Clear Retirement Advice LLC holds a focused book of 54 stocks worth $146.0M as of Q2 2026 (disclosed Jul 15, 2026, a ~45-day 13F lag). This quarter they trimmed Vanguard Ftse Developed ETF. Their largest long position is Schwab Short-Term US Treas at 11% of the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2112984/holdings"
Use Arkolith to show Clear Retirement Advice LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
9% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic TR SHT TM US TRES | $16.2M | 669.9K | 11.1% | ▲+12% Added · +72K sh | |
| 2 | SPDR Index SHS FDS ST STR PO EX ETF | $15.6M | 308.7K | 10.7% | ▲+9.7% Added · +27K sh | |
| 3 | Ishares TR CORE S&P TTL STK | $14.9M | 90.6K | 10.2% | ▲+8.5% Added · +7K sh | |
| 4 | Invesco Exch Traded FD TR II SHORT TERM ETF | $12.9M | 121.9K | 8.8% | ▲+8.3% Added · +9K sh | |
| 5 | Vanguard Index FDS SM CP VAL ETF | $8.4M | 34.7K | 5.8% | ▲+6.0% Added · +2K sh | |
| 6 | Ishares TR ISHS 1-5YR INVS | $8.0M | 151.8K | 5.4% | ▲+14% Added · +19K sh | |
| 7 | Vanguard Index FDS SML CP GRW ETF | $7.2M | 19.6K | 4.9% | ▲+5.3% Added · +996 sh | |
| 8 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $6.3M | 105.8K | 4.3% | ▲+9.0% Added · +9K sh | |
| 9 | Etfs Gold TR PHYSCL GOLD SHS | $5.6M | 146.5K | 3.8% | ▲+20% Added · +25K sh | |
| 10 | SPDR Series Trust ST STR P500VAL | $5.4M | 89.6K | 3.7% | ▲+12% Added · +10K sh | |
| 11 | Vanguard Index FDS TOTAL STK MKT | $5.2M | 13.9K | 3.5% | ▲+0.8% Added · +114 sh | |
| 12 | SPDR Series Trust ST STR P500GRW | $4.6M | 38.5K | 3.1% | ▲+2.4% Added · +909 sh | |
| 13 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $3.0M | 42.1K | 2.1% | ▼−1.4% Reduced · −622 sh | |
| 14 | Vanguard Scottsdale FDS SHRT TRM CORP BD | $2.8M | 35.2K | 1.9% | ▼−0.3% Reduced · −100 sh | |
| 15 | Schwab Strategic TR INTL EQTY ETF | $2.4M | 87.3K | 1.7% | ▼−1.4% Reduced · −1K sh | |
| 16 | Schwab Strategic TR US BRD MKT ETF | $2.3M | 79.3K | 1.6% | ▼−0.8% Reduced · −647 sh | |
| 17 | Ishares Inc CORE MSCI EMKT | $2.2M | 26.2K | 1.5% | ▼−0.5% Reduced · −143 sh | |
| 18 | Ishares Gold TR ISHARES NEW | $2.1M | 27.9K | 1.4% | ▼−0.1% Reduced · −20 sh | |
| 19 | Schwab Strategic TR US LCAP VA ETF | $2.0M | 57.4K | 1.4% | ▼−1.1% Reduced · −662 sh | |
| 20 | Apple Inc COM | $1.9M | 6.5K | 1.3% | ▼−29% Reduced · −3K sh | |
| 21 | SPDR Series Trust ST STR SP600GRWO | $1.4M | 11.9K | 1.0% | ▼−0.8% Reduced · −103 sh | |
| 22 | Vanguard World FD INF TECH ETF | $1.1M | 9.0K | 0.7% | ▲+700% Added · +8K sh | |
| 23 | Ishares TR 1 3 YR TREAS BD | $996K | 12.1K | 0.7% | ▲+41% Added · +4K sh | |
| 24 | Schwab Strategic TR US LCAP GR ETF | $993K | 29.3K | 0.7% | ▼−2.6% Reduced · −771 sh | |
| 25 | SPDR Series Trust ST STR SP600SM C | $885K | 8.1K | 0.6% | ▼−2.3% Reduced · −195 sh | |
| 26 | Vanguard Index FDS VALUE ETF | $839K | 3.8K | 0.6% | ▼−0.1% Reduced · −3 sh | |
| 27 | Vanguard Scottsdale FDS VNG RUS2000VAL | $706K | 3.6K | 0.5% | —Held | |
| 28 | Visa Inc COM CL A | $687K | 2.0K | 0.5% | —Held | |
| 29 | Alphabet Inc CAP STK CL A | $678K | 1.9K | 0.5% | —Held | |
| 30 | Alphabet Inc CAP STK CL C | $654K | 1.9K | 0.4% | —Held | |
| 31 | State STR SPDR S&P 500 ETF T TR UNIT | $653K | 874 | 0.4% | —Held | |
| 32 | Schwab Strategic TR US REIT ETF | $574K | 24.2K | 0.4% | —Held | |
| 33 | Mastercard Incorporated CL A | $528K | 1.0K | 0.4% | —Held | |
| 34 | Select Sector SPDR TR ST STR INDL ETF | $440K | 2.4K | 0.3% | —Held | |
| 35 | Vanguard Index FDS GROWTH ETF | $410K | 4.8K | 0.3% | ▲+408% Added · +4K sh | |
| 36 | Select Sector SPDR TR ST STR DISCR ETF | $393K | 3.4K | 0.3% | —Held | |
| 37 | Select Sector SPDR TR ST STR TECHN ETF | $392K | 2.1K | 0.3% | ▼−3.3% Reduced · −70 sh | |
| 38 | SPDR Index SHS FDS ST PORT MARK ETF | $384K | 7.4K | 0.3% | ▼−0.6% Reduced · −45 sh | |
| 39 | Vaneck ETF Trust INTRMDT MUNI ETF | $355K | 7.6K | 0.2% | —Held | |
| 40 | Select Sector SPDR TR ST STR CARE ETF | $355K | 2.2K | 0.2% | —Held | |
| 41 | Ishares TR NATIONAL MUN ETF | $346K | 3.2K | 0.2% | —Held | |
| 42 | Invesco Exchange Traded FD T S&P500 EQL WGT | $323K | 1.5K | 0.2% | —Held | |
| 43 | Select Sector SPDR TR ST STR UTIL ETF | $302K | 6.7K | 0.2% | —Held | |
| 44 | Vanguard World FD COMM SRVC ETF | $301K | 1.6K | 0.2% | —Held | |
| 45 | Ishares TR EAFE GRWTH ETF | $290K | 2.3K | 0.2% | —Held | |
| 46 | Autozone Inc COM | $284K | 89 | 0.2% | —Held | |
| 47 | Ishares TR RUS 2000 GRW ETF | $275K | 699 | 0.2% | ▼−1.1% Reduced · −8 sh | |
| 48 | Johnson & Johnson COM | $275K | 1.1K | 0.2% | —Held | |
| 49 | Fastenal Co COM | $273K | 5.7K | 0.2% | —Held | |
| 50 | Select Sector SPDR TR ST STR STAPL ETF | $249K | 3.0K | 0.2% | —Held |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.