CLEAR INVESTMENT RESEARCH, LLC
Sector Allocation
- Other74.5%$47.9M
- Technology9.4%$6.1M
- Healthcare5.1%$3.3M
- Financials4.3%$2.7M
- Materials3.1%$2.0M
- Consumer Discretionary2.3%$1.5M
- Consumer Staples0.9%$579,714
- Energy0.3%$205,883
AUM History
13fpro.ai/research/fund/clear-investment-research-llc-1635523
Conviction and streaks
Concentrating · top 10 = 53.0%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
- ISHARES$8.6M
- VANGUARD$5.2M
- FIDELITY$4.5M
- SCHWAB$3.3M
LLY
$3.3MGPK
$2.0MAAPL
$1.9M- SPDR$1.8M
- VANECK$1.7M
- VANGUARD$1.7M
- FIDELITY$1.7M
- ISHARES$1.6M
- SCHWAB$1.5M
- ISHARES$1.4M
MSFT
$1.2M- SCHWAB$1.2M
NVDA
$1.2M- SCHWAB$972K
BAC
$966KAMZN
$948K
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/clear-investment-research-llc-1635523
CLEAR INVESTMENT RESEARCH, LLC 13F holdings — Q2 2026
$64.2M portfolio (+0.5% QoQ) · 57 holdings · Q2 2026 13F · top 10 are 53% of the stock portfolio
- 1
ISHARES TR - CORE S&P500 ETF
$8.6M
13.3% of stocks
-0.3%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
VANGUARD WORLD FD - EXTENDED DUR
$5.2M
8.1% of stocks
-0.4%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
FIDELITY MERRIMACK STR TR - TOTAL BD ETF
$4.5M
7.0% of stocks
-0.7%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
SCHWAB STRATEGIC TR - US LRG CAP ETF
$3.3M
5.2% of stocks
-0.2%This quarter—Since filed—HeldAIQuality—Est. buy— $3.3M
5.1% of stocks
-0.8%This quarter+5.3%Since filed10+ qtrsHeld$2.0M
3.1% of stocks
+0.1%This quarter-26.8%Since filed10+ qtrsHeld$1.9M
3.0% of stocks
+6%This quarter+12.8%Since filed10+ qtrsHeld- 8
SPDR SERIES TRUST - ST STR P400MID
$1.8M
2.8% of stocks
+0.6%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
VANECK ETF TRUST - FALLEN ANGEL HG
$1.7M
2.7% of stocks
+7%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT
$1.7M
2.6% of stocks
+0.5%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | ISHARES TR - CORE S&P500 ETF | $8.6M | 13.3% | -0.3% | — | — | — | — | |
| 2 | VANGUARD WORLD FD - EXTENDED DUR | $5.2M | 8.1% | -0.4% | — | — | — | — | |
| 3 | FIDELITY MERRIMACK STR TR - TOTAL BD ETF | $4.5M | 7.0% | -0.7% | — | — | — | — | |
| 4 | SCHWAB STRATEGIC TR - US LRG CAP ETF | $3.3M | 5.2% | -0.2% | — | — | — | — | |
| 5 | $3.3M | 5.1% | -0.8% | +5.3% | 10+ qtrs | 85.7#4 | Estimated buy price is Pro: unlock with a free trial | ||
| 6 | $2.0M | 3.1% | +0.1% | -26.8% | 10+ qtrs | 45.9#1,859 | Estimated buy price is Pro: unlock with a free trial | ||
| 7 | $1.9M | 3.0% | +6% | +12.8% | 10+ qtrsAdded 2 qtrs in a row | 75.7#88 | Estimated buy price is Pro: unlock with a free trial | ||
| 8 | SPDR SERIES TRUST - ST STR P400MID | $1.8M | 2.8% | +0.6% | — | — | — | — | |
| 9 | VANECK ETF TRUST - FALLEN ANGEL HG | $1.7M | 2.7% | +7% | — | — | — | — | |
| 10 | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $1.7M | 2.6% | +0.5% | — | — | — | — |
All holdings — CLEAR INVESTMENT RESEARCH, LLC (Q2 2026)
57 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | FIDELITY COVINGTON TRUST - BLUE CHIP GRWTH | — | $1.7M | 2.6% | 27K | -3% | — | — | 13F |
| 12 | — | ISHARES TR - CORE S&P MCP ETFetf/fund | — | $1.6M | 2.5% | 21K | -2% | — | — | 13F |
