Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
CLEAR INVESTMENT RESEARCH, LLC (CIK 1635523) reported $63.9M across 239 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($7.5M, 11.74%), EDV ($5.2M, 8.19%), FBND ($4.5M, 7.11%), SCHX ($2.9M, 4.52%), LLY ($2.5M, 3.94%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $7.5M | 11.74% | 11,479 | Trimmed |
| 2 | EDV | VANGUARD WORLD FD | $5.2M | 8.19% | 80,608 | Trimmed |
| 3 | FBND | FIDELITY MERRIMACK STR TR | $4.5M | 7.11% | 99,609 | Added |
| 4 | SCHX | SCHWAB STRATEGIC TR | $2.9M | 4.52% | 112,662 | Hold |
| 5 | LLY | ELI LILLY & CO | $2.5M | 3.94% | 2,740 | Added |
| 6 | GPK | GRAPHIC PACKAGING HLDG CO | $1.9M | 2.94% | 188,690 | Added |
| 7 | AAPL | APPLE INC | $1.6M | 2.50% | 6,294 | Added |
| 8 | SPMD | SPDR SERIES TRUST | $1.6M | 2.47% | 26,617 | Added |
| 9 | ANGL | VANECK ETF TRUST | $1.6M | 2.47% | 54,871 | Trimmed |
| 10 | VEA | VANGUARD TAX-MANAGED FDS | $1.5M | 2.36% | 23,549 | Added |
| 11 | IJH | ISHARES TR | $1.5M | 2.30% | 21,748 | Trimmed |
| 12 | FBCG | FIDELITY COVINGTON TRUST | $1.4M | 2.18% | 27,831 | Added |
| 13 | SCHM | SCHWAB STRATEGIC TR | $1.2M | 1.93% | 39,907 | Added |
| 14 | MSFT | MICROSOFT CORP | $1.2M | 1.88% | 3,246 | Added |
| 15 | SCHO | SCHWAB STRATEGIC TR | $1.2M | 1.87% | 49,167 | Trimmed |
| 16 | IJR | ISHARES TR | $1.2M | 1.87% | 9,621 | Trimmed |
| 17 | NVDA | NVIDIA CORPORATION | $1.0M | 1.60% | 5,845 | Trimmed |
| 18 | SCHP | SCHWAB STRATEGIC TR | $992,455 | 1.55% | 37,296 | Added |
| 19 | TLT | ISHARES TR | $955,052 | 1.49% | 11,017 | Trimmed |
| 20 | BAC | BANK AMERICA CORP | $826,522 | 1.29% | 16,954 | Hold |
| 21 | SCHG | SCHWAB STRATEGIC TR | $778,179 | 1.22% | 26,714 | Hold |
| 22 | GOOGL | ALPHABET INC | $749,152 | 1.17% | 2,605 | Added |
| 23 | AMZN | AMAZON COM INC | $690,415 | 1.08% | 3,315 | Added |
| 24 | SCHA | SCHWAB STRATEGIC TR | $662,820 | 1.04% | 22,793 | Hold |
| 25 | MUNI | PIMCO ETF TR | $649,212 | 1.02% | 12,439 | Added |
Source: SEC Form 13F filings · as of 2026-03-31