Clear Investment Research, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 7, 2025), Clear Investment Research, LLC reported 252 stock positions worth $74.6 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 10.9% of the portfolio, followed by Vanguard Extended Dur Treas (EDV, 7.9%) and Fidelity Total Bond ETF (FBND, 5.5%). Compared with Q2 2025, it opened 24 new positions, sold out of 2, added to 83 and reduced 47. The biggest buy was Apple (AAPL, shares +1%) and the biggest sale Graphic Packaging (GPK, shares −39%).
- Most Recent 13F
- Q2 2026
- Location
- ALPHARETTA, GA
- CIK
- 0001635523
- Portfolio Value
- $74.6M (Q3 2025)
- SEC Filing
- 0001635523-25-000005 ↗ filed Nov 7, 2025
Holdings Value
Holdings 252 stocks · $74.6M
| IVV iShares Core S&P 500 ETF | 10.90% | 12,156 | $8.1M | Reduce -21.4% |
| EDV Vanguard Extended Dur Treas | 7.88% | 85,986 | $5.9M | Add +0.2% |
| FBND Fidelity Total Bond ETF | 5.51% | 88,870 | $4.1M | Add +9.7% |
| AAPL Apple Inc. | 5.03% | 14,756 | $3.8M | Add +1.2% |
| GPK Graphic Packaging Holding Co. | 4.90% | 186,865 | $3.7M | Reduce -39.2% |
| SCHX Schwab US Large-Cap ETF | 3.99% | 112,956 | $3.0M | Reduce -5.4% |
| MSFT Microsoft Corp. | 2.93% | 4,229 | $2.2M | Reduce -0.4% |
| LLY Eli Lilly & Co. | 2.78% | 2,721 | $2.1M | Add +1.0% |
| IJH iShares Core S&P Midcap ETF | 2.62% | 29,934 | $2.0M | Reduce -32.4% |
| ANGL Vaneck Fallen Angel High YLD | 2.36% | 59,312 | $1.8M | Add +6.6% |
| IEFA iShares Core MSCI Eafe ETF | 2.25% | 19,258 | $1.7M | Reduce -45.2% |
| FBCG Fidelity Blue Chip Grow ETF | 1.80% | 24,994 | $1.3M | Add +12.2% |
| NVDA Nvidia Corp. | 1.63% | 6,537 | $1.2M | Reduce -7.7% |
| VEA Vanguard Ftse Developed ETF | 1.63% | 20,310 | $1.2M | Add +11.1% |
| IJR iShares Core S&P Small-Cap E | 1.61% | 10,109 | $1.2M | Reduce -28.6% |
| SCHO Schwab Short-Term US Treas | 1.59% | 48,714 | $1.2M | Reduce -37.8% |
| SCHM Schwab US Mid Cap ETF | 1.59% | 39,947 | $1.2M | Reduce -0.2% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 1.54% | 20,112 | $1.2M | Add +9.3% |
| TLT iShares 20+ Year Treasury BD | 1.30% | 10,841 | $969K | Reduce -2.1% |
| SCHP Schwab U.S. Tips ETF | 1.28% | 35,451 | $955K | Reduce -13.3% |
| IVE iShares S&P 500 Value ETF | 1.22% | 4,392 | $907K | Reduce -42.8% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.19% | 17,216 | $888K | Add +0.0% |
| SCHG Schwab US Large-Cap Growth | 1.15% | 26,798 | $855K | Reduce -4.3% |
| AMZN Amazon.com Inc. | 0.94% | 3,196 | $702K | Reduce -7.5% |
| IVW iShares S&P 500 Growth ETF | 0.92% | 5,703 | $689K | Reduce -52.1% |
| GOOGL Alphabet Inc. Class A | 0.88% | 2,708 | $658K | Reduce -1.2% |
| MUNI PIMCO Intermediate Municipal | 0.87% | 12,420 | $649K | Add +40.6% |
| SCHA Schwab US Small-Cap ETF | 0.85% | 22,793 | $636K | Reduce -0.0% |
| SCHV Schwab US Large-Cap Value | 0.80% | 20,409 | $594K | No change |
