Clear Investment Research, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 4, 2025), Clear Investment Research, LLC reported 230 stock positions worth $79.3 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 12.1% of the portfolio, followed by Graphic Packaging (GPK, 8.2%) and Vanguard Extended Dur Treas (EDV, 7.3%). Compared with Q1 2025, it opened 5 new positions, sold out of 1, added to 71 and reduced 40. The biggest buy was a new position in PIMCO Intermediate Municipal (MUNI) and the biggest sale Vanguard Extended Dur Treas (EDV, shares −12%).
- Most Recent 13F
- Q2 2026
- Location
- ALPHARETTA, GA
- CIK
- 0001635523
- Portfolio Value
- $79.3M (Q2 2025)
- SEC Filing
- 0001635523-25-000004 ↗ filed Aug 4, 2025
Holdings Value
Holdings 230 stocks · $79.3M
| IVV iShares Core S&P 500 ETF | 12.11% | 15,463 | $9.6M | Reduce -1.6% |
| GPK Graphic Packaging Holding Co. | 8.16% | 307,163 | $6.5M | Add +37.6% |
| EDV Vanguard Extended Dur Treas | 7.28% | 85,798 | $5.8M | Reduce -11.9% |
| FBND Fidelity Total Bond ETF | 4.67% | 80,989 | $3.7M | Reduce -2.1% |
| AAPL Apple Inc. | 3.77% | 14,583 | $3.0M | Reduce -1.6% |
| IEFA iShares Core MSCI Eafe ETF | 3.70% | 35,150 | $2.9M | Reduce -2.0% |
| SCHX Schwab US Large-Cap ETF | 3.68% | 119,423 | $2.9M | Reduce -0.3% |
| IJH iShares Core S&P Midcap ETF | 3.46% | 44,292 | $2.7M | Reduce -0.8% |
| MSFT Microsoft Corp. | 2.66% | 4,245 | $2.1M | Add +0.8% |
| LLY Eli Lilly & Co. | 2.65% | 2,695 | $2.1M | Add +0.8% |
| SCHO Schwab Short-Term US Treas | 2.41% | 78,324 | $1.9M | Add +2.4% |
| ANGL Vaneck Fallen Angel High YLD | 2.06% | 55,647 | $1.6M | Add +1.0% |
| IJR iShares Core S&P Small-Cap E | 1.95% | 14,156 | $1.5M | Add +0.8% |
| IVE iShares S&P 500 Value ETF | 1.89% | 7,681 | $1.5M | Add +1.5% |
| IVW iShares S&P 500 Growth ETF | 1.65% | 11,916 | $1.3M | Reduce -8.3% |
| SCHM Schwab US Mid Cap ETF | 1.42% | 40,017 | $1.1M | Reduce -1.4% |
| NVDA Nvidia Corp. | 1.41% | 7,082 | $1.1M | Reduce -1.8% |
| SCHP Schwab U.S. Tips ETF | 1.38% | 40,912 | $1.1M | Add +0.1% |
| FBCG Fidelity Blue Chip Grow ETF | 1.36% | 22,284 | $1.1M | Add +2.3% |
| VEA Vanguard Ftse Developed ETF | 1.32% | 18,289 | $1.0M | Add +0.8% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 1.26% | 18,401 | $1.0M | Add +1.3% |
| TLT iShares 20+ Year Treasury BD | 1.23% | 11,072 | $977K | Add +3.6% |
| SCHG Schwab US Large-Cap Growth | 1.03% | 27,991 | $818K | Reduce -1.5% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.03% | 17,215 | $815K | Reduce -1.3% |
| IEMG iShares Core MSCI Emerging | 1.01% | 13,277 | $797K | Reduce -3.2% |
| AMZN Amazon.com Inc. | 0.96% | 3,457 | $758K | Add +6.0% |
| TIP iShares Tips Bond ETF | 0.87% | 6,302 | $694K | Add +3.2% |
