CLEAR INVESTMENT RESEARCH, LLC — 13F Holdings & Portfolio
CIK 1635523 · latest 13F-HR filed 2026-08-11
CLEAR INVESTMENT RESEARCH, LLC manages $64.2M in 13F-reported U.S. long-equity assets across 57 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are IVV (13.34%), EDV (8.13%), FBND (7.00%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 1 new position, exited 185, added to 41, and trimmed 5.
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.
SUITE 900
ALPHARETTA, GA 30009
$64.2M
Long-equity book
57
Distinct positions
2026-06-30
Filed 2026-08-11
+1 / −185 / ↑41 / ↓5
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- ISHARES TR$1.1M +14.3%
- ELI LILLY & CO$740.2K +29.4%
- GLOBAL X FDS$436.0K +215.7%
- SCHWAB STRATEGIC TR$421.7K +14.6%
- APPLE INC$341.9K +21.4%
Top Trims
- ISHARES TR-$188.8K -19.8%
- EXXON MOBIL CORP-$71.2K -25.7%
- PALANTIR TECHNOLOGIES INC-$65.0K -20.3%
- WALMART INC-$55.4K -19.0%
- ISHARES SILVER TR-$52.2K -12.9%
Exited Positions
- UNITED STS OIL FD LP$253.5K
- LOCKHEED MARTIN CORP$203.5K
- PIMCO ETF TR$198.8K
- SPDR SERIES TRUST$185.4K
- SOUTHERN CO$180.2K
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 | $8.6M | 13.34% | 11,445 | SH |
| 2 | VANGUARD WORLD FD | EDV | 921910709 | $5.2M | 8.13% | 80,291 | SH |
| 3 | FIDELITY MERRIMACK STR TR | FBND | 316188309 | $4.5M | 7.00% | 98,897 | SH |
| 4 | SCHWAB STRATEGIC TR | SCHX | 808524201 | $3.3M | 5.15% | 112,481 | SH |
| 5 | ELI LILLY & CO | LLY | 532457108 | $3.3M | 5.07% | 2,718 | SH |
| 6 | GRAPHIC PACKAGING HLDG CO | GPK | 388689101 | $2.0M | 3.11% | 188,840 | SH |
| 7 | APPLE INC | AAPL | 037833100 | $1.9M | 3.02% | 6,702 | SH |
| 8 | SPDR SERIES TRUST | SPMD | 78464A847 | $1.8M | 2.81% | 26,764 | SH |
| 9 | VANECK ETF TRUST | ANGL | 92189F437 | $1.7M | 2.68% | 58,809 | SH |
| 10 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $1.7M | 2.63% | 23,671 | SH |
| 11 | FIDELITY COVINGTON TRUST | FBCG | 316092352 | $1.7M | 2.62% | 27,110 | SH |
| 12 | ISHARES TR | IJH | 464287507 | $1.6M | 2.55% | 21,225 | SH |
| 13 | SCHWAB STRATEGIC TR | SCHM | 808524508 | $1.5M | 2.28% | 39,745 | SH |
| 14 | ISHARES TR | IJR | 464287804 | $1.4M | 2.17% | 9,414 | SH |
| 15 | MICROSOFT CORP | MSFT | 594918104 | $1.2M | 1.91% | 3,290 | SH |
| 16 | SCHWAB STRATEGIC TR | SCHO | 808524862 | $1.2M | 1.86% | 49,543 | SH |
| 17 | NVIDIA CORPORATION | NVDA | 67066G104 | $1.2M | 1.85% | 5,931 | SH |
| 18 | SCHWAB STRATEGIC TR | SCHP | 808524870 | $971.7K | 1.51% | 36,667 | SH |
| 19 | BANK OF AMER CORP | BAC | 060505104 | $966.1K | 1.50% | 16,955 | SH |
| 20 | AMAZON COM INC | AMZN | 023135106 | $947.9K | 1.48% | 3,977 | SH |
| 21 | SCHWAB STRATEGIC TR | SCHG | 808524300 | $905.5K | 1.41% | 26,757 | SH |
| 22 | ALPHABET INC | GOOGL | 02079K305 | $881.9K | 1.37% | 2,468 | SH |
| 23 | SCHWAB STRATEGIC TR | SCHA | 808524607 | $823.3K | 1.28% | 22,788 | SH |
| 24 | ISHARES TR | TLT | 464287432 | $766.2K | 1.19% | 8,866 | SH |
| 25 | PIMCO ETF TR | MUNI | 72201R866 | $735.4K | 1.14% | 13,981 | SH |
| 26 | SCHWAB STRATEGIC TR | SCHV | 808524409 | $710.4K | 1.11% | 20,409 | SH |
| 27 | SCHWAB STRATEGIC TR | SCHF | 808524805 | $692.1K | 1.08% | 24,987 | SH |
| 28 | ISHARES TR | IEFA | 46432F842 | $685.8K | 1.07% | 7,101 | SH |
| 29 | PIMCO ETF TR | MINO | 72201R635 | $648.5K | 1.01% | 14,171 | SH |
| 30 | GLOBAL X FDS | DTCR | 37954Y236 | $638.1K | 0.99% | 21,011 | SH |
| 31 | ISHARES INC | IEMG | 46434G103 | $566.7K | 0.88% | 6,841 | SH |
| 32 | RYDER SYS INC | R | 783549108 | $553.1K | 0.86% | 2,097 | SH |
| 33 | PROSHARES TR | TQQQ | 74347X831 | $518.8K | 0.81% | 6,405 | SH |
| 34 | VANGUARD INDEX FDS | VNQ | 922908553 | $517.3K | 0.81% | 5,364 | SH |
| 35 | ISHARES GOLD TR | IAU | 464285204 | $507.2K | 0.79% | 6,717 | SH |
| 36 | ISHARES TR | STIP | 46429B747 | $499.0K | 0.78% | 4,885 | SH |
| 37 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $488.9K | 0.76% | 977 | SH |
| 38 | INVESCO EXCHANGE TRADED FD T | SPHQ | 46137V241 | $434.5K | 0.68% | 4,822 | SH |
| 39 | INVESCO QQQ TR | QQQ | 46090E103 | $419.0K | 0.65% | 569 | SH |
| 40 | ISHARES TR | HYG | 464288513 | $400.8K | 0.62% | 5,012 | SH |
| 41 | DIMENSIONAL ETF TRUST | DFAI | 25434V203 | $384.7K | 0.60% | 9,326 | SH |
| 42 | ISHARES TR | DGRO | 46434V621 | $376.2K | 0.59% | 4,964 | SH |
| 43 | ISHARES SILVER TR | SLV | 46428Q109 | $352.0K | 0.55% | 6,584 | SH |
| 44 | ISHARES TR | QUAL | 46432F339 | $350.0K | 0.54% | 1,595 | SH |
| 45 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $347.2K | 0.54% | 465 | SH |
| 46 | COCA COLA CO | KO | 191216100 | $344.1K | 0.54% | 4,234 | SH |
| 47 | FIDELITY COVINGTON TRUST | FMDE | 31609A503 | $344.0K | 0.54% | 8,478 | SH |
| 48 | ISHARES TR | TIP | 464287176 | $338.2K | 0.53% | 3,090 | SH |
| 49 | ISHARES TR | SOXX | 464287523 | $317.8K | 0.49% | 496 | SH |
| 50 | BROADCOM INC | AVGO | 11135F101 | $293.8K | 0.46% | 778 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 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 |