| SCHF Schwab Intl Equity ETF | 0.79% | 25,206 | $587K | Reduce -5.7% |
| STIP iShares 0-5 Year Tips Bond E | 0.73% | 5,254 | $543K | Add +0.7% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.71% | 6,512 | $529K | Add +0.3% |
| IEMG iShares Core MSCI Emerging | 0.69% | 7,854 | $518K | Reduce -40.9% |
| IWO iShares Russell 2000 Growth | 0.68% | 1,579 | $506K | Reduce -0.1% |
| DLTR Dollar Tree Inc. | 0.66% | 5,200 | $491K | No change |
| VNQ Vanguard Real Estate ETF | 0.65% | 5,301 | $485K | Add +9901.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.62% | 922 | $464K | Add +0.8% |
| IAU iShares Gold Trust | 0.58% | 5,915 | $430K | Add +82.3% |
| IWN iShares Russell 2000 Value E | 0.57% | 2,406 | $426K | Reduce -0.2% |
| R Ryder System Inc. | 0.53% | 2,097 | $396K | No change |
| QUAL iShares MSCI USA Quality Fac | 0.50% | 1,910 | $372K | Add +5.0% |
| AGG iShares Core U.S. Aggregate | 0.49% | 3,679 | $369K | Add +0.0% |
| DFAI Dimensional International Co. | 0.49% | 10,106 | $367K | Reduce -1.4% |
| PLTR Palantir Technologies Inc. Class A | 0.49% | 1,999 | $365K | Reduce -3.5% |
| DGRO iShares Core Dividend Growth | 0.48% | 5,255 | $358K | Reduce -1.5% |
| SPHQ Invesco S&P 500 Quality ETF | 0.47% | 4,802 | $352K | Add +0.2% |
| JNJ Johnson & Johnson | 0.47% | 1,876 | $348K | Add +0.1% |
| QQQ Invesco QQQ Trust Series 1 | 0.46% | 569 | $342K | Reduce -5.2% |
| TQQQ Proshares Ultrapro QQQ | 0.44% | 3,145 | $325K | Add +18.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.41% | 465 | $310K | Reduce -5.7% |
| TIP iShares Tips Bond ETF | 0.38% | 2,548 | $283K | Reduce -59.6% |
| KO The Coca-Cola Co. | 0.36% | 4,081 | $271K | Add +0.8% |
| EEMV iShares MSCI Emg MKT Min Vol | 0.34% | 4,019 | $257K | Add +0.1% |
| IXUS iShares Core Intl Stock ETF | 0.34% | 3,062 | $253K | Add +0.3% |
| LOW Lowe's Cos Inc. | 0.34% | 1,000 | $251K | No change |
| WMT Walmart Inc. | 0.32% | 2,324 | $240K | Reduce -9.2% |
| IYR iShares US Real Estate ETF | 0.31% | 2,369 | $230K | Add +2.5% |
| AVGO Broadcom Inc. | 0.30% | 686 | $227K | Add +0.4% |
| WFC Wells Fargo & Co. | 0.30% | 2,701 | $226K | No change |
| TSLA Tesla Inc. | 0.26% | 436 | $194K | Reduce -3.8% |
| LDUR PIMCO Enhanced Low Duration | 0.25% | 1,978 | $190K | Reduce -6.0% |
| DJP Ipath Bloomberg Commodity Inc. filed as BARCLAYS BANK PLC | 0.25% | 5,352 | $190K | Add +1.6% |
| XOM Exxon Mobil Corp. | 0.25% | 1,633 | $184K | Add +7.3% |
| CVS CVS Health Corp. | 0.25% | 2,436 | $184K | No change |
| SO The Southern Co. | 0.24% | 1,918 | $182K | Add +0.1% |
| PG The Procter & Gamble Co. | 0.24% | 1,170 | $180K | No change |
| SPYD SS SPDR P S&P 500 Hi Div ETF | 0.24% | 4,072 | $179K | Add +1.0% |
| LRGF iShares US Equity Factor ETF | 0.24% | 2,571 | $178K | No change |
| SCHH Schwab US REIT ETF | 0.23% | 7,959 | $172K | No change |
