Skip to content
Disclosery

CLEAR INVESTMENT RESEARCH, LLC

Follow

13F filer, CIK 1635523, ALPHARETTA, GA

CLEAR INVESTMENT RESEARCH, LLC reported $60,274,394 across 51 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-09. Its ten largest share positions make up 55.69% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001635523-26-000001

Period
2025-12-31
Reported value
$60.3M
Holdings
51
Top 10 weight
55.69%
New
0
Sold out
205

Largest buys vs the previous quarter

SecurityShares changeApprox. value
FBNDadded+8,169$376K
SLVadded+5,736$370K
SPMDadded+3,148$182K
TQQQadded+3,084$163K
VEAadded+2,313$144K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
AAPLreduced-8,556-$2.33M
IEFAreduced-7,349-$657K
MSFTreduced-1,165-$563K
IWOexited-1,579-$506K
DLTRexited-5,200-$491K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2025

Share positions as resolved from 13F-HR 0001635523-26-000001, largest first. % of portfolio is the value over $60,274,394, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,415 shares; 2024Q4: 15,218 shares; 2025Q1: 15,715 shares; 2025Q2: 15,463 shares; 2025Q3: 12,156 shares; 2025Q4: 11,788 shares 11,788$8.07M13.4%-368Timeline
EDVVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,243 shares; 2024Q4: 98,336 shares; 2025Q1: 97,378 shares; 2025Q2: 85,798 shares; 2025Q3: 85,986 shares; 2025Q4: 83,580 shares 83,580$5.43M9.01%-2,406Timeline
FBNDFIDELITY MERRIMACK STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,089 shares; 2024Q4: 80,911 shares; 2025Q1: 82,719 shares; 2025Q2: 80,989 shares; 2025Q3: 88,870 shares; 2025Q4: 97,039 shares 97,039$4.47M7.41%+8,169Timeline
SCHXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,082 shares; 2024Q4: 119,652 shares; 2025Q1: 119,731 shares; 2025Q2: 119,423 shares; 2025Q3: 112,956 shares; 2025Q4: 112,662 shares 112,662$3.03M5.03%-294Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,660 shares; 2024Q4: 2,668 shares; 2025Q1: 2,673 shares; 2025Q2: 2,695 shares; 2025Q3: 2,721 shares; 2025Q4: 2,723 shares 2,723$2.93M4.86%+2Timeline
GPKGRAPHIC PACKAGING HLDG COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 207,945 shares; 2024Q4: 217,926 shares; 2025Q1: 223,215 shares; 2025Q2: 307,163 shares; 2025Q3: 186,865 shares; 2025Q4: 186,865 shares 186,865$2.81M4.67%0Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,229 shares; 2024Q4: 43,620 shares; 2025Q1: 44,638 shares; 2025Q2: 44,292 shares; 2025Q3: 29,934 shares; 2025Q4: 27,759 shares 27,759$1.83M3.04%-2,175Timeline
ANGLVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,597 shares; 2024Q4: 55,120 shares; 2025Q1: 55,112 shares; 2025Q2: 55,647 shares; 2025Q3: 59,312 shares; 2025Q4: 61,921 shares 61,921$1.82M3.02%+2,609Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,002 shares; 2024Q4: 14,908 shares; 2025Q1: 14,825 shares; 2025Q2: 14,583 shares; 2025Q3: 14,756 shares; 2025Q4: 6,200 shares 6,200$1.69M2.8%-8,556Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,066 shares; 2024Q4: 4,061 shares; 2025Q1: 4,212 shares; 2025Q2: 4,245 shares; 2025Q3: 4,229 shares; 2025Q4: 3,064 shares 3,064$1.48M2.46%-1,165Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,839 shares; 2024Q4: 16,076 shares; 2025Q1: 18,144 shares; 2025Q2: 18,289 shares; 2025Q3: 20,310 shares; 2025Q4: 22,623 shares 22,623$1.41M2.34%+2,313Timeline
FBCGFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,108 shares; 2024Q4: 19,839 shares; 2025Q1: 21,774 shares; 2025Q2: 22,284 shares; 2025Q3: 24,994 shares; 2025Q4: 25,423 shares 25,423$1.39M2.31%+429Timeline
SPMDSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,509 shares; 2024Q4: 16,785 shares; 2025Q1: 18,158 shares; 2025Q2: 18,401 shares; 2025Q3: 20,112 shares; 2025Q4: 23,260 shares 23,260$1.35M2.23%+3,148Timeline
SCHOSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,126 shares; 2024Q4: 77,869 shares; 2025Q1: 76,515 shares; 2025Q2: 78,324 shares; 2025Q3: 48,714 shares; 2025Q4: 52,387 shares 52,387$1.28M2.12%+3,673Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,765 shares; 2024Q4: 13,656 shares; 2025Q1: 14,047 shares; 2025Q2: 14,156 shares; 2025Q3: 10,109 shares; 2025Q4: 10,079 shares 10,079$1.21M2.01%-30Timeline
SCHMSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,554 shares; 2024Q4: 40,613 shares; 2025Q1: 40,582 shares; 2025Q2: 40,017 shares; 2025Q3: 39,947 shares; 2025Q4: 39,901 shares 39,901$1.2M1.99%-46Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,279 shares; 2024Q4: 6,976 shares; 2025Q1: 7,215 shares; 2025Q2: 7,082 shares; 2025Q3: 6,537 shares; 2025Q4: 6,021 shares 6,021$1.12M1.86%-516Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,379 shares; 2024Q4: 38,445 shares; 2025Q1: 35,882 shares; 2025Q2: 35,150 shares; 2025Q3: 19,258 shares; 2025Q4: 11,909 shares 11,909$1.07M1.77%-7,349Timeline
TLTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,961 shares; 2024Q4: 11,010 shares; 2025Q1: 10,684 shares; 2025Q2: 11,072 shares; 2025Q3: 10,841 shares; 2025Q4: 11,046 shares 11,046$963K1.6%+205Timeline
SCHPSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,697 shares; 2024Q4: 42,377 shares; 2025Q1: 40,854 shares; 2025Q2: 40,912 shares; 2025Q3: 35,451 shares; 2025Q4: 36,309 shares 36,309$962K1.6%+858Timeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,607 shares; 2024Q4: 17,438 shares; 2025Q1: 17,444 shares; 2025Q2: 17,215 shares; 2025Q3: 17,216 shares; 2025Q4: 16,954 shares 16,954$932K1.55%-262Timeline
SCHGSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,158 shares; 2024Q4: 28,307 shares; 2025Q1: 28,419 shares; 2025Q2: 27,991 shares; 2025Q3: 26,798 shares; 2025Q4: 26,714 shares 26,714$871K1.45%-84Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,316 shares; 2024Q4: 2,307 shares; 2025Q1: 2,394 shares; 2025Q2: 2,741 shares; 2025Q3: 2,708 shares; 2025Q4: 2,480 shares 2,480$776K1.29%-228Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,261 shares; 2024Q4: 3,205 shares; 2025Q1: 3,261 shares; 2025Q2: 3,457 shares; 2025Q3: 3,196 shares; 2025Q4: 3,056 shares 3,056$705K1.17%-140Timeline
MUNIPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,831 shares; 2025Q3: 12,420 shares; 2025Q4: 12,430 shares 12,430$651K1.08%+10Timeline
SCHASCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,654 shares; 2024Q4: 23,280 shares; 2025Q1: 23,247 shares; 2025Q2: 22,798 shares; 2025Q3: 22,793 shares; 2025Q4: 22,793 shares 22,793$649K1.08%0Timeline
SCHVSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,927 shares; 2024Q4: 20,761 shares; 2025Q1: 20,781 shares; 2025Q2: 20,409 shares; 2025Q3: 20,409 shares; 2025Q4: 20,409 shares 20,409$604K1%0Timeline
SCHFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,599 shares; 2024Q4: 27,276 shares; 2025Q1: 27,103 shares; 2025Q2: 26,718 shares; 2025Q3: 25,206 shares; 2025Q4: 25,126 shares 25,126$604K1%-80Timeline
IEMGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,581 shares; 2024Q4: 14,084 shares; 2025Q1: 13,718 shares; 2025Q2: 13,277 shares; 2025Q3: 7,854 shares; 2025Q4: 8,195 shares 8,195$551K0.91%+341Timeline
IAUISHARES GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,046 shares; 2024Q4: 4,122 shares; 2025Q1: 3,465 shares; 2025Q2: 3,244 shares; 2025Q3: 5,915 shares; 2025Q4: 6,572 shares 6,572$533K0.89%+657Timeline
SLVISHARES SILVER TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,464 shares; 2024Q4: 3,767 shares; 2025Q1: 3,241 shares; 2025Q2: 3,061 shares; 2025Q3: 2,510 shares; 2025Q4: 8,246 shares 8,246$531K0.88%+5,736Timeline
STIPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,856 shares; 2024Q4: 5,141 shares; 2025Q1: 5,150 shares; 2025Q2: 5,218 shares; 2025Q3: 5,254 shares; 2025Q4: 5,081 shares 5,081$520K0.86%-173Timeline
IVWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,298 shares; 2024Q4: 12,138 shares; 2025Q1: 12,995 shares; 2025Q2: 11,916 shares; 2025Q3: 5,703 shares; 2025Q4: 4,126 shares 4,126$509K0.84%-1,577Timeline
IVEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,523 shares; 2024Q4: 7,557 shares; 2025Q1: 7,566 shares; 2025Q2: 7,681 shares; 2025Q3: 4,392 shares; 2025Q4: 2,382 shares 2,382$505K0.84%-2,010Timeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,071 shares; 2024Q4: 5,353 shares; 2025Q1: 5,242 shares; 2025Q2: 53 shares; 2025Q3: 5,301 shares; 2025Q4: 5,509 shares 5,509$488K0.81%+208Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 918 shares; 2024Q4: 931 shares; 2025Q1: 915 shares; 2025Q2: 915 shares; 2025Q3: 922 shares; 2025Q4: 962 shares 962$484K0.8%+40Timeline
RRYDER SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,136 shares; 2024Q4: 2,136 shares; 2025Q1: 2,136 shares; 2025Q2: 2,097 shares; 2025Q3: 2,097 shares; 2025Q4: 2,097 shares 2,097$401K0.67%0Timeline
QUALISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,755 shares; 2024Q4: 1,767 shares; 2025Q1: 1,804 shares; 2025Q2: 1,819 shares; 2025Q3: 1,910 shares; 2025Q4: 1,902 shares 1,902$378K0.63%-8Timeline
DFAIDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,532 shares; 2024Q4: 11,029 shares; 2025Q1: 10,275 shares; 2025Q2: 10,249 shares; 2025Q3: 10,106 shares; 2025Q4: 9,547 shares 9,547$364K0.6%-559Timeline
SPHQINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,843 shares; 2024Q4: 4,844 shares; 2025Q1: 4,846 shares; 2025Q2: 4,792 shares; 2025Q3: 4,802 shares; 2025Q4: 4,812 shares 4,812$361K0.6%+10Timeline
DGROISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,413 shares; 2024Q4: 5,418 shares; 2025Q1: 5,413 shares; 2025Q2: 5,333 shares; 2025Q3: 5,255 shares; 2025Q4: 5,198 shares 5,198$361K0.6%-57Timeline
PLTRPALANTIR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,232 shares; 2025Q1: 1,407 shares; 2025Q2: 2,071 shares; 2025Q3: 1,999 shares; 2025Q4: 2,012 shares 2,012$358K0.59%+13Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 569 shares; 2025Q4: 570 shares 570$350K0.58%+1Timeline
HYGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,492 shares; 2024Q4: 6,495 shares; 2025Q1: 6,483 shares; 2025Q2: 6,492 shares; 2025Q3: 6,512 shares; 2025Q4: 4,319 shares 4,319$348K0.58%-2,193Timeline
TQQQPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 575 shares; 2024Q4: 1,054 shares; 2025Q1: 1,162 shares; 2025Q2: 2,652 shares; 2025Q3: 3,145 shares; 2025Q4: 6,229 shares 6,229$328K0.54%+3,084Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 493 shares; 2024Q4: 493 shares; 2025Q1: 493 shares; 2025Q2: 493 shares; 2025Q3: 465 shares; 2025Q4: 465 shares 465$317K0.53%0Timeline
KOCOCA COLA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 886 shares; 2024Q4: 949 shares; 2025Q1: 4,023 shares; 2025Q2: 4,048 shares; 2025Q3: 4,081 shares; 2025Q4: 4,094 shares 4,094$286K0.47%+13Timeline
IXUSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,072 shares; 2024Q4: 3,179 shares; 2025Q1: 3,075 shares; 2025Q2: 3,053 shares; 2025Q3: 3,062 shares; 2025Q4: 3,088 shares 3,088$261K0.43%+26Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,565 shares; 2024Q4: 2,559 shares; 2025Q1: 2,557 shares; 2025Q2: 2,558 shares; 2025Q3: 2,324 shares; 2025Q4: 2,342 shares 2,342$261K0.43%+18Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 598 shares; 2024Q4: 638 shares; 2025Q1: 683 shares; 2025Q2: 683 shares; 2025Q3: 686 shares; 2025Q4: 677 shares 677$234K0.39%-9Timeline
TIPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,984 shares; 2024Q4: 6,114 shares; 2025Q1: 6,107 shares; 2025Q2: 6,302 shares; 2025Q3: 2,548 shares; 2025Q4: 2,089 shares 2,089$230K0.38%-459Timeline

