CLEAR INVESTMENT RESEARCH, LLC
CIK 0001635523 · ALPHARETTA, GA · Quarter end: 2026-06-30 · Filed on: 2026-08-11 · Open the SEC source ↗
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
Top Holdings
IVV
ISHARES TR
13.3%
EDV
VANGUARD WORLD FD
8.1%
FBND
FIDELITY MERRIMACK STR TR
7.0%
SCHX
SCHWAB STRATEGIC TR
5.2%
LLY
ELI LILLY & CO
5.1%
GPK
GRAPHIC PACKAGING HLDG CO
3.1%
AAPL
APPLE INC
3.0%
SPMD
SPDR SERIES TRUST
2.8%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.