CLEAR INVESTMENT RESEARCH, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 9, 2026, for the 2025 Q4 period, CLEAR INVESTMENT RESEARCH, LLC held in its portfolio 51 assets valued at $60,274,394 (i.e. $60.27M).
The most valuable assets in the portfolio included: ISHARES TR ($8.07M), VANGUARD WORLD FD ($5.43M), and FIDELITY MERRIMACK STR TR ($4.47M).
The chart below shows the top 10 valuable assets, and the table below shows the top 51 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
CLEAR INVESTMENT RESEARCH, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 11788 | 8073797 | CORE S&P500 ETF |
| VANGUARD WORLD FD | 83580 | 5433539 | EXTENDED DUR |
| FIDELITY MERRIMACK STR TR | 97039 | 4467690 | TOTAL BD ETF |
| SCHWAB STRATEGIC TR | 112662 | 3031734 | US LRG CAP ETF |
| ELI LILLY & CO | 2723 | 2926536 | COM |
| GRAPHIC PACKAGING HLDG CO | 186865 | 2814190 | COM |
| ISHARES TR | 27759 | 1832103 | CORE S&P MCP ETF |
| VANECK ETF TRUST | 61921 | 1818322 | FALLEN ANGEL HG |
| APPLE INC | 6200 | 1685587 | COM |
| MICROSOFT CORP | 3064 | 1481893 | COM |
| VANGUARD TAX-MANAGED FDS | 22623 | 1413287 | VAN FTSE DEV MKT |
| FIDELITY COVINGTON TRUST | 25423 | 1394217 | BLUE CHIP GRWTH |
| SPDR SERIES TRUST | 23260 | 1346982 | STATE STREET SPD |
| SCHWAB STRATEGIC TR | 52387 | 1276680 | SHT TM US TRES |
| ISHARES TR | 10079 | 1211237 | CORE S&P SCP ETF |
| SCHWAB STRATEGIC TR | 39901 | 1199833 | US MID-CAP ETF |
| NVIDIA CORPORATION | 6021 | 1122962 | COM |
| ISHARES TR | 11909 | 1065338 | CORE MSCI EAFE |
| ISHARES TR | 11046 | 962754 | 20 YR TR BD ETF |
| SCHWAB STRATEGIC TR | 36309 | 961835 | US TIPS ETF |
| BANK AMERICA CORP | 16954 | 932448 | COM |
| SCHWAB STRATEGIC TR | 26714 | 871411 | US LCAP GR ETF |
| ALPHABET INC | 2480 | 776364 | CAP STK CL A |
| AMAZON COM INC | 3056 | 705386 | COM |
| PIMCO ETF TR | 12430 | 651443 | INTER MUN BD ACT |
| SCHWAB STRATEGIC TR | 22793 | 649145 | US SML CAP ETF |
| SCHWAB STRATEGIC TR | 20409 | 604310 | US LCAP VA ETF |
| SCHWAB STRATEGIC TR | 25126 | 604029 | INTL EQTY ETF |
| ISHARES INC | 8195 | 550880 | CORE MSCI EMKT |
| ISHARES GOLD TR | 6572 | 533449 | ISHARES NEW |
| ISHARES SILVER TR | 8246 | 531207 | ISHARES |
| ISHARES TR | 5081 | 520209 | 0-5 YR TIPS ETF |
| ISHARES TR | 4126 | 508525 | S&P 500 GRWT ETF |
| ISHARES TR | 2382 | 505171 | S&P 500 VAL ETF |
| VANGUARD INDEX FDS | 5509 | 487510 | REAL ESTATE ETF |
| BERKSHIRE HATHAWAY INC DEL | 962 | 483549 | CL B NEW |
| RYDER SYS INC | 2097 | 401345 | COM |
| ISHARES TR | 1902 | 377865 | MSCI USA QLT FCT |
| DIMENSIONAL ETF TRUST | 9547 | 363840 | INTL CORE EQT MK |
| INVESCO EXCHANGE TRADED FD T | 4812 | 361137 | S&P500 QUALITY |
| ISHARES TR | 5198 | 360831 | CORE DIV GRWTH |
| PALANTIR TECHNOLOGIES INC | 2012 | 357633 | CL A |
| INVESCO QQQ TR | 570 | 350157 | UNIT SER 1 |
| ISHARES TR | 4319 | 348234 | IBOXX HI YD ETF |
| PROSHARES TR | 6229 | 328379 | ULTRAPRO QQQ |
| SPDR S&P 500 ETF TR | 465 | 317093 | TR UNIT |
| COCA COLA CO | 4094 | 286182 | COM |
| ISHARES TR | 3088 | 261335 | CORE MSCI TOTAL |
| WALMART INC | 2342 | 260878 | COM |
| BROADCOM INC | 677 | 234281 | COM |
| ISHARES TR | 2089 | 229652 | TIPS BD ETF |
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