account_balance
Investment manager · 13F filer · SEC CIK 2097856
Clear Trail Advisors, LLC
Reported value$657Mas of Sep 30, 2026
Positions159 5 new, 7 sold out
Top 10 weight32.6%XOM alone is 5%
FiledOct 2020 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
XOMExxonMobil Holdings Corp
5.3%Trimmed −9%
DRIDarden Restaurants Inc
4.7%
AAPLApple Inc.
3.6%Trimmed −6%
MSFTMicrosoft Corp
3.1%Trimmed −9%
DIVOAmplify ETF Tr
2.9%
JMUBJ P Morgan Exchange Traded F
2.7%
CGMUCapital GRP Fixed Incm ETF T
2.6%
JPMJPMorgan Chase & Co
2.6%Trimmed −5%
CVXChevron Corp
2.6%
AVGOBroadcom Inc.
2.5%
MPCMarathon Petroleum Corp
2.4%−13%
CGCBCapital GRP Fixed Incm ETF T
2.4%
XOMExxonMobil Holdings Corp
5.3%Trimmed −9%
DRIDarden Restaurants Inc
4.7%
AAPLApple Inc.
3.6%−6%
MSFTMicrosoft Corp
3.1%−9%
DIVOAmplify ETF Tr
2.9%
JMUBJ P Morgan Exchange Traded F
2.7%
CGMUCapital GRP Fixed Incm ETF T
2.6%
JPMJPMorgan Chase & Co
2.6%
CVXChevron Corp
2.6%
AVGO2.5%MPC2.4%CGCB2.4%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
XOM ExxonMobil Holdings Corp 5.3% Trimmed −9%DRI Darden Restaurants Inc 4.7% HeldAAPL Apple Inc. 3.6% Trimmed −6%MSFT Microsoft Corp 3.1% Trimmed −9%
DIVO Amplify ETF Tr 2.9% Held
JMUB J P Morgan Exchange Traded F 2.7% Held
CGMU Capital GRP Fixed Incm ETF T 2.6% Held
JPM JPMorgan Chase & Co 2.6% Trimmed −5%CVX Chevron Corp 2.6% HeldAVGO Broadcom Inc. 2.5% HeldMPC Marathon Petroleum Corp 2.4% Trimmed −13%CGCB Capital GRP Fixed Incm ETF T 2.4% Held
What changed
Biggest moves since Jun 30, 2026
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