CLEAR INVESTMENT RESEARCH, LLC

Est. AUM

$63.9M

13F long equity, this entity only

Positions

241

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE S&P500 ETF	$7.5M	11479	11.74%	SOLE
2	VANGUARD WORLD FD	EXTENDED DUR	$5.2M	80608	8.19%	SOLE
3	FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$4.5M	99609	7.11%	SOLE
4	SCHWAB STRATEGIC TR	US LRG CAP ETF	$2.9M	112662	4.52%	SOLE
5	ELI LILLY & CO	COM	$2.5M	2740	3.94%	SOLE
6	GRAPHIC PACKAGING HLDG CO	COM	$1.9M	188690	2.94%	SOLE
7	APPLE INC	COM	$1.6M	6294	2.50%	SOLE
8	SPDR SERIES TRUST	STATE STREET SPD	$1.6M	26617	2.47%	SOLE
9	VANECK ETF TRUST	FALLEN ANGEL HG	$1.6M	54871	2.47%	SOLE
10	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.5M	23549	2.36%	SOLE
11	ISHARES TR	CORE S&P MCP ETF	$1.5M	21748	2.30%	SOLE
12	FIDELITY COVINGTON TRUST	BLUE CHIP GRWTH	$1.4M	27831	2.18%	SOLE
13	SCHWAB STRATEGIC TR	US MID-CAP ETF	$1.2M	39907	1.93%	SOLE
14	MICROSOFT CORP	COM	$1.2M	3246	1.88%	SOLE
15	ISHARES TR	CORE S&P SCP ETF	$1.2M	9621	1.87%	SOLE
16	SCHWAB STRATEGIC TR	SHT TM US TRES	$1.2M	49167	1.87%	SOLE
17	NVIDIA CORPORATION	COM	$1.0M	5845	1.60%	SOLE
18	SCHWAB STRATEGIC TR	US TIPS ETF	$992K	37296	1.55%	SOLE
19	ISHARES TR	20 YR TR BD ETF	$955K	11017	1.49%	SOLE
20	BANK AMERICA CORP	COM	$827K	16954	1.29%	SOLE
21	SCHWAB STRATEGIC TR	US LCAP GR ETF	$778K	26714	1.22%	SOLE
22	ALPHABET INC	CAP STK CL A	$749K	2605	1.17%	SOLE
23	AMAZON COM INC	COM	$690K	3315	1.08%	SOLE
24	SCHWAB STRATEGIC TR	US SML CAP ETF	$663K	22793	1.04%	SOLE
25	PIMCO ETF TR	INTER MUN BD ACT	$649K	12439	1.02%	SOLE
26	ISHARES TR	CORE MSCI EAFE	$634K	7003	0.99%	SOLE
27	SCHWAB STRATEGIC TR	INTL EQTY ETF	$622K	25126	0.97%	SOLE
28	SCHWAB STRATEGIC TR	US LCAP VA ETF	$622K	20409	0.97%	SOLE
29	ISHARES TR	0-5 YR TIPS ETF	$519K	5016	0.81%	SOLE
30	ISHARES GOLD TR	ISHARES NEW	$511K	5801	0.80%	SOLE
31	ISHARES INC	CORE MSCI EMKT	$490K	7022	0.77%	SOLE
32	VANGUARD INDEX FDS	REAL ESTATE ETF	$479K	5401	0.75%	SOLE
33	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$460K	959	0.72%	SOLE
34	RYDER SYS INC	COM	$429K	2097	0.67%	SOLE
35	ISHARES SILVER TR	ISHARES	$404K	5932	0.63%	SOLE
36	DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$372K	9559	0.58%	SOLE
37	INVESCO EXCHANGE TRADED FD T	S&P500 QUALITY	$362K	4820	0.57%	SOLE
38	ISHARES TR	CORE DIV GRWTH	$348K	4964	0.54%	SOLE
39	ISHARES TR	IBOXX HI YD ETF	$344K	4323	0.54%	SOLE
40	INVESCO QQQ TR	UNIT SER 1	$329K	570	0.51%	SOLE
41	ISHARES TR	TIPS BD ETF	$329K	2980	0.51%	SOLE
42	COCA COLA CO	COM	$322K	4235	0.50%	SOLE
43	PALANTIR TECHNOLOGIES INC	CL A	$320K	2191	0.50%	SOLE
44	ISHARES TR	MSCI USA QLT FCT	$305K	1588	0.48%	SOLE
45	STATE STR SPDR S&P 500 ETF T	TR UNIT	$302K	465	0.47%	SOLE
46	WALMART INC	COM	$291K	2342	0.46%	SOLE
47	EXXON MOBIL CORP	COM	$277K	1633	0.43%	SOLE
48	PROSHARES TR	ULTRAPRO QQQ	$261K	6264	0.41%	SOLE
49	UNITED STS OIL FD LP	UNITS	$253K	1992	0.40%	SOLE
50	BROADCOM INC	COM	$241K	777	0.38%	SOLE

1–50 of 241

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.