Clear Retirement Advice LLC 13F Holdings · Q2 2026
Clear Retirement Advice LLC reported 54 securities worth $146.03M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: SCHO (11.07%), SPDW (10.65%), ITOT (10.19%). Among its top 25 positions this quarter: 14 added, 11 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHO | SCHWAB STRATEGIC TR | $16.2M | 11.07% | 669,894 | Added |
| 2 | SPDW | SPDR INDEX SHS FDS | $15.6M | 10.65% | 308,661 | Added |
| 3 | ITOT | ISHARES TR | $14.9M | 10.19% | 90,621 | Added |
| 4 | TBLL | INVESCO EXCH TRADED FD TR II | $12.9M | 8.81% | 121,931 | Added |
| 5 | VBR | VANGUARD INDEX FDS | $8.4M | 5.77% | 34,691 | Added |
| 6 | IGSB | ISHARES TR | $8.0M | 5.45% | 151,850 | Added |
| 7 | VBK | VANGUARD INDEX FDS | $7.2M | 4.90% | 19,585 | Added |
| 8 | VWO | VANGUARD INTL EQUITY INDEX F | $6.3M | 4.33% | 105,818 | Added |
| 9 | SGOL | ETFS GOLD TR | $5.6M | 3.83% | 146,485 | Added |
| 10 | SPYV | SPDR SERIES TRUST | $5.4M | 3.73% | 89,583 | Added |
| 11 | VTI | VANGUARD INDEX FDS | $5.2M | 3.53% | 13,943 | Added |
| 12 | SPYG | SPDR SERIES TRUST | $4.6M | 3.14% | 38,534 | Added |
| 13 | VEA | VANGUARD TAX-MANAGED FDS | $3.0M | 2.05% | 42,061 | Trimmed |
| 14 | VCSH | VANGUARD SCOTTSDALE FDS | $2.8M | 1.90% | 35,181 | Trimmed |
| 15 | SCHF | SCHWAB STRATEGIC TR | $2.4M | 1.66% | 87,339 | Trimmed |
| 16 | SCHB | SCHWAB STRATEGIC TR | $2.3M | 1.57% | 79,270 | Trimmed |
| 17 | IEMG | ISHARES INC | $2.2M | 1.49% | 26,217 | Trimmed |
| 18 | IAU | ISHARES GOLD TR | $2.1M | 1.44% | 27,941 | Trimmed |
| 19 | SCHV | SCHWAB STRATEGIC TR | $2.0M | 1.37% | 57,373 | Trimmed |
| 20 | AAPL | APPLE INC | $1.9M | 1.29% | 6,525 | Trimmed |
| 21 | SLYG | SPDR SERIES TRUST | $1.4M | 0.97% | 11,909 | Trimmed |
| 22 | VGT | VANGUARD WORLD FD | $1.1M | 0.74% | 8,992 | Added |
| 23 | SCHG | SCHWAB STRATEGIC TR | $992,751 | 0.68% | 29,337 | Trimmed |
| 24 | SHY | ISHARES TR | $995,994 | 0.68% | 12,130 | Added |
| 25 | SLYV | SPDR SERIES TRUST | $884,991 | 0.61% | 8,111 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR