Clear Retirement Advice LLC
Clear Retirement Advice LLC reported 54 positions worth $146.0M as of June 30, 2026 (13F filed July 15, 2026). Largest holding: SCHO (11.1%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SCHO | SH | $16.2M | 11.07% | 669,894 | — | — | |
| ▸ 2 | SPDW | SH | $15.6M | 10.65% | 308,661 | — | — | |
| ▸ 3 | ITOT | SH | $14.9M | 10.19% | 90,621 | — | — | |
| ▸ 4 | TBLL | SH | $12.9M | 8.81% | 121,931 | — | — | |
| ▸ 5 | VBR | SH | $8.4M | 5.77% | 34,691 | — | — | |
| ▸ 6 | IGSB | SH | $8.0M | 5.45% | 151,850 | — | — | |
| ▸ 7 | VBK | SH | $7.2M | 4.91% | 19,585 | — | — | |
| ▸ 8 | VWO | SH | $6.3M | 4.33% | 105,818 | — | — | |
| ▸ 9 | SGOL | SH | $5.6M | 3.83% | 146,485 | — | — | |
| ▸ 10 | SPYV | SH | $5.4M | 3.73% | 89,583 | — | — |
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Frequently Asked Questions
What stocks does Clear Retirement Advice LLC hold as of Q2 2026?
Clear Retirement Advice LLC reported 54 positions worth $146.0M in its Q2 2026 13F filing. Largest positions: SCHO (11.1%), SPDW (10.7%), ITOT (10.2%), TBLL (8.8%) and VBR (5.8%).
What did Clear Retirement Advice LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Clear Retirement Advice LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.