| SCHF Schwab Intl Equity ETF | 0.74% | 26,718 | $590K | Reduce -1.4% |
| SCHA Schwab US Small-Cap ETF | 0.73% | 22,798 | $577K | Reduce -1.9% |
| SCHV Schwab US Large-Cap Value | 0.71% | 20,409 | $565K | Reduce -1.8% |
| STIP iShares 0-5 Year Tips Bond E | 0.68% | 5,218 | $537K | Add +1.3% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.66% | 6,492 | $524K | Add +0.1% |
| DLTR Dollar Tree Inc. | 0.65% | 5,200 | $515K | No change |
| GOOGL Alphabet Inc. Class A | 0.61% | 2,741 | $483K | Add +14.5% |
| VNQ Vanguard Real Estate ETF | 0.60% | 53 | $475K | Reduce -99.0% |
| MUNI PIMCO Intermediate Municipal | 0.57% | 8,831 | $454K | New |
| IWO iShares Russell 2000 Growth | 0.57% | 1,581 | $452K | Reduce -0.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.56% | 915 | $444K | No change |
| IWN iShares Russell 2000 Value E | 0.48% | 2,410 | $380K | Add +1.1% |
| AGG iShares Core U.S. Aggregate | 0.46% | 3,678 | $365K | Add +0.3% |
| DFAI Dimensional International Co. | 0.45% | 10,249 | $354K | Reduce -0.3% |
| SPHQ Invesco S&P 500 Quality ETF | 0.43% | 4,792 | $341K | Reduce -1.1% |
| DGRO iShares Core Dividend Growth | 0.43% | 5,333 | $341K | Reduce -1.5% |
| R Ryder System Inc. | 0.42% | 2,097 | $333K | Reduce -1.8% |
| QUAL iShares MSCI USA Quality Fac | 0.42% | 1,819 | $333K | Add +0.8% |
| QQQ Invesco QQQ Trust Series 1 | 0.42% | 600 | $331K | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.38% | 493 | $305K | No change |
| KO The Coca-Cola Co. | 0.36% | 4,048 | $286K | Add +0.6% |
| JNJ Johnson & Johnson | 0.36% | 1,875 | $286K | Add +0.2% |
| PLTR Palantir Technologies Inc. Class A | 0.36% | 2,071 | $282K | Add +47.2% |
| EEMV iShares MSCI Emg MKT Min Vol | 0.32% | 4,017 | $252K | Add +0.3% |
| WMT Walmart Inc. | 0.32% | 2,558 | $250K | Add +0.0% |
| IXUS iShares Core Intl Stock ETF | 0.30% | 3,053 | $236K | Reduce -0.7% |
| LOW Lowe's Cos Inc. | 0.28% | 1,000 | $222K | No change |
| TQQQ Proshares Ultrapro QQQ | 0.28% | 2,652 | $220K | Add +128.2% |
| IYR iShares US Real Estate ETF | 0.28% | 2,310 | $219K | Add +1.3% |
| WFC Wells Fargo & Co. | 0.27% | 2,701 | $216K | Reduce -1.2% |
| IAU iShares Gold Trust | 0.26% | 3,244 | $202K | Reduce -6.4% |
| LDUR PIMCO Enhanced Low Duration | 0.25% | 2,104 | $202K | Reduce -2.8% |
| AVGO Broadcom Inc. | 0.24% | 683 | $188K | No change |
| PG The Procter & Gamble Co. | 0.24% | 1,170 | $186K | Reduce -1.4% |
| DJP Ipath Bloomberg Commodity Inc. filed as BARCLAYS BANK PLC | 0.23% | 5,265 | $179K | Add +0.3% |
| SO The Southern Co. | 0.22% | 1,917 | $176K | No change |
| SPYD SS SPDR P S&P 500 Hi Div ETF | 0.22% | 4,032 | $171K | No change |
| SCHH Schwab US REIT ETF | 0.21% | 7,959 | $169K | Reduce -1.9% |
| CVS CVS Health Corp. | 0.21% | 2,436 | $168K | Add +0.0% |
