Clear Retirement Advice LLC has filed a Form 13F-HR disclosing its equity holdings as of the close of business on September 30, 2026. The filing reports the firm’s total portfolio value as $1,489,863,312.
The report lists 60 total equity securities held by the firm. The largest holding in the portfolio is the SPDR S&P 500 ETF Trust, which is held in 37,804 shares. This is followed by the Schwab Strategic Trust U.S. Broad Market ETF, held in 79,147 shares, and the Vanguard Total Stock Market ETF, held in 136,811 shares.
The portfolio is diversified across various sectors and asset classes. Significant positions include the Invesco Exchange Traded Fund Trust S&P 500 Equal Weight ETF (15,191 shares), the Schwab Strategic Trust U.S. Large Cap Growth ETF (27,146 shares), and the Schwab Strategic Trust U.S. Large Cap Value ETF (53,265 shares). The firm also holds substantial positions in gold-related funds, including the iShares Gold Trust (27,769 shares) and the ETFS Physical Gold Shares (161,506 shares).
Individual stock positions include Alphabet Inc. Class A and Class C (2,181 and 2,027 shares respectively), Apple Inc. (7,338 shares), Amazon.com Inc. (860 shares), and Berkshire Hathaway Inc. Class B (446 shares). The firm also holds positions in Mastercard Incorporated Class A (2,017 shares), Visa Inc. Class A (2,017 shares), and Micron Technology Inc. (286 shares).
The filing indicates that all positions are held in a Sole voting capacity with no shared investment power.
