Q2 2026 13F · SEC CIK 1635523

Clear Investment Research, LLC

Institutional asset managerFiled 2026-08-11 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $64.2M
Reported positions: 57
Top holdings a year, 3 yrs: +9.2%
Assets under management: $4.2B

Clear Investment Research, LLC is an institutional asset manager that reported 57 positions worth $64.2M in its Q2 2026 13F, filed 2026-08-11. Its largest holdings were Ishares Core S&p 500 ETF (IVV, 13.3%), Vanguard World Fd (EDV, 8.1%), Fidelity Merrimack Str Tr (FBND, 7.0%). A portfolio copying its top holdings returned 9.2% a year over the last 3 years, against 20.4% for the S&P 500.

Clear Investment Research, LLC holdings largest 50 of 57 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Clear Investment Research, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
IVVIshares Core S&p 500 ETF	13.3%	11.7%	11,445	-0.3%	$8.6M
EDVVanguard World Fd	8.1%	8.2%	80,291	-0.4%	$5.2M
FBNDFidelity Merrimack Str Tr	7.0%	7.1%	98,897	-0.7%	$4.5M
SCHXSchwab Stratgc Tr	5.2%	4.5%	112,481	-0.2%	$3.3M
LLYLilly Eli & Co	5.1%	3.9%	2,718	-0.8%	$3.3M
GPKGraphic Packaging Hldg Co	3.1%	2.9%	188,840	+0.1%	$2.0M
AAPLApple Inc	3.0%	2.5%	6,702	+6.5%	$1.9M
SPMDSpdr Series Trust	2.8%	2.5%	26,764	+0.6%	$1.8M
ANGLVaneck ETF Trust	2.7%	2.5%	58,809	+7.2%	$1.7M
VEAVanguard Tax-Managed Fds	2.6%	2.4%	23,671	+0.5%	$1.7M
FBCGFidelity Blue Chip Growth ETF	2.6%	2.2%	27,110	-2.6%	$1.7M
IJHIshares Tr	2.5%	2.3%	21,225	-2.4%	$1.6M
SCHMSchwab Strategic Tr	2.3%	1.9%	39,745	-0.4%	$1.5M
IJRIshares Core S&p Small Cap ETF	2.2%	1.9%	9,414	-2.2%	$1.4M
MSFTMicrosoft Corp	1.9%	1.9%	3,290	+1.4%	$1.2M
SCHOSchwab Short-Term U.S. Treasury ETF	1.9%	1.9%	49,543	+0.8%	$1.2M
NVDANvidia Corporation Com	1.8%	1.6%	5,931	+1.5%	$1.2M
SCHPSchwab Strategic Tr	1.5%	1.6%	36,667	-1.7%	$972K
BACBank of Amer Corp	1.5%	1.3%	16,955	+0.0%	$966K
AMZNAmazon Com Inc Com	1.5%	1.1%	3,977	+20.0%	$948K
SCHGSchwab U.s. Large-Cap Growth ETF	1.4%	1.2%	26,757	+0.2%	$905K
GOOGLAlphabet Inc	1.4%	1.2%	2,468	-5.3%	$882K
SCHASchwab U.s. Small-Cap ETF	1.3%	1.0%	22,788	-0.0%	$823K
TLTIshares 20 Year Treasury Bond ETF	1.2%	1.5%	8,866	-19.5%	$766K
MUNIInter Mun Bd Act	1.1%	1.0%	13,981	+12.4%	$735K
SCHVSchwab Strategic Tr	1.1%	1.0%	20,409	+0.0%	$710K
SCHFSchwab Intl Equity	1.1%	1.0%	24,987	-0.6%	$692K
IEFAIshares Core Msci Eafe ETF	1.1%	1.0%	7,101	+1.4%	$686K
MINOPimco ETF Tr	1.0%	—	14,171	—	$648K
VPNGlobal X Fds	1.0%	—	21,011	—	$638K
IEMGIshares	0.9%	0.8%	6,841	-2.6%	$567K
RRyder Sys Inc	0.9%	0.7%	2,097	+0.0%	$553K
TQQQProshares Tr	0.8%	0.4%	6,405	+2.3%	$519K
VNQVanguard Real Estate ETF	0.8%	0.8%	5,364	-0.7%	$517K
IAUIshares Gold Trust	0.8%	0.8%	6,717	+15.8%	$507K
STIPIshares Tr	0.8%	0.8%	4,885	-2.6%	$499K
BRK-BBerkshire Hathaway Inc Del	0.8%	0.7%	977	+1.9%	$489K
SPHQInvesco Exchange Traded Fd T	0.7%	0.6%	4,822	+0.0%	$434K
QQQInvesco Qqq Tr	0.7%	0.5%	569	-0.2%	$419K
HYGIshares Trust	0.6%	0.5%	5,012	+15.9%	$401K
DFAIDimensional International Core Equity Ma	0.6%	0.6%	9,326	-2.4%	$385K
DGROIshares Core Dividend Growth ETF	0.6%	0.5%	4,964	+0.0%	$376K
SLVIshares Silver Tr	0.5%	0.6%	6,584	+11.0%	$352K
QUALIshares Msci USA Quality Factor ETF	0.5%	0.5%	1,595	+0.4%	$350K
SPYSpdr S&p 500 ETF Tr	0.5%	0.5%	465	+0.0%	$347K
KOCoca Cola Co	0.5%	0.5%	4,234	-0.0%	$344K
FMDEFidelity Enhanced Mid Cap Core ETF	0.5%	—	8,478	—	$344K
TIPiShares TIPS Bond ETF	0.5%	0.5%	3,090	+3.7%	$338K
SOXXIshares Semiconductor ETF	0.5%	—	496	—	$318K
AVGOBroadcom Inc	0.5%	0.4%	778	+0.1%	$294K

