Clear Trail Advisors, LLC
All 13F Filings
- Location
- Houston, TX
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 655,166
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/21/2026 | 161 | 655,166 | 13F-HR | Clear Trail Advisors, LLC |
| Q1 2026 | 4/17/2026 | 149 | 600,604 | 13F-HR | Clear Trail Advisors, LLC |
| Q4 2025 | 1/9/2026 | 126 | 431,045 | 13F-HR | Clear Trail Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 462.1 K | 70.5% | 20.26 K | 0 | 20.26 K |
| ETFs | 160.2 K | 24.4% | 31.32 K | 0 | 31.32 K |
| Debt | 32.52 K | 5.0% | 3.014 K | 0 | 3.014 K |
| Other | 385 | 0.1% | 0 | 38 | -38 |
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Fund Snapshot
Q2 2026
Latest filed
7/21/2026
Total value ($000)
655,166
Holdings
161
QoQ value change ($000)
54,562
(9.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.