CLEAR INVESTMENT RESEARCH, LLC Q3 2025 Filing
Filed November 7, 2025
Portfolio Value
$74.6B
Holdings
256
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (256 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IVVISHARES TR | 12,156 | $8.1B | 10.90% | |
| 2 | EDVVANGUARD WORLD FD | 85,986 | $5.9B | 7.88% | |
| 3 | FBNDFIDELITY MERRIMACK STR TR | 88,870 | $4.1B | 5.51% | |
| 4 | AAPLAPPLE INC | 14,756 | $3.8B | 5.03% | |
| 5 | GPKGRAPHIC PACKAGING HLDG CO | 186,865 | $3.7B | 4.90% | |
| 6 | SCHXSCWAB STRATEGIC TR | 112,956 | $3.0B | 3.99% | |
| 7 | MSFTMICROSOFT CORP | 4,229 | $2.2B | 2.93% | |
| 8 | LLYLILLY ELI & CO | 2,721 | $2.1B | 2.78% | |
| 9 | IJHISHARES TR | 29,934 | $2.0B | 2.62% | |
| 10 | ANGLVANECK VECTORS ETF TR | 59,312 | $1.8B | 2.36% | |
| 11 | AQLTISHARES TR | 19,258 | $1.7B | 2.25% | |
| 12 | FBCGFIDELITY COVINGTON TRUST | 24,994 | $1.3B | 1.80% | |
| 13 | NVDANVIDIA CORP | 6,537 | $1.2B | 1.63% | |
| 14 | VEAVANGUARD TAX-MANAGED FDS | 20,310 | $1.2B | 1.63% | |
| 15 | IJRISHARES TR | 10,109 | $1.2B | 1.61% | |
| 16 | SCHOSCWAB STRATEGIC TR | 48,714 | $1.2B | 1.59% | |
| 17 | SCHMSCWAB STRATEGIC TR | 39,947 | $1.2B | 1.59% | |
| 18 | SPMDSPDR SER TR | 20,112 | $1.2B | 1.54% | |
| 19 | TLTISHARES TR | 10,841 | $968.9M | 1.30% | |
| 20 | SCHPSCWAB STRATEGIC TR | 35,451 | $955.4M | 1.28% | |
| 21 | IVEISHARES TR | 4,392 | $907.1M | 1.22% | |
| 22 | BACBANK AMER CORP | 17,216 | $888.2M | 1.19% | |
| 23 | SCHGSCWAB STRATEGIC TR | 26,798 | $855.1M | 1.15% | |
| 24 | AMZNAMAZON COM INC | 3,196 | $701.7M | 0.94% | |
| 25 | IVWISHARES TR | 5,703 | $688.5M | 0.92% | |
| 26 | GOOGLALPHABET INC | 2,708 | $658.5M | 0.88% | |
| 27 | MUNIPIMCO ETF TR | 12,420 | $649.3M | 0.87% | |
| 28 | SCHASCWAB STRATEGIC TR | 22,793 | $635.9M | 0.85% | |
| 29 | SCHVSCWAB STRATEGIC TR | 20,409 | $594.1M | 0.80% | |
| 30 | SCHFSCWAB STRATEGIC TR | 25,206 | $586.8M | 0.79% | |
| 31 | STIPISHARES TR | 5,254 | $543.1M | 0.73% | |
| 32 | HYGISHARES TR | 6,512 | $528.7M | 0.71% | |
| 33 | IEMGISHARES INC | 7,854 | $517.7M | 0.69% | |
| 34 | IWOISHARES TR | 1,579 | $505.5M | 0.68% | |
| 35 | DLTRDOLLAR TREE INC | 5,200 | $490.7M | 0.66% | |
| 36 | VNQVANGUARD INDEX FDS | 5,301 | $484.7M | 0.65% | |
| 37 | BRK/BBERSHIRE HATHAWAY INC DEL | 922 | $463.5M | 0.62% | |
| 38 | IAU*ISHARES GOLD TR | 5,915 | $430.4M | 0.58% | |
| 39 | IWNISHARES TR | 2,406 | $425.6M | 0.57% | |
| 40 | RRYDER SYS INC | 2,097 | $395.6M | 0.53% | |
| 41 | QUALISHARES TR | 1,910 | $371.5M | 0.50% | |
| 42 | AGGISHARES TR | 3,679 | $368.8M | 0.49% | |
| 43 | DFAIDIMENSIONAL ETF TRUST | 10,106 | $367.4M | 0.49% | |
| 44 | PLTRPALANTIR TECHNOLOGIES INC | 1,999 | $364.7M | 0.49% | |
| 45 | DGROISHARES TR | 5,255 | $357.8M | 0.48% | |
| 46 | SPHQINVESCO EXCHANGE TRADED FD T | 4,802 | $351.9M | 0.47% | |
| 47 | JNJJOHNSON & JOHNSON | 1,876 | $347.9M | 0.47% | |
| 48 | NDQINVESCO QQQ TR | 569 | $341.6M | 0.46% | |
