CLEAR INVESTMENT RESEARCH, LLC

ALPHARETTA, GA · CIK 1635523 · 13F filing filed 2026-08-11

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyAlpharetta, GA

$64.2m reported value +0.5% vs Q1 2026

57positions

53.0%in top 10

1 new 26 added 26 reduced 185 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ISHARES TR CORE S&P500 ETF IVV	IVV	11,445	$8.6m13.34%	13.34%	Reduced -34	-34 -0.3%
2	VANGUARD WORLD FD EXTENDED DUR EDV	EDV	80,291	$5.2m8.13%	8.13%	Reduced -317	-317 -0.4%
3	FIDELITY MERRIMACK STR TR TOTAL BD ETF FBND	FBND	98,897	$4.5m7.00%	7.00%	Reduced -712	-712 -0.7%
4	SCHWAB STRATEGIC TR US LRG CAP ETF SCHX	SCHX	112,481	$3.3m5.15%	5.15%	Reduced -181	-181 -0.2%
5	ELI LILLY & CO COM LLY	LLY	2,718	$3.3m5.07%	5.07%	Reduced -22	-22 -0.8%
6	GRAPHIC PACKAGING HLDG CO COM GPK	GPK	188,840	$2.0m3.11%	3.11%	Added +150	+150 0.1%
7	APPLE INC COM AAPL	AAPL	6,702	$1.9m3.02%	3.02%	Added +408	+408 6.5%
8	SPDR SERIES TRUST PORTFOLIO S&P400 SPMD	SPMD	26,764	$1.8m2.81%	2.81%	Added +147	+147 0.6%
9	VANECK ETF TRUST FALLEN ANGEL HG ANGL	ANGL	58,809	$1.7m2.68%	2.68%	Added +3.9k	+3,938 7.2%
10	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	23,671	$1.7m2.63%	2.63%	Added +122	+122 0.5%
11	FIDELITY COVINGTON TRUST BLUE CHIP GRWTH FBCG	FBCG	27,110	$1.7m2.62%	2.62%	Reduced -721	-721 -2.6%
12	ISHARES TR CORE S&P MCP ETF IJH	IJH	21,225	$1.6m2.55%	2.55%	Reduced -523	-523 -2.4%
13	SCHWAB STRATEGIC TR US MID-CAP ETF SCHM	SCHM	39,745	$1.5m2.28%	2.28%	Reduced -162	-162 -0.4%
14	ISHARES TR CORE S&P SCP ETF IJR	IJR	9,414	$1.4m2.17%	2.17%	Reduced -207	-207 -2.1%
15	MICROSOFT CORP COM MSFT	MSFT	3,290	$1.2m1.91%	1.91%	Added +44	+44 1.4%
16	SCHWAB STRATEGIC TR SHT TM US TRES SCHO	SCHO	49,543	$1.2m1.86%	1.86%	Added +376	+376 0.8%
17	NVIDIA CORPORATION COM NVDA	NVDA	5,931	$1.2m1.85%	1.85%	Added +86	+86 1.5%
18	SCHWAB STRATEGIC TR US TIPS ETF SCHP	SCHP	36,667	$971.7k1.51%	1.51%	Reduced -629	-629 -1.7%
19	BANK AMERICA CORP COM BAC	BAC	16,955	$966.1k1.50%	1.50%	Added +1	+1 0.0%
20	AMAZON COM INC COM AMZN	AMZN	3,977	$947.9k1.48%	1.48%	Added +662	+662 20.0%
21	SCHWAB STRATEGIC TR US LCAP GR ETF SCHG	SCHG	26,757	$905.5k1.41%	1.41%	Added +43	+43 0.2%
22	ALPHABET INC CAP STK CL A GOOGL	GOOGL	2,468	$881.9k1.37%	1.37%	Reduced -137	-137 -5.3%
23	SCHWAB STRATEGIC TR US SML CAP ETF SCHA	SCHA	22,788	$823.3k1.28%	1.28%	Reduced -5	-5 -0.0%
24	ISHARES TR 20 YR TR BD ETF TLT	TLT	8,866	$766.2k1.19%	1.19%	Reduced -2.2k	-2,151 -19.5%
25	PIMCO ETF TR INTER MUN BD ACT MUNI	MUNI	13,981	$735.4k1.14%	1.14%	Added +1.5k	+1,542 12.4%
26	SCHWAB STRATEGIC TR US LCAP VA ETF SCHV	SCHV	20,409	$710.4k1.11%	1.11%	Unchanged
27	SCHWAB STRATEGIC TR INTL EQTY ETF SCHF	SCHF	24,987	$692.1k1.08%	1.08%	Reduced -139	-139 -0.6%
28	ISHARES TR CORE MSCI EAFE IEFA	IEFA	7,101	$685.8k1.07%	1.07%	Added +98	+98 1.4%
29	PIMCO ETF TR MUNI INCOME OPP MINO	MINO	14,171	$648.5k1.01%	1.01%	New
30	GLOBAL X FDS DATA CTR DIG ETF DTCR	DTCR	21,011	$638.1k0.99%	0.99%	Added +12.6k	+12,574 149.0%
31	ISHARES INC CORE MSCI EMKT IEMG	IEMG	6,841	$566.7k0.88%	0.88%	Reduced -181	-181 -2.6%
32	RYDER SYS INC COM R	R	2,097	$553.1k0.86%	0.86%	Unchanged
33	PROSHARES TR ULTRAPRO QQQ TQQQ	TQQQ	6,405	$518.8k0.81%	0.81%	Added +141	+141 2.2%
34	VANGUARD INDEX FDS REAL ESTATE ETF VNQ	VNQ	5,364	$517.3k0.81%	0.81%	Reduced -37	-37 -0.7%
