Clear Investment Research, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 9, 2026), Clear Investment Research, LLC reported 51 stock positions worth $60.3 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 13.4% of the portfolio, followed by Vanguard Extended Dur Treas (EDV, 9.0%) and Fidelity Total Bond ETF (FBND, 7.4%). Compared with Q3 2025, it sold out of 201, added to 21 and reduced 25. The biggest buy was Eli Lilly (LLY, shares +0%) and the biggest sale Apple (AAPL, shares −58%).
- Most Recent 13F
- Q2 2026
- Location
- ALPHARETTA, GA
- CIK
- 0001635523
- Portfolio Value
- $60.3M (Q4 2025)
- SEC Filing
- 0001635523-26-000001 ↗ filed Feb 9, 2026
Holdings Value
Holdings 51 stocks · $60.3M
| IVV iShares Core S&P 500 ETF | 13.40% | 11,788 | $8.1M | Reduce -3.0% |
| EDV Vanguard Extended Dur Treas | 9.01% | 83,580 | $5.4M | Reduce -2.8% |
| FBND Fidelity Total Bond ETF | 7.41% | 97,039 | $4.5M | Add +9.2% |
| SCHX Schwab US Large-Cap ETF | 5.03% | 112,662 | $3.0M | Reduce -0.3% |
| LLY Eli Lilly & Co. | 4.86% | 2,723 | $2.9M | Add +0.1% |
| GPK Graphic Packaging Holding Co. | 4.67% | 186,865 | $2.8M | No change |
| IJH iShares Core S&P Midcap ETF | 3.04% | 27,759 | $1.8M | Reduce -7.3% |
| ANGL Vaneck Fallen Angel High YLD | 3.02% | 61,921 | $1.8M | Add +4.4% |
| AAPL Apple Inc. | 2.80% | 6,200 | $1.7M | Reduce -58.0% |
| MSFT Microsoft Corp. | 2.46% | 3,064 | $1.5M | Reduce -27.6% |
| VEA Vanguard Ftse Developed ETF | 2.34% | 22,623 | $1.4M | Add +11.4% |
| FBCG Fidelity Blue Chip Grow ETF | 2.31% | 25,423 | $1.4M | Add +1.7% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 2.23% | 23,260 | $1.3M | Add +15.7% |
| SCHO Schwab Short-Term US Treas | 2.12% | 52,387 | $1.3M | Add +7.5% |
| IJR iShares Core S&P Small-Cap E | 2.01% | 10,079 | $1.2M | Reduce -0.3% |
| SCHM Schwab US Mid Cap ETF | 1.99% | 39,901 | $1.2M | Reduce -0.1% |
| NVDA Nvidia Corp. | 1.86% | 6,021 | $1.1M | Reduce -7.9% |
| IEFA iShares Core MSCI Eafe ETF | 1.77% | 11,909 | $1.1M | Reduce -38.2% |
| TLT iShares 20+ Year Treasury BD | 1.60% | 11,046 | $963K | Add +1.9% |
| SCHP Schwab U.S. Tips ETF | 1.60% | 36,309 | $962K | Add +2.4% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.55% | 16,954 | $932K | Reduce -1.5% |
| SCHG Schwab US Large-Cap Growth | 1.45% | 26,714 | $871K | Reduce -0.3% |
| GOOGL Alphabet Inc. Class A | 1.29% | 2,480 | $776K | Reduce -8.4% |
| AMZN Amazon.com Inc. | 1.17% | 3,056 | $705K | Reduce -4.4% |
| MUNI PIMCO Intermediate Municipal | 1.08% | 12,430 | $651K | Add +0.1% |
| SCHA Schwab US Small-Cap ETF | 1.08% | 22,793 | $649K | No change |
| SCHV Schwab US Large-Cap Value | 1.00% | 20,409 | $604K | No change |
| SCHF Schwab Intl Equity ETF | 1.00% | 25,126 | $604K | Reduce -0.3% |
| IEMG iShares Core MSCI Emerging | 0.91% | 8,195 | $551K | Add +4.3% |
| IAU iShares Gold Trust | 0.89% | 6,572 | $533K | Add +11.1% |
| SLV iShares Silver Trust | 0.88% | 8,246 | $531K | Add +228.5% |
| STIP iShares 0-5 Year Tips Bond E | 0.86% | 5,081 | $520K | Reduce -3.3% |
| IVW iShares S&P 500 Growth ETF | 0.84% | 4,126 | $509K | Reduce -27.6% |
