CLEAR INVESTMENT RESEARCH, LLC

CIK 0001635523 · ALPHARETTA, GA · Quarter end: 2026-06-30 · Filed on: 2026-08-11 · Open the SEC source

CLEAR INVESTMENT RESEARCH, LLC reported 57 positions worth $64.2M as of June 30, 2026 (13F filed August 11, 2026). Largest holding: IVV (13.3%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$64.2M
2026 Q2
Positions
57
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
53.0%
Est. Net Flow (Q)
2026 Q2
10 / 57 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1IVVISHARES TRSH$8.6M13.34%11,445
2EDVVANGUARD WORLD FDSH$5.2M8.13%80,291
3FBNDFIDELITY MERRIMACK STR TRSH$4.5M7.00%98,897
4SCHXSCHWAB STRATEGIC TRSH$3.3M5.15%112,481
5LLYELI LILLY & COSH$3.3M5.07%2,718
6GPKGRAPHIC PACKAGING HLDG COSH$2.0M3.11%188,840
7AAPLAPPLE INCSH$1.9M3.02%6,702
8SPMDSPDR SERIES TRUSTSH$1.8M2.81%26,764
9ANGLVANECK ETF TRUSTSH$1.7M2.68%58,809
10VEAVANGUARD TAX-MANAGED FDSSH$1.7M2.63%23,671

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does CLEAR INVESTMENT RESEARCH, LLC hold as of Q2 2026?

CLEAR INVESTMENT RESEARCH, LLC reported 57 positions worth $64.2M in its Q2 2026 13F filing. Largest positions: IVV (13.3%), EDV (8.1%), FBND (7.0%), SCHX (5.2%) and LLY (5.1%).

What did CLEAR INVESTMENT RESEARCH, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did CLEAR INVESTMENT RESEARCH, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.