StockDriftsStockDriftsTop 50 Clear Retirement Advice LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHO | SCHWAB STRATEGIC TR | 11.07% | 669.9K | $16.2M | +12.01%(+71.81K) | $24.36(-1.04%) | 2026-06-30 | |
| SPDW | SPDR INDEX SHS FDS | 10.65% | 308.7K | $15.6M | +9.74%(+27.40K) | $43.93(+18.81%) | 2026-06-30 | |
| ITOT | ISHARES TR | 10.19% | 90.6K | $14.9M | +8.52%(+7.12K) | $147.47(+15.16%) | 2026-06-30 | |
| TBLL | INVESCO EXCH TRADED FD TR II | 8.81% | 121.9K | $12.9M | +8.33%(+9.38K) | $105.64(+0.16%) | 2026-06-30 | |
| VBR | VANGUARD INDEX FDS | 5.77% | 34.7K | $8.4M | +6.05%(+1.98K) | $211.28(+18.56%) | 2026-06-30 | |
| IGSB | ISHARES TR | 5.45% | 151.8K | $8.0M | +14.15%(+18.82K) | $52.89(-1.38%) | 2026-06-30 | |
| VBK | VANGUARD INDEX FDS | 4.9% | 19.6K | $7.2M | +5.36%(+996) | $301.28(+21.63%) | 2026-06-30 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 4.33% | 105.8K | $6.3M | +9.04%(+8.77K) | $54.14(+11.53%) | 2026-06-30 | |
| SGOL | ETFS GOLD TR | 3.83% | 146.5K | $5.6M | +20.39%(+24.81K) | $39.28(+6.08%) | 2026-06-30 | |
| SPYV | SPDR SERIES TRUST | 3.73% | 89.6K | $5.4M | +12.06%(+9.64K) | $56.32(+12.60%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +7.54% |
| Top 20 Holdings Unweighted | — | — | — | — | +9.25% |
Clear Retirement Advice LLC reports $146.03M in US-listed equity holdings across 54 positions in its most recent 13F filing. Its largest disclosed positions are SCHO (11.1%), SPDW (10.7%) and ITOT (10.2%). The top 20 holdings account for 88.17% of reported assets. Its disclosed equity book has returned +7.54% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Clear Retirement Advice LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2112984). View Clear Retirement Advice LLC’s 13F filings on SEC