Q2 2026 13F · SEC CIK 1635523

Clear Investment Research, LLC

Institutional asset managerFiled 2026-08-11 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $64.2M
Reported positions: 57
Top holdings a year, 3 yrs: +9.2%
Assets under management: $4.2B

Clear Investment Research, LLC is an institutional asset manager that reported 57 positions worth $64.2M in its Q2 2026 13F, filed 2026-08-11. Its largest holdings were Ishares Tr (IVV, 13.3%), Vanguard World Fd (EDV, 8.1%), Fidelity Merrimack Str Tr (FBND, 7.0%). A portfolio copying its top holdings returned 9.2% a year over the last 3 years, against 20.4% for the S&P 500.

Clear Investment Research, LLC holdings largest 50 of 57 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Clear Investment Research, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
IVVIshares Tr	13.3%	11.7%	11,445	-0.3%	$8.6M
EDVVanguard World Fd	8.1%	8.2%	80,291	-0.4%	$5.2M
FBNDFidelity Merrimack Str Tr	7.0%	7.1%	98,897	-0.7%	$4.5M
SCHXSchwab Strategic Tr	5.2%	4.5%	112,481	-0.2%	$3.3M
LLYEli Lilly & Co	5.1%	3.9%	2,718	-0.8%	$3.3M
GPKGraphic Packaging Hldg Co	3.1%	2.9%	188,840	+0.1%	$2.0M
AAPLApple Inc	3.0%	2.5%	6,702	+6.5%	$1.9M
SPMDSpdr Series Trust	2.8%	2.5%	26,764	+0.6%	$1.8M
ANGLVaneck ETF Trust	2.7%	2.5%	58,809	+7.2%	$1.7M
VEAVanguard Ftse Developed Markets Index Fu	2.6%	2.4%	23,671	+0.5%	$1.7M
FBCGFidelity Covington Trust	2.6%	2.2%	27,110	-2.6%	$1.7M
IJHIshares Tr	2.5%	2.3%	21,225	-2.4%	$1.6M
SCHMSchwab Strategic Tr	2.3%	1.9%	39,745	-0.4%	$1.5M
IJRIshares Tr	2.2%	1.9%	9,414	-2.2%	$1.4M
MSFTMicrosoft Corp	1.9%	1.9%	3,290	+1.4%	$1.2M
SCHOSchwab Strategic Tr	1.9%	1.9%	49,543	+0.8%	$1.2M
NVDANvidia Corporation	1.8%	1.6%	5,931	+1.5%	$1.2M
SCHPSchwab Strategic Tr	1.5%	1.6%	36,667	-1.7%	$972K
BACBank of Amer Corp	1.5%	1.3%	16,955	+0.0%	$966K
AMZNAmazon Com Inc	1.5%	1.1%	3,977	+20.0%	$948K
SCHGSchwab Strategic Tr	1.4%	1.2%	26,757	+0.2%	$905K
GOOGLAlphabet Inc	1.4%	1.2%	2,468	-5.3%	$882K
SCHASchwab Strategic Tr	1.3%	1.0%	22,788	-0.0%	$823K
TLTIshares Tr	1.2%	1.5%	8,866	-19.5%	$766K
MUNIPimco ETF Tr	1.1%	1.0%	13,981	+12.4%	$735K
SCHVSchwab Strategic Tr	1.1%	1.0%	20,409	+0.0%	$710K
SCHFSchwab Strategic Tr	1.1%	1.0%	24,987	-0.6%	$692K
IEFAIshares Tr	1.1%	1.0%	7,101	+1.4%	$686K
MINOPimco ETF Tr	1.0%	—	14,171	—	$648K
VPNGlobal X Fds	1.0%	—	21,011	—	$638K
IEMGIshares Inc	0.9%	0.8%	6,841	-2.6%	$567K
RRyder Sys Inc	0.9%	0.7%	2,097	+0.0%	$553K
TQQQProshares Tr	0.8%	0.4%	6,405	+2.3%	$519K
VNQVanguard Index Fds	0.8%	0.8%	5,364	-0.7%	$517K
IAUIshares Gold Tr	0.8%	0.8%	6,717	+15.8%	$507K
STIPIshares Tr	0.8%	0.8%	4,885	-2.6%	$499K
BRK-BBerkshire Hathaway Inc Del	0.8%	0.7%	977	+1.9%	$489K
SPHQInvesco Exchange Traded Fd T	0.7%	0.6%	4,822	+0.0%	$434K
QQQInvesco Qqq Tr	0.7%	0.5%	569	-0.2%	$419K
HYGIshares Tr	0.6%	0.5%	5,012	+15.9%	$401K
DFAIDimensional ETF Trust	0.6%	0.6%	9,326	-2.4%	$385K
DGROIshares Tr	0.6%	0.5%	4,964	+0.0%	$376K
SLVIshares Silver Tr	0.5%	0.6%	6,584	+11.0%	$352K
QUALIshares Tr	0.5%	0.5%	1,595	+0.4%	$350K
SPYState Str Spdr S&p 500 ETF T	0.5%	0.5%	465	+0.0%	$347K
KOCoca Cola Co	0.5%	0.5%	4,234	-0.0%	$344K
FMDEFidelity Covington Trust	0.5%	—	8,478	—	$344K
TIPIshares Tr	0.5%	0.5%	3,090	+3.7%	$338K
SOXXIshares Tr	0.5%	—	496	—	$318K
AVGOBroadcom Inc	0.5%	0.4%	778	+0.1%	$294K

