2026 Q1 Portfolio Activity
In 2026 Q1, CLEAR INVESTMENT RESEARCH, LLC maintained a portfolio of 241 distinct positions. The most significant new addition was EXXON MOBIL CORP, now representing 0.43% of the total fund value. They heavily accumulated shares in SPDR SERIES TRUST, increasing the position by 14.4%. The fund also reduced its exposure to ISHARES TR by 95.0%.
Position History
hover any row below to update
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Total Positions
241
Quarter
2026 Q1
Top Holding
IVV (11.7%)
Top 10 Concentration
48.2%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 241
CLEAR INVESTMENT RESEARCH, LLC Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
IVV
ISHARES TR
|
ETF | 11.74% | 13.40% |
#1
Prev: #1
|
6.5 |
—
|
-309 | -2.6% |
P
S
|
11,479 | $7,498,356 | 2015 Q1 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
EDV
VANGUARD WORLD ...
|
ETF | 8.19% | 9.01% |
#2
Prev: #2
|
5.3 |
—
|
-2,972 | -3.6% |
P
S
|
80,608 | $5,235,492 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
FBND
FIDELITY MERRIM...
|
ETF | 7.11% | 7.41% |
#3
Prev: #3
|
4.3 |
—
|
2,570 | 2.6% |
P
S
|
99,609 | $4,544,178 | 2017 Q3 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
SCHX
SCHWAB STRATEGI...
|
ETF | 4.52% | 5.03% |
#4
Prev: #4
|
3.3 |
—
|
no change | no change |
P
S
|
112,662 | $2,888,654 | 2017 Q2 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 3.94% | 4.86% |
#5
Prev: #5
|
2.6 |
—
|
17 | 0.6% |
P
S
|
2,740 | $2,519,776 | 2017 Q2 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
GPK
GRAPHIC PACKAGI...
|
Consumer Cyclical | 2.94% | 4.67% |
#6
Prev: #6
|
1.7 |
—
|
1,825 | 1.0% |
P
S
|
188,690 | $1,875,581 | 2015 Q1 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
AAPL
APPLE INC
|
Technology | 2.50% | 2.80% |
#7
2
Prev: #9
|
1.5 |
—
|
94 | 1.5% |
P
S
|
6,294 | $1,597,409 | 2018 Q1 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
SPMD
SPDR SERIES TRU...
|
ETF | 2.47% | 2.23% |
#8
5
Prev: #13
|
3.0 |
—
|
3,357 | 14.4% |
P
S
|
26,617 | $1,576,243 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
ANGL
VANECK ETF TRUS...
|
ETF | 2.47% | 3.02% |
#9
1
Prev: #8
|
1.5 |
—
|
-7,050 | -11.4% |
P
S
|
54,871 | $1,575,899 | 2020 Q3 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 2.36% | 2.34% |
#10
1
Prev: #11
|
1.4 |
—
|
926 | 4.1% |
P
S
|
23,549 | $1,508,999 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
IJH
ISHARES TR
|
ETF | 2.30% | 3.04% |
#11
4
Prev: #7
|
0.9 |
—
|
-6,011 | -21.7% |
P
S
|
21,748 | $1,468,667 | 2015 Q1 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
FBCG
FIDELITY COVING...
|
Warrant | 2.18% | 2.31% |
#12
Prev: #12
|
2.9 |
—
|
2,408 | 9.5% |
P
S
|
27,831 | $1,394,908 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
SCHM
SCHWAB STRATEGI...
|
ETF | 1.93% | 1.99% |
#13
3
Prev: #16
|
1.3 |
—
|
6 | 0.0% |
P
S
|
39,907 | $1,235,506 | 2017 Q2 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 1.88% | 2.46% |
#14
4
Prev: #10
|
2.8 |
—
|
182 | 5.9% |
P
S
|
3,246 | $1,201,612 | 2017 Q1 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
IJR
ISHARES TR
|
ETF | 1.87% | 2.01% |
#15
Prev: #15
|
1.2 |
—
|
-458 | -4.5% |
P
S
|
9,621 | $1,195,951 | 2015 Q1 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
SCHO
SCHWAB STRATEGI...
