Clear Retirement Advice LLC

Q3 2026 13F-HR Holdings

Location
San Mateo, CA
Holdings as of
9/30/2026
Date filed
10/22/2026
Form type
13F-HR
Num holdings
60
Total value ($000)
$148,986
Net value change ($000)
+2,959 (2.0%)
New positions
8
Sold out positions
2
Turnover %
2.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/15/2026 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)
SGOL 789 14.1%
AAPL 556 29.4%
KLAC 543 NEW
NVDA 536 NEW
TBLL 397 3.1%
IGSB 370 4.6%
MU 305 NEW
SCHO 303 1.9%
PLTR 284 NEW
ITOT 267 1.8%
Top Reduces (Value $000, Stocks/ETFs)
VBK -691 -9.6%
VBR -472 -5.6%
VEA -291 -9.7%
HD -226 -100.0%
SCHV -223 -11.2%
TJX -217 -100.0%
VCSH -205 -7.4%
SLYG -193 -13.6%
IEMG -85 -3.9%
SLYV -69 -7.8%
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