| LMT Lockheed Martin Corp. | 0.23% | 337 | $169K | Add +10.1% |
| IMCV iShares Morningstar Mid-Cap | 0.22% | 2,074 | $167K | Add +3.1% |
| SCZ iShares MSCI Eafe Small-Cap | 0.22% | 2,163 | $166K | Add +0.1% |
| USO United States Oil Fund LP | 0.20% | 1,992 | $147K | Add +14.1% |
| SCHD Schwab US DVD Equity ETF | 0.20% | 5,344 | $146K | Add +5.2% |
| META Meta Platforms Inc. Class A | 0.19% | 192 | $142K | Add +5.5% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.19% | 1,334 | $139K | Add +0.1% |
| EVIM Eaton Vance Int Muni Income | 0.18% | 2,580 | $135K | New |
| SPYV SS SPDR P S&P 500 Value ETF | 0.18% | 2,386 | $132K | Add +0.5% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.17% | 3,879 | $129K | Add +0.0% |
| SOXX iShares Semiconductor ETF | 0.17% | 476 | $129K | No change |
| IWF iShares Russell 1000 Growth | 0.16% | 257 | $120K | No change |
| SPLV Invesco S&P 500 Low Volatili | 0.16% | 1,586 | $117K | Add +1.0% |
| AMAT Applied Materials Inc. | 0.15% | 555 | $114K | No change |
| TFC Truist Financial Corp. | 0.14% | 2,360 | $108K | No change |
| SLV iShares Silver Trust | 0.14% | 2,510 | $106K | Reduce -18.0% |
| NFLX Netflix Inc. | 0.14% | 88 | $106K | Reduce -7.4% |
| JHMM John Hancock Multi Fact Mid | 0.14% | 1,661 | $104K | Reduce -0.5% |
| DFAT Dimensional US Target Value | 0.13% | 1,657 | $96K | Add +0.4% |
| HD Home Depot Inc. | 0.13% | 236 | $96K | Reduce -1.7% |
| ISTB iShares Core 1-5 Year Usd Bo | 0.13% | 1,934 | $94K | Add +0.1% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.12% | 2,158 | $92K | No change |
| GE General Electric filed as GE AEROSPACE | 0.12% | 300 | $90K | No change |
| CLOI Vaneck Clo ETF | 0.12% | 1,672 | $89K | New |
| CDNS Cadence Design SYS Inc. | 0.12% | 250 | $88K | No change |
| BSV Vanguard Short-Term Bond ETF | 0.12% | 1,107 | $87K | No change |
| ORCL Oracle Corp. | 0.11% | 294 | $83K | No change |
| HODL Vaneck Bitcoin ETF | 0.11% | 2,537 | $82K | Add +34.5% |
| AMD Advanced Micro Devices | 0.11% | 497 | $80K | Reduce -9.0% |
| EMB iShares JP Morgan Usd Emergi | 0.10% | 762 | $73K | Reduce -46.7% |
| CGUS Cap Group Core Equity filed as CAPITAL GROUP CORE EQUITY ET | 0.10% | 1,810 | $72K | Add +0.3% |
Portfolio Sells Q2 2025 → Q3 2025
| GPK Graphic Packaging Holding Co. | Reduce -39.2% | 4.90% | −3.26 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -45.2% | 2.25% | −1.45 |
| IVV iShares Core S&P 500 ETF | Reduce -21.4% | 10.90% | −1.21 |
| IJH iShares Core S&P Midcap ETF | Reduce -32.4% | 2.62% | −0.85 |
| SCHO Schwab Short-Term US Treas | Reduce -37.8% | 1.59% | −0.82 |
| IVW iShares S&P 500 Growth ETF | Reduce -52.1% | 0.92% | −0.73 |
| IVE iShares S&P 500 Value ETF | Reduce -42.8% | 1.22% | −0.68 |
| TIP iShares Tips Bond ETF | Reduce -59.6% | 0.38% | −0.49 |
| IJR iShares Core S&P Small-Cap E | Reduce -28.6% | 1.61% | −0.34 |
