Filed: 5/4/2026ACC: 0001635523-26-000002
📋 What this filing means
CLEAR INVESTMENT RESEARCH, LLC filed this quarterly 13F‑HR report disclosing 241 equity positions with a total reported market value of $63.89M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
241
Positions
$63.89M
Total AUM (reported)
1.16M
Total Shares
Allocation by class
COM$13.87M21.7%
CORE S&P500 ETF$7.50M11.7%
EXTENDED DUR$5.24M8.2%
TOTAL BD ETF$4.54M7.1%
US LRG CAP ETF$2.89M4.5%
STATE STREET SPD$2.14M3.4%
FALLEN ANGEL HG$1.58M2.5%
Portfolio Concentration
Top 3$17.28M27.0%
4–10$13.54M21.2%
11–25$15.01M23.5%
Rest$18.06M28.3%
Top 3 weight
27.0%
Top 10 weight
48.2%
Voting Authority Distribution
Total shares with voting rights: 1.16M
Sole
Full voting authority
1.16M
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)
Sole241
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings241
Rows:
ISHARES TR
SOLEShares11.48K
TypeSH
Market value$7.50M
11.74%
Sole
11.48K
Shared
0.00
None
0.00
VANGUARD WORLD FD
SOLEShares80.61K
TypeSH
Market value$5.24M
8.19%
Sole
80.61K
Shared
0.00
None
0.00
FIDELITY MERRIMACK STR TR
SOLEShares99.61K
TypeSH
Market value$4.54M
7.11%
Sole
99.61K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares112.66K
TypeSH
Market value$2.89M
4.52%
Sole
112.66K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares2.74K
TypeSH
Market value$2.52M
3.94%
Sole
2.74K
Shared
0.00
None
0.00
GRAPHIC PACKAGING HLDG CO
SOLEShares188.69K
TypeSH
Market value$1.88M
2.94%
Sole
188.69K
Shared
0.00
None
0.00
APPLE INC
SOLEShares6.29K
TypeSH
Market value$1.60M
2.50%
Sole
6.29K
Shared
0.00
None
0.00
SPDR SERIES TRUST
SOLEShares26.62K
TypeSH
Market value$1.58M
2.47%
Sole
26.62K
Shared
0.00
None
0.00
VANECK ETF TRUST
SOLEShares54.87K
TypeSH
Market value$1.58M
2.47%
Sole
54.87K
Shared
0.00
None
0.00
VANGUARD TAX-MANAGED FDS
SOLEShares23.55K
TypeSH
Market value$1.51M
2.36%
Sole
23.55K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares21.75K
TypeSH
Market value$1.47M
2.30%
Sole
21.75K
Shared
0.00
None
0.00
FIDELITY COVINGTON TRUST
SOLEShares27.83K
TypeSH
Market value$1.39M
2.18%
Sole
27.83K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares39.91K
TypeSH
Market value$1.24M
1.93%
Sole
39.91K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares3.25K
TypeSH
Market value$1.20M
1.88%
Sole
3.25K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares9.62K
TypeSH
Market value$1.20M
1.87%
Sole
9.62K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares49.17K
TypeSH
Market value$1.19M
1.87%
Sole
49.17K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares5.84K
TypeSH
Market value$1.02M
1.60%
Sole
5.84K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares37.30K
TypeSH
Market value$992.5K
1.55%
Sole
37.30K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares11.02K
TypeSH
Market value$955.1K
1.49%
Sole
11.02K
Shared
0.00
None
0.00
BANK AMERICA CORP
SOLEShares16.95K
TypeSH
Market value$826.5K
1.29%
Sole
16.95K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares26.71K
TypeSH
Market value$778.2K
1.22%
Sole
26.71K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares2.60K
TypeSH
Market value$749.2K
1.17%
Sole
2.60K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares3.31K
TypeSH
Market value$690.4K
1.08%
Sole
3.31K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares22.79K
TypeSH
Market value$662.8K
1.04%
Sole
22.79K
Shared
0.00
None
0.00
PIMCO ETF TR
SOLEShares12.44K
TypeSH
Market value$649.2K
1.02%
Sole
12.44K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 11.48K | SH | $7.50M 11.74% | 11.48K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | EXTENDED DUR | 80.61K | SH | $5.24M 8.19% | 80.61K | 0.00 | 0.00 |
FIDELITY MERRIMACK STR TRSOLE | TOTAL BD ETF | 99.61K | SH | $4.54M 7.11% | 99.61K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 112.66K | SH | $2.89M 4.52% | 112.66K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 2.74K | SH | $2.52M 3.94% | 2.74K | 0.00 | 0.00 |
GRAPHIC PACKAGING HLDG COSOLE | COM | 188.69K | SH | $1.88M 2.94% | 188.69K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 6.29K | SH | $1.60M 2.50% | 6.29K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 26.62K | SH | $1.58M 2.47% | 26.62K | 0.00 | 0.00 |
VANECK ETF TRUSTSOLE | FALLEN ANGEL HG | 54.87K | SH | $1.58M 2.47% | 54.87K | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 23.55K | SH | $1.51M 2.36% | 23.55K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P MCP ETF | 21.75K | SH | $1.47M 2.30% | 21.75K | 0.00 | 0.00 |
FIDELITY COVINGTON TRUSTSOLE | BLUE CHIP GRWTH | 27.83K | SH | $1.39M 2.18% | 27.83K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US MID-CAP ETF | 39.91K | SH | $1.24M 1.93% | 39.91K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 3.25K | SH | $1.20M 1.88% | 3.25K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P SCP ETF | 9.62K | SH | $1.20M 1.87% | 9.62K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | SHT TM US TRES | 49.17K | SH | $1.19M 1.87% | 49.17K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 5.84K | SH | $1.02M 1.60% | 5.84K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US TIPS ETF | 37.30K | SH | $992.5K 1.55% | 37.30K | 0.00 | 0.00 |
ISHARES TRSOLE | 20 YR TR BD ETF | 11.02K | SH | $955.1K 1.49% | 11.02K | 0.00 | 0.00 |
BANK AMERICA CORPSOLE | COM | 16.95K | SH | $826.5K 1.29% | 16.95K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 26.71K | SH | $778.2K 1.22% | 26.71K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 2.60K | SH | $749.2K 1.17% | 2.60K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 3.31K | SH | $690.4K 1.08% | 3.31K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US SML CAP ETF | 22.79K | SH | $662.8K 1.04% | 22.79K | 0.00 | 0.00 |
PIMCO ETF TRSOLE | INTER MUN BD ACT | 12.44K | SH | $649.2K 1.02% | 12.44K | 0.00 | 0.00 |
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