Clear Retirement Advice LLC
All 13F Filings
- Location
- San Mateo, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 146,027
- Description
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- Website
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- Founded
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- Chairman
- —
- 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 | 7/15/2026 | 54 | 146,027 | 13F-HR | Clear Retirement Advice LLC |
| Q1 2026 | 4/28/2026 | 54 | 127,366 | 13F-HR | Clear Retirement Advice LLC |
| Q4 2025 | 2/24/2026 | 53 | 128,553 | 13F-HR | Clear Retirement Advice LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 11.76 K | 8.1% | 129 | 0 | 129 |
| ETFs | 134.3 K | 91.9% | 18.53 K | 0 | 18.53 K |
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Fund Snapshot
Q2 2026
Latest filed
7/15/2026
Total value ($000)
146,027
Holdings
54
QoQ value change ($000)
18,661
(14.7%)
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.