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CIK: 0002112984
Total reported value
$149.0M
$149.0M
54 檔
45.6%
At the close of Q2 2026, Clear Retirement Advice LLC disclosed equity holdings valued at approximately $149.0M, spread across 54 reported holdings.
During Q2 2026, Clear Retirement Advice LLC performed routine portfolio adjustments (0 new buys, 16 additions, 15 trims, and 0 full exits), keeping overall allocation balanced.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHO | Schwab Short-term US Treas | ETF-Other | 11.07% | -0.01% | +12.01% | |
| 2 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 10.65% | -0.14% | +9.74% | |
| 3 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 10.19% | -0.02% | +8.52% | |
| 4 | TBLL | Invesco Short Term Treasury | ETF-Gov Bonds | 8.81% | +0.09% | +8.33% | |
| 5 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 5.77% | -0.43% | +6.05% | |
| 6 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 5.45% | +0.14% | +14.15% | |
| 7 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 4.90% | -0.56% | +5.36% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 4.33% | -0.09% | +9.04% | |
| 9 | SGOL | Abrdn Physical Gold Shares | ETF-Commodities | 3.83% | +0.45% | +20.39% | |
| 10 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 3.73% | -0.06% | +12.06% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.53% | -0.09% | +0.82% | |
| 12 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.14% | -0.02% | +2.42% | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.05% | -0.23% | -1.46% | |
| 14 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.90% | -0.17% | -0.28% | |
| 15 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.66% | -0.07% | -1.42% | |
| 16 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.57% | -0.01% | -0.81% | |
| 17 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.49% | -0.09% | -0.54% | |
| 18 | IAU | Ishares Gold Trust | ETF-Commodities | 1.44% | +0.02% | -0.07% | |
| 19 | SCHV | Schwab US Large-cap Value | ETF-Other | 1.37% | -0.18% | -1.14% | |
| 20 | AAPL | Apple Inc | Stock-Tech | 1.29% | +0.35% | -28.67% | |
| 21 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.97% | -0.15% | -0.86% | |
| 22 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.74% | +0.02% | +700.00% | |
| 23 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.68% | +0.03% | +41.36% | |
| 24 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.68% | -0.03% | -2.56% | |
| 25 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.61% | -0.06% | -2.35% | |
| 26 | VTV | Vanguard Value ETF | ETF-Other | 0.57% | -0.01% | -0.08% | |
| 27 | VTWV | Vanguard Russell 2000 Value | ETF-Small Cap | 0.48% | -0.03% | — | |
| 28 | V | Visa Inc-class A Shares | Stock-Financials | 0.47% | +0.02% | — | |
| 29 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.46% | +0.04% | — | |
| 30 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.45% | +0.01% | — | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.45% | +0.07% | — | |
| 32 | SCHH | Schwab US Reit ETF | ETF-Other | 0.39% | -0.03% | — | |
| 33 | MA | Mastercard Inc - A | Stock-Financials | 0.36% | +0.02% | — | |
| 34 | XLI | Ss Industrial Select Sector | ETF-Other | 0.30% | -0.03% | — | |
| 35 | VUG | Vanguard Growth ETF | ETF-Other | 0.28% | — | +407.90% | |
| 36 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.27% | -0.03% | — | |
| 37 | XLK | Ss Technology Select Sector | ETF-Tech | 0.27% | -0.02% | -3.29% | |
| 38 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.26% | — | -0.60% | |
| 39 | ITM | Vaneck Intermediate Muni ETF | ETF-Other | 0.24% | -0.02% | — | |
| 40 | XLV | Ss Health Care Select Sector | ETF-Other | 0.24% | +0.01% | — | |
| 41 | MUB | Ishares National Muni Bond E | ETF-Other | 0.24% | +0.05% | — | |
| 42 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.22% | -0.01% | — | |
| 43 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.21% | -0.03% | — | |
| 44 | VOX | Vanguard Communication Servi | ETF-Other | 0.21% | — | — | |
| 45 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.20% | -0.01% | — | |
| 46 | AZO | Autozone Inc | Stock-Consumer Disc | 0.19% | -0.02% | — | |
| 47 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.19% | -0.03% | -1.13% | |
| 48 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.19% | — | — | |
| 49 | FAST | Fastenal Co | Stock-Industrials | 0.19% | — | — | |
| 50 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.17% | -0.01% | — |
According to official SEC Form 13F filings, Clear Retirement Advice LLC reported a total U.S. public equity portfolio value of $149.0M across 54 disclosed positions in Q2 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 45.6% of total reported equity market value during Q2 2026.
Top Position Liquidated / Trimmed
VCSH
前期市值: $2.8M
During Q2 2026, Clear Retirement Advice LLC's top holdings by market value included SCHO (11.1%)、SPDW (10.7%)、ITOT (10.2%). The largest single position, SCHO, represented 11.1% of total portfolio value.
In Q2 2026, Clear Retirement Advice LLC made 31 total portfolio adjustments, initiating 0 new buys, adding to 16 positions, trimming 15 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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