Clear Investment Research, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 9, 2025), Clear Investment Research, LLC reported 226 stock positions worth $74.9 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 11.8% of the portfolio, followed by Vanguard Extended Dur Treas (EDV, 9.2%) and Graphic Packaging (GPK, 7.7%). Compared with Q4 2024, it opened 4 new positions, sold out of 3, added to 64 and reduced 51. The biggest buy was Fidelity Total Bond ETF (FBND, shares +2%) and the biggest sale Apple (AAPL, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- ALPHARETTA, GA
- CIK
- 0001635523
- Portfolio Value
- $74.9M (Q1 2025)
- SEC Filing
- 0001635523-25-000003 ↗ filed May 9, 2025
Holdings Value
Holdings 226 stocks · $74.9M
| IVV iShares Core S&P 500 ETF | 11.79% | 15,715 | $8.8M | Add +3.3% |
| EDV Vanguard Extended Dur Treas | 9.25% | 97,378 | $6.9M | Reduce -1.0% |
| GPK Graphic Packaging Holding Co. | 7.74% | 223,215 | $5.8M | Add +2.4% |
| FBND Fidelity Total Bond ETF | 5.04% | 82,719 | $3.8M | Add +2.2% |
| AAPL Apple Inc. | 4.40% | 14,825 | $3.3M | Reduce -0.6% |
| IEFA iShares Core MSCI Eafe ETF | 3.63% | 35,882 | $2.7M | Reduce -6.7% |
| SCHX Schwab US Large-Cap ETF | 3.53% | 119,731 | $2.6M | Add +0.1% |
| IJH iShares Core S&P Midcap ETF | 3.48% | 44,638 | $2.6M | Add +2.3% |
| LLY Eli Lilly & Co. | 2.95% | 2,673 | $2.2M | Add +0.2% |
| SCHO Schwab Short-Term US Treas | 2.49% | 76,515 | $1.9M | Reduce -1.7% |
| ANGL Vaneck Fallen Angel High YLD | 2.12% | 55,112 | $1.6M | Reduce -0.0% |
| MSFT Microsoft Corp. | 2.11% | 4,212 | $1.6M | Add +3.7% |
| IJR iShares Core S&P Small-Cap E | 1.96% | 14,047 | $1.5M | Add +2.9% |
| IVE iShares S&P 500 Value ETF | 1.93% | 7,566 | $1.4M | Add +0.1% |
| IVW iShares S&P 500 Growth ETF | 1.61% | 12,995 | $1.2M | Add +7.1% |
| SCHP Schwab U.S. Tips ETF | 1.47% | 40,854 | $1.1M | Reduce -3.6% |
| SCHM Schwab US Mid Cap ETF | 1.42% | 40,582 | $1.1M | Reduce -0.1% |
| TLT iShares 20+ Year Treasury BD | 1.30% | 10,684 | $973K | Reduce -3.0% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 1.24% | 18,158 | $929K | Add +8.2% |
| VEA Vanguard Ftse Developed ETF | 1.23% | 18,144 | $922K | Add +12.9% |
| FBCG Fidelity Blue Chip Grow ETF | 1.16% | 21,774 | $870K | Add +9.8% |
| NVDA Nvidia Corp. | 1.04% | 7,215 | $782K | Add +3.4% |
| IEMG iShares Core MSCI Emerging | 0.99% | 13,718 | $740K | Reduce -2.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.97% | 17,444 | $728K | Add +0.0% |
| SCHG Schwab US Large-Cap Growth | 0.95% | 28,419 | $712K | Add +0.4% |
| TIP iShares Tips Bond ETF | 0.91% | 6,107 | $678K | Reduce -0.1% |
| AMZN Amazon.com Inc. | 0.83% | 3,261 | $620K | Add +1.8% |
| SCHV Schwab US Large-Cap Value | 0.74% | 20,781 | $552K | Add +0.1% |
| SCHA Schwab US Small-Cap ETF | 0.73% | 23,247 | $545K | Reduce -0.1% |
