Clear Investment Research, Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 11, 2026, Clear Investment Research, Llc disclosed 57 stock positions valued at approximately $64.24M as of quarter-end June 30, 2026. The largest holdings include ISHARES TR, VANGUARD WORLD FD, and FIDELITY MERRIMACK STR TR.
- Report Period
- June 30, 2026
- No. of Stocks
- 57
- Portfolio Value
- $64.24M
Holdings by Sector
Clear Investment Research, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IVV | Other | 13.34% | 11,445 | -34 | -0.30% | $8,571,283 |
| VANGUARD WORLD FD | EDV | Other | 8.13% | 80,291 | -317 | -0.39% | $5,225,328 |
| FIDELITY MERRIMACK STR TR | FBND | Other | 7.00% | 98,897 | -712 | -0.71% | $4,498,812 |
| SCHWAB STRATEGIC TR | SCHX | Other | 5.15% | 112,481 | -181 | -0.16% | $3,310,316 |
| ELI LILLY & CO | LLY | Healthcare | 5.07% | 2,718 | -22 | -0.80% | $3,259,958 |
| GRAPHIC PACKAGING HLDG CO | GPK | Consumer Cyclical | 3.11% | 188,840 | +150 | +0.08% | $1,996,041 |
| APPLE INC | AAPL | Technology | 3.02% | 6,702 | +408 | +6.48% | $1,939,340 |
| SPDR SERIES TRUST | SPMD | Other | 2.81% | 26,764 | +147 | +0.55% | $1,808,197 |
| VANECK ETF TRUST | ANGL | Other | 2.68% | 58,809 | +3,938 | +7.18% | $1,719,583 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 2.63% | 23,671 | +122 | +0.52% | $1,686,585 |
| FIDELITY COVINGTON TRUST | FBCG | Other | 2.62% | 27,110 | -721 | -2.59% | $1,683,816 |
| ISHARES TR | IJH | Other | 2.55% | 21,225 | -523 | -2.40% | $1,636,637 |
| SCHWAB STRATEGIC TR | SCHM | Other | 2.28% | 39,745 | -162 | -0.41% | $1,465,388 |
| ISHARES TR | IJR | Other | 2.17% | 9,414 | -207 | -2.15% | $1,396,262 |
| MICROSOFT CORP | MSFT | Technology | 1.91% | 3,290 | +44 | +1.36% | $1,227,286 |
| SCHWAB STRATEGIC TR | SCHO | Other | 1.86% | 49,543 | +376 | +0.76% | $1,195,971 |
| NVIDIA CORPORATION | NVDA | Technology | 1.85% | 5,931 | +86 | +1.47% | $1,186,786 |
| SCHWAB STRATEGIC TR | SCHP | Other | 1.51% | 36,667 | -629 | -1.69% | $971,686 |
| BANK OF AMER CORP | BAC | Financial Services | 1.50% | 16,955 | +1 | +0.01% | $966,089 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.48% | 3,977 | +662 | +19.97% | $947,878 |
| SCHWAB STRATEGIC TR | SCHG | Other | 1.41% | 26,757 | +43 | +0.16% | $905,457 |
| ALPHABET INC | GOOGL | Communication Services | 1.37% | 2,468 | -137 | -5.26% | $881,949 |
| SCHWAB STRATEGIC TR | SCHA | Other | 1.28% | 22,788 | -5 | -0.02% | $823,330 |
| ISHARES TR | TLT | Other | 1.19% | 8,866 | -2,151 | -19.52% | $766,235 |
| PIMCO ETF TR | MUNI | Other | 1.14% | 13,981 | +1,542 | +12.40% | $735,410 |
| SCHWAB STRATEGIC TR | SCHV | Other | 1.11% | 20,409 | - | - | $710,437 |
| SCHWAB STRATEGIC TR | SCHF | Other | 1.08% | 24,987 | -139 | -0.55% | $692,140 |
| ISHARES TR | IEFA | Other | 1.07% | 7,101 | +98 | +1.40% | $685,776 |
| PIMCO ETF TR | MINO | Other | 1.01% | 14,171 | +14,171 | +100.00% | $648,465 |
| GLOBAL X FDS | DTCR | Other | 0.99% | 21,011 | +12,574 | +149.03% | $638,099 |
Showing 30 of 57 holdings in the latest reporting period.