Clear Retirement Advice LLC reported 54 holdings worth US$146M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 15, 2026
Clear Retirement Advice LLC reported 54 holdings worth US$146M as of Jun 30, 2026. Largest: Apple Inc, Alphabet Inc (google) Class C and Visa Inc. Filed Jul 15, 2026 (Form 13F).
- Holdings
- 54
- Value as reported
- US$146M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Apple Inc | 6,525 | US$1.89M | 1.3% |
| Alphabet Inc (google) Class C | 3,728 | US$1.33M | 0.91% |
| Visa Inc. | 2,003 | US$687K | 0.47% |
| Mastercard Incorporated | 1,029 | US$528K | 0.36% |
| Autozone, Inc. | 89 | US$284K | 0.19% |
| Johnson & Johnson | 1,082 | US$275K | 0.19% |
| Fastenal Company | 5,694 | US$273K | 0.19% |
| Berkshire Hathaway Inc. | 453 | US$227K | 0.16% |
| Home Depot, Inc. (the) | 642 | US$226K | 0.16% |
| Tjx Companies, Inc. (the) | 1,433 | US$217K | 0.15% |