| SCHF Schwab Intl Equity ETF | 0.72% | 27,103 | $536K | Reduce -0.6% |
| STIP iShares 0-5 Year Tips Bond E | 0.71% | 5,150 | $533K | Add +0.2% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.68% | 6,483 | $512K | Reduce -0.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.65% | 915 | $487K | Reduce -1.7% |
| VNQ Vanguard Real Estate ETF | 0.63% | 5,242 | $475K | Reduce -2.1% |
| IWO iShares Russell 2000 Growth | 0.54% | 1,583 | $405K | Add +2.2% |
| DLTR Dollar Tree Inc. | 0.52% | 5,200 | $390K | No change |
| GOOGL Alphabet Inc. Class A | 0.49% | 2,394 | $370K | Add +3.8% |
| AGG iShares Core U.S. Aggregate | 0.48% | 3,668 | $363K | Reduce -0.1% |
| IWN iShares Russell 2000 Value E | 0.48% | 2,385 | $360K | Add +1.9% |
| DGRO iShares Core Dividend Growth | 0.45% | 5,413 | $334K | Reduce -0.1% |
| SPHQ Invesco S&P 500 Quality ETF | 0.43% | 4,846 | $322K | Add +0.0% |
| DFAI Dimensional International Co. | 0.43% | 10,275 | $321K | Reduce -6.8% |
| JNJ Johnson & Johnson | 0.41% | 1,872 | $311K | Reduce -0.4% |
| QUAL iShares MSCI USA Quality Fac | 0.41% | 1,804 | $308K | Add +2.1% |
| R Ryder System Inc. | 0.41% | 2,136 | $307K | No change |
| KO The Coca-Cola Co. | 0.38% | 4,023 | $288K | Add +323.9% |
| QQQ Invesco QQQ Trust Series 1 | 0.38% | 600 | $281K | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.37% | 493 | $276K | No change |
| EEMV iShares MSCI Emg MKT Min Vol | 0.31% | 4,006 | $234K | Add +0.1% |
| LOW Lowe's Cos Inc. | 0.31% | 1,000 | $233K | No change |
| WMT Walmart Inc. | 0.30% | 2,557 | $225K | Reduce -0.1% |
| IYR iShares US Real Estate ETF | 0.29% | 2,280 | $218K | Reduce -0.9% |
| IXUS iShares Core Intl Stock ETF | 0.29% | 3,075 | $215K | Reduce -3.3% |
| LDUR PIMCO Enhanced Low Duration | 0.28% | 2,164 | $208K | Reduce -0.1% |
| IAU iShares Gold Trust | 0.27% | 3,465 | $204K | Reduce -15.9% |
| PG The Procter & Gamble Co. | 0.27% | 1,186 | $202K | Reduce -0.3% |
| WFC Wells Fargo & Co. | 0.26% | 2,734 | $196K | No change |
| DJP Ipath Bloomberg Commodity Inc. filed as BARCLAYS BANK PLC | 0.25% | 5,251 | $185K | Reduce -2.3% |
| XOM Exxon Mobil Corp. | 0.24% | 1,518 | $181K | Reduce -0.8% |
| SPYD SS SPDR P S&P 500 Hi Div ETF | 0.24% | 4,032 | $178K | No change |
| SO The Southern Co. | 0.24% | 1,917 | $176K | Reduce -0.7% |
| SCHH Schwab US REIT ETF | 0.23% | 8,117 | $175K | No change |
| CVS CVS Health Corp. | 0.22% | 2,435 | $165K | Reduce -0.7% |
| IMCV iShares Morningstar Mid-Cap | 0.20% | 2,008 | $149K | Reduce -0.1% |
| LRGF iShares US Equity Factor ETF | 0.20% | 2,571 | $149K | No change |
| SCHD Schwab US DVD Equity ETF | 0.19% | 5,080 | $142K | Reduce -2.1% |
| SCZ iShares MSCI Eafe Small-Cap | 0.19% | 2,190 | $139K | Reduce -4.8% |
| LMT Lockheed Martin Corp. | 0.18% | 306 | $137K | Add +1.0% |