|
ETF | 1.87% | 2.12% |
#16
2
Prev: #14
|
1.2 |
—
|
-3,220 | -6.1% |
P
S
|
49,167 | $1,193,292 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 1.60% | 1.86% |
#17
Prev: #17
|
1.1 |
—
|
-176 | -2.9% |
P
S
|
5,845 | $1,019,410 | 2017 Q3 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
SCHP
SCHWAB STRATEGI...
|
ETF | 1.55% | 1.60% |
#18
2
Prev: #20
|
1.1 |
—
|
987 | 2.7% |
P
S
|
37,296 | $992,455 | 2018 Q3 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
TLT
ISHARES TR
|
ETF | 1.49% | 1.60% |
#19
Prev: #19
|
1.1 |
—
|
-29 | -0.3% |
P
S
|
11,017 | $955,052 | 2015 Q1 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
BAC
BANK AMERICA CO...
|
Financial Services | 1.29% | 1.55% |
#20
1
Prev: #21
|
1.5 |
—
|
no change | no change |
P
S
|
16,954 | $826,522 | 2017 Q1 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
SCHG
SCHWAB STRATEGI...
|
ETF | 1.22% | 1.45% |
#21
1
Prev: #22
|
1.5 |
—
|
no change | no change |
P
S
|
26,714 | $778,179 | 2017 Q2 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 1.17% | 1.29% |
#22
1
Prev: #23
|
2.5 |
—
|
125 | 5.0% |
P
S
|
2,605 | $749,152 | 2018 Q3 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 1.08% | 1.17% |
#23
1
Prev: #24
|
2.4 |
—
|
259 | 8.5% |
P
S
|
3,315 | $690,415 | 2016 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
SCHA
SCHWAB STRATEGI...
|
ETF | 1.04% | 1.08% |
#24
2
Prev: #26
|
1.4 |
—
|
no change | no change |
P
S
|
22,793 | $662,820 | 2017 Q2 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
MUNI
PIMCO ETF TR
|
Bond/Debt | 1.02% | 1.08% |
#25
Prev: #25
|
0.9 |
—
|
9 | 0.1% |
P
S
|
12,439 | $649,212 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
IEFA
ISHARES TR
|
ETF | 0.99% | 1.77% |
#26
8
Prev: #18
|
0.4 |
—
|
-4,906 | -41.2% |
P
S
|
7,003 | $633,981 | 2015 Q1 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
SCHV
SCHWAB STRATEGI...
|
ETF | 0.97% | 1.00% |
#27
Prev: #27
|
1.4 |
—
|
no change | no change |
P
S
|
20,409 | $622,475 | 2017 Q2 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
SCHF
SCHWAB STRATEGI...
|
Bond/Debt | 0.97% | 1.00% |
#28
Prev: #28
|
1.4 |
—
|
no change | no change |
P
S
|
25,126 | $621,869 | 2017 Q2 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
STIP
ISHARES TR
|
ETF | 0.81% | 0.86% |
#29
3
Prev: #32
|
0.8 |
—
|
-65 | -1.3% |
P
S
|
5,016 | $518,770 | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
IAU
ISHARES GOLD TR
|
ETF | 0.80% | 0.89% |
#30
Prev: #30
|
0.8 |
—
|
-771 | -11.7% |
P
S
|
5,801 | $511,416 | 2020 Q3 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
IEMG
ISHARES INC
|
ETF | 0.77% | 0.91% |
#31
2
Prev: #29
|
0.8 |
—
|
-1,173 | -14.3% |
P
S
|
7,022 | $489,794 | 2017 Q1 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
VNQ
VANGUARD INDEX ...