| IVE iShares S&P 500 Value ETF | 0.84% | 2,382 | $505K | Reduce -45.8% |
| VNQ Vanguard Real Estate ETF | 0.81% | 5,509 | $488K | Add +3.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.80% | 962 | $484K | Add +4.3% |
| R Ryder System Inc. | 0.67% | 2,097 | $401K | No change |
| QUAL iShares MSCI USA Quality Fac | 0.63% | 1,902 | $378K | Reduce -0.4% |
| DFAI Dimensional International Co. | 0.60% | 9,547 | $364K | Reduce -5.5% |
| SPHQ Invesco S&P 500 Quality ETF | 0.60% | 4,812 | $361K | Add +0.2% |
| DGRO iShares Core Dividend Growth | 0.60% | 5,198 | $361K | Reduce -1.1% |
| PLTR Palantir Technologies Inc. Class A | 0.59% | 2,012 | $358K | Add +0.7% |
| QQQ Invesco QQQ Trust Series 1 | 0.58% | 570 | $350K | Add +0.2% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.58% | 4,319 | $348K | Reduce -33.7% |
| TQQQ Proshares Ultrapro QQQ | 0.54% | 6,229 | $328K | Reduce -1.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.53% | 465 | $317K | No change |
| KO The Coca-Cola Co. | 0.47% | 4,094 | $286K | Add +0.3% |
| IXUS iShares Core Intl Stock ETF | 0.43% | 3,088 | $261K | Add +0.8% |
| WMT Walmart Inc. | 0.43% | 2,342 | $261K | Add +0.8% |
| AVGO Broadcom Inc. | 0.39% | 677 | $234K | Reduce -1.3% |
| TIP iShares Tips Bond ETF | 0.38% | 2,089 | $230K | Reduce -18.0% |
Portfolio Sells Q3 2025 → Q4 2025
| AAPL Apple Inc. | Reduce -58.0% | 2.80% | −2.24 |
| IWO iShares Russell 2000 Growth | Sold out | 0.00% | −0.68 |
| DLTR Dollar Tree Inc. | Sold out | 0.00% | −0.66 |
| IWN iShares Russell 2000 Value E | Sold out | 0.00% | −0.57 |
| AGG iShares Core U.S. Aggregate | Sold out | 0.00% | −0.49 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -38.2% | 1.77% | −0.49 |
| MSFT Microsoft Corp. | Reduce -27.6% | 2.46% | −0.48 |
| JNJ Johnson & Johnson | Sold out | 0.00% | −0.47 |
| IVE iShares S&P 500 Value ETF | Reduce -45.8% | 0.84% | −0.38 |
| EEMV iShares MSCI Emg MKT Min Vol | Sold out | 0.00% | −0.34 |
| LOW Lowe's Cos Inc. | Sold out | 0.00% | −0.34 |
| IYR iShares US Real Estate ETF | Sold out | 0.00% | −0.31 |
| WFC Wells Fargo & Co. | Sold out | 0.00% | −0.30 |
| TSLA Tesla Inc. | Sold out | 0.00% | −0.26 |
| LDUR PIMCO Enhanced Low Duration | Sold out | 0.00% | −0.25 |
| DJP Ipath Bloomberg Commodity Inc. | Sold out | 0.00% | −0.25 |
| XOM Exxon Mobil Corp. | Sold out | 0.00% | −0.25 |
| CVS CVS Health Corp. | Sold out | 0.00% | −0.25 |
| SO The Southern Co. | Sold out | 0.00% | −0.24 |
| PG The Procter & Gamble Co. | Sold out | 0.00% | −0.24 |
| SPYD SS SPDR P S&P 500 Hi Div ETF | Sold out | 0.00% | −0.24 |
| LRGF iShares US Equity Factor ETF | Sold out | 0.00% | −0.24 |
| SCHH Schwab US REIT ETF | Sold out | 0.00% | −0.23 |
| LMT Lockheed Martin Corp. | Sold out | 0.00% | −0.23 |
| IMCV iShares Morningstar Mid-Cap | Sold out | 0.00% | −0.22 |
| SCZ iShares MSCI Eafe Small-Cap | Sold out | 0.00% | −0.22 |
| USO United States Oil Fund LP | Sold out | 0.00% | −0.20 |
| SCHD Schwab US DVD Equity ETF | Sold out | 0.00% | −0.20 |
| META Meta Platforms Inc. Class A | Sold out | 0.00% | −0.19 |
