CLEAR INVESTMENT RESEARCH, LLC

Q3 2025 13F-HR Holdings

Location
Alpharetta, GA
Holdings as of
9/30/2025
Date filed
11/7/2025
Form type
13F-HR
Num holdings
256
Total value ($000)
$74,647
Net value change ($000)
-4,642 (-5.9%)
New positions
24
Sold out positions
2
Turnover %
0.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/4/2025 Next filing: 2/9/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AAPL 765 25.6%
FBND 404 10.9%
FBCG 266 24.7%
IAU 228 112.9%
MUNI 195 43.0%
GOOGL 175 36.2%
VEA 174 16.7%
SPMD 149 14.9%
EVIM 135 NEW
ANGL 134 8.2%
Top Reduces (Value $000, Stocks/ETFs)
GPK -2,815 -43.5%
IVV -1,465 -15.3%
IEFA -1,253 -42.7%
IJH -793 -28.9%
SCHO -721 -37.7%
IVW -623 -47.5%
IVE -594 -39.6%
TIP -411 -59.2%
IJR -346 -22.4%
IEMG -279 -35.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type