Clear Retirement Advice LLC

Q1 2026 13F-HR Holdings

Location
San Mateo, CA
Holdings as of
3/31/2026
Date filed
4/28/2026
Form type
13F-HR
Num holdings
54
Total value ($000)
$127,366
Net value change ($000)
-1,187 (-0.9%)
New positions
1
Sold out positions
0
Turnover %
0.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/24/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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 1,451 166.8%
BRK-B 203 NEW
VCSH 203 7.8%
SCHO 170 1.2%
SCHB 111 5.9%
TBLL 56 0.5%
SLYG 50 4.5%
XLU 18 6.3%
JNJ 10 3.9%
TJX 8 3.6%
Top Reduces (Value $000, Stocks/ETFs)
SPDW -432 -3.3%
ITOT -399 -3.2%
VBR -300 -4.1%
VWO -241 -4.4%
SGOL -203 -3.6%
SCHV -165 -8.5%
VBK -164 -2.8%
SCHWAB STRATEGIC TRUST -138 -5.9%
VEA -134 -4.7%
VTI -121 -2.7%
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