Filed: 11/7/2025ACC: 0001635523-25-000005
📋 What this filing means
CLEAR INVESTMENT RESEARCH, LLC filed this quarterly 13F‑HR report disclosing 256 equity positions with a total reported market value of $74.65M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
256
Positions
$74.65M
Total AUM (reported)
1.19M
Total Shares
Allocation by class
COM$19.93M26.7%
CORE S&P500 ETF$8.14M10.9%
EXTENDED DUR$5.89M7.9%
TOTAL BD ETF$4.11M5.5%
US LRG CAP ETF$2.98M4.0%
CORE S&P MCP ETF$1.95M2.6%
FALLEN ANGEL HG$1.76M2.4%
Portfolio Concentration
Top 3$18.13M24.3%
4–10$18.37M24.6%
11–25$16.15M21.6%
Rest$21.99M29.5%
Top 3 weight
24.3%
Top 10 weight
48.9%
Voting Authority Distribution
Total shares with voting rights: 1.19M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.19M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole256
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings256
Rows:
ISHARES TR
SOLEShares12.16K
TypeSH
Market value$8.14M
10.90%
Sole
0.00
Shared
0.00
None
12.16K
VANGUARD WORLD FD
SOLEShares85.99K
TypeSH
Market value$5.89M
7.88%
Sole
0.00
Shared
0.00
None
85.99K
FIDELITY MERRIMACK STR TR
SOLEShares88.87K
TypeSH
Market value$4.11M
5.51%
Sole
0.00
Shared
0.00
None
88.87K
APPLE INC
SOLEShares14.76K
TypeSH
Market value$3.76M
5.03%
Sole
0.00
Shared
0.00
None
14.76K
GRAPHIC PACKAGING HLDG CO
SOLEShares186.87K
TypeSH
Market value$3.66M
4.90%
Sole
0.00
Shared
0.00
None
186.87K
SCWAB STRATEGIC TR
SOLEShares112.96K
TypeSH
Market value$2.98M
3.99%
Sole
0.00
Shared
0.00
None
112.96K
MICROSOFT CORP
SOLEShares4.23K
TypeSH
Market value$2.19M
2.93%
Sole
0.00
Shared
0.00
None
4.23K
LILLY ELI & CO
SOLEShares2.72K
TypeSH
Market value$2.08M
2.78%
Sole
0.00
Shared
0.00
None
2.72K
ISHARES TR
SOLEShares29.93K
TypeSH
Market value$1.95M
2.62%
Sole
0.00
Shared
0.00
None
29.93K
VANECK VECTORS ETF TR
SOLEShares59.31K
TypeSH
Market value$1.76M
2.36%
Sole
0.00
Shared
0.00
None
59.31K
ISHARES TR
SOLEShares19.26K
TypeSH
Market value$1.68M
2.25%
Sole
0.00
Shared
0.00
None
19.26K
FIDELITY COVINGTON TRUST
SOLEShares24.99K
TypeSH
Market value$1.34M
1.80%
Sole
0.00
Shared
0.00
None
24.99K
NVIDIA CORP
SOLEShares6.54K
TypeSH
Market value$1.22M
1.63%
Sole
0.00
Shared
0.00
None
6.54K
VANGUARD TAX-MANAGED FDS
SOLEShares20.31K
TypeSH
Market value$1.22M
1.63%
Sole
0.00
Shared
0.00
None
20.31K
ISHARES TR
SOLEShares10.11K
TypeSH
Market value$1.20M
1.61%
Sole
0.00
Shared
0.00
None
10.11K
SCWAB STRATEGIC TR
SOLEShares48.71K
TypeSH
Market value$1.19M
1.59%
Sole
0.00
Shared
0.00
None
48.71K
SCWAB STRATEGIC TR
SOLEShares39.95K
TypeSH
Market value$1.18M
1.59%
Sole
0.00
Shared
0.00
None
39.95K
SPDR SER TR
SOLEShares20.11K
TypeSH
Market value$1.15M
1.54%
Sole
0.00
Shared
0.00
None
20.11K
ISHARES TR
SOLEShares10.84K
TypeSH
Market value$968.9K
1.30%
Sole
0.00
Shared
0.00
None
10.84K
SCWAB STRATEGIC TR
SOLEShares35.45K
TypeSH