| SPYG SS SPDR P S&P 500 Growth ETF | Sold out | 0.00% | −0.19 |
| EVIM Eaton Vance Int Muni Income | Sold out | 0.00% | −0.18 |
| SPYV SS SPDR P S&P 500 Value ETF | Sold out | 0.00% | −0.18 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Sold out | 0.00% | −0.17 |
| SOXX iShares Semiconductor ETF | Sold out | 0.00% | −0.17 |
| IWF iShares Russell 1000 Growth | Sold out | 0.00% | −0.16 |
| SPLV Invesco S&P 500 Low Volatili | Sold out | 0.00% | −0.16 |
| AMAT Applied Materials Inc. | Sold out | 0.00% | −0.15 |
| TFC Truist Financial Corp. | Sold out | 0.00% | −0.14 |
| NFLX Netflix Inc. | Sold out | 0.00% | −0.14 |
| JHMM John Hancock Multi Fact Mid | Sold out | 0.00% | −0.14 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Reduce -33.7% | 0.58% | −0.13 |
| DFAT Dimensional US Target Value | Sold out | 0.00% | −0.13 |
| HD Home Depot Inc. | Sold out | 0.00% | −0.13 |
| ISTB iShares Core 1-5 Year Usd Bo | Sold out | 0.00% | −0.13 |
| SPDW Ste STR SPDR PT DW Eu ETF | Sold out | 0.00% | −0.12 |
| GE General Electric | Sold out | 0.00% | −0.12 |
| CLOI Vaneck Clo ETF | Sold out | 0.00% | −0.12 |
| CDNS Cadence Design SYS Inc. | Sold out | 0.00% | −0.12 |
| BSV Vanguard Short-Term Bond ETF | Sold out | 0.00% | −0.12 |
| ORCL Oracle Corp. | Sold out | 0.00% | −0.11 |
Portfolio Buys Q3 2025 → Q4 2025
| LLY Eli Lilly & Co. | Add +0.1% | 4.86% | +2.07 |
| FBND Fidelity Total Bond ETF | Add +9.2% | 7.41% | +1.91 |
| SLV iShares Silver Trust | Add +228.5% | 0.88% | +0.74 |
| VEA Vanguard Ftse Developed ETF | Add +11.4% | 2.34% | +0.71 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Add +15.7% | 2.23% | +0.69 |
| ANGL Vaneck Fallen Angel High YLD | Add +4.4% | 3.02% | +0.65 |
| SCHO Schwab Short-Term US Treas | Add +7.5% | 2.12% | +0.53 |
| FBCG Fidelity Blue Chip Grow ETF | Add +1.7% | 2.31% | +0.52 |
| SCHP Schwab U.S. Tips ETF | Add +2.4% | 1.60% | +0.32 |
| IAU iShares Gold Trust | Add +11.1% | 0.89% | +0.31 |
| TLT iShares 20+ Year Treasury BD | Add +1.9% | 1.60% | +0.30 |
| IEMG iShares Core MSCI Emerging | Add +4.3% | 0.91% | +0.22 |
| MUNI PIMCO Intermediate Municipal | Add +0.1% | 1.08% | +0.21 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +4.3% | 0.80% | +0.18 |
| VNQ Vanguard Real Estate ETF | Add +3.9% | 0.81% | +0.16 |
| SPHQ Invesco S&P 500 Quality ETF | Add +0.2% | 0.60% | +0.13 |
| QQQ Invesco QQQ Trust Series 1 | Add +0.2% | 0.58% | +0.12 |
| KO The Coca-Cola Co. | Add +0.3% | 0.47% | +0.11 |
| WMT Walmart Inc. | Add +0.8% | 0.43% | +0.11 |
| PLTR Palantir Technologies Inc. Class A | Add +0.7% | 0.59% | +0.10 |
| IXUS iShares Core Intl Stock ETF | Add +0.8% | 0.43% | +0.09 |
Notes & Other Activity Q3 2025 → Q4 2025
| CTVA Corteva Inc. | COM | Sold out | 0 | $0before exit |
| DD Dupont DE Nemours Inc. | COM | Sold out | 0 | $0before exit |
| EPRT Essential Properties Realty | COM | Sold out | 0 | $0before exit |
| IXC iShares Global Energy ETF | GLOBAL ENERG ETF | Sold out | 0 | $0before exit |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
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 |