# EDGAR Filing Document

**Accession Number:** 0002097856
**File Stem:** 0002097856-26-000001
**Filing Date:** 2026-1
**Character Count:** 15818
**Document Hash:** 1e91f856bdfa729e9ef01a6cb5cd6883
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002097856-26-000001.hdr.sgml**: 20260109

**ACCESSION NUMBER**: 0002097856-26-000001

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260109

**DATE AS OF CHANGE**: 20260109

**EFFECTIVENESS DATE**: 20260109

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Clear Trail Advisors, LLC
- **CENTRAL INDEX KEY:** 0002097856

**ORGANIZATION NAME:**
- **EIN:** 334058016
- **STATE OF INCORPORATION:** TX
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-25908
- **FILM NUMBER:** 26522733

**BUSINESS ADDRESS:**
- **STREET 1:** 5847 SAN FELIPE STREET
- **STREET 2:** SUITE 2380
- **CITY:** HOUSTON
- **STATE:** TX
- **ZIP:** 77057
- **BUSINESS PHONE:** 713-893-9870

**MAIL ADDRESS:**
- **STREET 1:** 5847 SAN FELIPE STREET
- **STREET 2:** SUITE 2380
- **CITY:** HOUSTON
- **STATE:** TX
- **ZIP:** 77057

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Clear Trail Advisors LLC<br>**Address:** 5847 SAN FELIPE STREET<br>SUITE 2380<br>HOUSTON, TX 77057

**Form 13F File Number:** 028-25908

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Matthew Kerns<br>**Title:** Chief Compliance Officer<br>**Phone:** 713.893.9873

**Signature, Place, and Date of Signing:**

Matthew Kerns  Houston, TX  01-09-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 126

