CLEAR INVESTMENT RESEARCH, LLC

Q2 2026 13F-HR Holdings

Location
Alpharetta, GA
Holdings as of
6/30/2026
Date filed
8/11/2026
Form type
13F-HR
Num holdings
57
Total value ($000)
$64,236
Net value change ($000)
+344 (0.5%)
New positions
1
Sold out positions
184
Turnover %
12.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/4/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
IVV 1,073 14.3%
LLY 740 29.4%
MINO 648 NEW
DTCR 436 215.8%
SCHX 421 14.6%
AAPL 342 21.4%
FBCG 289 20.7%
TQQQ 258 98.9%
AMZN 258 37.4%
SPMD 232 14.7%
Top Reduces (Value $000, Stocks/ETFs)
USO -253 -100.0%
LMT -204 -100.0%
LDUR -199 -100.0%
TLT -189 -19.8%
SPYD -185 -100.0%
SO -180 -100.0%
IMCV -173 -100.0%
RJDI -172 -100.0%
SCHH -171 -100.0%
LRGF -170 -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