CLEAR INVESTMENT RESEARCH, LLC
13F Reported Value
ⓘ$64.2M
Holdings
57
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
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.
AI Fund Analysis
Concentrating
$LLYSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
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ISHARES TR - CORE S&P500 ETF
—Quality
$8.6M11,445 shVANGUARD WORLD FD - EXTENDED DUR
—Quality
$5.2M80,291 shFIDELITY MERRIMACK STR TR - TOTAL BD ETF
—Quality
$4.5M98,897 shSCHWAB STRATEGIC TR - US LRG CAP ETF
—Quality
$3.3M112,481 sh- 87.5
Quality
$3.3M2,718 sh - 49.0
Quality
$2.0M188,840 sh - 76.4
Quality
$1.9M6,702 sh SPDR SERIES TRUST - ST STR P400MID
—Quality
$1.8M26,764 shVANECK ETF TRUST - FALLEN ANGEL HG
—Quality
$1.7M58,809 shVANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT
—Quality
$1.7M23,671 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES TR - CORE S&P500 ETF | — | $8.6M | 11,445 |
| VANGUARD WORLD FD - EXTENDED DUR | — | $5.2M | 80,291 |
| FIDELITY MERRIMACK STR TR - TOTAL BD ETF | — | $4.5M | 98,897 |
| SCHWAB STRATEGIC TR - US LRG CAP ETF | — | $3.3M | 112,481 |
| ELI LILLY & Co$LLY | 87.5 | $3.3M | 2,718 |
 GRAPHIC PACKAGING HOLDING CO$GPK | 49.0 | $2.0M | 188,840 |
 Apple Inc.$AAPL | 76.4 | $1.9M | 6,702 |
| SPDR SERIES TRUST - ST STR P400MID | — | $1.8M | 26,764 |
| VANECK ETF TRUST - FALLEN ANGEL HG | — | $1.7M | 58,809 |
| VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $1.7M | 23,671 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of CLEAR INVESTMENT RESEARCH, LLC's 57 positions.
Showing top 10 of 57 holdings.
Sector Allocation
Other
$47.9M
Technology
$6.1M
Healthcare
$3.3M
Financials
$2.7M
Materials
$2.0M
Consumer Discretionary
$1.7M
Consumer Staples
$344,112
Energy
$205,883
Full Holdings — CLEAR INVESTMENT RESEARCH, LLC (Q2 2026)
All 57 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | ISHARES TR - CORE S&P500 ETF | $8.6M | 13.3% | -0% | — |
| 2 | — | VANGUARD WORLD FD - EXTENDED DUR | $5.2M | 8.1% | -0% | — |
| 3 | — | FIDELITY MERRIMACK STR TR - TOTAL BD ETF | $4.5M | 7.0% | -1% | — |
| 4 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | $3.3M | 5.2% | -0% | — |
| 5 | $LLY | ELI LILLY & Co | $3.3M | 5.1% | -1% | 87.5 |
| 6 | $GPK | GRAPHIC PACKAGING HOLDING CO | $2.0M | 3.1% | +0% | 49 |
| 7 | $AAPL | Apple Inc. | $1.9M | 3.0% | +6% | 76.4 |
| 8 | — | SPDR SERIES TRUST - ST STR P400MID | $1.8M | 2.8% | +1% | — |
| 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% | +1% | — |
| 11 | — | FIDELITY COVINGTON TRUST - BLUE CHIP GRWTH | $1.7M | 2.6% | -3% | — |
| 12 | — | ISHARES TR - CORE S&P MCP ETF | $1.6M | 2.5% | -2% | — |
| 13 | — | SCHWAB STRATEGIC TR - US MID-CAP ETF | $1.5M | 2.3% | -0% | — |
| 14 | — | ISHARES TR - CORE S&P SCP ETF | $1.4M | 2.2% | -2% | — |
| 15 |  $MSFT | MICROSOFT CORP | $1.2M | 1.9% | +1% | 79.8 |
| 16 | — | SCHWAB STRATEGIC TR - SHT TM US TRES | $1.2M | 1.9% | +1% | — |
| 17 |  $NVDA | NVIDIA CORP | $1.2M | 1.9% | +1% | 85.9 |