| USO United States Oil Fund LP | 0.18% | 1,746 | $135K | No change |
| EMB iShares JP Morgan Usd Emergi | 0.17% | 1,414 | $128K | Add +0.6% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.16% | 2,364 | $121K | Add +0.3% |
| PLTR Palantir Technologies Inc. Class A | 0.16% | 1,407 | $119K | Add +14.2% |
| SPLV Invesco S&P 500 Low Volatili | 0.16% | 1,567 | $117K | No change |
| AVGO Broadcom Inc. | 0.15% | 683 | $114K | Add +7.0% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.14% | 3,888 | $107K | No change |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.14% | 1,330 | $107K | Add +0.1% |
| SLV iShares Silver Trust | 0.13% | 3,241 | $100K | Reduce -14.0% |
| DFAT Dimensional US Target Value | 0.13% | 1,896 | $98K | Add +2.2% |
| TFC Truist Financial Corp. | 0.13% | 2,360 | $97K | No change |
| TSLA Tesla Inc. | 0.13% | 371 | $96K | Add +12.1% |
| JHMM John Hancock Multi Fact Mid | 0.13% | 1,665 | $95K | Add +3.2% |
| ISTB iShares Core 1-5 Year Usd Bo | 0.12% | 1,922 | $93K | Reduce -1.7% |
| IWF iShares Russell 1000 Growth | 0.12% | 257 | $93K | No change |
| SOXX iShares Semiconductor ETF | 0.12% | 476 | $90K | No change |
| NFLX Netflix Inc. | 0.12% | 95 | $89K | Add +4.4% |
| HD Home Depot Inc. | 0.12% | 239 | $88K | Add +0.4% |
| BSV Vanguard Short-Term Bond ETF | 0.12% | 1,107 | $87K | No change |
| AMAT Applied Materials Inc. | 0.11% | 555 | $81K | No change |
| META Meta Platforms Inc. Class A | 0.10% | 127 | $74K | Add +5.0% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.09% | 1,875 | $68K | No change |
| IWM iShares Russell 2000 ETF | 0.09% | 340 | $68K | No change |
| TBLL Invesco Short Term Treasury | 0.09% | 639 | $67K | Add +1.1% |
| TQQQ Proshares Ultrapro QQQ | 0.09% | 1,162 | $67K | Add +10.3% |
| BBY Best Buy Co. Inc. | 0.09% | 900 | $66K | No change |
| FIS Fidelity National Info Serv | 0.09% | 878 | $66K | No change |
| HDV iShares Core High Dividend E | 0.09% | 531 | $64K | Reduce -3.6% |
| CDNS Cadence Design SYS Inc. | 0.08% | 250 | $64K | No change |
| PFE Pfizer Inc. | 0.08% | 2,391 | $61K | No change |
| CGUS Cap Group Core Equity filed as CAPITAL GROUP CORE EQUITY ET | 0.08% | 1,800 | $60K | Add +1.8% |
| GE General Electric filed as GE AEROSPACE | 0.08% | 300 | $60K | No change |
Portfolio Sells Q4 2024 → Q1 2025
| AAPL Apple Inc. | Reduce -0.6% | 4.40% | −0.41 |
| SCHA Schwab US Small-Cap ETF | Reduce -0.1% | 0.73% | −0.05 |
| SCHM Schwab US Mid Cap ETF | Reduce -0.1% | 1.42% | −0.03 |
| PANW Palo Alto Networks Inc. | Reduce -70.1% | 0.01% | −0.02 |
| ACWI iShares MSCI Acwi ETF | Reduce -41.7% | 0.00% | −0.00 |
| HON Honeywell International Inc. | Reduce -1.7% | 0.02% | −0.00 |
| RTX RTX Corp. | Reduce -18.0% | 0.02% | −0.00 |
| FM iShares Frontier and Select | Sold out | 0.00% | −0.00 |
| NEAR iShares SH Dba ETF Usd Inc. | Reduce -8.4% | 0.01% | −0.00 |