| 13 | — | SCHWAB STRATEGIC TR - US MID-CAP ETFetf/fund | — | $1.5M | 2.3% | 40K | -0.4% | — | — | 13F |
| 14 | — | ISHARES TR - CORE S&P SCP ETFetf/fund | — | $1.4M | 2.2% | 9,414 | -2% | — | — | 13F |
| 15 | MICROSOFT CORP | Technology | $1.2M | 1.9% | 3,290 | +1% | 10+ qtrsAdded 2 qtrs in a row | 79.8 | 13F | |
| 16 | — | SCHWAB STRATEGIC TR - SHT TM US TRES | — | $1.2M | 1.9% | 50K | +0.8% | — | — | 13F |
| 17 | NVIDIA CORP | Technology | $1.2M | 1.9% | 5,931 | +1% | 10+ qtrs | 86.0 | 13F | |
| 18 | — | SCHWAB STRATEGIC TR - US TIPS ETFetf/fund | — | $972K | 1.5% | 37K | -2% | — | — | 13F |
| 19 | BANK OF AMERICA CORP /DE/ | Financials | $966K | 1.5% | 17K | +0.0% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | AMAZON COM INC | Consumer Discretionary | $948K | 1.5% | 3,977 | +20% | 10+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | — | SCHWAB STRATEGIC TR - US LCAP GR ETFetf/fund | — | $905K | 1.4% | 27K | +0.2% | — | — | 13F |
| 22 | Alphabet Inc. | Technology | $882K | 1.4% | 2,468 | -5% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | — | SCHWAB STRATEGIC TR - US SML CAP ETFetf/fund | — | $823K | 1.3% | 23K | -0.0% | — | — | 13F |
| 24 | — | ISHARES TR - 20 YR TR BD ETFetf/fund | — | $766K | 1.2% | 8,866 | -20% | — | — | 13F |
| 25 | — | PIMCO ETF TR - INTER MUN BD ACTetf/fund | — | $735K | 1.1% | 14K | +12% | — | — | 13F |
| 26 | — | SCHWAB STRATEGIC TR - US LCAP VA ETF | — | $710K | 1.1% | 20K | — | |||
| 27 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | — | $692K | 1.1% | 25K | -0.6% | |||
| 28 | — | ISHARES TR - CORE MSCI EAFE | — | $686K | 1.1% | 7,101 | +1% | |||
| 29 | — | PIMCO ETF TR - MUNI INCOME OPP | — | $648K | 1.0% | 14K | New | |||
| 30 | — | GLOBAL X FDS - DATA CTR DIG ETF | — | $638K | 1.0% | 21K | +149% | |||
| 31 | — | ISHARES INC - CORE MSCI EMKT | — | $567K | 0.9% | 6,841 | -3% | |||
| 32 | $R | RYDER SYSTEM INC | Consumer Discretionary | $553K | 0.9% | 2,097 | — | |||
| 33 | — | PROSHARES TR - ULTRAPRO QQQ | — | $519K | 0.8% | 6,405 | +2% | |||
| 34 | — | VANGUARD INDEX FDS - REAL ESTATE ETF | — | $517K | 0.8% | 5,364 | -0.7% | |||
| 35 | $IAU | ISHARES GOLD TRUST | Financials | $507K | 0.8% | 6,717 | +16% | |||
| 36 | — | ISHARES TR - 0-5 YR TIPS ETF | — | $499K | 0.8% | 4,885 | -3% | |||
| 37 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $489K | 0.8% | 977 | +2% | |||
| 38 | $IVZ | Invesco Ltd. | Financials | $434K | 0.7% | 4,822 | +0.0% | |||
| 39 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $419K | 0.7% | 569 | -0.2% | |||
| 40 | — | ISHARES TR - IBOXX HI YD ETF | — | $401K | 0.6% | 5,012 | +16% | |||
| 41 | — | DIMENSIONAL ETF TRUST - INTL CORE EQT MK | — | $385K | 0.6% | 9,326 | -2% | |||
| 42 | — | ISHARES TR - CORE DIV GRWTH | — | $376K | 0.6% | 4,964 | — | |||
| 43 | $SLV | iShares Silver Trust | Financials | $352K | 0.6% | 6,584 | +11% | |||
| 44 | — | ISHARES TR - MSCI USA QLT FCT | — | $350K | 0.5% | 1,595 | +0.4% | |||
| 45 | $SPY | SPDR S&P 500 ETF TRUST | — | $347K | 0.5% | 465 | — | |||
| 46 | $KO | COCA COLA CO | Consumer Staples | $344K | 0.5% | 4,234 | -0.0% | |||
| 47 | — | FIDELITY COVINGTON TRUST - ENH MID COR ETF | — | $344K | 0.5% | 8,478 | +119% | |||
