Filed: 2/9/2026ACC: 0001635523-26-000001
📋 What this filing means
CLEAR INVESTMENT RESEARCH, LLC filed this quarterly 13F‑HR report disclosing 51 equity positions with a total reported market value of $60.27M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
51
Positions
$60.27M
Total AUM (reported)
1.05M
Total Shares
Allocation by class
COM$12.85M21.3%
CORE S&P500 ETF$8.07M13.4%
EXTENDED DUR$5.43M9.0%
TOTAL BD ETF$4.47M7.4%
US LRG CAP ETF$3.03M5.0%
CORE S&P MCP ETF$1.83M3.0%
FALLEN ANGEL HG$1.82M3.0%
Portfolio Concentration
Top 3$17.98M29.8%
4–10$15.59M25.9%
11–25$15.89M26.4%
Rest$10.82M17.9%
Top 3 weight
29.8%
Top 10 weight
55.7%
Voting Authority Distribution
Total shares with voting rights: 1.05M
Sole
Full voting authority
1.05M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole51
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings51
Rows:
ISHARES TR
SOLEShares11.79K
TypeSH
Market value$8.07M
13.40%
Sole
11.79K
Shared
0.00
None
0.00
VANGUARD WORLD FD
SOLEShares83.58K
TypeSH
Market value$5.43M
9.01%
Sole
83.58K
Shared
0.00
None
0.00
FIDELITY MERRIMACK STR TR
SOLEShares97.04K
TypeSH
Market value$4.47M
7.41%
Sole
97.04K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares112.66K
TypeSH
Market value$3.03M
5.03%
Sole
112.66K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares2.72K
TypeSH
Market value$2.93M
4.86%
Sole
2.72K
Shared
0.00
None
0.00
GRAPHIC PACKAGING HLDG CO
SOLEShares186.87K
TypeSH
Market value$2.81M
4.67%
Sole
186.87K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares27.76K
TypeSH
Market value$1.83M
3.04%
Sole
27.76K
Shared
0.00
None
0.00
VANECK ETF TRUST
SOLEShares61.92K
TypeSH
Market value$1.82M
3.02%
Sole
61.92K
Shared
0.00
None
0.00
APPLE INC
SOLEShares6.20K
TypeSH
Market value$1.69M
2.80%
Sole
6.20K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares3.06K
TypeSH
Market value$1.48M
2.46%
Sole
3.06K
Shared
0.00
None
0.00
VANGUARD TAX-MANAGED FDS
SOLEShares22.62K
TypeSH
Market value$1.41M
2.34%
Sole
22.62K
Shared
0.00
None
0.00
FIDELITY COVINGTON TRUST
SOLEShares25.42K
TypeSH
Market value$1.39M
2.31%
Sole
25.42K
Shared
0.00
None
0.00
SPDR SERIES TRUST
SOLEShares23.26K
TypeSH
Market value$1.35M
2.23%
Sole
23.26K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares52.39K
TypeSH
Market value$1.28M
2.12%
Sole
52.39K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares10.08K
TypeSH
Market value$1.21M
2.01%
Sole
10.08K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares39.90K
TypeSH
Market value$1.20M
1.99%
Sole
39.90K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares6.02K
TypeSH
Market value$1.12M
1.86%
Sole
6.02K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares11.91K
TypeSH
Market value$1.07M
1.77%
Sole
11.91K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares11.05K
TypeSH
Market value$962.8K
1.60%
Sole
11.05K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares36.31K
TypeSH
Market value$961.8K
1.60%
Sole
36.31K
Shared
0.00
None
0.00
BANK AMERICA CORP
SOLEShares16.95K
TypeSH
Market value$932.4K
1.55%
Sole
16.95K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares26.71K
TypeSH
Market value$871.4K
1.45%
Sole
26.71K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares2.48K
TypeSH
Market value$776.4K
1.29%
Sole
2.48K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares3.06K
TypeSH
Market value$705.4K
1.17%
Sole
3.06K
Shared
0.00
None
0.00
PIMCO ETF TR
SOLEShares12.43K
TypeSH
Market value$651.4K
1.08%
Sole
12.43K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 11.79K | SH | $8.07M 13.40% | 11.79K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | EXTENDED DUR | 83.58K | SH | $5.43M 9.01% | 83.58K | 0.00 | 0.00 |
FIDELITY MERRIMACK STR TRSOLE | TOTAL BD ETF | 97.04K | SH | $4.47M 7.41% | 97.04K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 112.66K | SH | $3.03M 5.03% | 112.66K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 2.72K | SH | $2.93M 4.86% | 2.72K | 0.00 | 0.00 |
GRAPHIC PACKAGING HLDG COSOLE | COM | 186.87K | SH | $2.81M 4.67% | 186.87K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P MCP ETF | 27.76K | SH | $1.83M 3.04% | 27.76K | 0.00 | 0.00 |
VANECK ETF TRUSTSOLE | FALLEN ANGEL HG | 61.92K | SH | $1.82M 3.02% | 61.92K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 6.20K | SH | $1.69M 2.80% | 6.20K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 3.06K | SH | $1.48M 2.46% | 3.06K | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 22.62K | SH | $1.41M 2.34% | 22.62K | 0.00 | 0.00 |
FIDELITY COVINGTON TRUSTSOLE | BLUE CHIP GRWTH | 25.42K | SH | $1.39M 2.31% | 25.42K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 23.26K | SH | $1.35M 2.23% | 23.26K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | SHT TM US TRES | 52.39K | SH | $1.28M 2.12% | 52.39K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P SCP ETF | 10.08K | SH | $1.21M 2.01% | 10.08K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US MID-CAP ETF | 39.90K | SH | $1.20M 1.99% | 39.90K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 6.02K | SH | $1.12M 1.86% | 6.02K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI EAFE | 11.91K | SH | $1.07M 1.77% | 11.91K | 0.00 | 0.00 |
ISHARES TRSOLE | 20 YR TR BD ETF | 11.05K | SH | $962.8K 1.60% | 11.05K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US TIPS ETF | 36.31K | SH | $961.8K 1.60% | 36.31K | 0.00 | 0.00 |
BANK AMERICA CORPSOLE | COM | 16.95K | SH | $932.4K 1.55% | 16.95K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 26.71K | SH | $871.4K 1.45% | 26.71K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 2.48K | SH | $776.4K 1.29% | 2.48K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 3.06K | SH | $705.4K 1.17% | 3.06K | 0.00 | 0.00 |
PIMCO ETF TRSOLE | INTER MUN BD ACT | 12.43K | SH | $651.4K 1.08% | 12.43K | 0.00 | 0.00 |
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