DOSSIER · 13F-HR · Q2 2026

Clear Retirement Advice LLC

$146M in tracked AUM across 54 positions as of Q2 2026.

CR
CIK 0002112984 · last filed Jun 30, 2026
Total AUM
$146M
as of Q2 2026
Holdings
54
positions
Whale Score
60
60
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Clear Retirement Advice LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SCHO
SCHWAB STRATEGIC TR
$16M670K11.1%
02
SPDW
SPDR INDEX SHS FDS
$16M309K10.7%
03
ITOT
ISHARES TR
$15M91K10.2%
04
TBLL
INVESCO EXCH TRADED FD TR II
$13M122K8.8%
05
VBR
VANGUARD INDEX FDS
$8M35K5.8%
06
IGSB
ISHARES TR
$8M152K5.5%
07
VBK
VANGUARD INDEX FDS
$7M20K4.9%
08
VWO
VANGUARD INTL EQUITY INDEX F
$6M106K4.3%
09
SGOL
ETFS GOLD TR
$6M146K3.8%
10
SPYV
SPDR SERIES TRUST
$5M90K3.7%

Filing history

2026Q2Jun 30
$146M 14.7%
54 positionsView →
2026Q1Mar 31
$127M 0.9%
54 positionsView →
2025Q4Dec 31
$129M
53 positionsView →