Clear Investment Research
Clear Investment Research reported 57 stocks worth $64.2M in its 13F filing for Q2 2026, filed Aug 11, 2026. Its largest holdings are IVV (13.3%), EDV (8.1%) and FBND (7.0%). Compared with Q1 2026, the fund opened new positions in MINO, added to AAPL, SPMD and ANGL, trimmed IVV, EDV and FBND and sold out of USO, LMT and LDUR.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  IVV Ishares TR | $8.6M | 13.3% | 11K | −34 (−0%) | 8 of 8 | |
| 2 |  EDV Vanguard World FD | $5.2M | 8.1% | 80K | −317 (−0%) | 8 of 8 | |
| 3 |  FBND Fidelity Total Bond ETF | $4.5M | 7.0% | 99K | −712 (−1%) | 8 of 8 | |
| 4 |  SCHX Schwab US Large Cap ETF | $3.3M | 5.2% | 112K | −181 (−0%) | 8 of 8 | |
| 5 |  LLY Eli Lilly & Co | $3.3M | 5.1% | 2,718 | −22 (−1%) | 8 of 8 | |
| 6 |  GPK Graphic Packaging Hldg Co | $2M | 3.1% | 189K | No change | 8 of 8 | |
| 7 |  AAPL Apple Inc | $1.9M | 3.0% | 6,702 | +408 (+6%) | 8 of 8 | |
| 8 |  SPMD State Street | $1.8M | 2.8% | 27K | +147 (+1%) | 8 of 8 | |
| 9 |  ANGL Vaneck Fallen Angel High Yield Bond ETF | $1.7M | 2.7% | 59K | +3,938 (+7%) | 8 of 8 | |
| 10 |  VEA Vanguard Tax-Managed Fds | $1.7M | 2.6% | 24K | +122 (+1%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 USO United Sts Oil FD LP | $253K | 1,992 |
 LMT Lockheed Martin Corp | $204K | 337 |
 LDUR Pimco ETF TR | $199K | 2,075 |
 SPYD State Street Spdr Portfolio S&P 500 High Dividend ETF | $185K | 4,072 |
 SO Southern Co | $180K | 1,867 |
🔒 Free account: see all 30.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 11, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Clear Investment Research 13F FAQ
What does Clear Investment Research own?
Clear Investment Research reported 57 stocks worth $64.2M in its 13F filing for Q2 2026, filed Aug 11, 2026. Its largest holdings are IVV (13.3%), EDV (8.1%) and FBND (7.0%). The table above lists every position in the filing (the top 10 without an account).
What did Clear Investment Research buy and sell in Q2 2026?
Compared with Q1 2026: 1 new positions, 23 added to, 23 trimmed and 185 sold out. New positions include MINO. It sold all of USO, LMT and LDUR.
When will Clear Investment Research file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Clear Investment Research's portfolio worth?
The Q2 2026 filing reports $64.2M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.