287176	$350.3K	0.54%	3,367	SH
48	FIDELITY COVINGTON TRUST	FMDE	31609A503	$335.2K	0.52%	8,301	SH
49	ISHARES TR	DGRO	46434V621	$326.5K	0.50%	4,331	SH
50	ADVANCED MICRO DEVICES INC	AMD	007903107	$318.1K	0.49%	520	SH

Filing History

Period	Filed	AUM	Holdings	Accession
2026-09-30	2026-11-06	$64.7M	61	0001635523-26-000004
2026-06-30	2026-08-11	$64.2M	57	0001635523-26-000003
2026-03-31	2026-05-04	$63.9M	241	0001635523-26-000002
2025-12-31	2026-02-09	$60.3M	51	0001635523-26-000001

Filer Information

Address

284 SOUTH MAIN STREET
SUITE 900
ALPHARETTA, GA 30009

Phone

(678) 293-8667

Filing Manager

CLEAR INVESTMENT RESEARCH, LLC

ALPHARETTA, GA

Signatory

Travis Jennings

Systems Administrator