Institutional Manager · CIK 0001635523
CLEAR INVESTMENT RESEARCH, LLC
ALPHARETTA, GA · File #028-16875
Latest AUM
$60.3M
Positions
52
Top-10 Concentration
55.9%
Filings
9
Portfolio Value Over Time
2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| REDUCE | APPLE INC | AAPL | -8,556 | -$2.3M | +$254,320 |
| REDUCE | ISHARES TR | 46432F842 | -7,349 | -$657,416 | +$41,258 |
| REDUCE | MICROSOFT CORP | MSFT | -1,165 | -$563,448 | -$145,073 |
| EXITED | ISHARES TR | 464287648 | -1,579 | -$505,516 | $0 |
| EXITED | DOLLAR TREE INC | 256746108 | -5,200 | -$490,724 | $0 |
| REDUCE | ISHARES TR | 464287408 | -2,010 | -$426,278 | +$24,335 |
| EXITED | ISHARES TR | 464287630 | -2,406 | -$425,558 | $0 |
| ADD | FIDELITY MERRIMACK STR TR | 316188309 | +8,169 | +$376,102 | -$17,761 |
| ADD | ISHARES SILVER TR | SLV | +5,736 | +$369,513 | +$55,345 |
| EXITED | ISHARES TR | 464287226 | -3,679 | -$368,820 | $0 |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 202552 pos · $60.3M
- 13F HOLDINGS REPORTQ/E Sep 2025256 pos · $74.6M
- 13F HOLDINGS REPORTQ/E Jun 2025235 pos · $79.3M
- 13F HOLDINGS REPORTQ/E Mar 2025230 pos · $74.9M
- 13F HOLDINGS REPORTQ/E Dec 2024230 pos · $77.7M
- 13F HOLDINGS REPORTQ/E Sep 2024227 pos · $76.9M
- 13F HOLDINGS REPORTQ/E Jun 2024212 pos · $76.7M
- 13F HOLDINGS REPORTQ/E Mar 2024221 pos · $74.3M
- 13F HOLDINGS REPORTQ/E Dec 2023206 pos · $57.7M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287200 | 11,788 | $8.1M | 13.45% |
| 2 | VANGUARD WORLD FD | 921910709 | 83,580 | $5.4M | 9.05% |
| 3 | FIDELITY MERRIMACK STR TR | 316188309 | 97,039 | $4.5M | 7.44% |
| 4 | SCHWAB STRATEGIC TR | 808524201 | 112,662 | $3.0M | 5.05% |
| 5 | ELI LILLY & CO | LLY | 2,723 | $2.9M | 4.87% |
| 6 | GRAPHIC PACKAGING HLDG CO | GPK | 186,865 | $2.8M | 4.69% |
| 7 | ISHARES TR | 464287507 | 27,759 | $1.8M | 3.05% |
| 8 | VANECK ETF TRUST | 92189F437 | 61,921 | $1.8M | 3.03% |
| 9 | APPLE INC | AAPL | 6,200 | $1.7M | 2.81% |
| 10 | MICROSOFT CORP | MSFT | 3,064 | $1.5M | 2.47% |
| 11 | VANGUARD TAX-MANAGED FDS | 921943858 | 22,623 | $1.4M | 2.35% |
| 12 | FIDELITY COVINGTON TRUST | 316092352 | 25,423 | $1.4M | 2.32% |
| 13 | SPDR SERIES TRUST | 78464A847 | 23,260 | $1.3M | 2.24% |
| 14 | SCHWAB STRATEGIC TR | 808524862 | 52,387 | $1.3M | 2.13% |
| 15 | ISHARES TR | 464287804 | 10,079 | $1.2M | 2.02% |
| 16 | SCHWAB STRATEGIC TR | 808524508 | 39,901 | $1.2M | 2.00% |
| 17 | NVIDIA CORPORATION | NVDA | 6,021 | $1.1M | 1.87% |
| 18 | ISHARES TR | 46432F842 | 11,909 | $1.1M | 1.77% |
| 19 | ISHARES TR | 464287432 | 11,046 | $962,754 | 1.60% |
| 20 | SCHWAB STRATEGIC TR | 808524870 | 36,309 | $961,835 | 1.60% |