What Clear Investment Research, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +6.3% /yr; S&P 500 +20.1%
3 years: +9.2% /yr; S&P 500 +20.4%
5 years: +3.8% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$64.2M	57
Q1 2026	$63.9M	241
Q4 2025	$60.3M	51
Q3 2025	$74.6M	252
Q2 2025	$79.3M	230
Q1 2025	$74.9M	226
Q4 2024	$77.7M	225
Q3 2024	$76.9M	223
Q2 2024	$76.7M	208
Q1 2024	$74.3M	217
Q4 2023	$71.0M	268
Q3 2023	$57.7M	202

Questions about Clear Investment Research, LLC's portfolio

What stocks does Clear Investment Research, LLC own?

Clear Investment Research, LLC's latest 13F, for Q2 2026 and filed Aug 11, 2026, lists 57 positions worth $64.2M. The largest are Ishares Core S&p 500 ETF (IVV) at 13.3%, Vanguard World Fd (EDV) at 8.1%, Fidelity Merrimack Str Tr (FBND) at 7.0%, Schwab Stratgc Tr (SCHX) at 5.2% and Lilly Eli & Co (LLY) at 5.1%.

What did Clear Investment Research, LLC buy last quarter?

In Q2 2026, Clear Investment Research, LLC added Amazon Com Inc Com (AMZN) (+20.0% shares), Ishares Trust (HYG) (+15.9% shares) and Ishares Gold Trust (IAU) (+15.8% shares), compared with its Q1 2026 filing.

What did Clear Investment Research, LLC sell last quarter?

In Q2 2026, Clear Investment Research, LLC cut from its top 50 Palantir Technologies Inclass Class A (PLTR), cut from its top 50 Walmart Inc (WMT), cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 United Sts Oil Fd LP (USO), Ishares 20 Year Treasury Bond ETF (TLT) (-19.5% shares) and Alphabet Inc (GOOGL) (-5.3% shares), compared with its Q1 2026 filing.

How has Clear Investment Research, LLC's portfolio performed?

A portfolio copying Clear Investment Research, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +9.2% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +6.3% against +20.1%. Over 5 years: +3.8% a year against +11.6%.

When is Clear Investment Research, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Clear Investment Research, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Clear Investment Research, LLC manage?

Clear Investment Research, LLC reported $4.2B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $64.2M.