Clear Investment Research, LLC 13F Holdings · Q2 2026
Clear Investment Research, LLC reported 57 securities worth $64.24M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: IVV (13.34%), EDV (8.13%), FBND (7.00%). Among its top 25 positions this quarter: 12 added, 13 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $8.6M | 13.34% | 11,445 | Trimmed |
| 2 | EDV | VANGUARD WORLD FD | $5.2M | 8.13% | 80,291 | Trimmed |
| 3 | FBND | FIDELITY MERRIMACK STR TR | $4.5M | 7.00% | 98,897 | Trimmed |
| 4 | SCHX | SCHWAB STRATEGIC TR | $3.3M | 5.15% | 112,481 | Trimmed |
| 5 | LLY | ELI LILLY & CO | $3.3M | 5.07% | 2,718 | Trimmed |
| 6 | GPK | GRAPHIC PACKAGING HLDG CO | $2.0M | 3.11% | 188,840 | Added |
| 7 | AAPL | APPLE INC | $1.9M | 3.02% | 6,702 | Added |
| 8 | SPMD | SPDR SERIES TRUST | $1.8M | 2.81% | 26,764 | Added |
| 9 | ANGL | VANECK ETF TRUST | $1.7M | 2.68% | 58,809 | Added |
| 10 | VEA | VANGUARD TAX-MANAGED FDS | $1.7M | 2.63% | 23,671 | Added |
| 11 | FBCG | FIDELITY COVINGTON TRUST | $1.7M | 2.62% | 27,110 | Trimmed |
| 12 | IJH | ISHARES TR | $1.6M | 2.55% | 21,225 | Trimmed |
| 13 | SCHM | SCHWAB STRATEGIC TR | $1.5M | 2.28% | 39,745 | Trimmed |
| 14 | IJR | ISHARES TR | $1.4M | 2.17% | 9,414 | Trimmed |
| 15 | MSFT | MICROSOFT CORP | $1.2M | 1.91% | 3,290 | Added |
| 16 | SCHO | SCHWAB STRATEGIC TR | $1.2M | 1.86% | 49,543 | Added |
| 17 | NVDA | NVIDIA CORPORATION | $1.2M | 1.85% | 5,931 | Added |
| 18 | SCHP | SCHWAB STRATEGIC TR | $971,686 | 1.51% | 36,667 | Trimmed |
| 19 | BAC | BANK OF AMER CORP | $966,089 | 1.50% | 16,955 | Added |
| 20 | AMZN | AMAZON COM INC | $947,878 | 1.48% | 3,977 | Added |
| 21 | SCHG | SCHWAB STRATEGIC TR | $905,457 | 1.41% | 26,757 | Added |
| 22 | GOOGL | ALPHABET INC | $881,949 | 1.37% | 2,468 | Trimmed |
| 23 | SCHA | SCHWAB STRATEGIC TR | $823,330 | 1.28% | 22,788 | Trimmed |
| 24 | TLT | ISHARES TR | $766,235 | 1.19% | 8,866 | Trimmed |
| 25 | MUNI | PIMCO ETF TR | $735,410 | 1.14% | 13,981 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR