Clear Investment Research, LLC ETF holdings
Alpharetta, GA
Reported $49.2M in 41 ETFs in its Form 13F for June 30, 2026.
ETF value
$49.2M
ETFs held
41
Change from prior quarter
+2.5%
With price moves
ETFs as a share of its 13F
76.5%
of $64.2M
Top 10 of 41 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IVV | iShares Core S&P 500 ETF | $8.6M | 11,445 | −34 shares |
| EDV | Vanguard Extended Duration Treasury ETF | $5.2M | 80,291 | −317 shares |
| FBND | Fidelity Total Bond ETF | $4.5M | 98,897 | −712 shares |
| SCHX | Schwab U.S. Large-Cap ETF | $3.3M | 112,481 | −181 shares |
| SPMD | State Street SPDR Portfolio S&P 400 Mid Cap ETF | $1.8M | 26,764 | +147 shares |
| ANGL | VanEck Fallen Angel High Yield Bond ETF | $1.7M | 58,809 | +3,938 shares |
| VEA | Vanguard FTSE Developed Markets ETF | $1.7M | 23,671 | +122 shares |
| FBCG | Fidelity Blue Chip Growth ETF | $1.7M | 27,110 | −721 shares |
| IJH | iShares Core S&P Mid-Cap ETF | $1.6M | 21,225 | −523 shares |
| SCHM | Schwab U.S. Mid-Cap ETF | $1.5M | 39,745 | −162 shares |
31 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001635523. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Clear Investment Research, LLC own?
Clear Investment Research, LLC reported 41 ETF positions worth $49.2M in its Form 13F for June 30, 2026. The largest was IVV, at $8.6M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.