Clear Investment Research, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$63.9M
Q ending 2026-03-31
Prior quarter
$60.3M
Q ending 2025-12-31
Change
+6.0% QoQ · -14.7% YoY
Positions
241
reported holdings
Largest positions
Top 100 of 241 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Ishares Tr | IVV | Shares | $7.5M | 11K |
| Vanguard World Fd | EDV | Shares | $5.2M | 81K |
| Fidelity Merrimack Str Tr | FBND | Shares | $4.5M | 100K |
| Schwab Strategic Tr | SCHX | Shares | $2.9M | 113K |
| Eli Lilly & Co | LLY | Shares | $2.5M | 3K |
| Graphic Packaging Hldg Co | GPK | Shares | $1.9M | 189K |
| Apple Inc | AAPL | Shares | $1.6M | 6K |
| Spdr Series Trust | SPMD | Shares | $1.6M | 27K |
| Vaneck Etf Trust | ANGL | Shares | $1.6M | 55K |
| Vanguard Tax-Managed Fds | VEA | Shares | $1.5M | 24K |
| Ishares Tr | IJH | Shares | $1.5M | 22K |
| Fidelity Covington Trust | FBCG | Shares | $1.4M | 28K |
| Schwab Strategic Tr | SCHM | Shares | $1.2M | 40K |
| Microsoft Corp | MSFT | Shares | $1.2M | 3K |
| Ishares Tr | IJR | Shares | $1.2M | 10K |
| Schwab Strategic Tr | SCHO | Shares | $1.2M | 49K |
| Nvidia Corporation | NVDA | Shares | $1.0M | 6K |
| Schwab Strategic Tr | SCHP | Shares | $992K | 37K |
| Ishares Tr | TLT | Shares | $955K | 11K |
| Bank America Corp | BAC | Shares | $827K | 17K |
| Schwab Strategic Tr | SCHG | Shares | $778K | 27K |
| Alphabet Inc | GOOGL | Shares | $749K | 3K |
| Amazon Com Inc | AMZN | Shares | $690K | 3K |
| Schwab Strategic Tr | SCHA | Shares | $663K | 23K |
| Pimco Etf Tr | MUNI | Shares | $649K | 12K |
| Ishares Tr | IEFA | Shares | $634K | 7K |
| Schwab Strategic Tr | SCHV | Shares | $622K | 20K |
| Schwab Strategic Tr | SCHF | Shares | $622K | 25K |
| Ishares Tr | STIP | Shares | $519K | 5K |
| Ishares Gold Tr | IAU | Shares | $511K | 6K |
| Ishares Inc | IEMG | Shares | $490K | 7K |
| Vanguard Index Fds | VNQ | Shares | $479K | 5K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $460K | 959 |
| Ryder Sys Inc | R | Shares | $429K | 2K |
| Ishares Silver Tr | SLV | Shares | $404K | 6K |
| Dimensional Etf Trust | DFAI | Shares | $372K | 10K |
| Invesco Exchange Traded Fd T | SPHQ | Shares | $362K | 5K |
| Ishares Tr | DGRO | Shares | $348K | 5K |
| Ishares Tr | HYG | Shares | $344K | 4K |
| Invesco Qqq Tr | QQQ | Shares | $329K | 570 |
| Ishares Tr | TIP | Shares | $329K | 3K |
| Coca Cola Co | KO | Shares | $322K | 4K |
| Palantir Technologies Inc | PLTR | Shares | $320K | 2K |
| Ishares Tr | QUAL | Shares | $305K | 2K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $302K | 465 |
| Walmart Inc | WMT | Shares | $291K | 2K |
| Exxon Mobil Corp | XOM | Shares | $277K | 2K |
| Proshares Tr | TQQQ | Shares | $261K | 6K |
| United Sts Oil Fd Lp | USO | Shares | $253K | 2K |
| Broadcom Inc | AVGO | Shares | $241K | 777 |
| Vaneck Etf Trust | CLOI | Shares | $225K | 4K |
| Ishares Tr | IXUS | Shares | $207K | 2K |
| Lockheed Martin Corp | LMT | Shares | $204K | 337 |
| Global X Fds | DTCR | Shares | $202K | 8K |
| Pimco Etf Tr | LDUR | Shares | $199K | 2K |
| Spdr Series Trust | SPYD | Shares | $185K | 4K |
| Southern Co | SO | Shares | $180K | 2K |
| Ishares Tr | IMCV | Shares | $173K | 2K |
| Carillon Ser Tr | RJDI | Shares | $172K | 6K |
| Schwab Strategic Tr | SCHH | Shares | $171K | 8K |
| Ishares Tr | LRGF | Shares | $170K | 3K |
| Ishares Tr | SOXX | Shares | $167K | 509 |
| Schwab Strategic Tr | SCHD | Shares | $164K | 5K |
| Ishares Tr | SCZ | Shares | $158K | 2K |
| Meta Platforms Inc | META | Shares | $154K | 270 |
| Fidelity Covington Trust | FMDE | Shares | $139K | 4K |
| Wells Fargo & Co | WFC | Shares | $139K | 2K |
| Morgan Stanley Etf Trust | EVIM | Shares | $138K | 3K |
| Spdr Series Trust | SPYV | Shares | $136K | 2K |
| Tesla Inc | TSLA | Shares | $136K | 365 |
| Vaneck Etf Trust | NLR | Shares | $131K | 987 |
| Spdr Series Trust | SPYG | Shares | $131K | 1K |
| T Rowe Price Etf Inc | TFLR | Shares | $130K | 3K |
| Schwab Strategic Tr | SCHE | Shares | $128K | 4K |
| Procter & Gamble Co | PG | Shares | $112K | 775 |
| Ishares Tr | IWF | Shares | $110K | 257 |
| Truist Finl Corp | TFC | Shares | $107K | 2K |
| John Hancock Exchange Traded | JHMM | Shares | $106K | 2K |
| Spdr Index Shs Fds | SPDW | Shares | $105K | 2K |
| Ishares Inc | EEMV | Shares | $103K | 2K |
| Dimensional Etf Trust | DFAT | Shares | $102K | 2K |
| Advanced Micro Devices Inc | AMD | Shares | $102K | 499 |
| Netflix Inc. | NFLX | Shares | $91K | 948 |
| Merck & Co Inc | MRK | Shares | $81K | 676 |
| Chevron Corporation | CVX | Shares | $80K | 385 |
| Home Depot Inc | HD | Shares | $79K | 239 |
| Ishares Tr | ISTB | Shares | $77K | 2K |
| First Tr Exchange-Traded Fd | FPXI | Shares | $73K | 1K |
| Johnson & Johnson | JNJ | Shares | $73K | 300 |
| Ishares Tr | AGG | Shares | $73K | 735 |
| Capital Group Core Equity Et | CGUS | Shares | $71K | 2K |
| Invesco Exch Traded Fd Tr Ii | TBLL | Shares | $69K | 658 |
| Invesco Exch Traded Fd Tr Ii | SPLV | Shares | $69K | 943 |
| Costco Wholesale Corporation | COST | Shares | $68K | 69 |
| Ishares Tr | IYR | Shares | $67K | 712 |
| Pepsico Inc | PEP | Shares | $65K | 418 |
| Vanguard Mun Bd Fds | VTEB | Shares | $62K | 1K |
| Vanguard Index Fds | VTV | Shares | $61K | 311 |
| Abbvie Inc | ABBV | Shares | $61K | 279 |
| Capital Group Growth Etf | CGGR | Shares | $61K | 2K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.