CLEAR INVESTMENT RESEARCH, LLC

Q3 2026 13F-HR Holdings

Location
Alpharetta, GA
Holdings as of
9/30/2026
Date filed
11/6/2026
Form type
13F-HR
Num holdings
61
Total value ($000)
$64,749
Net value change ($000)
+513 (0.8%)
New positions
5
Sold out positions
1
Turnover %
2.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/11/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
MSFT 449 36.6%
RJDI 277 NEW
AAPL 253 13.0%
XOM 245 NEW
IVV 215 2.5%
META 202 NEW
EVIM 201 NEW
LRGF 200 NEW
NVDA 163 13.7%
PLTR 162 63.3%
Top Reduces (Value $000, Stocks/ETFs)
EDV -335 -6.4%
GPK -287 -14.4%
XOM -206 -100.0%
FBND -142 -3.2%
LLY -115 -3.5%
IJR -114 -8.2%
SCHM -112 -7.6%
SPMD -109 -6.0%
IJH -106 -6.5%
TLT -87 -11.4%
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