Market value$955.4K
1.28%
Sole
0.00
Shared
0.00
None
35.45K
ISHARES TR
SOLEShares4.39K
TypeSH
Market value$907.1K
1.22%
Sole
0.00
Shared
0.00
None
4.39K
BANK AMER CORP
SOLEShares17.22K
TypeSH
Market value$888.2K
1.19%
Sole
0.00
Shared
0.00
None
17.22K
SCWAB STRATEGIC TR
SOLEShares26.80K
TypeSH
Market value$855.1K
1.15%
Sole
0.00
Shared
0.00
None
26.80K
AMAZON COM INC
SOLEShares3.20K
TypeSH
Market value$701.7K
0.94%
Sole
0.00
Shared
0.00
None
3.20K
ISHARES TR
SOLEShares5.70K
TypeSH
Market value$688.5K
0.92%
Sole
0.00
Shared
0.00
None
5.70K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 12.16K | SH | $8.14M 10.90% | 0.00 | 0.00 | 12.16K |
VANGUARD WORLD FDSOLE | EXTENDED DUR | 85.99K | SH | $5.89M 7.88% | 0.00 | 0.00 | 85.99K |
FIDELITY MERRIMACK STR TRSOLE | TOTAL BD ETF | 88.87K | SH | $4.11M 5.51% | 0.00 | 0.00 | 88.87K |
APPLE INCSOLE | COM | 14.76K | SH | $3.76M 5.03% | 0.00 | 0.00 | 14.76K |
GRAPHIC PACKAGING HLDG COSOLE | COM | 186.87K | SH | $3.66M 4.90% | 0.00 | 0.00 | 186.87K |
SCWAB STRATEGIC TRSOLE | US LRG CAP ETF | 112.96K | SH | $2.98M 3.99% | 0.00 | 0.00 | 112.96K |
MICROSOFT CORPSOLE | COM | 4.23K | SH | $2.19M 2.93% | 0.00 | 0.00 | 4.23K |
LILLY ELI & COSOLE | COM | 2.72K | SH | $2.08M 2.78% | 0.00 | 0.00 | 2.72K |
ISHARES TRSOLE | CORE S&P MCP ETF | 29.93K | SH | $1.95M 2.62% | 0.00 | 0.00 | 29.93K |
VANECK VECTORS ETF TRSOLE | FALLEN ANGEL HG | 59.31K | SH | $1.76M 2.36% | 0.00 | 0.00 | 59.31K |
ISHARES TRSOLE | CORES MSCI EAFE | 19.26K | SH | $1.68M 2.25% | 0.00 | 0.00 | 19.26K |
FIDELITY COVINGTON TRUSTSOLE | BLUE CHIP GRWTH | 24.99K | SH | $1.34M 1.80% | 0.00 | 0.00 | 24.99K |
NVIDIA CORPSOLE | COM | 6.54K | SH | $1.22M 1.63% | 0.00 | 0.00 | 6.54K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 20.31K | SH | $1.22M 1.63% | 0.00 | 0.00 | 20.31K |
ISHARES TRSOLE | CORE S&P SCP ETF | 10.11K | SH | $1.20M 1.61% | 0.00 | 0.00 | 10.11K |
SCWAB STRATEGIC TRSOLE | SHT TM US TRES | 48.71K | SH | $1.19M 1.59% | 0.00 | 0.00 | 48.71K |
SCWAB STRATEGIC TRSOLE | US MID-CAP ETF | 39.95K | SH | $1.18M 1.59% | 0.00 | 0.00 | 39.95K |
SPDR SER TRSOLE | PORTFOLIO S&P400 | 20.11K | SH | $1.15M 1.54% | 0.00 | 0.00 | 20.11K |
ISHARES TRSOLE | 20 YR TR BD ETF | 10.84K | SH | $968.9K 1.30% | 0.00 | 0.00 | 10.84K |
SCWAB STRATEGIC TRSOLE | US TIPS ETF | 35.45K | SH | $955.4K 1.28% | 0.00 | 0.00 | 35.45K |
ISHARES TRSOLE | S&P 500 VAL ETF | 4.39K | SH | $907.1K 1.22% | 0.00 | 0.00 | 4.39K |
BANK AMER CORPSOLE | COM | 17.22K | SH | $888.2K 1.19% | 0.00 | 0.00 | 17.22K |
SCWAB STRATEGIC TRSOLE | US LCAP GR ETF | 26.80K | SH | $855.1K 1.15% | 0.00 | 0.00 | 26.80K |
AMAZON COM INCSOLE | COM | 3.20K | SH | $701.7K 0.94% | 0.00 | 0.00 | 3.20K |
ISHARES TRSOLE | S&P 500 GRWT ETF | 5.70K | SH | $688.5K 0.92% | 0.00 | 0.00 | 5.70K |
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