13F-HR filed by CLEAR INVESTMENT RESEARCH, LLC
CLEAR INVESTMENT RESEARCH, LLC filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-02-09, with 51 holding rows worth $60,274,394.
- Accession
- 0001635523-26-000001
- Filer
- CIK 1635523
- Filed
- 2026-02-09
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2025
A holdings report, 52 entries on the cover page, a total value of $60,274,394 stated on the cover page (in dollars after the unit check, H1), rows summing to $60,274,394 with VALUE read as dollars as filed, 13F file number 028-16875. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 11,788 | $8,073,797 | dollars as filed | |
| VANGUARD WORLD FD | 921910709 | EXTENDED DUR | 83,580 | $5,433,539 | dollars as filed | |
| FIDELITY MERRIMACK STR TR | 316188309 | TOTAL BD ETF | 97,039 | $4,467,690 | dollars as filed | |
| Schwab U.S. Large-Cap ETF | 808524201 | SHS | 112,662 | $3,031,734 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 2,723 | $2,926,536 | dollars as filed | |
| GRAPHIC PACKAGING HLDG CO COM | 388689101 | Stock | 186,865 | $2,814,190 | dollars as filed | |
| IJH | 464287507 | COM | 27,759 | $1,832,103 | dollars as filed | |
| VANECK ETF TRUST | 92189F437 | COM | 61,921 | $1,818,322 | dollars as filed | |
| Apple Inc | 037833100 | COM | 6,200 | $1,685,587 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 3,064 | $1,481,893 | dollars as filed | |
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 22,623 | $1,413,287 | dollars as filed | |
| Fidelity Blue Chip Growth ETF | 316092352 | SHS | 25,423 | $1,394,217 | dollars as filed | |
| SPDR Portfolio S&P 400 Mid Cap ETF | 78464A847 | SHS | 23,260 | $1,346,982 | dollars as filed | |
| Schwab Short Term US Treasury ETF | 808524862 | SHS | 52,387 | $1,276,680 | dollars as filed | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 10,079 | $1,211,237 | dollars as filed | |
| Schwab US Mid-Cap ETF | 808524508 | SHS | 39,901 | $1,199,833 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 6,021 | $1,122,962 | dollars as filed | |
| iShares Core MSCI EAFE ETF | 46432F842 | SHS | 11,909 | $1,065,338 | dollars as filed | |
| ISHARES TR | 464287432 | 20 YR TR BD ETF | 11,046 | $962,754 | dollars as filed | |
| Schwab US TIPS ETF | 808524870 | SHS | 36,309 | $961,835 | dollars as filed | |
| Bank of America Corp | 060505104 | COM | 16,954 | $932,448 | dollars as filed | |
| Schwab U.S. Large-Cap Growth ETF | 808524300 | SHS | 26,714 | $871,411 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 2,480 | $776,364 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 3,056 | $705,386 | dollars as filed | |
| PIMCO ETF TR | 72201R866 | INTER MUN BD ACT | 12,430 | $651,443 | dollars as filed | |
| Schwab U.S. Small-Cap ETF | 808524607 | SHS | 22,793 | $649,145 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524409 | US LCAP VA ETF | 20,409 | $604,310 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524805 | INTL EQTY ETF | 25,126 | $604,029 | dollars as filed | |
| iShares Core MSCI Emerging Markets ETF | 46434G103 | SHS | 8,195 | $550,880 | dollars as filed | |
| iShares Gold Trust | 464285204 | COM | 6,572 | $533,449 | dollars as filed | |
| iShares Silver Trust | 46428Q109 | COM | 8,246 | $531,207 | dollars as filed | |
| iShares 0-5 Year TIPS Bond ETF | 46429B747 | SHS | 5,081 | $520,209 | dollars as filed | |
| iShares S&P 500 Growth ETF | 464287309 | SHS | 4,126 | $508,525 | dollars as filed | |
| iShares S&P 500 Value ETF | 464287408 | SHS | 2,382 | $505,171 | dollars as filed | |
| Vanguard Real Estate | 922908553 | SHS | 5,509 | $487,510 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 962 | $483,549 | dollars as filed | |
| RYDER SYS INC COM | 783549108 | Stock | 2,097 | $401,345 | dollars as filed | |
| ISHARES MSCI USA QUALITY FACTOR ETF | 46432F339 | ETF | 1,902 | $377,865 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V203 | INTL CORE EQT MK | 9,547 | $363,840 | dollars as filed | |
| INVESCO EXCHANGE TRADED FD T | 46137V241 | S&P500 QUALITY | 4,812 | $361,137 | dollars as filed | |
| iShares Core Dividend Growth ETF | 46434V621 | SHS | 5,198 | $360,831 | dollars as filed | |
| Palantir Technologies Inc. Class A | 69608A108 | COM | 2,012 | $357,633 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 570 | $350,157 | dollars as filed | |
| ISHARES TR | 464288513 | IBOXX HI YD ETF | 4,319 | $348,234 | dollars as filed | |
| PROSHARES TR | 74347X831 | ULTRAPRO QQQ | 6,229 | $328,379 | dollars as filed | |
| SPY | 78462F103 | SHS | 465 | $317,093 | dollars as filed | |
| Coca-Cola Company | 191216100 | COM | 4,094 | $286,182 | dollars as filed | |
| ISHARES TR | 46432F834 | COM | 3,088 | $261,335 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 2,342 | $260,878 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 677 | $234,281 | dollars as filed | |
| iShares TIPS Bond ETF | 464287176 | SHS | 2,089 | $229,652 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001635523-26-000001 | this filing | 2026-02-09 | acceptance time not in the bulk data set |