| LRGF iShares US Equity Factor ETF | 0.21% | 2,571 | $165K | No change |
| XOM Exxon Mobil Corp. | 0.21% | 1,522 | $164K | Add +0.3% |
| SCZ iShares MSCI Eafe Small-Cap | 0.20% | 2,161 | $157K | Reduce -1.3% |
| IMCV iShares Morningstar Mid-Cap | 0.19% | 2,012 | $153K | Add +0.2% |
| TSLA Tesla Inc. | 0.18% | 453 | $144K | Add +22.1% |
| LMT Lockheed Martin Corp. | 0.18% | 306 | $142K | No change |
| META Meta Platforms Inc. Class A | 0.17% | 182 | $135K | Add +43.3% |
| SCHD Schwab US DVD Equity ETF | 0.17% | 5,080 | $135K | No change |
| EMB iShares JP Morgan Usd Emergi | 0.17% | 1,429 | $132K | Add +1.1% |
| USO United States Oil Fund LP | 0.16% | 1,746 | $128K | No change |
| NFLX Netflix Inc. | 0.16% | 95 | $128K | No change |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.16% | 1,332 | $127K | Add +0.1% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.16% | 2,375 | $124K | Add +0.5% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.15% | 3,878 | $117K | Reduce -0.3% |
| SPLV Invesco S&P 500 Low Volatili | 0.14% | 1,570 | $114K | Add +0.2% |
| SOXX iShares Semiconductor ETF | 0.14% | 476 | $114K | No change |
| IWF iShares Russell 1000 Growth | 0.14% | 257 | $109K | No change |
| JHMM John Hancock Multi Fact Mid | 0.13% | 1,669 | $102K | Add +0.2% |
| AMAT Applied Materials Inc. | 0.13% | 555 | $102K | No change |
| TFC Truist Financial Corp. | 0.13% | 2,360 | $101K | No change |
| SLV iShares Silver Trust | 0.13% | 3,061 | $100K | Reduce -5.5% |
| ISTB iShares Core 1-5 Year Usd Bo | 0.12% | 1,932 | $94K | Add +0.5% |
| DFAT Dimensional US Target Value | 0.11% | 1,651 | $89K | Reduce -12.9% |
| HD Home Depot Inc. | 0.11% | 240 | $88K | Add +0.4% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.11% | 2,158 | $87K | Add +15.1% |
| BSV Vanguard Short-Term Bond ETF | 0.11% | 1,107 | $87K | No change |
| AMD Advanced Micro Devices | 0.10% | 546 | $77K | No change |
| GE General Electric filed as GE AEROSPACE | 0.10% | 300 | $77K | No change |
| CDNS Cadence Design SYS Inc. | 0.10% | 250 | $77K | No change |
| COST Costco Wholesale Corp. | 0.10% | 76 | $76K | Add +38.2% |
| FIS Fidelity National Info Serv | 0.09% | 862 | $70K | Reduce -1.8% |
| TBLL Invesco Short Term Treasury | 0.09% | 646 | $68K | Add +1.1% |
| FPXI First Trust International Eq | 0.08% | 1,186 | $67K | No change |
| CGUS Cap Group Core Equity filed as CAPITAL GROUP CORE EQUITY ET | 0.08% | 1,805 | $67K | Add +0.3% |
Portfolio Sells Q1 2025 → Q2 2025
| EDV Vanguard Extended Dur Treas | Reduce -11.9% | 7.28% | −1.97 |
| AAPL Apple Inc. | Reduce -1.6% | 3.77% | −0.62 |
| FBND Fidelity Total Bond ETF | Reduce -2.1% | 4.67% | −0.37 |
| IWM iShares Russell 2000 ETF | Reduce -62.1% | 0.04% | −0.06 |
| PAYX Paychex Inc. | Sold out | 0.00% | −0.04 |