| TMUS T-Mobile US Inc. | Reduce -26.7% | 0.00% | −0.00 |
| ON On Semiconductor | Sold out | 0.00% | −0.00 |
| MULLEN AUTOMOTIVE INC | Sold out | 0.00% | 0.00 |
| WM Waste Management Inc. | Reduce -14.3% | 0.00% | +0.00 |
| PEP Pepsico Inc. | Reduce -0.6% | 0.06% | +0.00 |
| AMT American Tower Corp. | Reduce -20.0% | 0.01% | +0.00 |
| ECL Ecolab Inc. | Reduce -2.3% | 0.01% | +0.00 |
| JPM JPMorgan Chase & Co. | Reduce -2.2% | 0.04% | +0.00 |
| WMT Walmart Inc. | Reduce -0.1% | 0.30% | +0.00 |
| SBUX Starbucks Corp. | Reduce -4.5% | 0.04% | +0.00 |
| PLD Prologis Inc. | Reduce -1.9% | 0.04% | +0.00 |
| ISTB iShares Core 1-5 Year Usd Bo | Reduce -1.7% | 0.12% | +0.00 |
| SCZ iShares MSCI Eafe Small-Cap | Reduce -4.8% | 0.19% | +0.01 |
| HDV iShares Core High Dividend E | Reduce -3.6% | 0.09% | +0.01 |
| SLV iShares Silver Trust | Reduce -14.0% | 0.13% | +0.01 |
| V Visa Inc. Class A | Reduce -3.4% | 0.07% | +0.01 |
| IMCV iShares Morningstar Mid-Cap | Reduce -0.1% | 0.20% | +0.01 |
| SCHD Schwab US DVD Equity ETF | Reduce -2.1% | 0.19% | +0.01 |
| CVX Chevron Corp. | Reduce -4.2% | 0.06% | +0.01 |
| IAU iShares Gold Trust | Reduce -15.9% | 0.27% | +0.01 |
| LDUR PIMCO Enhanced Low Duration | Reduce -0.1% | 0.28% | +0.01 |
| PG The Procter & Gamble Co. | Reduce -0.3% | 0.27% | +0.01 |
| DFAI Dimensional International Co. | Reduce -6.8% | 0.43% | +0.01 |
| IYR iShares US Real Estate ETF | Reduce -0.9% | 0.29% | +0.02 |
| IXUS iShares Core Intl Stock ETF | Reduce -3.3% | 0.29% | +0.02 |
| DGRO iShares Core Dividend Growth | Reduce -0.1% | 0.45% | +0.02 |
| VNQ Vanguard Real Estate ETF | Reduce -2.1% | 0.63% | +0.02 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Reduce -0.2% | 0.68% | +0.03 |
| DJP Ipath Bloomberg Commodity Inc. | Reduce -2.3% | 0.25% | +0.03 |
| AGG iShares Core U.S. Aggregate | Reduce -0.1% | 0.48% | +0.03 |
| XOM Exxon Mobil Corp. | Reduce -0.8% | 0.24% | +0.03 |
| SO The Southern Co. | Reduce -0.7% | 0.24% | +0.03 |
| IEMG iShares Core MSCI Emerging | Reduce -2.6% | 0.99% | +0.04 |
| SCHP Schwab U.S. Tips ETF | Reduce -3.6% | 1.47% | +0.06 |
| TLT iShares 20+ Year Treasury BD | Reduce -3.0% | 1.30% | +0.06 |
| JNJ Johnson & Johnson | Reduce -0.4% | 0.41% | +0.07 |
| SCHF Schwab Intl Equity ETF | Reduce -0.6% | 0.72% | +0.07 |
| RSP Invesco S&P 500 Equal Weight | Reduce -73.6% | 0.07% | +0.07 |
| TIP iShares Tips Bond ETF | Reduce -0.1% | 0.91% | +0.07 |
| SCHO Schwab Short-Term US Treas | Reduce -1.7% | 2.49% | +0.08 |
| CVS CVS Health Corp. | Reduce -0.7% | 0.22% | +0.08 |
Portfolio Buys Q4 2024 → Q1 2025
| FBND Fidelity Total Bond ETF | Add +2.2% | 5.04% | +0.37 |
| KO The Coca-Cola Co. | Add +323.9% | 0.38% | +0.31 |
| LLY Eli Lilly & Co. | Add +0.2% | 2.95% | +0.30 |
| IVV iShares Core S&P 500 ETF | Add +3.3% | 11.79% | +0.26 |
