CLEAR INVESTMENT RESEARCH, LLC

Q4 2025 13F-HR Holdings

Location
Alpharetta, GA
Holdings as of
12/31/2025
Date filed
2/9/2026
Form type
13F-HR
Num holdings
51
Total value ($000)
$60,274
Net value change ($000)
-14,373 (-19.3%)
New positions
0
Sold out positions
203
Turnover %
18.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/7/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
LLY 850 40.9%
SLV 425 400.9%
FBND 359 8.7%
SPMD 197 17.1%
VEA 196 16.1%
GOOGL 118 17.9%
IAU 103 24.0%
SCHO 88 7.4%
SCHX 57 1.9%
ANGL 55 3.1%
Top Reduces (Value $000, Stocks/ETFs)
AAPL -2,071 -55.1%
GPK -843 -23.1%
MSFT -708 -32.3%
IEFA -616 -36.6%
IWO -506 -100.0%
DLTR -491 -100.0%
EDV -452 -7.7%
IWN -426 -100.0%
IVE -402 -44.3%
AGG -369 -100.0%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type