CLEAR INVESTMENT RESEARCH, LLC Q4 2025 Filing
Filed February 9, 2026
Portfolio Value
$60.3M
Holdings
51
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (51 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IVVISHARES TR | 11,788 | $8.1M | 13.39% | |
| 2 | EDVVANGUARD WORLD FD | 83,580 | $5.4M | 9.01% | |
| 3 | FBNDFIDELITY MERRIMACK STR TR | 97,039 | $4.5M | 7.41% | |
| 4 | SCHXSCHWAB STRATEGIC TR | 112,662 | $3.0M | 5.03% | |
| 5 | LLYELI LILLY & CO | 2,723 | $2.9M | 4.85% | |
| 6 | GPKGRAPHIC PACKAGING HLDG CO | 186,865 | $2.8M | 4.67% | |
| 7 | IJHISHARES TR | 27,759 | $1.8M | 3.04% | |
| 8 | ANGLVANECK ETF TRUST | 61,921 | $1.8M | 3.02% | |
| 9 | AAPLAPPLE INC | 6,200 | $1.7M | 2.80% | |
| 10 | MSFTMICROSOFT CORP | 3,064 | $1.5M | 2.46% | |
| 11 | VEAVANGUARD TAX-MANAGED FDS | 22,623 | $1.4M | 2.34% | |
| 12 | FBCGFIDELITY COVINGTON TRUST | 25,423 | $1.4M | 2.31% | |
| 13 | SPMDSPDR SERIES TRUST | 23,260 | $1.3M | 2.23% | |
| 14 | SCHOSCHWAB STRATEGIC TR | 52,387 | $1.3M | 2.12% | |
| 15 | IJRISHARES TR | 10,079 | $1.2M | 2.01% | |
| 16 | SCHMSCHWAB STRATEGIC TR | 39,901 | $1.2M | 1.99% | |
| 17 | NVDANVIDIA CORPORATION | 6,021 | $1.1M | 1.86% | |
| 18 | AQLTISHARES TR | 11,909 | $1.1M | 1.77% | |
| 19 | TLTISHARES TR | 11,046 | $962K | 1.60% | |
| 20 | SCHPSCHWAB STRATEGIC TR | 36,309 | $961K | 1.59% | |
| 21 | BACBANK AMERICA CORP | 16,954 | $932K | 1.55% | |
| 22 | SCHGSCHWAB STRATEGIC TR | 26,714 | $871K | 1.45% | |
| 23 | GOOGLALPHABET INC | 2,480 | $776K | 1.29% | |
| 24 | AMZNAMAZON COM INC | 3,056 | $705K | 1.17% | |
| 25 | MUNIPIMCO ETF TR | 12,430 | $651K | 1.08% | |
| 26 | SCHASCHWAB STRATEGIC TR | 22,793 | $649K | 1.08% | |
| 27 | SCHVSCHWAB STRATEGIC TR | 20,409 | $604K | 1.00% | |
| 28 | SCHFSCHWAB STRATEGIC TR | 25,126 | $604K | 1.00% | |
| 29 | IEMGISHARES INC | 8,195 | $550K | 0.91% | |
| 30 | IAU*ISHARES GOLD TR | 6,572 | $533K | 0.88% | |
| 31 | SLVISHARES SILVER TR | 8,246 | $531K | 0.88% | |
| 32 | STIPISHARES TR | 5,081 | $520K | 0.86% | |
| 33 | IVWISHARES TR | 4,126 | $508K | 0.84% | |
| 34 | IVEISHARES TR | 2,382 | $505K | 0.84% | |
| 35 | VNQVANGUARD INDEX FDS | 5,509 | $487K | 0.81% | |
| 36 | BRK/BBERKSHIRE HATHAWAY INC DEL | 962 | $483K | 0.80% | |
| 37 | RRYDER SYS INC | 2,097 | $401K | 0.67% | |
| 38 | QUALISHARES TR | 1,902 | $377K | 0.63% | |
| 39 | DFAIDIMENSIONAL ETF TRUST | 9,547 | $363K | 0.60% | |
| 40 | SPHQINVESCO EXCHANGE TRADED FD T | 4,812 | $361K | 0.60% | |
| 41 | DGROISHARES TR | 5,198 | $360K | 0.60% | |
| 42 | PLTRPALANTIR TECHNOLOGIES INC | 2,012 | $357K | 0.59% | |
| 43 | NDQINVESCO QQQ TR | 570 | $350K | 0.58% | |
| 44 | HYGISHARES TR | 4,319 | $348K | 0.58% | |
| 45 | TQQQPROSHARES TR | 6,229 | $328K | 0.54% | |
| 46 | SPYSPDR S&P 500 ETF TR | 465 | $317K | 0.53% | |
| 47 | KOCOCA COLA CO | 4,094 | $286K | 0.47% | |
| 48 | IXUSISHARES TR | 3,088 | $261K | 0.43% | |
| 49 | WMTWALMART INC | 2,342 | $260K | 0.43% | |
| 50 | AVGOBROADCOM INC | 677 | $234K | 0.39% | |
| 51 | TIPISHARES TR | 2,089 | $229K | 0.38% |