CLEAR INVESTMENT RESEARCH, LLC — 13F Holdings

2026 Q2  ·  242 Positions

2026 Q2 Portfolio Activity

In 2026 Q2, CLEAR INVESTMENT RESEARCH, LLC maintained a portfolio of 242 distinct positions. The most significant new addition was PIMCO ETF TR, now representing 1.01% of the total fund value. They heavily accumulated shares in GLOBAL X FDS, increasing the position by 149.0%.
Position History hover any row below to update
Loading…
CLEAR INVESTMENT RESEARCH, LLC RIA AUM $64M
Fund Overview SEC EDGAR
PCA Score Concentration Risk
Risk ENB
To Excel To CSV
Total Positions
242
Quarter
2026 Q2
Top Holding
IVV (13.3%)
Top 10 Concentration
53.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 242
Stock History Sector / Type Port % Prev % Rank / Prev Conviction
Freshness
Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
IVV
ISHARES TR
ETF 13.34% 11.74% #1
Prev: #1
6.5
—
-34 -0.3%
P
S
11,445 $8,571,283 2015 Q1 13F Filing 2026-06-30 2026-08-11
EDV
VANGUARD WORLD ...
ETF 8.13% 8.19% #2
Prev: #2
5.3
—
-317 -0.4%
P
S
80,291 $5,225,328 2024 Q3 13F Filing 2026-06-30 2026-08-11
FBND
FIDELITY MERRIM...
ETF 7.00% 7.11% #3
Prev: #3
4.3
—
-712 -0.7%
P
S
98,897 $4,498,812 2017 Q3 13F Filing 2026-06-30 2026-08-11
SCHX
SCHWAB STRATEGI...
ETF 5.15% 4.52% #4
Prev: #4
3.1
—
-181 -0.2%
P
S
112,481 $3,310,316 2017 Q2 13F Filing 2026-06-30 2026-08-11
LLY
ELI LILLY & CO
Healthcare 5.07% 3.94% #5
Prev: #5
3.0
—
-22 -0.8%
P
S
2,718 $3,259,958 2017 Q2 13F Filing 2026-06-30 2026-08-11
GPK
GRAPHIC PACKAGI...
Consumer Cyclical 3.11% 2.94% #6
Prev: #6
1.7
—
150 0.1%
P
S
188,840 $1,996,041 2015 Q1 13F Filing 2026-06-30 2026-08-11
AAPL
APPLE INC
Technology 3.02% 2.50% #7
Prev: #7
3.2
—
408 6.5%
P
S
6,702 $1,939,340 2018 Q1 13F Filing 2026-06-30 2026-08-11
SPMD
SPDR SERIES TRU...
ETF 2.81% 2.47% #8
Prev: #8
1.6
—
147 0.6%
P
S
26,764 $1,808,197 2023 Q4 13F Filing 2026-06-30 2026-08-11
ANGL
VANECK ETF TRUS...
ETF 2.68% 2.47% #9
Prev: #9
3.1
—
3,938 7.2%
P
S
58,809 $1,719,583 2020 Q3 13F Filing 2026-06-30 2026-08-11
VEA
VANGUARD TAX-MA...
ETF 2.63% 2.36% #10
Prev: #10
1.6
—
122 0.5%
P
S
23,671 $1,686,585 2019 Q4 13F Filing 2026-06-30 2026-08-11
FBCG
FIDELITY COVING...
Warrant 2.62% 2.18% #11 1
Prev: #12
1.5
—
-721 -2.6%
P
S
27,110 $1,683,816 2023 Q4 13F Filing 2026-06-30 2026-08-11
IJH
ISHARES TR
ETF 2.55% 2.30% #12 1
Prev: #11
1.5
—
-523 -2.4%
P
S
21,225 $1,636,637 2015 Q1 13F Filing 2026-06-30 2026-08-11
SCHM
SCHWAB STRATEGI...
ETF 2.28% 1.93% #13
Prev: #13
1.4
—
-162 -0.4%
P
S
39,745 $1,465,388 2017 Q2 13F Filing 2026-06-30 2026-08-11
IJR
ISHARES TR
ETF 2.17% 1.87% #14 1
Prev: #15
1.4
—
