Clear Investment Research, Llc Portfolio Stock Holdings
Clear Investment Research, Llc disclosed 241 stock positions valued at approximately $63.9 million in its latest SEC 13F filing. The largest holdings include ISHARES TR, VANGUARD WORLD FD, and FIDELITY MERRIMACK STR TR. The filing reflects positions held as of March 31, 2026 and was filed on May 4, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 241
- Portfolio Value
- $63.9M
Holdings by Sector
Clear Investment Research, Llc Portfolio Holdings in Q1 2026
234 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IVV | Other | 11.74% | 11,479 | -309 | -2.62% | $7,498,356 |
| VANGUARD WORLD FD | EDV | Other | 8.19% | 80,608 | -2,972 | -3.56% | $5,235,492 |
| FIDELITY MERRIMACK STR TR | FBND | Other | 7.11% | 99,609 | +2,570 | +2.65% | $4,544,178 |
| SCHWAB STRATEGIC TR | SCHX | Other | 4.52% | 112,662 | - | - | $2,888,654 |
| ELI LILLY & CO | LLY | Healthcare | 3.94% | 2,740 | +17 | +0.62% | $2,519,776 |
| GRAPHIC PACKAGING HLDG CO | GPK | Consumer Cyclical | 2.94% | 188,690 | +1,825 | +0.98% | $1,875,581 |
| APPLE INC | AAPL | Technology | 2.50% | 6,294 | +94 | +1.52% | $1,597,409 |
| SPDR SERIES TRUST | SPMD | Other | 2.47% | 26,617 | +3,357 | +14.43% | $1,576,243 |
| VANECK ETF TRUST | ANGL | Other | 2.47% | 54,871 | -7,050 | -11.39% | $1,575,899 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 2.36% | 23,549 | +926 | +4.09% | $1,508,999 |
| ISHARES TR | IJH | Other | 2.30% | 21,748 | -6,011 | -21.65% | $1,468,667 |
| FIDELITY COVINGTON TRUST | FBCG | Other | 2.18% | 27,831 | +2,408 | +9.47% | $1,394,908 |
| SCHWAB STRATEGIC TR | SCHM | Other | 1.93% | 39,907 | +6 | +0.02% | $1,235,506 |
| MICROSOFT CORP | MSFT | Technology | 1.88% | 3,246 | +182 | +5.94% | $1,201,612 |
| ISHARES TR | IJR | Other | 1.87% | 9,621 | -458 | -4.54% | $1,195,951 |
| SCHWAB STRATEGIC TR | SCHO | Other | 1.87% | 49,167 | -3,220 | -6.15% | $1,193,292 |
| NVIDIA CORPORATION | NVDA | Technology | 1.60% | 5,845 | -176 | -2.92% | $1,019,410 |
| SCHWAB STRATEGIC TR | SCHP | Other | 1.55% | 37,296 | +987 | +2.72% | $992,455 |
| ISHARES TR | TLT | Other | 1.49% | 11,017 | -29 | -0.26% | $955,052 |
| BANK AMERICA CORP | BAC | Financial Services | 1.29% | 16,954 | - | - | $826,522 |
| SCHWAB STRATEGIC TR | SCHG | Other | 1.22% | 26,714 | - | - | $778,179 |
| ALPHABET INC | GOOGL | Communication Services | 1.17% | 2,605 | +125 | +5.04% | $749,152 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.08% | 3,315 | +259 | +8.48% | $690,415 |
| SCHWAB STRATEGIC TR | SCHA | Other | 1.04% | 22,793 | - | - | $662,820 |
| PIMCO ETF TR | MUNI | Other | 1.02% | 12,439 | +9 | +0.07% | $649,212 |
| ISHARES TR | IEFA | Other | 0.99% | 7,003 | -4,906 | -41.20% | $633,981 |
| SCHWAB STRATEGIC TR | SCHV | Other | 0.97% | 20,409 | - | - | $622,475 |
| SCHWAB STRATEGIC TR | SCHF | Other | 0.97% | 25,126 | - | - | $621,869 |
| ISHARES TR | STIP | Other | 0.81% | 5,016 | -65 | -1.28% | $518,770 |
