Clear Retirement Advice LLC
Net buyer this quarter
$146M
15
+$203K
9.1%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 SGOL | $5.6M | 3.83% | 0.08% | +20.4% | Q4 2025 |
 IAU | $2.11M | 1.44% | 0.00% | -0.1% | Q4 2025 |
 AAPL | $1.89M | 1.29% | 0.00% | -28.7% | Q4 2025 |
 V | $687K | 0.47% | 0.00% | Not reported | Q4 2025 |
 GOOGL | $678K | 0.46% | 0.00% | Not reported | Q4 2025 |
| GOOG | $654K | 0.45% | Not reported | Not reported | Q4 2025 |
 SPY | $653K | 0.45% | Not reported | Not reported | Q4 2025 |
 MA | $528K | 0.36% | 0.00% | Not reported | Q4 2025 |
 AZO | $284K | 0.19% | 0.00% | Not reported | Q4 2025 |
 JNJ | $275K | 0.19% | 0.00% | Not reported | Q4 2025 |
 FAST | $273K | 0.19% | 0.00% | Not reported | Q4 2025 |
 BRK.B | $227K | 0.16% | Not reported | +7.1% | Q1 2026 |
 HD | $226K | 0.16% | 0.00% | Not reported | Q4 2025 |
 CB | $224K | 0.15% | 0.00% | Not reported | Q4 2025 |
 TJX | $217K | 0.15% | 0.00% | Not reported | Q4 2025 |
| Q1 2026 | |||||
| SGOL | $5.43M | 4.26% | 0.07% | +1.7% | Q4 2025 |
| IAU | $2.47M | 1.94% | 0.00% | -1.4% | Q4 2025 |
| AAPL | $2.32M | 1.82% | 0.00% | +190.7% | Q4 2025 |
| V | $605K | 0.48% | 0.00% | +4.7% | Q4 2025 |
| SPY | $568K | 0.45% | Not reported | Not reported | Q4 2025 |
| GOOGL | $546K | 0.43% | 0.00% | Not reported | Q4 2025 |
| GOOG | $531K | 0.42% | Not reported | Not reported | Q4 2025 |
| MA | $514K | 0.40% | 0.00% | Not reported | Q4 2025 |
| AZO | $301K | 0.24% | 0.00% | Not reported | Q4 2025 |
| JNJ | $264K | 0.21% | 0.00% | Not reported | Q4 2025 |
| FAST | $264K | 0.21% | 0.00% | Not reported | Q4 2025 |
| TJX | $229K | 0.18% | 0.00% | Not reported | Q4 2025 |
| CB | $214K | 0.17% | 0.00% | Not reported | Q4 2025 |
| HD | $211K | 0.17% | 0.00% | Not reported | Q4 2025 |
| BRK.B | $203K | 0.16% | Not reported | New | Q1 2026 |
| Q4 2025 | |||||
| SGOL | $5.63M | 4.38% | 0.07% | New | Q4 2025 |
| IAU | $2.57M | 2.00% | 0.00% | New | Q4 2025 |
| AAPL | $870K | 0.68% | 0.00% | New | Q4 2025 |
| GOOGL | $632K | 0.49% | 0.00% | New | Q4 2025 |
| V | $632K | 0.49% | 0.00% | New | Q4 2025 |
| GOOG | $617K | 0.48% | Not reported | New | Q4 2025 |
| SPY | $600K | 0.47% | Not reported | New | Q4 2025 |
| MA | $570K | 0.44% | 0.00% | New | Q4 2025 |
| AZO | $331K | 0.26% | 0.00% | New | Q4 2025 |
| FAST | $275K | 0.21% | 0.00% | New | Q4 2025 |
| JNJ | $254K | 0.20% | 0.00% | New | Q4 2025 |
| HD | $249K | 0.19% | 0.00% | New | Q4 2025 |
| TJX | $221K | 0.17% | 0.00% | New | Q4 2025 |
| CB | $216K | 0.17% | 0.00% | New | Q4 2025 |