Sold out in Q4 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

The largest 100 of 205. All 205

SecurityShares beforeValue beforeType
IWOISHARES TR1,579$506Kshares
DLTRDOLLAR TREE INC5,200$491Kshares
IWNISHARES TR2,406$426Kshares
AGGISHARES TR3,679$369Kshares
JNJJOHNSON & JOHNSON1,876$348Kshares
EEMVISHARES INC4,019$257Kshares
LOWLOWES COS INC1,000$251Kshares
IYRISHARES TR2,369$230Kshares
WFCWELLS FARGO & CO2,701$226Kshares
TSLATESLA INC436$194Kshares
LDURPIMCO ETF TR1,978$190Kshares
DJPBARCLAYS BANK PLC5,352$190Kshares
XOMEXXON MOBIL CORP1,633$184Kshares
CVSCVS HEALTH CORP2,436$184Kshares
SOSOUTHERN CO1,918$182Kshares
PGPROCTER & GAMBLE CO1,170$180Kshares
SPYDSPDR SERIES TRUST4,072$179Kshares
LRGFISHARES TR2,571$178Kshares
SCHHSCHWAB STRATEGIC TR7,959$172Kshares
LMTLOCKHEED MARTIN CORP337$169Kshares
IMCVISHARES TR2,074$167Kshares
SCZISHARES TR2,163$166Kshares
USOUNITED STS OIL FD LP1,992$147Kshares
SCHDSCHWAB STRATEGIC TR5,344$146Kshares
METAMETA PLATFORMS INC192$142Kshares
SPYGSPDR SERIES TRUST1,334$139Kshares
EVIMMORGAN STANLEY ETF TRUST2,580$135Kshares
SPYVSPDR SERIES TRUST2,386$132Kshares
SCHESCHWAB STRATEGIC TR3,879$129Kshares
SOXXISHARES TR476$129Kshares
IWFISHARES TR257$120Kshares
SPLVINVESCO EXCH TRADED FD TR II1,586$117Kshares
AMATAPPLIED MATLS INC555$114Kshares
TFCTRUIST FINL CORP2,360$108Kshares
NFLXNETFLIX INC.88$106Kshares
JHMMJOHN HANCOCK EXCHANGE TRADED1,661$104Kshares
DFATDIMENSIONAL ETF TRUST1,657$96.5Kshares
HDHOME DEPOT INC236$96Kshares
ISTBISHARES TR1,934$94.5Kshares
SPDWSPDR INDEX SHS FDS2,158$92.4Kshares
GEGE AEROSPACE300$90.2Kshares
CLOIVANECK ETF TRUST1,672$88.8Kshares
CDNSCADENCE DESIGN SYSTEM INC250$87.8Kshares
BSVVANGUARD BD INDEX FDS1,107$87.4Kshares
ORCLORACLE CORP294$82.7Kshares
HODLVANECK BITCOIN ETF2,537$82.1Kshares
AMDADVANCED MICRO DEVICES INC497$80.4Kshares
EMBISHARES TR762$72.6Kshares
CGUSCAPITAL GROUP CORE EQUITY ET1,810$71.6Kshares
FPXIFIRST TR EXCHANGE-TRADED FD1,186$71.1Kshares
