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CIK: 0001635523
Total reported value
$64.2M
$64.2M
256 檔
39.8%
During the Q3 2025 filing period, Clear Investment Research, LLC (CIK: 0001635523) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $64.2M across 256 reported positions.
During Q3 2025, Clear Investment Research, LLC performed routine portfolio adjustments (7 new buys, 16 additions, 25 trims, and 0 full exits), keeping overall allocation balanced.
Showing top 200 holdings (of 256 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 10.90% | +1.60% | -21.39% | |
| 2 | EDV | Vanguard Extended Dur Treas | ETF-Other | 7.88% | -0.06% | +0.22% | |
| 3 | FBND | Fidelity Total Bond ETF | ETF-Other | 5.51% | -0.11% | +9.73% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 5.03% | +0.52% | +1.19% | |
| 5 | GPK | Graphic Packaging Holding Co | Stock-Consumer Disc | 4.90% | +0.17% | -39.16% | |
| 6 | SCHX | Schwab US Large-cap ETF | ETF-Other | 3.99% | +0.63% | -5.42% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.93% | +0.03% | -0.38% | |
| 8 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.78% | +1.14% | +0.96% | |
| 9 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.62% | +0.25% | -32.42% | |
| 10 | ANGL | Vaneck Fallen Angel High Yld | ETF-Other | 2.36% | +0.21% | +6.59% | |
| 11 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.25% | +0.08% | -45.21% | |
| 12 | FBCG | Fidelity Blue Chip Grow ETF | ETF-Other | 1.80% | +0.44% | +12.16% | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 1.63% | +0.25% | -7.70% | |
| 14 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.63% | +0.27% | +11.05% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.61% | +0.30% | -28.59% | |
| 16 | SCHO | Schwab Short-term US Treas | ETF-Other | 1.59% | -0.01% | -37.80% | |
| 17 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 1.59% | +0.35% | -0.17% | |
| 18 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 1.54% | +0.34% | +9.30% | |
| 19 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.30% | -0.30% | -2.09% | |
| 20 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 1.28% | -0.04% | -13.35% | |
| 21 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.22% | -0.04% | EXIT | |
| 22 | BAC | Bank Of America CORP | Stock-Financials | 1.19% | +0.21% | +0.01% | |
| 23 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.15% | +0.19% | -4.26% | |
| 24 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.94% | +0.40% | -7.55% | |
| 25 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.92% | -0.05% | EXIT | |
| 26 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.88% | +0.20% | -1.20% | |
| 27 | MUNI | Pimco Intermediate Municipal | ETF-Other | 0.87% | +0.12% | +40.64% | |
| 28 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.85% | +0.24% | -0.02% | |
| 29 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.80% | +0.14% | — | |
| 30 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.79% | +0.11% | -5.66% | |
| 31 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.73% | -0.03% | +0.69% | |
| 32 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.71% | +0.08% | +0.31% | |
| 33 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.69% | +0.11% | -40.85% | |
| 34 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.68% | -0.01% | EXIT | |
| 35 | DLTR | Dollar Tree Inc | Stock-Consumer Staples | 0.66% | — | — | |
| 36 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.65% | +0.06% | +9901.89% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.62% | +0.04% | +0.77% | |
| 38 | IAU | Ishares Gold Trust | ETF-Commodities | 0.58% | -0.01% | +82.34% | |
| 39 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.57% | -0.02% | EXIT | |
| 40 | R | Ryder System Inc | Stock-Industrials | 0.53% | +0.19% | — | |
| 41 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.50% | +0.06% | +5.00% | |
| 42 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.49% | -0.11% | EXIT | |
| 43 | DFAI | Dimensional International Co | ETF-Other | 0.49% | +0.02% | -1.40% | |
| 44 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.49% | -0.10% | -3.48% | |
| 45 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.48% | +0.04% | -1.46% | |
| 46 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.47% | +0.11% | +0.21% | |