**Form 13F Information Table Value Total:** $431044730

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABBVIE INC | COM | 00287Y109 |  | 1338037 | 5856 | SH |  | SOLE |  | 0 | 0 | 5856 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 |  | 934594 | 4364 | SH |  | SOLE |  | 0 | 0 | 4364 |
| AGNICO EAGLE MINES LTD | COM | 008474108 |  | 1740056 | 10264 | SH |  | SOLE |  | 0 | 0 | 10264 |
| AIR PRODS  CHEMS INC | COM | 009158106 |  | 3990529 | 16155 | SH |  | SOLE |  | 0 | 0 | 16155 |
| ALLSTATE CORP | COM | 020002101 |  | 535226 | 2571 | SH |  | SOLE |  | 0 | 0 | 2571 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 2077743 | 6638 | SH |  | SOLE |  | 0 | 0 | 6638 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 481388 | 1534 | SH |  | SOLE |  | 0 | 0 | 1534 |
| ALPS ETF TR | ALERIAN MLP | 00162Q452 |  | 789325 | 16787 | SH |  | SOLE |  | 0 | 0 | 16787 |
| AMAZON COM INC | COM | 023135106 |  | 1428314 | 6188 | SH |  | SOLE |  | 0 | 0 | 6188 |
| AMERICAN ELEC PWR CO INC | COM | 025537101 |  | 342701 | 2972 | SH |  | SOLE |  | 0 | 0 | 2972 |
| AMERICAN EXPRESS CO | COM | 025816109 |  | 5000731 | 13517 | SH |  | SOLE |  | 0 | 0 | 13517 |
| AMGEN INC | COM | 031162100 |  | 2637791 | 8059 | SH |  | SOLE |  | 0 | 0 | 8059 |
| AMPLIFY ETF TR | CWP ENHANCED DIV | 032108409 |  | 16392346 | 368367 | SH |  | SOLE |  | 0 | 0 | 368367 |
| AMPLIFY ETF TR | CWP GROWTH  INC | 032108524 |  | 315161 | 10860 | SH |  | SOLE |  | 0 | 0 | 10860 |
| AMPLIFY ETF TR | CWP INTL ENHANCE | 032108722 |  | 212505 | 5541 | SH |  | SOLE |  | 0 | 0 | 5541 |
| ANALOG DEVICES INC | COM | 032654105 |  | 4647669 | 17137 | SH |  | SOLE |  | 0 | 0 | 17137 |
| APOLLO GLOBAL MGMT INC | COM | 03769M106 |  | 1912714 | 13213 | SH |  | SOLE |  | 0 | 0 | 13213 |
| APPLE INC | COM | 037833100 |  | 21945871 | 80725 | SH |  | SOLE |  | 0 | 0 | 80725 |
| AT INC | COM | 00206R102 |  | 425559 | 17132 | SH |  | SOLE |  | 0 | 0 | 17132 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 262886 | 523 | SH |  | SOLE |  | 0 | 0 | 523 |
| BEST BUY INC | COM | 086516101 |  | 2297892 | 34333 | SH |  | SOLE |  | 0 | 0 | 34333 |
| BLUE OWL CAPITAL INC | COM CL A | 09581B103 |  | 210043 | 14059 | SH |  | SOLE |  | 0 | 0 | 14059 |
| BROADCOM INC | COM | 11135F101 |  | 17235207 | 49798 | SH |  | SOLE |  | 0 | 0 | 49798 |
| BROOKFIELD ASSET MANAGMT LTD | CL A LMT VTG SHS | 113004105 |  | 698254 | 13328 | SH |  | SOLE |  | 0 | 0 | 13328 |
| BROOKFIELD INFRAST PARTNERS | LP INT UNIT | G16252101 |  | 242972 | 6994 | SH |  | SOLE |  | 0 | 0 | 6994 |
| CALAMOS CONV OPPORTUNITIES | SH BEN INT | 128117108 |  | 143042 | 13649 | SH |  | SOLE |  | 0 | 0 | 13649 |
| CATERPILLAR INC | COM | 149123101 |  | 4837314 | 8444 | SH |  | SOLE |  | 0 | 0 | 8444 |
| CHEVRON CORP NEW | COM | 166764100 |  | 10167465 | 66711 | SH |  | SOLE |  | 0 | 0 | 66711 |
| CHUBB LIMITED | COM | H1467J104 |  | 6424769 | 20584 | SH |  | SOLE |  | 0 | 0 | 20584 |
| CINCINNATI FINL CORP | COM | 172062101 |  | 350648 | 2147 | SH |  | SOLE |  | 0 | 0 | 2147 |
| CISCO SYS INC | COM | 17275R102 |  | 798505 | 10366 | SH |  | SOLE |  | 0 | 0 | 10366 |
| CME GROUP INC | COM | 12572Q105 |  | 10014437 | 36672 | SH |  | SOLE |  | 0 | 0 | 36672 |
| COCA COLA CO | COM | 191216100 |  | 2946986 | 42154 | SH |  | SOLE |  | 0 | 0 | 42154 |
| COMCAST CORP NEW | CL A | 20030N101 |  | 2729559 | 91320 | SH |  | SOLE |  | 0 | 0 | 91320 |
| CONOCOPHILLIPS | COM | 20825C104 |  | 403740 | 4313 | SH |  | SOLE |  | 0 | 0 | 4313 |
| CUMMINS INC | COM | 231021106 |  | 445112 | 872 | SH |  | SOLE |  | 0 | 0 | 872 |
| DARDEN RESTAURANTS INC | COM | 237194105 |  | 29331284 | 159392 | SH |  | SOLE |  | 0 | 0 | 159392 |
| DBX ETF TR | XTRACK MSCI EAFE | 233051200 |  | 581265 | 12082 | SH |  | SOLE |  | 0 | 0 | 12082 |
| DEXCOM INC | COM | 252131107 |  | 249286 | 3756 | SH |  | SOLE |  | 0 | 0 | 3756 |
| DIAMONDBACK ENERGY INC | COM | 25278X109 |  | 367787 | 2447 | SH |  | SOLE |  | 0 | 0 | 2447 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 |  | 1966198 | 16775 | SH |  | SOLE |  | 0 | 0 | 16775 |
| EATON CORP PLC | SHS | G29183103 |  | 10964707 | 34425 | SH |  | SOLE |  | 0 | 0 | 34425 |
| EDWARDS LIFESCIENCES CORP | COM | 28176E108 |  | 512097 | 6007 | SH |  | SOLE |  | 0 | 0 | 6007 |
| EMERSON ELEC CO | COM | 291011104 |  | 619802 | 4670 | SH |  | SOLE |  | 0 | 0 | 4670 |
| ENBRIDGE INC | COM | 29250N105 |  | 1749334 | 36574 | SH |  | SOLE |  | 0 | 0 | 36574 |