| ISHARES GOLD TR | IAU | Other | 0.80% | 5,801 | -771 | -11.73% | $511,416 |
| ISHARES INC | IEMG | Other | 0.77% | 7,022 | -1,173 | -14.31% | $489,794 |
| VANGUARD INDEX FDS | VNQ | Other | 0.75% | 5,401 | -108 | -1.96% | $479,104 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.72% | 959 | -3 | -0.31% | $459,553 |
| RYDER SYS INC | R | Industrials | 0.67% | 2,097 | - | - | $429,277 |
| ISHARES SILVER TR | SLV | Other | 0.63% | 5,932 | -2,314 | -28.06% | $404,206 |
| DIMENSIONAL ETF TRUST | DFAI | Other | 0.58% | 9,559 | +12 | +0.13% | $372,402 |
| INVESCO EXCHANGE TRADED FD T | SPHQ | Other | 0.57% | 4,820 | +8 | +0.17% | $362,451 |
| ISHARES TR | DGRO | Other | 0.55% | 4,964 | -234 | -4.50% | $348,394 |
| ISHARES TR | HYG | Other | 0.54% | 4,323 | +4 | +0.09% | $343,971 |
| INVESCO QQQ TR | QQQ | Other | 0.51% | 570 | - | - | $328,993 |
| ISHARES TR | TIP | Other | 0.51% | 2,980 | +891 | +42.65% | $328,923 |
| COCA COLA CO | KO | Consumer Defensive | 0.50% | 4,235 | +141 | +3.44% | $322,039 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 0.50% | 2,191 | +179 | +8.90% | $320,499 |
| ISHARES TR | QUAL | Other | 0.48% | 1,588 | -314 | -16.51% | $304,652 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.47% | 465 | - | - | $302,408 |
| WALMART INC | WMT | Consumer Defensive | 0.46% | 2,342 | - | - | $291,039 |
| EXXON MOBIL CORP | XOM | Energy | 0.43% | 1,633 | +1,633 | +100.00% | $277,046 |
| PROSHARES TR | TQQQ | Other | 0.41% | 6,264 | +35 | +0.56% | $261,069 |
| UNITED STS OIL FD LP | USO | Other | 0.40% | 1,992 | +1,992 | +100.00% | $253,482 |
| BROADCOM INC | AVGO | Technology | 0.38% | 777 | +100 | +14.77% | $240,622 |
| VANECK ETF TRUST | CLOI | Other | 0.35% | 4,271 | +4,271 | +100.00% | $225,100 |
| ISHARES TR | IXUS | Other | 0.32% | 2,395 | -693 | -22.44% | $207,469 |
| LOCKHEED MARTIN CORP | LMT | Industrials | 0.32% | 337 | +337 | +100.00% | $203,520 |
| GLOBAL X FDS | DTCR | Other | 0.32% | 8,437 | +8,437 | +100.00% | $202,147 |
| PIMCO ETF TR | LDUR | Other | 0.31% | 2,075 | +2,075 | +100.00% | $198,827 |
| SPDR SERIES TRUST | SPYD | Other | 0.29% | 4,072 | +4,072 | +100.00% | $185,357 |
| SOUTHERN CO | SO | Utilities | 0.28% | 1,867 | +1,867 | +100.00% | $180,181 |
| ISHARES TR | IMCV | Other | 0.27% | 2,035 | +2,035 | +100.00% | $172,522 |
| SCHWAB STRATEGIC TR | SCHH | Other | 0.27% | 7,959 | +7,959 | +100.00% | $171,039 |
| ISHARES TR | LRGF | Other | 0.27% | 2,571 | +2,571 | +100.00% | $169,686 |
| ISHARES TR | SOXX | Other | 0.26% | 509 | +509 | +100.00% | $167,295 |
| SCHWAB STRATEGIC TR | SCHD | Other | 0.26% | 5,336 | +5,336 | +100.00% | $163,708 |
| ISHARES TR | SCZ | Other | 0.25% | 2,010 | +2,010 | +100.00% | $157,588 |
| META PLATFORMS INC | META | Communication Services | 0.24% | 270 | +270 | +100.00% | $154,272 |
| FIDELITY COVINGTON TRUST | FMDE | Other | 0.22% | 3,876 | +3,876 | +100.00% | $139,398 |
