13F Insight
DOSSIER · 13F-HR · Q1 2026

CLEAR INVESTMENT RESEARCH, LLC

$64M in tracked AUM across 241 positions as of Q1 2026.

CI
CIK 0001635523 · last filed Mar 31, 2026
Total AUM
$64M
as of Q1 2026
Holdings
241
—
positions
Whale Score
47
47
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

CLEAR INVESTMENT RESEARCH, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$7M11K11.7%02
EDV
VANGUARD WORLD FD
$5M81K8.2%03
FBND
FIDELITY MERRIMACK STR TR
$5M100K7.1%04
SCHX
SCHWAB STRATEGIC TR
$3M113K4.5%05
LLY
ELI LILLY & CO
$3M3K3.9%06
GPK
GRAPHIC PACKAGING HLDG CO
$2M189K2.9%07
AAPL
APPLE INC
$2M6K2.5%08
SPMD
SPDR SERIES TRUST
$2M27K2.5%09
ANGL
VANECK ETF TRUST
$2M55K2.5%10
VEA
VANGUARD TAX-MANAGED FDS
$2M24K2.4%

Filing history

2026Q1Mar 31
$64M▲ 6.0%
241 positionsView →2025Q4Dec 31
$60M▲ 290.0%
51 positionsView →2025Q3Sep 30
$15M▼ 80.5%
113 positionsView →2025Q2Jun 30
$79M▲ 5.9%
234 positionsLocked2025Q1Mar 31
$75M▼ 3.6%
230 positionsLocked2024Q4Dec 31
$78M▲ 1.1%
229 positionsLocked2024Q3Sep 30
$77M▲ 0.2%
227 positionsLocked2024Q2Jun 30
$77M▲ 3.2%
212 positionsLocked2024Q1Mar 31
$74M▲ 4.6%
221 positionsLocked2023Q4Dec 31
$71M▲ 23.1%
272 positionsLocked2023Q3Sep 30
$58M▼ 3.3%
205 positionsLocked2023Q2Jun 30
$60M▲ 4.4%
199 positionsLocked
Showing 12 of 40