Data as of Q4 2025 (Dec 31, 2025)

CLEAR INVESTMENT RESEARCH, LLC

โ€ขCIK: 1635523โ€ขFiling: Q4 2025

**CLEAR INVESTMENT RESEARCH, LLC** manages $60M across a diversified portfolio of 51 positions. The fund exhibits notable concentration in exchange-traded products, with IVV ($8.1M) and EDV ($5.4M) anchoring the top holdings. Further allocations include significant exposure to sector-specific ETFs such as FBND ($4.5M) and SCHX ($3.0M). The remaining capital is strategically deployed across major growth names, including LLY ($2.9M) and AAPL ($1.7M).

Total AUM
$60.3M
QoQ Performance
-19.3%
Positions
32
Top 10 Concentration
55.7%
Latest Filing
Q4 2025

Top Holdings Allocation

IVV
EDV
FBND
SCHX
IVV13.4%
EDV9.0%
FBND7.4%
SCHX5.0%
LLY4.9%
GPK4.7%
IJH3.0%
ANGL3.0%

๐Ÿ“ˆ Biggest Buys

FBND
FIDELITY MERRIMACK STR TR
+9.2%
7.4% of portfolio
SLV
ISHARES SILVER TR
+228.5%
0.9% of portfolio
SPMD
SPDR SERIES TRUST
+15.7%
2.2% of portfolio
TQQQ
PROSHARES TR
+98.1%
0.5% of portfolio
VEA
VANGUARD TAX-MANAGED FDS
+11.4%
2.3% of portfolio

๐Ÿ“‰ Biggest Sells

AAPL
APPLE INC
-58.0%
2.8% of portfolio
IEFA
ISHARES TR
-38.2%
1.8% of portfolio
MSFT
MICROSOFT CORP
-27.5%
2.5% of portfolio
IVE
ISHARES TR
-45.8%
0.8% of portfolio
IVV
ISHARES TR
-3.0%
13.4% of portfolio

Sector Breakdown

Other68.0%
ETF13.9%
Technology8.8%
Healthcare4.9%
Financial2.3%
Consumer1.6%
Consumer Staples0.5%

๐Ÿšช Exited Positionssold since Q3 2025

IWO
ISHARES TR
SOLD
$505.5K
DLTR
DOLLAR TREE INC
SOLD
$490.7K
IWN
ISHARES TR
SOLD
$425.6K
AGG
ISHARES TR
SOLD
$368.8K
JNJ
JOHNSON & JOHNSON
SOLD
$347.9K
+196 more exited positions

Changes from Q3 2025

โ†‘22 increased
โ†“24 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023