| 48 | — | ISHARES TR - TIPS BD ETF | — | $338K | 0.5% | 3,090 | +4% | |||
| 49 | — | ISHARES TR - ISHARES SEMICDTR | — | $318K | 0.5% | 496 | -3% | |||
| 50 | $AVGO | Broadcom Inc. | Technology | $294K | 0.5% | 778 | +0.1% | |||
| 51 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $288K | 0.5% | 495 | -0.8% | |||
| 52 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | — | $265K | 0.4% | 5,249 | +323% | |||
| 53 | $PLTR | Palantir Technologies Inc. | Technology | $256K | 0.4% | 2,190 | -0.0% | |||
| 54 | $WMT | Walmart Inc. | Consumer Staples | $236K | 0.4% | 2,080 | -11% | |||
| 55 | — | VANECK ETF TRUST - CLO ETF | — | $230K | 0.4% | 4,350 | +2% | |||
| 56 | — | ISHARES TR - CORE MSCI TOTAL | — | $222K | 0.3% | 2,322 | -3% | |||
| 57 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $206K | 0.3% | 1,506 | -8% |
What changed in Q2 2026
Against the previous quarter's 13F: 1 new, 26 added to, 26 trimmed, 181 sold out. Share-count changes; largest moves by dollar size first.
New positions (1)
- PIMCO ETF TR - MUNI INCOME OPP$648K
first bought this quarter
Added to (26)
- GLOBAL X FDS - DATA CTR DIG ETF+149%
now $638K
- VANGUARD MUN BD FDS - TAX EXEMPT BD+323%
now $265K
- FIDELITY COVINGTON TRUST - ENH MID COR ETF+119%
now $344K
now $948K · held 10+ qtrs, 2 adds in a row
now $1.9M · held 10+ qtrs, 2 adds in a row
- VANECK ETF TRUST - FALLEN ANGEL HG+7%
now $1.7M
+20 more in the Excel export
Trimmed (26)
- ISHARES TR - 20 YR TR BD ETF-20%
now $766K
$GOOGLAlphabet Inc.-5%
now $882K · held 10+ qtrs
- FIDELITY COVINGTON TRUST - BLUE CHIP GRWTH-3%
now $1.7M
- ISHARES TR - CORE S&P MCP ETF-2%
now $1.6M
- FIDELITY MERRIMACK STR TR - TOTAL BD ETF-0.7%
now $4.5M
- ISHARES TR - CORE S&P SCP ETF-2%
now $1.4M
+20 more in the Excel export
Holdings by quarter
Every 13F CLEAR INVESTMENT RESEARCH, LLC has filed, 41 earlier quarters. Pick one to see what it held then.
Is it too late to follow CLEAR INVESTMENT RESEARCH?
Q2 2026 13F filed with the SEC on Aug 11, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of CLEAR INVESTMENT RESEARCH's top 20 holdings: 74/100 (our AI quality score, weighted by position size; 15 of the 20 are scored)
Top 10 since filing
-3.0%
Value-weighted move of the 10 largest stock positions
Turnover
3%
Last quarter; 14% over the last 4
Top 10 weight
53%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
97%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
CLEAR INVESTMENT RESEARCH, LLC disclosed 57 positions worth $64.2M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 1 new position and exited 181 and a full exit from $USO. The portfolio is most concentrated in Other (74.5% of disclosed assets). All figures are sourced directly from CLEAR INVESTMENT RESEARCH, LLC’s Form 13F-HR filing with the SEC under CIK 1635523.
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AI-Powered Hedge Fund Analysis: CLEAR INVESTMENT RESEARCH, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For CLEAR INVESTMENT RESEARCH, LLC (SEC CIK: 1635523), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in CLEAR INVESTMENT RESEARCH, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.