What Clear Investment Research, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

AMZN Amazon Com Inc+20.0% shares
HYG Ishares Tr+15.9% shares
IAU Ishares Gold Tr+15.8% shares
MUNI Pimco ETF Tr+12.4% shares
SLV Ishares Silver Tr+11.0% shares
ANGL Vaneck ETF Trust+7.2% shares
AAPL Apple Inc+6.5% shares

Reduced

TLT Ishares Tr-19.5% shares
GOOGL Alphabet Inc-5.3% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +6.3% /yr; S&P 500 +20.1%
3 years: +9.2% /yr; S&P 500 +20.4%
5 years: +3.8% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$64.2M	57
Q1 2026	$63.9M	241
Q4 2025	$60.3M	51
Q3 2025	$74.6M	252
Q2 2025	$79.3M	230
Q1 2025	$74.9M	226
Q4 2024	$77.7M	225
Q3 2024	$76.9M	223
Q2 2024	$76.7M	208
Q1 2024	$74.3M	217
Q4 2023	$71.0M	268
Q3 2023	$57.7M	202

Questions about Clear Investment Research, LLC's portfolio

What stocks does Clear Investment Research, LLC own?

Clear Investment Research, LLC's latest 13F, for Q2 2026 and filed Aug 11, 2026, lists 57 positions worth $64.2M. The largest are Ishares Tr (IVV) at 13.3%, Vanguard World Fd (EDV) at 8.1%, Fidelity Merrimack Str Tr (FBND) at 7.0%, Schwab Strategic Tr (SCHX) at 5.2% and Eli Lilly & Co (LLY) at 5.1%.

What did Clear Investment Research, LLC buy last quarter?

In Q2 2026, Clear Investment Research, LLC added Amazon Com Inc (AMZN) (+20.0% shares), Ishares Tr (HYG) (+15.9% shares) and Ishares Gold Tr (IAU) (+15.8% shares), compared with its Q1 2026 filing.

What did Clear Investment Research, LLC sell last quarter?

In Q2 2026, Clear Investment Research, LLC cut from its top 50 Palantir Technologies Inc (PLTR), cut from its top 50 Walmart Inc (WMT), cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 United Sts Oil Fd LP (USO), Ishares Tr (TLT) (-19.5% shares) and Alphabet Inc (GOOGL) (-5.3% shares), compared with its Q1 2026 filing.

How has Clear Investment Research, LLC's portfolio performed?

A portfolio copying Clear Investment Research, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +9.2% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +6.3% against +20.1%. Over 5 years: +3.8% a year against +11.6%.

When is Clear Investment Research, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Clear Investment Research, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Clear Investment Research, LLC manage?

Clear Investment Research, LLC reported $4.2B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $64.2M.