-207 -2.2%
P
S
9,414 $1,396,262 2015 Q1 13F Filing 2026-06-30 2026-08-11
MSFT
MICROSOFT CORP
Technology 1.91% 1.88% #15 1
Prev: #14
1.3
—
44 1.4%
P
S
3,290 $1,227,286 2017 Q1 13F Filing 2026-06-30 2026-08-11
SCHO
SCHWAB STRATEGI...
ETF 1.86% 1.87% #16
Prev: #16
1.2
—
376 0.8%
P
S
49,543 $1,195,971 2022 Q3 13F Filing 2026-06-30 2026-08-11
NVDA
NVIDIA CORPORAT...
Technology 1.85% 1.60% #17
Prev: #17
1.2
—
86 1.5%
P
S
5,931 $1,186,786 2017 Q3 13F Filing 2026-06-30 2026-08-11
SCHP
SCHWAB STRATEGI...
ETF 1.51% 1.55% #18
Prev: #18
1.1
—
-629 -1.7%
P
S
36,667 $971,686 2018 Q3 13F Filing 2026-06-30 2026-08-11
BAC
BANK OF AMER CO...
Financial Services 1.50% 1.29% #19 1
Prev: #20
1.1
—
1 0.0%
P
S
16,955 $966,089 2017 Q1 13F Filing 2026-06-30 2026-08-11
AMZN
AMAZON COM INC
Consumer Cyclical 1.48% 1.08% #20 3
Prev: #23
2.6
—
662 20.0%
P
S
3,977 $947,878 2016 Q4 13F Filing 2026-06-30 2026-08-11
SCHG
SCHWAB STRATEGI...
ETF 1.41% 1.22% #21
Prev: #21
1.1
—
43 0.2%
P
S
26,757 $905,457 2017 Q2 13F Filing 2026-06-30 2026-08-11
GOOGL
ALPHABET INC
Communication Services 1.37% 1.17% #22
Prev: #22
1.0
—
-137 -5.3%
P
S
2,468 $881,949 2018 Q3 13F Filing 2026-06-30 2026-08-11
SCHA
SCHWAB STRATEGI...
ETF 1.28% 1.04% #23 1
Prev: #24
1.0
—
-5 -0.0%
P
S
22,788 $823,330 2017 Q2 13F Filing 2026-06-30 2026-08-11
TLT
ISHARES TR
ETF 1.19% 1.49% #24 5
Prev: #19
1.0
—
-2,151 -19.5%
P
S
8,866 $766,235 2015 Q1 13F Filing 2026-06-30 2026-08-11
MUNI
PIMCO ETF TR
Bond/Debt 1.14% 1.02% #25
Prev: #25
2.5
—
1,542 12.4%
P
S
13,981 $735,410 2025 Q2 13F Filing 2026-06-30 2026-08-11
SCHV
SCHWAB STRATEGI...
ETF 1.11% 0.97% #26 1
Prev: #27
1.4
—
no change no change
P
S
20,409 $710,437 2017 Q2 13F Filing 2026-06-30 2026-08-11
SCHF
SCHWAB STRATEGI...
Bond/Debt 1.08% 0.97% #27 1
Prev: #28
0.9
—
-139 -0.6%
P
S
24,987 $692,140 2017 Q2 13F Filing 2026-06-30 2026-08-11
IEFA
ISHARES TR
ETF 1.07% 0.99% #28 2
Prev: #26
0.9
—
98 1.4%
P
S
7,101 $685,776 2015 Q1 13F Filing 2026-06-30 2026-08-11
MINO
PIMCO ETF TR
ETF 1.01% — #29
Prev: #—
3.9
—
14,171 —
NEW
 14,171 $648,465 2026 Q2 13F Filing 2026-06-30 2026-08-11
DTCR
GLOBAL X FDS
ETF 0.99% 0.32% #30 24
Prev: #54
3.4
—
12,574 149.0%
P
S
21,011 $638,099 2026 Q1 13F Filing 2026-06-30 2026-08-11
IEMG
ISHARES INC
ETF 0.88% 0.77% #31
Prev: #31
0.9
—
-181 -2.6%
P
S
6,841 $566,721 2017 Q1 13F Filing 2026-06-30 2026-08-11
R
RYDER SYS INC
Industrials 0.86% 0.67% #32 2
Prev: #34
1.3
—
no change no change
P
S
2,097 $553,126 2017 Q2 13F Filing 2026-06-30 2026-08-11
TQQQ
PROSHARES TR
ETF 0.81% 0.41% #33 15
Prev: #48
0.8
—
141 2.3%
P
S
6,405 $518,821 2022 Q1 13F Filing 2026-06-30 2026-08-11