| IEMG iShares Core MSCI Emerging | Reduce -40.9% | 0.69% | −0.31 |
| SCHP Schwab U.S. Tips ETF | Reduce -13.3% | 1.28% | −0.10 |
| EMB iShares JP Morgan Usd Emergi | Reduce -46.7% | 0.10% | −0.07 |
| ADBE Adobe Inc. | Reduce -90.9% | 0.00% | −0.03 |
| NFLX Netflix Inc. | Reduce -7.4% | 0.14% | −0.02 |
| AMZN Amazon.com Inc. | Reduce -7.5% | 0.94% | −0.02 |
| WBA Walgreens Boots Alliance Inc. | Sold out | 0.00% | −0.01 |
| COST Costco Wholesale Corp. | Reduce -10.5% | 0.08% | −0.01 |
| CRM Salesforce Inc. | Reduce -8.5% | 0.04% | −0.01 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -10.5% | 0.06% | −0.01 |
| DKNG Draftkings Inc. Class A | Sold out | 0.00% | −0.01 |
| ET Energy Transfer LP | Reduce -9.0% | 0.02% | −0.00 |
| PRSU Pursuit Attractions and Hosp | Reduce -99.2% | 0.00% | +0.00 |
| LDUR PIMCO Enhanced Low Duration | Reduce -6.0% | 0.25% | +0.00 |
| JPM JPMorgan Chase & Co. | Reduce -10.3% | 0.05% | +0.00 |
| CGXU Cap Group Intl Focus | Reduce -5.4% | 0.04% | +0.00 |
| SCHC Schwab Intl Small-Cap Equity | Reduce -7.0% | 0.08% | +0.00 |
| WMT Walmart Inc. | Reduce -9.2% | 0.32% | +0.01 |
| MRVL Marvell Technology Inc. | Reduce -2.5% | 0.05% | +0.01 |
| AMD Advanced Micro Devices | Reduce -9.0% | 0.11% | +0.01 |
| JHMM John Hancock Multi Fact Mid | Reduce -0.5% | 0.14% | +0.01 |
| SLV iShares Silver Trust | Reduce -18.0% | 0.14% | +0.02 |
| HD Home Depot Inc. | Reduce -1.7% | 0.13% | +0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -5.7% | 0.41% | +0.03 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -5.2% | 0.46% | +0.04 |
| SCHF Schwab Intl Equity ETF | Reduce -5.7% | 0.79% | +0.04 |
| DFAI Dimensional International Co. | Reduce -1.4% | 0.49% | +0.05 |
| DGRO iShares Core Dividend Growth | Reduce -1.5% | 0.48% | +0.05 |
| TLT iShares 20+ Year Treasury BD | Reduce -2.1% | 1.30% | +0.07 |
| TSLA Tesla Inc. | Reduce -3.8% | 0.26% | +0.08 |
| IWN iShares Russell 2000 Value E | Reduce -0.2% | 0.57% | +0.09 |
| IWO iShares Russell 2000 Growth | Reduce -0.1% | 0.68% | +0.11 |
| SCHG Schwab US Large-Cap Growth | Reduce -4.3% | 1.15% | +0.11 |
| SCHA Schwab US Small-Cap ETF | Reduce -0.0% | 0.85% | +0.12 |
| PLTR Palantir Technologies Inc. Class A | Reduce -3.5% | 0.49% | +0.13 |
| SCHM Schwab US Mid Cap ETF | Reduce -0.2% | 1.59% | +0.17 |
| NVDA Nvidia Corp. | Reduce -7.7% | 1.63% | +0.22 |
| MSFT Microsoft Corp. | Reduce -0.4% | 2.93% | +0.27 |
| GOOGL Alphabet Inc. Class A | Reduce -1.2% | 0.88% | +0.27 |
| SCHX Schwab US Large-Cap ETF | Reduce -5.4% | 3.99% | +0.30 |
Portfolio Buys Q2 2025 → Q3 2025
| AAPL Apple Inc. | Add +1.2% | 5.03% | +1.26 |
| FBND Fidelity Total Bond ETF | Add +9.7% | 5.51% | +0.83 |
| EDV Vanguard Extended Dur Treas | Add +0.2% | 7.88% | +0.60 |
| FBCG Fidelity Blue Chip Grow ETF | Add +12.2% | 1.80% | +0.44 |
| IAU iShares Gold Trust | Add +82.3% | 0.58% | +0.32 |