| 18 | — | SCHWAB STRATEGIC TR - US TIPS ETF | $971,686 | 1.5% | -2% | — |
| 19 |  $BAC | BANK OF AMERICA CORP /DE/ | $966,089 | 1.5% | +0% | 67.6 |
| 20 |  $AMZN | AMAZON COM INC | $947,878 | 1.5% | +20% | 68.7 |
| 21 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | $905,457 | 1.4% | +0% | — |
| 22 |  $GOOG | Alphabet Inc. | $881,949 | 1.4% | -5% | 78.2 |
| 23 | — | SCHWAB STRATEGIC TR - US SML CAP ETF | $823,330 | 1.3% | -0% | — |
| 24 | — | ISHARES TR - 20 YR TR BD ETF | $766,235 | 1.2% | -20% | — |
| 25 | — | PIMCO ETF TR - INTER MUN BD ACT | $735,410 | 1.1% | +12% | — |
| 26 | — | SCHWAB STRATEGIC TR - US LCAP VA ETF | $710,437 | 1.1% | +0% | — |
| 27 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | $692,140 | 1.1% | -1% | — |
| 28 | — | ISHARES TR - CORE MSCI EAFE | $685,776 | 1.1% | +1% | — |
| 29 | — | PIMCO ETF TR - MUNI INCOME OPP | $648,465 | 1.0% | NEW | — |
| 30 | — | GLOBAL X FDS - DATA CTR DIG ETF | $638,099 | 1.0% | +149% | — |
| 31 | — | ISHARES INC - CORE MSCI EMKT | $566,721 | 0.9% | -3% | — |
| 32 |  $R | RYDER SYSTEM INC | $553,126 | 0.9% | +0% | 57.8 |
| 33 | — | PROSHARES TR - ULTRAPRO QQQ | $518,821 | 0.8% | +2% | — |
| 34 | — | VANGUARD INDEX FDS - REAL ESTATE ETF | $517,289 | 0.8% | -1% | — |
| 35 |  $IAU | ISHARES GOLD TRUST | $507,201 | 0.8% | +16% | — |
| 36 | — | ISHARES TR - 0-5 YR TIPS ETF | $499,027 | 0.8% | -3% | — |
| 37 |  $BRK.B | BERKSHIRE HATHAWAY INC | $488,881 | 0.8% | +2% | 73.8 |
| 38 |  $IVZ | Invesco Ltd. | $434,464 | 0.7% | +0% | — |
| 39 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $419,012 | 0.7% | -0% | — |
| 40 | — | ISHARES TR - IBOXX HI YD ETF | $400,790 | 0.6% | +16% | — |
| 41 | — | DIMENSIONAL ETF TRUST - INTL CORE EQT MK | $384,690 | 0.6% | -2% | — |
| 42 | — | ISHARES TR - CORE DIV GRWTH | $376,203 | 0.6% | +0% | — |
| 43 |  $SLV | iShares Silver Trust | $352,046 | 0.6% | +11% | — |
| 44 | — | ISHARES TR - MSCI USA QLT FCT | $349,993 | 0.5% | +0% | — |
| 45 |  $SPY | SPDR S&P 500 ETF TRUST | $347,248 | 0.5% | +0% | — |
| 46 |  $KO | COCA COLA CO | $344,112 | 0.5% | -0% | 69.5 |
| 47 | — | FIDELITY COVINGTON TRUST - ENH MID COR ETF | $344,027 | 0.5% | +119% | — |
| 48 | — | ISHARES TR - TIPS BD ETF | $338,192 | 0.5% | +4% | — |
| 49 | — | ISHARES TR - ISHARES SEMICDTR | $317,846 | 0.5% | -3% | — |
| 50 |  $AVGO | Broadcom Inc. | $293,833 | 0.5% | +0% | 84.5 |
| 51 |  $AMD | ADVANCED MICRO DEVICES INC | $287,550 | 0.5% | -1% | 79.8 |
| 52 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | $265,488 | 0.4% | +323% | — |
| 53 |  $PLTR | Palantir Technologies Inc. | $255,507 | 0.4% | -0% | 84.6 |
| 54 |  $WMT | Walmart Inc. | $235,602 | 0.4% | -11% | 60.2 |
| 55 | — | VANECK ETF TRUST - CLO ETF | $230,332 | 0.4% | +2% | — |
| 56 | — | ISHARES TR - CORE MSCI TOTAL | $221,572 | 0.3% | -3% | — |
| 57 |  $XOM.R34088 | EXXON MOBIL CORP | $205,883 | 0.3% | -8% | 57.9 |
New Positions (1)
Exited Positions (181)
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