| 47 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.47% | -0.11% | EXIT | |
| 48 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.46% | +0.14% | -5.17% | |
| 49 | TQQQ | Proshares Ultrapro Qqq | ETF-Other | 0.44% | +0.40% | +18.59% | |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.41% | +0.07% | -5.68% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +0.8% | -0.38% | Add |
| 2 | FBCG | Fidelity Blue Chip Grow ETF | +0.6% | +12.16% | Add |
| 3 | AAPL | Apple Inc | +0.6% | +1.19% | Trim |
| 4 | NVDA | Nvidia CORP | +0.6% | -7.70% | Trim |
| 5 | FBND | Fidelity Total Bond ETF | +0.5% | +9.73% | Add |
| 6 | SCHX | Schwab US Large-cap ETF | +0.5% | -5.42% | Trim |
| 7 | VEA | Vanguard Ftse Developed ETF | +0.4% | +11.05% | Add |
| 8 | GOOGL | Alphabet Inc-cl A | +0.4% | -1.20% | Add |
| 9 | TQQQ | Proshares Ultrapro Qqq | +0.4% | +18.59% | Add |
| 10 | PLTR | Palantir Technologies Inc-a | +0.3% | -3.48% | Add |
| 11 | IAU | Ishares Gold Trust | +0.3% | +82.34% | Add |
| 12 | SPMD | Ss Spdr P S&p 400 Midcap ETF | +0.3% | +9.30% | Add |
| 13 | ANGL | Vaneck Fallen Angel High Yld | +0.2% | +6.59% | Add |
| 14 | BAC | Bank Of America CORP | +0.2% | +0.01% | Trim |
| 15 | SCHG | Schwab US Large-cap Growth | +0.2% | -4.26% | Trim |
| 16 | SCHM | Schwab US Mid Cap ETF | +0.2% | -0.17% | Trim |
| 17 | AVGO | Broadcom Inc | +0.2% | +0.44% | Add |
| 18 | IWO | Ishares Russell 2000 Growth | +0.1% | -0.13% | Trim |
| 19 | DLTR | Dollar Tree Inc | +0.1% | — | Unchanged |
| 20 | TSLA | Tesla Inc | +0.1% | -3.75% | Add |
| 21 | SCHA | Schwab US Small-cap ETF | +0.1% | -0.02% | Trim |
| 22 | R | Ryder System Inc | +0.1% | — | Trim |
| 23 | AMZN | Amazon.com Inc | +0.1% | -7.55% | Trim |
| 24 | META | Meta Platforms Inc-class A | +0.1% | +5.49% | Add |
| 25 | IWN | Ishares Russell 2000 Value E | +0.1% | -0.17% | Add |
| 26 | QUAL | Ishares Msci USA Quality Fac | +0.1% | +5.00% | Add |
| 27 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | -5.17% | Trim |
| 28 | SCHF | Schwab Intl Equity ETF | +0.1% | -5.66% | Trim |
| 29 | RSP | Invesco S&p 500 Equal Weight | -0.1% | — | Unchanged |
| 30 | EMB | Ishares Jp Morgan Usd Emergi | -0.1% | -46.68% | Trim |
| 31 | LLY | Eli Lilly & Co | -0.2% | +0.96% | Add |
| 32 | SCHP | Schwab U.s. Tips ETF | -0.2% | -13.35% | Trim |
| 33 | IEMG | Ishares Core Msci Emerging | -0.3% | -40.85% | Trim |
| 34 | IJR | Ishares Core S&p Small-cap E | -0.4% | -28.59% | Trim |
| 35 | TIP | Ishares Tips Bond ETF | -0.5% | -59.57% | Trim |
| 36 | IVW | Ishares S&p 500 Growth ETF | -0.7% | -52.14% | Trim |
| 37 | IVE | Ishares S&p 500 Value ETF | -0.7% | -42.82% | Trim |
| 38 | IJH | Ishares Core S&p Midcap ETF | -0.9% | -32.42% | Trim |
| 39 | IVV | Ishares Core S&p 500 ETF | -0.9% | -21.39% | Trim |
| 40 | SCHO | Schwab Short-term US Treas | -0.9% | -37.80% | Trim |
| 41 | EDV | Vanguard Extended Dur Treas | -1.4% | +0.22% | Trim |
| 42 | IEFA | Ishares Core Msci Eafe ETF | -1.4% | -45.21% | Trim |
| 43 | GPK | Graphic Packaging Holding Co | -2.8% | -39.16% | Trim |
| 44 | MUNI | Pimco Intermediate Municipal | — | NEW | New buy |
| 45 | EVIM | Eaton Vance Int Muni Income | — | NEW | New buy |
| 46 | CLOI | Vaneck Clo ETF | — | NEW | New buy |
| 47 | HODL | Vaneck Bitcoin ETF | — | NEW | New buy |
| 48 | VTEB | Vanguard Tax-exempt Bond ETF | — | NEW | New buy |
| 49 | VTV | Vanguard Value ETF | — | NEW | New buy |
| 50 | VTI | Vanguard Total Stock Mkt ETF | — | NEW | New buy |
According to official SEC Form 13F filings, Clear Investment Research, LLC reported a total U.S. public equity portfolio value of $64.2M across 256 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, EDV, FBND) accounted for 39.8% of total reported equity market value during Q3 2025.
Top New Position Initiated
MUNI
市值: $649.3K
Top Position Liquidated / Trimmed
IVV
前期市值: $8.8M
During Q3 2025, Clear Investment Research, LLC's top holdings by market value included IVV (10.9%)、EDV (7.9%)、FBND (5.5%). The largest single position, IVV, represented 10.9% of total portfolio value.
In Q3 2025, Clear Investment Research, LLC made 48 total portfolio adjustments, initiating 7 new buys, adding to 16 positions, trimming 25 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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