| VNQ Vanguard Real Estate ETF | Reduce -99.0% | 0.60% | −0.04 |
| PG The Procter & Gamble Co. | Reduce -1.4% | 0.24% | −0.03 |
| SCHV Schwab US Large-Cap Value | Reduce -1.8% | 0.71% | −0.03 |
| LDUR PIMCO Enhanced Low Duration | Reduce -2.8% | 0.25% | −0.02 |
| SCHH Schwab US REIT ETF | Reduce -1.9% | 0.21% | −0.02 |
| DFAT Dimensional US Target Value | Reduce -12.9% | 0.11% | −0.02 |
| IAU iShares Gold Trust | Reduce -6.4% | 0.26% | −0.02 |
| DGRO iShares Core Dividend Growth | Reduce -1.5% | 0.43% | −0.02 |
| IJH iShares Core S&P Midcap ETF | Reduce -0.8% | 3.46% | −0.01 |
| HDV iShares Core High Dividend E | Reduce -6.4% | 0.07% | −0.01 |
| CGXU Cap Group Intl Focus | Reduce -22.2% | 0.04% | −0.01 |
| SLV iShares Silver Trust | Reduce -5.5% | 0.13% | −0.01 |
| FLBL Franklin Senior Loan ETF | Reduce -48.9% | 0.01% | −0.01 |
| SCHM Schwab US Mid Cap ETF | Reduce -1.4% | 1.42% | −0.00 |
| NTNX Nutanix Inc. Class A | Reduce -8.2% | 0.01% | −0.00 |
| SCHA Schwab US Small-Cap ETF | Reduce -1.9% | 0.73% | 0.00 |
| UBER Uber Technologies Inc. | Reduce -5.4% | 0.00% | +0.00 |
| NET Cloudflare Inc. Class A | Reduce -23.5% | 0.00% | +0.00 |
| FIS Fidelity National Info Serv | Reduce -1.8% | 0.09% | +0.00 |
| SPHQ Invesco S&P 500 Quality ETF | Reduce -1.1% | 0.43% | +0.00 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Reduce -0.3% | 0.15% | +0.00 |
| R Ryder System Inc. | Reduce -1.8% | 0.42% | +0.01 |
| WFC Wells Fargo & Co. | Reduce -1.2% | 0.27% | +0.01 |
| IXUS iShares Core Intl Stock ETF | Reduce -0.7% | 0.30% | +0.01 |
| SCZ iShares MSCI Eafe Small-Cap | Reduce -1.3% | 0.20% | +0.01 |
| IEMG iShares Core MSCI Emerging | Reduce -3.2% | 1.01% | +0.02 |
| DFAI Dimensional International Co. | Reduce -0.3% | 0.45% | +0.02 |
| SCHF Schwab Intl Equity ETF | Reduce -1.4% | 0.74% | +0.03 |
| IWO iShares Russell 2000 Growth | Reduce -0.1% | 0.57% | +0.03 |
| IVW iShares S&P 500 Growth ETF | Reduce -8.3% | 1.65% | +0.04 |
| BAC Bank of America Corp. | Reduce -1.3% | 1.03% | +0.06 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -2.0% | 3.70% | +0.08 |
| SCHG Schwab US Large-Cap Growth | Reduce -1.5% | 1.03% | +0.08 |
| SCHX Schwab US Large-Cap ETF | Reduce -0.3% | 3.68% | +0.15 |
| IVV iShares Core S&P 500 ETF | Reduce -1.6% | 12.11% | +0.32 |
| NVDA Nvidia Corp. | Reduce -1.8% | 1.41% | +0.37 |
Portfolio Buys Q1 2025 → Q2 2025
| MUNI PIMCO Intermediate Municipal | New | 0.57% | +0.57 |
| MSFT Microsoft Corp. | Add +0.8% | 2.66% | +0.55 |
| GPK Graphic Packaging Holding Co. | Add +37.6% | 8.16% | +0.42 |
| PLTR Palantir Technologies Inc. Class A | Add +47.2% | 0.36% | +0.20 |
| FBCG Fidelity Blue Chip Grow ETF | Add +2.3% | 1.36% | +0.19 |
| TQQQ Proshares Ultrapro QQQ | Add +128.2% | 0.28% | +0.19 |