| VEA Vanguard Ftse Developed ETF | Add +11.1% | 1.63% | +0.32 |
| ANGL Vaneck Fallen Angel High YLD | Add +6.6% | 2.36% | +0.31 |
| MUNI PIMCO Intermediate Municipal | Add +40.6% | 0.87% | +0.30 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Add +9.3% | 1.54% | +0.28 |
| EVIM Eaton Vance Int Muni Income | New | 0.18% | +0.18 |
| BAC Bank of America Corp. | Add +0.0% | 1.19% | +0.16 |
| TQQQ Proshares Ultrapro QQQ | Add +18.6% | 0.44% | +0.16 |
| LLY Eli Lilly & Co. | Add +1.0% | 2.78% | +0.13 |
| CLOI Vaneck Clo ETF | New | 0.12% | +0.12 |
| JNJ Johnson & Johnson | Add +0.1% | 0.47% | +0.10 |
| VTV Vanguard Mrngstr Val ETF-Aui | New | 0.08% | +0.08 |
| QUAL iShares MSCI USA Quality Fac | Add +5.0% | 0.50% | +0.08 |
| VTI VG Morningstar TS MKT ETF-US | New | 0.07% | +0.07 |
| AVGO Broadcom Inc. | Add +0.4% | 0.30% | +0.07 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.8% | 0.62% | +0.06 |
| FTA First Trust L C Val Alp | New | 0.06% | +0.06 |
| VIG Vanguard Dividend Apprec ETF | New | 0.05% | +0.05 |
| VNQ Vanguard Real Estate ETF | Add +9901.9% | 0.65% | +0.05 |
| STIP iShares 0-5 Year Tips Bond E | Add +0.7% | 0.73% | +0.05 |
| TSPA T Rowe Price US Eqy Research | New | 0.05% | +0.05 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Add +0.3% | 0.71% | +0.05 |
| LMT Lockheed Martin Corp. | Add +10.1% | 0.23% | +0.05 |
| TFLR T Rowe Price Floating RT ETF | New | 0.05% | +0.05 |
| FMDE Fidelity Enhanced Mid Cap Co. | Add +209.6% | 0.06% | +0.04 |
| IXUS iShares Core Intl Stock ETF | Add +0.3% | 0.34% | +0.04 |
| SPHQ Invesco S&P 500 Quality ETF | Add +0.2% | 0.47% | +0.04 |
| MRK Merck & Co. Inc. | Add +88.3% | 0.08% | +0.04 |
| XOM Exxon Mobil Corp. | Add +7.3% | 0.25% | +0.04 |
| HODL Vaneck Bitcoin ETF | Add +34.5% | 0.11% | +0.04 |
| VOO Vanguard S&P 500 ETF | New | 0.04% | +0.04 |
| USO United States Oil Fund LP | Add +14.1% | 0.20% | +0.04 |
| AGG iShares Core U.S. Aggregate | Add +0.0% | 0.49% | +0.03 |
| IYR iShares US Real Estate ETF | Add +2.5% | 0.31% | +0.03 |
| IMCV iShares Morningstar Mid-Cap | Add +3.1% | 0.22% | +0.03 |
| DJP Ipath Bloomberg Commodity Inc. | Add +1.6% | 0.25% | +0.03 |
| ABBV Abbvie Inc. | Add +9.9% | 0.09% | +0.03 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +0.1% | 0.19% | +0.03 |
| PEP Pepsico Inc. | Add +33.5% | 0.08% | +0.03 |
| IJK iShares S&P Mid-Cap 400 Grow | New | 0.03% | +0.03 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Add +0.0% | 0.17% | +0.03 |
| SCHD Schwab US DVD Equity ETF | Add +5.2% | 0.20% | +0.03 |
| EEMV iShares MSCI Emg MKT Min Vol | Add +0.1% | 0.34% | +0.03 |
| MDLZ Mondelez International Inc. Class A | Add +56.4% | 0.07% | +0.03 |
| VWO Vanguard Ftse Emerging Marke | New | 0.03% | +0.03 |
| SCZ iShares MSCI Eafe Small-Cap | Add +0.1% | 0.22% | +0.02 |
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 |