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Clear Investment Research

Latest statistics and disclosures from Clear Investment Research's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, EDV, FBND, SCHX, LLY, and represent 39.71% of Clear Investment Research's stock portfolio.
Added to shares of these 10 stocks: FBND, SLV, SPMD, TQQQ, VEA, SCHO, ANGL, IAU, FBCG, IEMG.
Reduced shares in these 10 stocks: AAPL, IEFA, MSFT, IWO, DLTR, IVE, IWN, AGG, JNJ, EEMV.
Sold out of its positions in T, ABT, ABBV, ADBE, AMD, ABNB, APD, ALB, ALNY, GOOG.
Clear Investment Research was a net seller of stock by $-15M.
Clear Investment Research has $60M in assets under management (AUM), dropping by -19.25%.
Central Index Key (CIK): 0001635523

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Portfolio Holdings for Clear Investment Research

Clear Investment Research holds 51 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	13.4	$8.1M	-3%	12k	684.92	View chart
Vanguard World Extended Dur (EDV)	9.0	$5.4M	-2%	84k	65.01	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	7.4	$4.5M	+9%	97k	46.04	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	5.0	$3.0M		113k	26.91	View chart
Eli Lilly & Co. (LLY)	4.9	$2.9M		2.7k	1074.75	View chart
Graphic Packaging Holding Company (GPK)	4.7	$2.8M		187k	15.06	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	3.0	$1.8M	-7%	28k	66.00	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	3.0	$1.8M	+4%	62k	29.37	View chart
Apple (AAPL)	2.8	$1.7M	-57%	6.2k	271.87	View chart
Microsoft Corporation (MSFT)	2.5	$1.5M	-27%	3.1k	483.65	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	2.3	$1.4M	+11%	23k	62.47	View chart
Fidelity Covington Trust Blue Chip Grwth (FBCG)	2.3	$1.4M		25k	54.84	View chart
Spdr Series Trust State Street Spd (SPMD)	2.2	$1.3M	+15%	23k	57.91	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	2.1	$1.3M	+7%	52k	24.37	View chart
Ishares Tr Core S&p Scp Etf (IJR)	2.0	$1.2M		10k	120.17	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	2.0	$1.2M		40k	30.07	View chart
NVIDIA Corporation (NVDA)	1.9	$1.1M	-7%	6.0k	186.51	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.8	$1.1M	-38%	12k	89.46	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	1.6	$963k		11k	87.16	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	1.6	$962k	+2%	36k	26.49	View chart
Bank of America Corporation (BAC)	1.5	$932k		17k	55.00	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	1.4	$871k		27k	32.62	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.3	$776k	-8%	2.5k	313.05	View chart
Amazon (AMZN)	1.2	$705k	-4%	3.1k	230.82	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	1.1	$651k		12k	52.41	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	1.1	$649k		23k	28.48	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	1.0	$604k		20k	29.61	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	1.0	$604k		25k	24.04	View chart
Ishares Core Msci Emkt (IEMG)	0.9	$551k	+4%	8.2k	67.22	View chart
Ishares Gold Tr Ishares New (IAU)	0.9	$533k	+11%	6.6k	81.17	View chart
Ishares Silver Tr Ishares (SLV)	0.9	$531k	+228%	8.2k	64.42	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.9	$520k	-3%	5.1k	102.38	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.8	$509k	-27%	4.1k	123.25	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.8	$505k	-45%	2.4k	212.08	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.8	$488k	+3%	5.5k	88.49	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.8	$484k	+4%	962.00	502.65	View chart
Ryder System (R)	0.7	$401k		2.1k	191.39	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.6	$378k		1.9k	198.67	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.6	$364k	-5%	9.5k	38.11	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.6	$361k		4.8k	75.05	View chart
Ishares Tr Core Div Grwth (DGRO)	0.6	$361k		5.2k	69.42	View chart
Palantir Technologies Cl A (PLTR)	0.6	$358k		2.0k	177.75	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.6	$350k		570.00	614.31	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.6	$348k	-33%	4.3k	80.63	View chart
Proshares Tr Ultrapro Qqq (TQQQ)	0.5	$328k	+98%	6.2k	52.72	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.5	$317k		465.00	681.92	View chart
Coca-Cola Company (KO)	0.5	$286k		4.1k	69.90	View chart
Ishares Tr Core Msci Total (IXUS)	0.4	$261k		3.1k	84.63	View chart
Wal-Mart Stores (WMT)	0.4	$261k		2.3k	111.39	View chart
Broadcom (AVGO)	0.4	$234k		677.00	346.06	View chart
Ishares Tr Tips Bd Etf (TIP)	0.4	$230k	-18%	2.1k	109.93	View chart

Past Filings by Clear Investment Research

SEC 13F filings are viewable for Clear Investment Research going back to 2015

Clear Investment Research 2025 Q4 filed Feb. 9, 2026
Clear Investment Research 2025 Q3 filed Nov. 7, 2025
Clear Investment Research 2025 Q2 filed Aug. 4, 2025
Clear Investment Research 2025 Q1 filed May 9, 2025
Clear Investment Research 2024 Q4 filed Feb. 11, 2025
Clear Investment Research 2024 Q3 filed Nov. 12, 2024
Clear Investment Research 2024 Q2 filed Aug. 8, 2024
Clear Investment Research 2024 Q1 filed May 2, 2024
Clear Investment Research 2023 Q4 filed Feb. 12, 2024
Clear Investment Research 2023 Q3 filed Nov. 7, 2023
Clear Investment Research 2023 Q2 filed Aug. 9, 2023
Clear Investment Research 2023 Q1 filed May 9, 2023
Clear Investment Research 2022 Q4 filed Feb. 10, 2023
Clear Investment Research 2022 Q3 filed Nov. 1, 2022
Clear Investment Research 2022 Q2 filed Aug. 5, 2022
Clear Investment Research 2022 Q1 filed May 2, 2022

View all past filings

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