| WELLS FARGO & CO | WFC | Financial Services | 0.22% | 1,743 | +1,743 | +100.00% | $138,760 |
| SPDR SERIES TRUST | SPYV | Other | 0.21% | 2,409 | +2,409 | +100.00% | $136,296 |
| TESLA INC | TSLA | Consumer Cyclical | 0.21% | 365 | +365 | +100.00% | $135,689 |
| VANECK ETF TRUST | NLR | Other | 0.21% | 987 | +987 | +100.00% | $131,459 |
| SPDR SERIES TRUST | SPYG | Other | 0.21% | 1,338 | +1,338 | +100.00% | $130,991 |
| T ROWE PRICE ETF INC | TFLR | Other | 0.20% | 2,591 | +2,591 | +100.00% | $130,480 |
| SCHWAB STRATEGIC TR | SCHE | Other | 0.20% | 3,882 | +3,882 | +100.00% | $127,912 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.18% | 775 | +775 | +100.00% | $111,873 |
| ISHARES TR | IWF | Other | 0.17% | 257 | +257 | +100.00% | $109,585 |
| TRUIST FINL CORP | TFC | Financial Services | 0.17% | 2,324 | +2,324 | +100.00% | $106,834 |
| JOHN HANCOCK EXCHANGE TRADED | JHMM | Other | 0.17% | 1,582 | +1,582 | +100.00% | $106,191 |
| SPDR INDEX SHS FDS | SPDW | Other | 0.16% | 2,297 | +2,297 | +100.00% | $104,875 |
| ISHARES INC | EEMV | Other | 0.16% | 1,595 | +1,595 | +100.00% | $103,275 |
| DIMENSIONAL ETF TRUST | DFAT | Other | 0.16% | 1,637 | +1,637 | +100.00% | $102,254 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.16% | 499 | +499 | +100.00% | $101,512 |
| NETFLIX INC. | NFLX | Communication Services | 0.14% | 948 | +948 | +100.00% | $91,150 |
| MERCK & CO INC | MRK | Healthcare | 0.13% | 676 | +676 | +100.00% | $81,329 |
| CHEVRON CORPORATION | CVX | Energy | 0.12% | 385 | +385 | +100.00% | $79,739 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.12% | 239 | +239 | +100.00% | $78,551 |
| ISHARES TR | ISTB | Other | 0.12% | 1,585 | +1,585 | +100.00% | $76,833 |
| FIRST TR EXCHANGE-TRADED FD | FPXI | Other | 0.11% | 1,186 | +1,186 | +100.00% | $73,230 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.11% | 300 | +300 | +100.00% | $73,215 |
| ISHARES TR | AGG | Other | 0.11% | 735 | +735 | +100.00% | $72,963 |
| CAPITAL GROUP CORE EQUITY ET | CGUS | Other | 0.11% | 1,848 | +1,848 | +100.00% | $71,005 |
| INVESCO EXCH TRADED FD TR II | TBLL | Other | 0.11% | 658 | +658 | +100.00% | $69,477 |
| INVESCO EXCH TRADED FD TR II | SPLV | Other | 0.11% | 943 | +943 | +100.00% | $68,971 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.11% | 69 | +69 | +100.00% | $68,320 |
| ISHARES TR | IYR | Other | 0.11% | 712 | +712 | +100.00% | $67,339 |
| PEPSICO INC | PEP | Consumer Defensive | 0.10% | 418 | +418 | +100.00% | $64,934 |
| VANGUARD MUN BD FDS | VTEB | Other | 0.10% | 1,241 | +1,241 | +100.00% | $61,933 |
| VANGUARD INDEX FDS | VTV | Other | 0.10% | 311 | +311 | +100.00% | $61,025 |
| ABBVIE INC | ABBV | Healthcare | 0.09% | 279 | +279 | +100.00% | $60,601 |
| CAPITAL GROUP GROWTH ETF | CGGR | Other | 0.09% | 1,507 | +1,507 | +100.00% | $60,547 |
| VANECK BITCOIN ETF | HODL | Other | 0.09% | 3,157 | +3,157 | +100.00% | $60,488 |
| SCHWAB STRATEGIC TR | SCHC | Other | 0.09% | 1,253 | +1,253 | +100.00% | $58,565 |