Clear Investment Research, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 11, 2026), Clear Investment Research, LLC reported 57 stock positions worth $64.2 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 13.3% of the portfolio, followed by Vanguard Extended Dur Treas (EDV, 8.1%) and Fidelity Total Bond ETF (FBND, 7.0%). Compared with Q1 2026, it opened 1 new position, sold out of 185, added to 26 and reduced 26. The biggest buy was a new position in PIMCO Municipal Income Oppor (MINO) and the biggest sale an exit from United States Oil Fund (USO).
- Most Recent 13F
- Q2 2026
- Location
- ALPHARETTA, GA
- CIK
- 0001635523
- Portfolio Value
- $64.2M (Q2 2026)
- SEC Filing
- 0001635523-26-000003 ↗ filed Aug 11, 2026
Holdings Value
Holdings 57 stocks · $64.2M
| IVV iShares Core S&P 500 ETF | 13.34% | 11,445 | $8.6M | Reduce -0.3% |
| EDV Vanguard Extended Dur Treas | 8.13% | 80,291 | $5.2M | Reduce -0.4% |
| FBND Fidelity Total Bond ETF | 7.00% | 98,897 | $4.5M | Reduce -0.7% |
| SCHX Schwab US Large-Cap ETF | 5.15% | 112,481 | $3.3M | Reduce -0.2% |
| LLY Eli Lilly & Co. | 5.08% | 2,718 | $3.3M | Reduce -0.8% |
| GPK Graphic Packaging Holding Co. | 3.11% | 188,840 | $2.0M | Add +0.1% |
| AAPL Apple Inc. | 3.02% | 6,702 | $1.9M | Add +6.5% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 2.81% | 26,764 | $1.8M | Add +0.6% |
| ANGL Vaneck Fallen Angel High YLD | 2.68% | 58,809 | $1.7M | Add +7.2% |
| VEA Vanguard Ftse Developed ETF | 2.63% | 23,671 | $1.7M | Add +0.5% |
| FBCG Fidelity Blue Chip Grow ETF | 2.62% | 27,110 | $1.7M | Reduce -2.6% |
| IJH iShares Core S&P Midcap ETF | 2.55% | 21,225 | $1.6M | Reduce -2.4% |
| SCHM Schwab US Mid Cap ETF | 2.28% | 39,745 | $1.5M | Reduce -0.4% |
| IJR iShares Core S&P Small-Cap E | 2.17% | 9,414 | $1.4M | Reduce -2.1% |
| MSFT Microsoft Corp. | 1.91% | 3,290 | $1.2M | Add +1.4% |
| SCHO Schwab Short-Term US Treas | 1.86% | 49,543 | $1.2M | Add +0.8% |
| NVDA Nvidia Corp. | 1.85% | 5,931 | $1.2M | Add +1.5% |
| SCHP Schwab U.S. Tips ETF | 1.51% | 36,667 | $972K | Reduce -1.7% |
| BAC Bank of America Corp. | 1.50% | 16,955 | $966K | Add +0.0% |
| AMZN Amazon.com Inc. | 1.48% | 3,977 | $948K | Add +20.0% |
| SCHG Schwab US Large-Cap Growth | 1.41% | 26,757 | $905K | Add +0.2% |
| GOOGL Alphabet Inc. Class A | 1.37% | 2,468 | $882K | Reduce -5.3% |
| SCHA Schwab US Small-Cap ETF | 1.28% | 22,788 | $823K | Reduce -0.0% |
| TLT iShares 20+ Year Treasury BD | 1.19% | 8,866 | $766K | Reduce -19.5% |
| MUNI PIMCO Intermediate Municipal | 1.14% | 13,981 | $735K | Add +12.4% |
| SCHV Schwab US Large-Cap Value | 1.11% | 20,409 | $710K | No change |
| SCHF Schwab Intl Equity ETF | 1.08% | 24,987 | $692K | Reduce -0.6% |
| IEFA iShares Core MSCI Eafe ETF | 1.07% | 7,101 | $686K | Add +1.4% |
| MINO PIMCO Municipal Income Oppor | 1.01% | 14,171 | $648K | New |
| DTCR Global X Data Center & Digit | 0.99% | 21,011 | $638K | Add +149.0% |
| IEMG iShares Core MSCI Emerging | 0.88% | 6,841 | $567K | Reduce -2.6% |
| R Ryder System Inc. | 0.86% | 2,097 | $553K | No change |
| TQQQ Proshares Ultrapro QQQ | 0.81% | 6,405 | $519K | Add +2.3% |
| VNQ Vanguard Real Estate ETF | 0.81% | 5,364 | $517K | Reduce -0.7% |
| IAU iShares Gold Trust | 0.79% | 6,717 | $507K | Add +15.8% |
| STIP iShares 0-5 Year Tips Bond E | 0.78% | 4,885 | $499K | Reduce -2.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.76% | 977 | $489K | Add +1.9% |