|
ETF | 0.75% | 0.81% |
#32
3
Prev: #35
|
0.8 |
—
|
-108 | -2.0% |
P
S
|
5,401 | $479,104 | 2016 Q2 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.72% | 0.80% |
#33
3
Prev: #36
|
0.8 |
—
|
-3 | -0.3% |
P
S
|
959 | $459,553 | 2018 Q3 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
R
RYDER SYS INC
|
Industrials | 0.67% | 0.67% |
#34
3
Prev: #37
|
1.3 |
—
|
no change | no change |
P
S
|
2,097 | $429,277 | 2017 Q2 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
SLV
ISHARES SILVER ...
|
ETF | 0.63% | 0.88% |
#35
4
Prev: #31
|
0.3 |
—
|
-2,314 | -28.1% |
P
S
|
5,932 | $404,206 | 2017 Q1 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
DFAI
DIMENSIONAL ETF...
|
Bond/Debt | 0.58% | 0.60% |
#36
3
Prev: #39
|
0.7 |
—
|
12 | 0.1% |
P
S
|
9,559 | $372,402 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
SPHQ
INVESCO EXCHANG...
|
ETF | 0.57% | 0.60% |
#37
3
Prev: #40
|
0.7 |
—
|
8 | 0.2% |
P
S
|
4,820 | $362,451 | 2018 Q3 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
DGRO
ISHARES TR
|
Warrant | 0.55% | 0.60% |
#38
3
Prev: #41
|
0.7 |
—
|
-234 | -4.5% |
P
S
|
4,964 | $348,394 | 2018 Q1 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
HYG
ISHARES TR
|
ETF | 0.54% | 0.58% |
#39
5
Prev: #44
|
0.7 |
—
|
4 | 0.1% |
P
S
|
4,323 | $343,971 | 2015 Q1 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 0.51% | 0.58% |
#40
3
Prev: #43
|
1.2 |
—
|
no change | no change |
P
S
|
570 | $328,993 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
TIP
ISHARES TR
|
ETF | 0.51% | 0.38% |
#41
10
Prev: #51
|
2.7 |
—
|
891 | 42.7% |
P
S
|
2,980 | $328,923 | 2015 Q1 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
KO
COCA COLA CO
|
Consumer Defensive | 0.50% | 0.47% |
#42
5
Prev: #47
|
0.7 |
—
|
141 | 3.4% |
P
S
|
4,235 | $322,039 | 2018 Q3 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
PLTR
PALANTIR TECHNO...
|
Technology | 0.50% | 0.59% |
#43
1
Prev: #42
|
2.2 |
—
|
179 | 8.9% |
P
S
|
2,191 | $320,499 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
QUAL
ISHARES TR
|
ETF | 0.48% | 0.63% |
#44
6
Prev: #38
|
0.7 |
—
|
-314 | -16.5% |
P
S
|
1,588 | $304,652 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 0.47% | 0.53% |
#45
1
Prev: #46
|
1.2 |
—
|
no change | no change |
P
S
|
465 | $302,408 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 0.46% | 0.43% |
#46
3
Prev: #49
|
1.2 |
—
|
no change | no change |
P
S
|
2,342 | $291,039 | 2018 Q3 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 0.43% | — |
#47
Prev: #—
|
3.7 |
—
|
1,633 | — |
NEW
|
1,633 | $277,046 | 2018 Q1 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
TQQQ
PROSHARES TR
|
ETF | 0.41% | 0.54% |
#48
3
Prev: #45
|
0.7 |
—
|
35 | 0.6% |
P
S
|
6,264 | $261,069 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
USO
UNITED STS OIL ...
|
Unknown | 0.40% | — |
#49
Prev: #—
|
3.7 |
—
|
1,992 | — |
NEW
|
1,992 | $253,482 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
AVGO
BROADCOM INC
|
Technology | 0.38% | 0.39% |
#50
Prev: #50
|
2.2 |
—
|
100 | 14.8% |
P
S
|
777 | $240,622 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-04 |
Showing 1-50 of 241 holdings