CLEAR INVESTMENT RESEARCH, LLC
CIK 1635523 · Holdings on Jun 30, 2026 · First reported Aug 11, 2026
Top ten holdings
Q2 2026- IVV13.34%
- EDV8.13%
- FBND7.00%
- SCHX5.15%
- LLY5.07%
- GPK3.11%
- AAPL3.02%
- SPMD2.81%
- ANGL2.68%
- VEA2.63%
Share classes counted separately52.94%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- IVVWeight increased · +1.60 pp11.74% → 13.34%Shares -34 (-0.30%)
- LLYWeight increased · +1.13 pp3.94% → 5.07%Shares -22 (-0.80%)
- DTCRWeight increased · +0.67 pp0.32% → 0.99%Shares +12.57K (+149.03%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $8.57M | 13.34% | 11.45K shares | 11.74% → 13.34%+1.60 pp -34 (-0.30%) | Reduced | ▾ |
| 02 | EDVVANGUARD EXTENDED DUR TREASEXTENDED DUR View history and evidence | $5.23M | 8.13% | 80.29K shares | 8.19% → 8.13%-0.06 pp -317 (-0.39%) | Reduced | ▾ |
| 03 | FBNDFIDELITY TOTAL BOND ETFTOTAL BD ETF View history and evidence | $4.50M | 7.00% | 98.90K shares | 7.11% → 7.00%-0.11 pp -712 (-0.71%) | Reduced | ▾ |
| 04 | SCHXSCHWAB US LARGE-CAP ETFUS LRG CAP ETF View history and evidence | $3.31M | 5.15% | 112.48K shares | 4.52% → 5.15%+0.63 pp -181 (-0.16%) | Reduced | ▾ |
| 05 | LLYELI LILLY & CO View history and evidence | $3.26M | 5.07% | 2.72K shares | 3.94% → 5.07%+1.13 pp -22 (-0.80%) | Reduced | ▾ |
| 06 | GPKGRAPHIC PACKAGING HOLDING CO View history and evidence | $2.00M | 3.11% | 188.84K shares | 2.94% → 3.11%+0.17 pp +150 (+0.08%) | Added | ▾ |
| 07 | AAPLAPPLE INC View history and evidence | $1.94M | 3.02% | 6.70K shares | 2.50% → 3.02%+0.52 pp +408 (+6.48%) | Added | ▾ |
| 08 | SPMDSS SPDR P S&P 400 MIDCAP ETFST STR P400MID View history and evidence | $1.81M | 2.81% | 26.76K shares | 2.47% → 2.81%+0.34 pp +147 (+0.55%) | Added | ▾ |
| 09 | ANGLVANECK FALLEN ANGEL HIGH YLDFALLEN ANGEL HG View history and evidence | $1.72M | 2.68% | 58.81K shares | 2.47% → 2.68%+0.21 pp +3.94K (+7.18%) | Added | ▾ |
| 10 | VEAVANGUARD FTSE DEVELOPED ETFVAN FTSE DEV MKT View history and evidence | $1.69M | 2.63% | 23.67K shares | 2.36% → 2.63%+0.27 pp +122 (+0.52%) | Added | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 185
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| USO UNITED STATES OIL FUND LP | Non-derivative | -1,992 | -$253.48K | SEC filing ↗ | SEC filing ↗ |
| LMT LOCKHEED MARTIN CORP | Non-derivative | -337 | -$203.52K | SEC filing ↗ | SEC filing ↗ |
| LDUR PIMCO ENHANCED LOW DURATION | Non-derivative | -2,075 | -$198.83K | SEC filing ↗ | SEC filing ↗ |
3 / 185 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1635523 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-08-11
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 64235996
}Research all 57 reported holdings.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.