| SPHQ Invesco S&P 500 Quality ETF | 0.68% | 4,822 | $434K | Add +0.0% |
| QQQ Invesco QQQ Trust Series 1 | 0.65% | 569 | $419K | Reduce -0.2% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.62% | 5,012 | $401K | Add +15.9% |
| DFAI Dimensional International Co. | 0.60% | 9,326 | $385K | Reduce -2.4% |
| DGRO iShares Core Dividend Growth | 0.59% | 4,964 | $376K | No change |
| SLV iShares Silver Trust | 0.55% | 6,584 | $352K | Add +11.0% |
| QUAL iShares MSCI USA Quality Fac | 0.54% | 1,595 | $350K | Add +0.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.54% | 465 | $347K | No change |
| KO The Coca-Cola Co. | 0.54% | 4,234 | $344K | Reduce -0.0% |
| FMDE Fidelity Enhanced Mid Cap Co. | 0.54% | 8,478 | $344K | Add +118.7% |
| TIP iShares Tips Bond ETF | 0.53% | 3,090 | $338K | Add +3.7% |
| SOXX iShares Semiconductor ETF | 0.49% | 496 | $318K | Reduce -2.5% |
| AVGO Broadcom Inc. | 0.46% | 778 | $294K | Add +0.1% |
| AMD Advanced Micro Devices | 0.45% | 495 | $288K | Reduce -0.8% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.41% | 5,249 | $265K | Add +323.0% |
| PLTR Palantir Technologies Inc. Class A | 0.40% | 2,190 | $256K | Reduce -0.1% |
| WMT Walmart Inc. | 0.37% | 2,080 | $236K | Reduce -11.2% |
| CLOI Vaneck Clo ETF | 0.36% | 4,350 | $230K | Add +1.9% |
| IXUS iShares Core Intl Stock ETF | 0.34% | 2,322 | $222K | Reduce -3.0% |
| XOM Exxon Mobil Corp. | 0.32% | 1,506 | $206K | Reduce -7.8% |
Portfolio Sells Q1 2026 → Q2 2026
| USO United States Oil Fund LP | Sold out | 0.00% | −0.40 |
| LMT Lockheed Martin Corp. | Sold out | 0.00% | −0.32 |
| LDUR PIMCO Enhanced Low Duration | Sold out | 0.00% | −0.31 |
| TLT iShares 20+ Year Treasury BD | Reduce -19.5% | 1.19% | −0.30 |
| SPYD SS SPDR P S&P 500 Hi Div ETF | Sold out | 0.00% | −0.29 |
| SO The Southern Co. | Sold out | 0.00% | −0.28 |
| IMCV iShares Morningstar Mid-Cap | Sold out | 0.00% | −0.27 |
| RJDI RJ Eagle GCM Div S Inc. ETF | Sold out | 0.00% | −0.27 |
| SCHH Schwab US REIT ETF | Sold out | 0.00% | −0.27 |
| LRGF iShares US Equity Factor ETF | Sold out | 0.00% | −0.27 |
| SCHD Schwab US DVD Equity ETF | Sold out | 0.00% | −0.26 |
| SCZ iShares MSCI Eafe Small-Cap | Sold out | 0.00% | −0.25 |
| META Meta Platforms Inc. Class A | Sold out | 0.00% | −0.24 |
| WFC Wells Fargo & Co. | Sold out | 0.00% | −0.22 |
| EVIM Eaton Vance Int Muni Income | Sold out | 0.00% | −0.22 |
| SPYV SS SPDR P S&P 500 Value ETF | Sold out | 0.00% | −0.21 |
| TSLA Tesla Inc. | Sold out | 0.00% | −0.21 |
| NLR Vaneck Urani & Nuclr ETF-Usd | Sold out | 0.00% | −0.21 |
| SPYG SS SPDR P S&P 500 Growth ETF | Sold out | 0.00% | −0.20 |
| TFLR T Rowe Price Floating RT ETF | Sold out | 0.00% | −0.20 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Sold out | 0.00% | −0.20 |
| PG The Procter & Gamble Co. | Sold out | 0.00% | −0.18 |
| IWF iShares Russell 1000 Growth | Sold out | 0.00% | −0.17 |
| TFC Truist Financial Corp. | Sold out | 0.00% | −0.17 |
| JHMM John Hancock Multi Fact Mid | Sold out | 0.00% | −0.17 |
| SPDW Ste STR SPDR PT DW Eu ETF | Sold out | 0.00% | −0.16 |
| EEMV iShares MSCI Emg MKT Min Vol | Sold out | 0.00% | −0.16 |
| DFAT Dimensional US Target Value | Sold out | 0.00% | −0.16 |
| NFLX Netflix Inc. | Sold out | 0.00% | −0.14 |
| MRK Merck & Co. Inc. | Sold out | 0.00% | −0.13 |
| CVX Chevron Corp. | Sold out | 0.00% | −0.12 |
| HD Home Depot Inc. | Sold out | 0.00% | −0.12 |
