Clear Retirement Advice LLC
Long book
$127.4M
Q1 2026
Positions
54
Top-10 weight
68%
concentration
Last quarter
+8.4%
SPY +14.8%
Turnover
2%
of book per quarter
Strategy in plain words
auto-generated from filingsClear Retirement Advice LLC is a wealth-management firm allocating client money, running a $127.4M US long book across 54 positions.
The portfolio is concentrated: the top 10 names carry 68% of the portfolio. The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: SCHWAB SHORT-TERM US TREAS, STE STR SPDR PT DW EU ETF, ISHARES CORE S&P TOTAL U.S., INVESCO SHORT TERM TREASURY, VANGUARD SMALL-CAP VALUE ETF.
Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q4 2025
+0.3%
Q1 2026
+8.4%
Sector allocation
Technology 55%
Services media 18%
Consumer discretionary 16%
Financials 7%
Healthcare 4%
Long book by quarter
What does Clear Retirement own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| AAPL APPLE INC | Technology | 9.1K | $2.3M | 1.8% | +190.7% |
| V VISA INC-CLASS A SHARES | Services media | 2.0K | $605K | 0.5% | +4.6% |
| GOOGL ALPHABET INC-CL A | Technology | 1.9K | $546K | 0.4% | Held |
| GOOG ALPHABET INC-CL C | Technology | 1.9K | $531K | 0.4% | Held |
| MA MASTERCARD INC - A | Services media | 1.0K | $514K | 0.4% | Held |
| AZO AUTOZONE INC | Consumer discretionary | 89 | $301K | 0.2% | Held |
| JNJ JOHNSON & JOHNSON | Healthcare | 1.1K | $264K | 0.2% | Held |
| FAST FASTENAL CO | Consumer discretionary | 5.7K | $264K | 0.2% | Held |
| TJX TJX COMPANIES INC | Consumer discretionary | 1.4K | $229K | 0.2% | Held |
| CB CHUBB LTD | Financials | 656 | $214K | 0.2% | Held |
| HD HOME DEPOT INC | Consumer discretionary | 642 | $211K | 0.2% | Held |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 423 | $203K | 0.2% | New |