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CIK: 0002112984
Total reported value
$146.0M
$146.0M
54 檔
39.9%
The Q1 2026 SEC filing reveals that Clear Retirement Advice LLC held a total portfolio value of $146.0M, covering 54 public equity positions.
In Q1 2026, Clear Retirement Advice LLC displayed an active expansion posture, initiating 1 new positions and adding to 17 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHO | Schwab Short-term US Treas | ETF-Other | 11.40% | -0.33% | +1.60% | |
| 2 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 10.08% | +0.57% | +0.56% | |
| 3 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 9.34% | +0.85% | +1.83% | |
| 4 | TBLL | Invesco Short Term Treasury | ETF-Gov Bonds | 9.33% | -0.51% | +0.58% | |
| 5 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 5.58% | +0.19% | +0.85% | |
| 6 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 5.49% | -0.04% | +0.15% | |
| 7 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 4.41% | +0.49% | -0.40% | |
| 8 | SGOL | Abrdn Physical Gold Shares | ETF-Commodities | 4.26% | -0.42% | +1.69% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 4.12% | +0.21% | -0.22% | |
| 10 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 3.55% | +0.18% | +3.33% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.48% | +0.05% | +2.64% | |
| 12 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.89% | +0.25% | +3.59% | |
| 13 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 2.20% | -0.30% | +8.43% | |
| 14 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.15% | -0.10% | -0.64% | |
| 15 | IAU | Ishares Gold Trust | ETF-Commodities | 1.94% | -0.50% | -1.36% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 1.82% | -0.53% | +190.66% | |
| 17 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.72% | -0.06% | -2.25% | |
| 18 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.57% | — | +11.52% | |
| 19 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.44% | +0.05% | +0.05% | |
| 20 | SCHV | Schwab US Large-cap Value | ETF-Other | 1.39% | -0.02% | -5.24% | |
| 21 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.91% | +0.06% | +7.12% | |
| 22 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.69% | -0.01% | +5.35% | |
| 23 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.62% | -0.01% | -0.18% | |
| 24 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.62% | +0.12% | — | |
| 25 | VTV | Vanguard Value ETF | ETF-Other | 0.59% | -0.02% | — | |
| 26 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.56% | +0.12% | — | |
| 27 | V | Visa Inc-class A Shares | Stock-Financials | 0.48% | -0.01% | +4.65% | |
| 28 | VTWV | Vanguard Russell 2000 Value | ETF-Small Cap | 0.47% | +0.01% | -0.91% | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.45% | — | — | |
| 30 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.43% | +0.03% | — | |
| 31 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.42% | +0.03% | — | |
| 32 | SCHH | Schwab US Reit ETF | ETF-Other | 0.41% | -0.02% | -15.07% | |
| 33 | MA | Mastercard Inc - A | Stock-Financials | 0.40% | -0.04% | — | |
| 34 | VUG | Vanguard Growth ETF | ETF-Other | 0.32% | -0.04% | -11.94% | |
| 35 | XLI | Ss Industrial Select Sector | ETF-Other | 0.30% | — | — | |
| 36 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.29% | -0.02% | — | |
| 37 | ITM | Vaneck Intermediate Muni ETF | ETF-Other | 0.28% | -0.04% | — | |
| 38 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.27% | -0.01% | — | |
| 39 | MUB | Ishares National Muni Bond E | ETF-Other | 0.27% | -0.03% | — | |
| 40 | XLV | Ss Health Care Select Sector | ETF-Other | 0.26% | -0.02% | — | |
| 41 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.24% | -0.03% | — | |
| 42 | AZO | Autozone Inc | Stock-Consumer Disc | 0.24% | -0.05% | — | |
| 43 | VOX | Vanguard Communication Servi | ETF-Other | 0.23% | -0.02% | — | |
| 44 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.23% | -0.01% | — | |
| 45 | XLK | Ss Technology Select Sector | ETF-Tech | 0.22% | +0.05% | — | |
| 46 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.21% | -0.02% | — | |
| 47 | FAST | Fastenal Co | Stock-Industrials | 0.21% | -0.02% | — | |
| 48 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.20% | — | — | |
| 49 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.19% | -0.02% | — | |
| 50 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.18% | -0.03% | — |
According to official SEC Form 13F filings, Clear Retirement Advice LLC reported a total U.S. public equity portfolio value of $146.0M across 54 disclosed positions in Q1 2026.
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 SCHO, SPDW, ITOT) accounted for 39.9% of total reported equity market value during Q1 2026.
Top New Position Initiated
BRK-B
市值: $202.7K
Top Position Liquidated / Trimmed
VBK
前期市值: $5.8M
During Q1 2026, Clear Retirement Advice LLC's top holdings by market value included SCHO (11.4%)、SPDW (10.1%)、ITOT (9.3%). The largest single position, SCHO, represented 11.4% of total portfolio value.
In Q1 2026, Clear Retirement Advice LLC made 29 total portfolio adjustments, initiating 1 new buys, adding to 17 positions, trimming 11 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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