Clear Retirement Advice LLC
13F Portfolio Filings
Most recent 13F
Q1 2026
Location
San Mateo, CA
CIK
0002112984
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q1 2026
54
127,365
SCHO, SPDW, ITOT, CLTL
13F-HR
4/28/2026
000211298426000002
Q4 2025
53
128,552
SCHO, SPDW, ITOT, CLTL
13F-HR
2/23/2026
000211298426000001