| ISTB iShares Core 1-5 Year Usd Bo | Sold out | 0.00% | −0.12 |
| FPXI First Trust International Eq | Sold out | 0.00% | −0.11 |
| JNJ Johnson & Johnson | Sold out | 0.00% | −0.11 |
| AGG iShares Core U.S. Aggregate | Sold out | 0.00% | −0.11 |
| XOM Exxon Mobil Corp. | Reduce -7.8% | 0.32% | −0.11 |
| CGUS Cap Group Core Equity | Sold out | 0.00% | −0.11 |
| FBND Fidelity Total Bond ETF | Reduce -0.7% | 7.00% | −0.11 |
| TBLL Invesco Short Term Treasury | Sold out | 0.00% | −0.11 |
| SPLV Invesco S&P 500 Low Volatili | Sold out | 0.00% | −0.11 |
| COST Costco Wholesale Corp. | Sold out | 0.00% | −0.11 |
| IYR iShares US Real Estate ETF | Sold out | 0.00% | −0.11 |
| PLTR Palantir Technologies Inc. Class A | Reduce -0.1% | 0.40% | −0.10 |
| PEP Pepsico Inc. | Sold out | 0.00% | −0.10 |
| VTV Vanguard Mrngstr Val ETF-Aui | Sold out | 0.00% | −0.10 |
| ABBV Abbvie Inc. | Sold out | 0.00% | −0.09 |
| CGGR Cap Group Growth Equity | Sold out | 0.00% | −0.09 |
| HODL Vaneck Bitcoin ETF | Sold out | 0.00% | −0.09 |
| SCHC Schwab Intl Small-Cap Equity | Sold out | 0.00% | −0.09 |
Portfolio Buys Q1 2026 → Q2 2026
| MINO PIMCO Municipal Income Oppor | New | 1.01% | +1.01 |
| DTCR Global X Data Center & Digit | Add +149.0% | 0.99% | +0.68 |
| AAPL Apple Inc. | Add +6.5% | 3.02% | +0.52 |
| TQQQ Proshares Ultrapro QQQ | Add +2.3% | 0.81% | +0.40 |
| AMZN Amazon.com Inc. | Add +20.0% | 1.48% | +0.40 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Add +0.6% | 2.81% | +0.35 |
| FMDE Fidelity Enhanced Mid Cap Co. | Add +118.7% | 0.54% | +0.32 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +323.0% | 0.41% | +0.32 |
| VEA Vanguard Ftse Developed ETF | Add +0.5% | 2.63% | +0.26 |
| NVDA Nvidia Corp. | Add +1.5% | 1.85% | +0.25 |
| ANGL Vaneck Fallen Angel High YLD | Add +7.2% | 2.68% | +0.21 |
| BAC Bank of America Corp. | Add +0.0% | 1.50% | +0.21 |
| SCHG Schwab US Large-Cap Growth | Add +0.2% | 1.41% | +0.19 |
| GPK Graphic Packaging Holding Co. | Add +0.1% | 3.11% | +0.17 |
| MUNI PIMCO Intermediate Municipal | Add +12.4% | 1.14% | +0.13 |
| SPHQ Invesco S&P 500 Quality ETF | Add +0.0% | 0.68% | +0.11 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Add +15.9% | 0.62% | +0.09 |
| AVGO Broadcom Inc. | Add +0.1% | 0.46% | +0.08 |
| IEFA iShares Core MSCI Eafe ETF | Add +1.4% | 1.07% | +0.08 |
| QUAL iShares MSCI USA Quality Fac | Add +0.4% | 0.54% | +0.07 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +1.9% | 0.76% | +0.04 |
| MSFT Microsoft Corp. | Add +1.4% | 1.91% | +0.03 |
| TIP iShares Tips Bond ETF | Add +3.7% | 0.53% | +0.01 |
| CLOI Vaneck Clo ETF | Add +1.9% | 0.36% | +0.01 |
| SCHO Schwab Short-Term US Treas | Add +0.8% | 1.86% | −0.01 |
| IAU iShares Gold Trust | Add +15.8% | 0.79% | −0.01 |
| SLV iShares Silver Trust | Add +11.0% | 0.55% | −0.08 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 57 | $64.2M | IVV, EDV, FBND, SCHX, LLY |
| Q1 2026 | 241 | $63.9M | IVV, EDV, FBND, SCHX, LLY |
| Q4 2025 | 51 | $60.3M | IVV, EDV, FBND, SCHX, LLY |
| Q3 2025 | 252 | $74.6M | IVV, EDV, FBND, AAPL, GPK |
| Q2 2025 | 230 | $79.3M | IVV, GPK, EDV, FBND, AAPL |
| Q1 2025 | 226 | $74.9M | IVV, EDV, GPK, FBND, AAPL |
| Q4 2024 | 225 | $77.7M | IVV, EDV, GPK, AAPL, FBND |
| Q3 2024 | 223 | $76.9M | IVV, EDV, GPK, FBND, AAPL |
| Q2 2024 | 208 | $76.7M | IVV, GPK, IJH, VNQ, ANGL |
| Q1 2024 | 217 | $74.3M | IVV, GPK, IJH, VNQ, ANGL |