TBLLINVESCO EXCH TRADED FD TR II646$68.2Kshares
BBYBEST BUY INC900$68.1Kshares
CGGRCAPITAL GROUP GROWTH ETF1,504$66.1Kshares
ABBVABBVIE INC278$64.5Kshares
COSTCOSTCO WHOLESALE CORPORATION68$63.3Kshares
HDVISHARES TR509$62.4Kshares
SNPSSYNOPSYS INC125$61.7Kshares
VTEBVANGUARD MUN BD FDS1,220$61.1Kshares
PFEPFIZER INC2,391$60.9Kshares
VTVVANGUARD INDEX FDS320$59.7Kshares
GOOGALPHABET INC245$59.7Kshares
PEPPEPSICO INC418$58.7Kshares
MDTMEDTRONIC PLC600$57.1Kshares
SCHCSCHWAB STRATEGIC TR1,253$57Kshares
FISFIDELITY NATL INFORMATION SV862$56.9Kshares
MRKMERCK & CO INC676$56.7Kshares
MDLZMONDELEZ INTL INC860$53.8Kshares
VTIVANGUARD INDEX FDS156$51.2Kshares
CVXCHEVRON CORPORATION327$50.9Kshares
VVISA INC144$49.5Kshares
FMDEFIDELITY COVINGTON TRUST1,288$46.6Kshares
TAT&T INC1,648$46.5Kshares
USMVISHARES TR484$46.1Kshares
CRWDCROWDSTRIKE HLDGS INC94$46.1Kshares
ETNEATON CORP PLC122$45.9Kshares
FTAFIRST TR EXCHANGE-TRADED ALP531$44.3Kshares
APDAIR PRODUCTS AND CHEMICALS I159$43.4Kshares
MCDMCDONALDS CORP140$42.6Kshares
MRVLMARVELL TECHNOLOGY INC478$40.3Kshares
IGOVISHARES TR933$39.7Kshares
PLDPROLOGIS INC.343$39.3Kshares
JPMJPMORGAN CHASE & CO122$38.8Kshares
VIGVANGUARD SPECIALIZED FUNDS176$38Kshares
SBUXSTARBUCKS CORP431$36.5Kshares
TSPAT ROWE PRICE EXCHANGE-TRADED862$36.1Kshares
MRSHMARSH & MCLENNAN COS INC173$35.1Kshares
MPLXMPLX LP700$35Kshares
TRVTRAVELERS COMPANIES INC125$34.9Kshares
SRESEMPRA382$34.5Kshares
TFLRT ROWE PRICE EXCHANGE-TRADED665$34.2Kshares
IWMISHARES TR135$32.7Kshares
UNHUNITEDHEALTH GROUP INC88$30.4Kshares
CGXUCAPITAL GROUP INTL FOCUS EQT997$29.5Kshares
IMTMISHARES TR605$29Kshares
TXNTEXAS INSTRS INC154$28.3Kshares
CRMSALESFORCE INC118$28.1Kshares
VOOVANGUARD INDEX FDS45$27.6Kshares
PSXPHILLIPS 66197$26.8Kshares
USBUS BANCORP544$26.3Kshares
ADPAUTOMATIC DATA PROCESSING IN86$25.4Kshares

How Q4 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001635523-26-000001 base2026-02-09acceptance time not in the bulk data set