| VEA Vanguard Ftse Developed ETF | Add +12.9% | 1.23% | +0.24 |
| GPK Graphic Packaging Holding Co. | Add +2.4% | 7.74% | +0.12 |
| IVE iShares S&P 500 Value ETF | Add +0.1% | 1.93% | +0.07 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Add +8.2% | 1.24% | +0.06 |
| STIP iShares 0-5 Year Tips Bond E | Add +0.2% | 0.71% | +0.05 |
| SCHV Schwab US Large-Cap Value | Add +0.1% | 0.74% | +0.04 |
| PLTR Palantir Technologies Inc. Class A | Add +14.2% | 0.16% | +0.04 |
| IVW iShares S&P 500 Growth ETF | Add +7.1% | 1.61% | +0.03 |
| NFLX Netflix Inc. | Add +4.4% | 0.12% | +0.01 |
| SPHQ Invesco S&P 500 Quality ETF | Add +0.0% | 0.43% | +0.01 |
| EMB iShares JP Morgan Usd Emergi | Add +0.6% | 0.17% | +0.01 |
| MDLZ Mondelez International Inc. Class A | Add +0.9% | 0.05% | +0.01 |
| MRVL Marvell Technology Inc. | Add +145.2% | 0.03% | +0.01 |
| IP International Paper Co. | New | 0.01% | +0.01 |
| QUAL iShares MSCI USA Quality Fac | Add +2.1% | 0.41% | +0.01 |
| META Meta Platforms Inc. Class A | Add +5.0% | 0.10% | +0.01 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +0.3% | 0.16% | +0.01 |
| USMV iShares MSCI USA Min Vol Fac | Add +0.5% | 0.06% | +0.00 |
| TBLL Invesco Short Term Treasury | Add +1.1% | 0.09% | +0.00 |
| JHMM John Hancock Multi Fact Mid | Add +3.2% | 0.13% | +0.00 |
| IMTM iShares MSCI Intl Momentum F | Add +0.2% | 0.03% | +0.00 |
| VST Vistra Corp. | Add +211.1% | 0.00% | +0.00 |
| UBER Uber Technologies Inc. | Add +8.8% | 0.00% | +0.00 |
| ALNY Alnylam Pharmaceuticals Inc. | Add +14.3% | 0.00% | +0.00 |
| CDE Coeur Mining Inc. | New | 0.00% | +0.00 |
| CGUS Cap Group Core Equity | Add +1.8% | 0.08% | +0.00 |
| LUMN Lumen Technologies Inc. | New | 0.00% | +0.00 |
| SLVM Sylvamo Corp. | New | 0.00% | +0.00 |
| MRNA Moderna Inc. | Add +74.4% | 0.00% | +0.00 |
| KVUE Kenvue Inc. | Add +2.0% | 0.00% | +0.00 |
| NEE Nextera Energy Inc. | Add +1.9% | 0.01% | +0.00 |
| TJX TJX Companies Inc. | Add +9.1% | 0.00% | +0.00 |
| IJT iShares S&P Small-Cap 600 GR | Add +25.0% | 0.00% | +0.00 |
| W Wayfair Inc. Class A | Add +63.6% | 0.00% | +0.00 |
| ALB Albemarle Corp. | Add +20.0% | 0.00% | 0.00 |
| CAG Conagra Brands Inc. | Add +1.7% | 0.00% | 0.00 |
| ET Energy Transfer LP | Add +1.5% | 0.02% | 0.00 |
| FMDE Fidelity Enhanced Mid Cap Co. | Add +0.2% | 0.02% | −0.00 |
| SMOT Vaneck Morningstar Smid Moat | Add +0.9% | 0.03% | −0.00 |
| HPQ HP Inc. | Add +0.9% | 0.01% | −0.00 |
| HPE Hewlett Packard Enterprise | Add +0.5% | 0.00% | −0.00 |
| P Everpure Inc. Class A | Add +8.7% | 0.01% | −0.00 |
| HD Home Depot Inc. | Add +0.4% | 0.12% | −0.00 |
| CGGR Cap Group Growth Equity | Add +1.2% | 0.07% | −0.00 |
| DFAT Dimensional US Target Value | Add +2.2% | 0.13% | −0.00 |
| LMT Lockheed Martin Corp. | Add +1.0% | 0.18% | −0.01 |
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 |