Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

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 38.71% of Clear Investment Research's stock portfolio.
Added to shares of these 10 stocks: MINO, DTCR, VTEB, FMDE, AMZN, AAPL, ANGL, MUNI, IAU, HYG.
Started 1 new stock position in MINO.
Reduced shares in these 10 stocks: USO, LMT, LDUR, TLT, SPYD, SO, IMCV, RJDI, SCHH, LRGF.
Sold out of its positions in T, ABT, ABBV, ADBE, ABNB, APD, ALB, ALNY, AMT, ADP.
Clear Investment Research was a net seller of stock by $-5.8M.
Clear Investment Research has $64M in assets under management (AUM), dropping by 0.54%.
Central Index Key (CIK): 0001635523

Tip: Access up to 7 years of quarterly data

Positions held by Clear Investment Research consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Clear Investment Research

Clear Investment Research holds 57 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	13.3	$8.6M		11k	748.91	View chart
Vanguard World Extended Dur (EDV)	8.1	$5.2M		80k	65.08	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	7.0	$4.5M		99k	45.49	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	5.2	$3.3M		113k	29.43	View chart
Eli Lilly & Co. (LLY)	5.1	$3.3M		2.7k	1199.40	View chart
Graphic Packaging Holding Company (GPK)	3.1	$2.0M		189k	10.57	View chart
Apple (AAPL)	3.0	$1.9M	+6%	6.7k	289.37	View chart
Spdr Series Trust St Str P400mid (SPMD)	2.8	$1.8M		27k	67.56	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	2.7	$1.7M	+7%	59k	29.24	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	2.6	$1.7M		24k	71.25	View chart
Fidelity Covington Trust Blue Chip Grwth (FBCG)	2.6	$1.7M	-2%	27k	62.11	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	2.5	$1.6M	-2%	21k	77.11	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	2.3	$1.5M		40k	36.87	View chart
Ishares Tr Core S&p Scp Etf (IJR)	2.2	$1.4M	-2%	9.4k	148.32	View chart
Microsoft Corporation (MSFT)	1.9	$1.2M		3.3k	373.04	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	1.9	$1.2M		50k	24.14	View chart
NVIDIA Corporation (NVDA)	1.8	$1.2M		5.9k	200.10	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	1.5	$972k		37k	26.50	View chart
Bank of America Corporation (BAC)	1.5	$966k		17k	56.98	View chart
Amazon (AMZN)	1.5	$948k	+19%	4.0k	238.34	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	1.4	$906k		27k	33.84	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.4	$882k	-5%	2.5k	357.35	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	1.3	$823k		23k	36.13	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	1.2	$766k	-19%	8.9k	86.42	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	1.1	$735k	+12%	14k	52.60	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	1.1	$710k		20k	34.81	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	1.1	$692k		25k	27.70	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.1	$686k		7.1k	96.57	View chart
Pimco Etf Tr Muni Income Opp (MINO)	1.0	$649k	NEW	14k	45.76	View chart
Global X Fds Data Ctr Dig Etf (DTCR)	1.0	$638k	+149%	21k	30.37	View chart
Ishares Core Msci Emkt (IEMG)	0.9	$567k	-2%	6.8k	82.84	View chart
Ryder System (R)	0.9	$553k		2.1k	263.77	View chart
Proshares Tr Ultrapro Qqq (TQQQ)	0.8	$519k	+2%	6.4k	81.00	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.8	$517k		5.4k	96.44	View chart
Ishares Gold Tr Ishares New (IAU)	0.8	$507k	+15%	6.7k	75.51	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.8	$499k	-2%	4.9k	102.16	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.8	$489k		977.00	500.39	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.7	$435k		4.8k	90.10	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.7	$419k		569.00	736.40	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.6	$401k	+15%	5.0k	79.97	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.6	$385k	-2%	9.3k	41.25	View chart
Ishares Tr Core Div Grwth (DGRO)	0.6	$376k		5.0k	75.79	View chart
Ishares Silver Tr Ishares (SLV)	0.5	$352k	+10%	6.6k	53.47	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.5	$350k		1.6k	219.43	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.5	$347k		465.00	746.77	View chart
Coca-Cola Company (KO)	0.5	$344k		4.2k	81.27	View chart
Fidelity Covington Trust Enh Mid Cor Etf (FMDE)	0.5	$344k	+118%	8.5k	40.58	View chart
Ishares Tr Tips Bd Etf (TIP)	0.5	$338k	+3%	3.1k	109.45	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.5	$318k	-2%	496.00	640.82	View chart
Broadcom (AVGO)	0.5	$294k		778.00	377.68	View chart
Advanced Micro Devices (AMD)	0.4	$288k		495.00	580.91	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.4	$266k	+322%	5.2k	50.58	View chart
Palantir Technologies Cl A (PLTR)	0.4	$256k		2.2k	116.67	View chart
Wal-Mart Stores (WMT)	0.4	$236k	-11%	2.1k	113.27	View chart
Vaneck Etf Trust Clo Etf (CLOI)	0.4	$230k		4.4k	52.95	View chart
Ishares Tr Core Msci Total (IXUS)	0.3	$222k	-3%	2.3k	95.42	View chart
Exxon Mobil Corporation (XOM)	0.3	$206k	-7%	1.5k	136.71	View chart

Past Filings by Clear Investment Research

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

Clear Investment Research 2026 Q2 filed Aug. 11, 2026
Clear Investment Research 2026 Q1 filed May 4, 2026
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

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z