DOSSIER · 13F-HR · Q3 2026

Clear Trail Advisors, LLC

$657M in tracked AUM across 159 positions as of Q3 2026.

CT
CIK 0002097856 · last filed Sep 30, 2026
Total AUM
$657M
as of Q3 2026
Holdings
159
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Clear Trail Advisors, LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
XOM
EXXON MOBIL CORP
$35M214K5.3%
02
DRI
DARDEN RESTAURANTS INC
$31M160K4.7%
03
AAPL
APPLE INC
$24M72K3.6%
04
MSFT
MICROSOFT CORP
$20M39K3.1%
05
DIVO
AMPLIFY ETF TR
$19M411K2.9%
06
JMUB
J P MORGAN EXCHANGE TRADED F
$18M369K2.7%
07
CGMU
CAPITAL GRP FIXED INCM ETF T
$17M665K2.6%
08
JPM
JPMORGAN CHASE & CO
$17M52K2.6%
09
CVX
CHEVRON CORP NEW
$17M83K2.6%
10
AVGO
BROADCOM INC
$16M47K2.5%

Filing history

2026Q3Sep 30
$657M▲ 0.3%
159 positionsView →
2026Q2Jun 30
$655M▲ 9.1%
161 positionsView →
2026Q1Mar 31
$601M▲ 39.3%
149 positionsView →
2025Q4Dec 31
$431M—
126 positionsView →