| 49 | TQQQPROSHARES TR | 3,145 | $325.2M | 0.44% | |
| 50 | SPYSPDR S&P 500 ETF TR | 465 | $309.8M | 0.41% | |
| 51 | TIPISHARES TR | 2,548 | $283.5M | 0.38% | |
| 52 | KOCOCA COLA CO | 4,081 | $270.7M | 0.36% | |
| 53 | EEMVISHARES INC | 4,019 | $256.6M | 0.34% | |
| 54 | IXUSISHARES TR | 3,062 | $252.9M | 0.34% | |
| 55 | LOWLOWES COS INC | 1,000 | $251.3M | 0.34% | |
| 56 | WMTWALMART INC | 2,324 | $239.6M | 0.32% | |
| 57 | IYRISHARES TR | 2,369 | $230.0M | 0.31% | |
| 58 | AVGOBROADCOM INC | 686 | $226.5M | 0.30% | |
| 59 | WFCWELLS FARGO CO NEW | 2,701 | $226.4M | 0.30% | |
| 60 | TSLATESLA INC | 436 | $193.9M | 0.26% | |
| 61 | LDURPIMCO ETF TR | 1,978 | $190.2M | 0.25% | |
| 62 | DJPBARCLAYS BK PLC | 5,352 | $189.7M | 0.25% | |
| 63 | XOMEXXON MOBIL CORP | 1,633 | $184.1M | 0.25% | |
| 64 | CVSCVS HEALTH GROUP | 2,436 | $183.7M | 0.25% | |
| 65 | SOSOUTHERN CO | 1,918 | $181.8M | 0.24% | |
| 66 | PGPROCTOR AND GAMBLE CO | 1,170 | $179.9M | 0.24% | |
| 67 | SPYDSPDR SER TR | 4,072 | $179.2M | 0.24% | |
| 68 | LRGFISHARES TR | 2,571 | $177.6M | 0.24% | |
| 69 | SCHHSCWAB STRATEGIC TR | 7,959 | $171.7M | 0.23% | |
| 70 | LMTLOCKHEED MARTIN CORP | 337 | $168.7M | 0.23% | |
| 71 | IMCVISHARES TR | 2,074 | $166.7M | 0.22% | |
| 72 | SCZISHARES TR | 2,163 | $166.0M | 0.22% | |
| 73 | USOUNITED STS OIL FD LP | 1,992 | $146.9M | 0.20% | |
| 74 | SCHDSCWAB STRATEGIC TR | 5,344 | $145.9M | 0.20% | |
| 75 | METAMETA PLATFORMS INC | 192 | $141.7M | 0.19% | |
| 76 | SPYGSPDR SER TR | 1,334 | $139.4M | 0.19% | |
| 77 | EVIMMORGAN STANLEY ETF TRUST | 2,580 | $135.4M | 0.18% | |
| 78 | SPYVSPDR SER TR | 2,386 | $132.1M | 0.18% | |
| 79 | SCHESCWAB STRATEGIC TR | 3,879 | $129.4M | 0.17% | |
| 80 | SOXXISHARES TR | 476 | $129.1M | 0.17% | |
| 81 | IWFISHARES TR | 257 | $120.4M | 0.16% | |
| 82 | SPLVINVESCO EXCHNG TRADED FD TR | 1,586 | $116.5M | 0.16% | |
| 83 | AMATAPPLIED MATLS INC | 555 | $113.6M | 0.15% | |
| 84 | TFCTRUIST FINL CORP | 2,360 | $107.9M | 0.14% | |
| 85 | SLVISHARES TR | 2,510 | $106.3M | 0.14% | |
| 86 | NFLXNETFLIX INC | 88 | $105.8M | 0.14% | |
| 87 | JHMMJOHN HANCOCK EXCHAGE TRADED | 1,661 | $104.2M | 0.14% | |
| 88 | DFATDIMENSIONAL ETF TRUST | 1,657 | $96.5M | 0.13% | |
| 89 | HDHOME DEPOT INC | 236 | $96.0M | 0.13% | |
| 90 | ISTBISHARES TR | 1,934 | $94.5M | 0.13% | |
| 91 | SPDWSPDR INDEX SHS FDS | 2,158 | $92.4M | 0.12% | |
| 92 | GEGE AEROSPACE | 300 | $90.2M | 0.12% | |
| 93 | CLOIVANECK ETF TRUST | 1,672 | $88.8M | 0.12% | |
| 94 | CDNSCADENCE DESIGN SYSTEM INC | 250 | $87.8M | 0.12% | |
| 95 | BSVVANGUARD BD INDEX FD INC | 1,107 | $87.4M | 0.12% | |
| 96 | ORCLORACLE CORP | 294 | $82.7M | 0.11% | |
| 97 | HODLVANECK BITCOIN ETF | 2,537 | $82.1M | 0.11% | |
| 98 | AMDADVANCED MICRO DEVICES INC | 497 | $80.4M | 0.11% | |
| 99 | EMBISHARES TR | 762 | $72.6M | 0.10% | |
| 100 | CGUSCAPITAL GROUP CORE EQUITY ETF | 1,810 | $71.6M | 0.10% |
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