VNQ
VANGUARD INDEX ...
ETF 0.81% 0.75% #34 2
Prev: #32
0.8
—
-37 -0.7%
P
S
5,364 $517,289 2016 Q2 13F Filing 2026-06-30 2026-08-11
IAU
ISHARES GOLD TR
ETF 0.79% 0.80% #35 5
Prev: #30
2.3
—
916 15.8%
P
S
6,717 $507,201 2020 Q3 13F Filing 2026-06-30 2026-08-11
STIP
ISHARES TR
ETF 0.78% 0.81% #36 7
Prev: #29
0.8
—
-131 -2.6%
P
S
4,885 $499,027 2021 Q3 13F Filing 2026-06-30 2026-08-11
BRK/B
BERKSHIRE HATHA...
Financial Services 0.76% 0.72% #37 4
Prev: #33
0.8
—
18 1.9%
P
S
977 $488,881 2018 Q3 13F Filing 2026-06-30 2026-08-11
SPHQ
INVESCO EXCHANG...
ETF 0.68% 0.57% #38 1
Prev: #37
0.8
—
2 0.0%
P
S
4,822 $434,464 2018 Q3 13F Filing 2026-06-30 2026-08-11
QQQ
INVESCO QQQ TR
ETF 0.65% 0.51% #39 1
Prev: #40
0.8
—
-1 -0.2%
P
S
569 $419,012 2022 Q3 13F Filing 2026-06-30 2026-08-11
HYG
ISHARES TR
ETF 0.62% 0.54% #40 1
Prev: #39
2.2
—
689 15.9%
P
S
5,012 $400,790 2015 Q1 13F Filing 2026-06-30 2026-08-11
DFAI
DIMENSIONAL ETF...
Bond/Debt 0.60% 0.58% #41 5
Prev: #36
0.7
—
-233 -2.4%
P
S
9,326 $384,690 2023 Q1 13F Filing 2026-06-30 2026-08-11
DGRO
ISHARES TR
Warrant 0.59% 0.55% #42 4
Prev: #38
1.2
—
no change no change
P
S
4,964 $376,203 2018 Q1 13F Filing 2026-06-30 2026-08-11
SLV
ISHARES SILVER ...
ETF 0.55% 0.63% #43 8
Prev: #35
2.2
—
652 11.0%
P
S
6,584 $352,046 2017 Q1 13F Filing 2026-06-30 2026-08-11
QUAL
ISHARES TR
ETF 0.54% 0.48% #44
Prev: #44
0.7
—
7 0.4%
P
S
1,595 $349,993 2018 Q4 13F Filing 2026-06-30 2026-08-11
SPY
STATE STR SPDR ...
ETF 0.54% 0.47% #45
Prev: #45
1.2
—
no change no change
P
S
465 $347,248 2022 Q3 13F Filing 2026-06-30 2026-08-11
KO
COCA COLA CO
Consumer Defensive 0.54% 0.50% #46 4
Prev: #42
0.7
—
-1 -0.0%
P
S
4,234 $344,112 2018 Q3 13F Filing 2026-06-30 2026-08-11
FMDE
FIDELITY COVING...
ETF 0.54% 0.22% #47 19
Prev: #66
3.2
—
4,602 118.7%
P
S
8,478 $344,027 2023 Q4 13F Filing 2026-06-30 2026-08-11
TIP
ISHARES TR
ETF 0.53% 0.51% #48 7
Prev: #41
0.7
—
110 3.7%
P
S
3,090 $338,192 2015 Q1 13F Filing 2026-06-30 2026-08-11
SOXX
ISHARES TR
ETF 0.49% 0.26% #49 13
Prev: #62
0.7
—
-13 -2.6%
P
S
496 $317,846 2022 Q4 13F Filing 2026-06-30 2026-08-11
AVGO
BROADCOM INC
Technology 0.46% 0.38% #50
Prev: #50
0.7
—
1 0.1%
P
S
778 $293,833 2023 Q2 13F Filing 2026-06-30 2026-08-11
Showing 1-50 of 242 holdings

Unlock Full CLEAR INVESTMENT RESEARCH, LLC Analysis

PRO subscribers get access to all historical quarters, Excel/CSV exports, Portfolio Concentration Analytics (PCA), and Risk-Based ENB.

Upgrade to PRO
Full Historical Quarters
Excel & CSV Export
PCA & Risk-Based ENB
Auto Cost Basis
Position Change Alerts
Price-Held Analytics
Full history →