| AMZN Amazon.com Inc. | Add +6.0% | 0.96% | +0.13 |
| GOOGL Alphabet Inc. Class A | Add +14.5% | 0.61% | +0.11 |
| VEA Vanguard Ftse Developed ETF | Add +0.8% | 1.32% | +0.08 |
| HODL Vaneck Bitcoin ETF | New | 0.07% | +0.07 |
| META Meta Platforms Inc. Class A | Add +43.3% | 0.17% | +0.07 |
| VTEB Vanguard Tax-Exempt Bond ETF | New | 0.06% | +0.06 |
| TSLA Tesla Inc. | Add +22.1% | 0.18% | +0.05 |
| COST Costco Wholesale Corp. | Add +38.2% | 0.10% | +0.03 |
| MRVL Marvell Technology Inc. | Add +58.6% | 0.05% | +0.02 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Add +1.3% | 1.26% | +0.02 |
| CRWV Coreweave Inc. Class A | New | 0.02% | +0.02 |
| SPDW Ste STR SPDR PT DW Eu ETF | Add +15.1% | 0.11% | +0.02 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +0.1% | 0.16% | +0.02 |
| WMT Walmart Inc. | Add +0.0% | 0.32% | +0.02 |
| SMR Nuscale Power Corp. | New | 0.01% | +0.01 |
| QUAL iShares MSCI USA Quality Fac | Add +0.8% | 0.42% | +0.01 |
| EEMV iShares MSCI Emg MKT Min Vol | Add +0.3% | 0.32% | +0.01 |
| JPM JPMorgan Chase & Co. | Add +0.7% | 0.05% | +0.01 |
| IMTM iShares MSCI Intl Momentum F | Add +6.2% | 0.03% | +0.00 |
| CGUS Cap Group Core Equity | Add +0.3% | 0.08% | +0.00 |
| SMOT Vaneck Morningstar Smid Moat | Add +13.2% | 0.03% | +0.00 |
| P Everpure Inc. Class A | Add +4.5% | 0.01% | +0.00 |
| USMV iShares MSCI USA Min Vol Fac | Add +8.4% | 0.06% | +0.00 |
| HPE Hewlett Packard Enterprise | Add +0.9% | 0.01% | +0.00 |
| IONS Ionis Pharmaceuticals Inc. | Add +39.2% | 0.00% | +0.00 |
| JHMM John Hancock Multi Fact Mid | Add +0.2% | 0.13% | +0.00 |
| MRNA Moderna Inc. | Add +42.6% | 0.00% | +0.00 |
| FMDE Fidelity Enhanced Mid Cap Co. | Add +0.5% | 0.02% | +0.00 |
| W Wayfair Inc. Class A | Add +27.8% | 0.00% | +0.00 |
| ACWX iShares MSCI Acwi Ex US ETF | Add +1.1% | 0.01% | +0.00 |
| IJT iShares S&P Small-Cap 600 GR | Add +20.0% | 0.00% | +0.00 |
| WM Waste Management Inc. | Add +8.3% | 0.00% | 0.00 |
| CMCSA Comcast Corp. Class A | Add +3.6% | 0.00% | −0.00 |
| PRSU Pursuit Attractions and Hosp | Add +12590.5% | 0.00% | −0.00 |
| NEAR iShares SH Dba ETF Usd Inc. | Add +1.1% | 0.01% | −0.00 |
| LULU Lululemon Athletica Inc. | Add +9.1% | 0.00% | −0.00 |
| CAG Conagra Brands Inc. | Add +1.7% | 0.00% | −0.00 |
| ET Energy Transfer LP | Add +1.9% | 0.02% | −0.00 |
| IWN iShares Russell 2000 Value E | Add +1.1% | 0.48% | −0.00 |
| HPQ HP Inc. | Add +0.8% | 0.01% | −0.00 |
| CRM Salesforce Inc. | Add +0.8% | 0.04% | −0.00 |
| MDLZ Mondelez International Inc. Class A | Add +0.6% | 0.05% | −0.00 |
| EMB iShares JP Morgan Usd Emergi | Add +1.1% | 0.17% | −0.00 |
| TBLL Invesco Short Term Treasury | Add +1.1% | 0.09% | −0.00 |
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 |