Clear Retirement Advice
Clear Retirement Advice reported 60 stocks worth $149M in its 13F filing for Q3 2026, filed Oct 22, 2026. Its largest holdings are SCHO (11.1%), SPDW (10.5%) and ITOT (10.2%). Compared with Q2 2026, the fund opened new positions in KLAC, NVDA and MU, added to SCHO, SPDW and ITOT, trimmed VBR, VBK and SPYV and sold out of HD and TJX.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 4 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SCHO Schwab Short-Term US Treasury ETF | $16.5M | 11.1% | 690K | +21K (+3%) | 4 of 4 | |
| 2 |  SPDW Spdr Developed | $15.7M | 10.5% | 312K | +3,297 (+1%) | 4 of 4 | |
| 3 |  ITOT Ishares TR | $15.2M | 10.2% | 91K | +507 (+1%) | 4 of 4 | |
| 4 |  TBLL Invesco Short Term | $13.3M | 8.9% | 126K | +3,766 (+3%) | 4 of 4 | |
| 5 |  IGSB Ishares TR | $8.3M | 5.6% | 163K | +11K (+7%) | 4 of 4 | |
| 6 |  VBR Vanguard Index Fds | $8M | 5.3% | 34K | −247 (−1%) | 4 of 4 | |
| 7 |  VBK Vanguard Small Cap | $6.5M | 4.3% | 19K | −430 (−2%) | 4 of 4 | |
| 8 |  SGOL Etfs Gold TR | $6.4M | 4.3% | 162K | +15K (+10%) | 4 of 4 | |
| 9 |  VWO Vanguard Intl Equity Index F | $6.3M | 4.2% | 107K | +729 (+1%) | 4 of 4 | |
| 10 |  SPYV State Street | $5.5M | 3.7% | 89K | −226 (−0%) | 4 of 4 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026
Reported value
last 4 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 Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 22, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Clear Retirement Advice 13F FAQ
What does Clear Retirement Advice own?
Clear Retirement Advice reported 60 stocks worth $149M in its 13F filing for Q3 2026, filed Oct 22, 2026. Its largest holdings are SCHO (11.1%), SPDW (10.5%) and ITOT (10.2%). The table above lists every position in the filing (the top 10 without an account).
What did Clear Retirement Advice buy and sell in Q3 2026?
Compared with Q2 2026: 8 new positions, 14 added to, 20 trimmed and 2 sold out. New positions include KLAC, NVDA and MU. It sold all of HD and TJX.
When will Clear Retirement Advice file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Clear Retirement Advice's portfolio worth?
The Q3 2026 filing reports $149M 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.