35	ISHARES GOLD TR ISHARES NEW IAU	IAU	6,717	$507.2k0.79%	0.79%	Added +916	+916 15.8%
36	ISHARES TR 0-5 YR TIPS ETF STIP	STIP	4,885	$499.0k0.78%	0.78%	Reduced -131	-131 -2.6%
37	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	977	$488.9k0.76%	0.76%	Added +18	+18 1.9%
38	INVESCO EXCHANGE TRADED FD T S&P500 QUALITY SPHQ	SPHQ	4,822	$434.5k0.68%	0.68%	Added +2	+2 0.0%
39	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	569	$419.0k0.65%	0.65%	Reduced -1	-1 -0.2%
40	ISHARES TR IBOXX HI YD ETF HYG	HYG	5,012	$400.8k0.62%	0.62%	Added +689	+689 15.9%
41	DIMENSIONAL ETF TRUST INTL CORE EQT MK DFAI	DFAI	9,326	$384.7k0.60%	0.60%	Reduced -233	-233 -2.4%
42	ISHARES TR CORE DIV GRWTH DGRO	DGRO	4,964	$376.2k0.59%	0.59%	Unchanged
43	ISHARES SILVER TR ISHARES SLV	SLV	6,584	$352.0k0.55%	0.55%	Added +652	+652 11.0%
44	ISHARES TR MSCI USA QLT FCT QUAL	QUAL	1,595	$350.0k0.54%	0.54%	Added +7	+7 0.4%
45	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	465	$347.2k0.54%	0.54%	Unchanged
46	COCA COLA CO COM KO	KO	4,234	$344.1k0.54%	0.54%	Reduced -1	-1 -0.0%
47	FIDELITY COVINGTON TRUST ENHANCED MID FMDE	FMDE	8,478	$344.0k0.54%	0.54%	Added +4.6k	+4,602 118.7%
48	ISHARES TR TIPS BD ETF TIP	TIP	3,090	$338.2k0.53%	0.53%	Added +110	+110 3.7%
49	ISHARES TR ISHARES SEMICDTR SOXX	SOXX	496	$317.8k0.49%	0.49%	Reduced -13	-13 -2.5%
50	BROADCOM INC COM AVGO	AVGO	778	$293.8k0.46%	0.46%	Added +1	+1 0.1%
51	ADVANCED MICRO DEVICES INC COM AMD	AMD	495	$287.6k0.45%	0.45%	Reduced -4	-4 -0.8%
52	VANGUARD MUN BD FDS TAX EXEMPT BD VTEB	VTEB	5,249	$265.5k0.41%	0.41%	Added +4.0k	+4,008 323.0%
53	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	2,190	$255.5k0.40%	0.40%	Reduced -1	-1 -0.1%
54	WALMART INC COM WMT	WMT	2,080	$235.6k0.37%	0.37%	Reduced -262	-262 -11.2%
55	VANECK ETF TRUST CLO ETF CLOI	CLOI	4,350	$230.3k0.36%	0.36%	Added +79	+79 1.9%
56	ISHARES TR CORE MSCI TOTAL IXUS	IXUS	2,322	$221.6k0.34%	0.34%	Reduced -73	-73 -3.0%
57	EXXON MOBIL CORP COM XOM	XOM	1,506	$205.9k0.32%	0.32%	Reduced -127	-127 -7.8%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
UNITED STS OIL FD LP USO	USO	1,992	$253.5k2.0k shares
LOCKHEED MARTIN CORP LMT	LMT	337	$203.5k337 shares
PIMCO ETF TR LDUR	LDUR	2,075	$198.8k2.1k shares
SPDR SER TR SPYD	SPYD	4,072	$185.4k4.1k shares
SOUTHERN CO SO	SO	1,867	$180.2k1.9k shares
ISHARES TR IMCV	IMCV	2,035	$172.5k2.0k shares
CARILLON SER TR RJDI	RJDI	6,449	$172.3k6.4k shares
SCHWAB STRATEGIC TR SCHH	SCHH	7,959	$171.0k8.0k shares
ISHARES TR LRGF	LRGF	2,571	$169.7k2.6k shares
SCHWAB STRATEGIC TR SCHD	SCHD	5,336	$163.7k5.3k shares
ISHARES TR SCZ	SCZ	2,010	$157.6k2.0k shares
META PLATFORMS INC META	META	270	$154.3k270 shares
WELLS FARGO CO NEW WFC	WFC	1,743	$138.8k1.7k shares
MORGAN STANLEY ETF TRUST EVIM	EVIM	2,626	$138.0k2.6k shares
SPDR SERIES TRUST SPYV	SPYV	2,409	$136.3k2.4k shares
TESLA INC TSLA	TSLA	365	$135.7k365 shares
VANECK ETF TRUST NLR	NLR	987	$131.5k987 shares
SPDR SERIES TRUST SPYG	SPYG	1,338	$131.0k1.3k shares
T ROWE PRICE ETF INC TFLR	TFLR	2,591	$130.5k2.6k shares
SCHWAB STRATEGIC TR SCHE	SCHE	3,882	$127.9k3.9k shares
PROCTER AND GAMBLE CO PG	PG	775	$111.9k775 shares
ISHARES TR IWF	IWF	1,028	$109.6k1.0k shares
TRUIST FINL CORP TFC	TFC	2,324	$106.8k2.3k shares
JOHN HANCOCK EXCHANGE TRADED JHMM	JHMM	1,582	$106.2k1.6k shares
SPDR INDEX SHS FDS SPDW	SPDW	2,297	$104.9k2.3k shares