Clear Retirement Advice LLC

Q2 2026 13F-HR Holdings

Location
San Mateo, CA
Holdings as of
6/30/2026
Date filed
7/15/2026
Form type
13F-HR
Num holdings
54
Total value ($000)
$146,027
Net value change ($000)
+18,661 (14.7%)
New positions
0
Sold out positions
0
Turnover %
0.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/28/2026 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)
ITOT 2,993 25.2%
SPDW 2,714 21.1%
SCHO 1,656 11.4%
VBK 1,543 27.5%
VBR 1,323 18.6%
VWO 1,071 20.4%
TBLL 992 8.4%
IGSB 966 13.8%
SPYV 923 20.4%
SPYG 901 24.5%
Top Reduces (Value $000, Stocks/ETFs)
AAPL -433 -18.7%
IAU -355 -14.4%
AZO -17 -5.6%
VCSH -17 -0.6%
TJX -12 -5.2%
XLU -3 -1.0%
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