CLEAR INVESTMENT RESEARCH, LLC
CIK: 0001635523Latest portfolio: $60.3M · Q4 2025
Holdings
51
Total Value
$60.3M
New Positions
0
Closed Positions
200
Top Holdings
View All 51 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | IVVISHARES TR | 11,788 | $8.1M | 13.39% | -368 | |
| 2 | EDVVANGUARD WORLD FD | 83,580 | $5.4M | 9.01% | -2,406 | |
| 3 | FBNDFIDELITY MERRIMACK STR TR | 97,039 | $4.5M | 7.41% | +8K | |
| 4 | SCHXSCHWAB STRATEGIC TR | 112,662 | $3.0M | 5.03% | -294 | |
| 5 | LLYELI LILLY & CO | 2,723 | $2.9M | 4.85% | +2 | |
| 6 | GPKGRAPHIC PACKAGING HLDG CO | 186,865 | $2.8M | 4.67% | — | |
| 7 | IJHISHARES TR | 27,759 | $1.8M | 3.04% | -2,175 | |
| 8 | ANGLVANECK ETF TRUST | 61,921 | $1.8M | 3.02% | +3K | |
| 9 | AAPLAPPLE INC | 6,200 | $1.7M | 2.80% | -8,556 | |
| 10 | MSFTMICROSOFT CORP | 3,064 | $1.5M | 2.46% | -1,165 | |
| 11 | VEAVANGUARD TAX-MANAGED FDS | 22,623 | $1.4M | 2.34% | +2K | |
| 12 | FBCGFIDELITY COVINGTON TRUST | 25,423 | $1.4M | 2.31% | +429 | |
| 13 | SPMDSPDR SERIES TRUST | 23,260 | $1.3M | 2.23% | +3K | |
| 14 | SCHOSCHWAB STRATEGIC TR | 52,387 | $1.3M | 2.12% | +4K | |
| 15 | IJRISHARES TR | 10,079 | $1.2M | 2.01% | -30 | |
| 16 | SCHMSCHWAB STRATEGIC TR | 39,901 | $1.2M | 1.99% | -46 | |
| 17 | NVDANVIDIA CORPORATION | 6,021 | $1.1M | 1.86% | -516 | |
| 18 | AQLTISHARES TR | 11,909 | $1.1M | 1.77% | -7,349 | |
| 19 | TLTISHARES TR | 11,046 | $962K | 1.60% | +205 | |
| 20 | SCHPSCHWAB STRATEGIC TR | 36,309 | $961K | 1.59% | +858 | |
| 21 | BACBANK AMERICA CORP | 16,954 | $932K | 1.55% | -262 | |
| 22 | SCHGSCHWAB STRATEGIC TR | 26,714 | $871K | 1.45% | -84 | |
| 23 | GOOGLALPHABET INC | 2,480 | $776K | 1.29% | -228 | |
| 24 | AMZNAMAZON COM INC | 3,056 | $705K | 1.17% | -140 | |
| 25 | MUNIPIMCO ETF TR | 12,430 | $651K | 1.08% | +10 |
Quarterly Changes
New Positions
No new positions this quarter
Sector Breakdown
Financial Services0.0% ($8.073543344673032e+104T)
Technology0.0% ($168514811122.5T)
Unknown0.0% ($1065.5T)
Consumer Cyclical0.0% ($2.8B)
Consumer Defensive0.0% ($286.3M)
Healthcare0.0% ($2.9M)
Communication Services0.0% ($776K)
Industrials0.0% ($401K)
Filing History
Fund Information
CLEAR INVESTMENT RESEARCH, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $60.3M across 51 holdings. The largest position is ISHARES TR (IVV), representing 13.4% of the portfolio. Compared to the previous quarter, the fund opened 0 new positions and closed 205 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.