| ENERGY TRANSFER L P | COM UT LTD PTN | 29273V100 |  | 3046933 | 184775 | SH |  | SOLE |  | 0 | 0 | 184775 |
| ENTERPRISE PRODS PARTNERS L | COM | 293792107 |  | 3467202 | 108147 | SH |  | SOLE |  | 0 | 0 | 108147 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 28728287 | 238726 | SH |  | SOLE |  | 0 | 0 | 238726 |
| FIDELITY NATL INFORMATION SV | COM | 31620M106 |  | 2589599 | 38965 | SH |  | SOLE |  | 0 | 0 | 38965 |
| FIRST HORIZON CORPORATION | COM | 320517105 |  | 507445 | 21232 | SH |  | SOLE |  | 0 | 0 | 21232 |
| FOUR CORNERS PPTY TR INC | COM | 35086T109 |  | 1327680 | 57575 | SH |  | SOLE |  | 0 | 0 | 57575 |
| GENERAL MLS INC | COM | 370334104 |  | 24981753 | 537242 | SH |  | SOLE |  | 0 | 0 | 537242 |
| GLOBAL X FDS | GLB X MLP ENRG I | 37954Y293 |  | 214700 | 3547 | SH |  | SOLE |  | 0 | 0 | 3547 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 |  | 5023661 | 5715 | SH |  | SOLE |  | 0 | 0 | 5715 |
| HALLIBURTON CO | COM | 406216101 |  | 448753 | 15879 | SH |  | SOLE |  | 0 | 0 | 15879 |
| HOME DEPOT INC | COM | 437076102 |  | 9607296 | 27920 | SH |  | SOLE |  | 0 | 0 | 27920 |
| INTERCONTINENTAL EXCHANGE INC | COM | 45866F104 |  | 582023 | 3594 | SH |  | SOLE |  | 0 | 0 | 3594 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 4028160 | 13599 | SH |  | SOLE |  | 0 | 0 | 13599 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 2469227 | 4020 | SH |  | SOLE |  | 0 | 0 | 4020 |
| IQVIA HLDGS INC | COM | 46266C105 |  | 588320 | 2610 | SH |  | SOLE |  | 0 | 0 | 2610 |
| ISHARES TR | CORE S TTL STK | 464287150 |  | 216047 | 1453 | SH |  | SOLE |  | 0 | 0 | 1453 |
| ISHARES TR | CORE S ETF | 464287200 |  | 397265 | 580 | SH |  | SOLE |  | 0 | 0 | 580 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 506431 | 1070 | SH |  | SOLE |  | 0 | 0 | 1070 |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 |  | 374405 | 1780 | SH |  | SOLE |  | 0 | 0 | 1780 |
| ISHARES TR | RUS MID CAP ETF | 464287499 |  | 210542 | 2187 | SH |  | SOLE |  | 0 | 0 | 2187 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 |  | 224744 | 913 | SH |  | SOLE |  | 0 | 0 | 913 |
| ISHARES TR | S MC 400GR ETF | 464287606 |  | 235225 | 2428 | SH |  | SOLE |  | 0 | 0 | 2428 |
| ISHARES TR | SELECT DIVID ETF | 464287168 |  | 282280 | 2000 | SH |  | SOLE |  | 0 | 0 | 2000 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 |  | 478993 | 9468 | SH |  | SOLE |  | 0 | 0 | 9468 |
| JANUS DETROIT STR TR | HENDRSN SHRT ETF | 47103U886 |  | 5454357 | 110996 | SH |  | SOLE |  | 0 | 0 | 110996 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 6424256 | 31043 | SH |  | SOLE |  | 0 | 0 | 31043 |
| JOHNSON CTLS INTL PLC | SHS | G51502105 |  | 5104344 | 42625 | SH |  | SOLE |  | 0 | 0 | 42625 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 17616193 | 54671 | SH |  | SOLE |  | 0 | 0 | 54671 |
| L3HARRIS TECHNOLOGIES INC | COM | 502431109 |  | 561141 | 1911 | SH |  | SOLE |  | 0 | 0 | 1911 |
| LOCKHEED MARTIN CORP | COM | 539830109 |  | 226358 | 468 | SH |  | SOLE |  | 0 | 0 | 468 |
| MARATHON PETE CORP | COM | 56585A102 |  | 8143991 | 50077 | SH |  | SOLE |  | 0 | 0 | 50077 |
| MCDONALDS CORP | COM | 580135101 |  | 3973548 | 13001 | SH |  | SOLE |  | 0 | 0 | 13001 |
| MEDTRONIC PLC | SHS | G5960L103 |  | 4285429 | 44612 | SH |  | SOLE |  | 0 | 0 | 44612 |
| MERCK  CO INC | COM | 58933Y105 |  | 7965155 | 75671 | SH |  | SOLE |  | 0 | 0 | 75671 |
| META PLATFORMS INC | CL A | 30303M102 |  | 3666186 | 5554 | SH |  | SOLE |  | 0 | 0 | 5554 |
| MICROCHIP TECHNOLOGY INC. | COM | 595017104 |  | 560889 | 8802 | SH |  | SOLE |  | 0 | 0 | 8802 |
| MICROSOFT CORP | COM | 594918104 |  | 19288580 | 39884 | SH |  | SOLE |  | 0 | 0 | 39884 |
| MOTOROLA SOLUTIONS INC | COM NEW | 620076307 |  | 9075954 | 23677 | SH |  | SOLE |  | 0 | 0 | 23677 |
| MPLX LP | COM UNIT REP LTD | 55336V100 |  | 1602701 | 30030 | SH |  | SOLE |  | 0 | 0 | 30030 |
| NEWMONT CORP | COM | 651639106 |  | 274654 | 2751 | SH |  | SOLE |  | 0 | 0 | 2751 |
| NEXTERA ENERGY INC | COM | 65339F101 |  | 2918435 | 36353 | SH |  | SOLE |  | 0 | 0 | 36353 |
| NUCOR CORP | COM | 670346105 |  | 571701 | 3505 | SH |  | SOLE |  | 0 | 0 | 3505 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 444989 | 2386 | SH |  | SOLE |  | 0 | 0 | 2386 |
| NXP SEMICONDUCTORS N V | COM | N6596X109 |  | 538743 | 2482 | SH |  | SOLE |  | 0 | 0 | 2482 |
| ONEOK INC NEW | COM | 682680103 |  | 1383227 | 18819 | SH |  | SOLE |  | 0 | 0 | 18819 |
| ORACLE CORP | COM | 68389X105 |  | 648466 | 3327 | SH |  | SOLE |  | 0 | 0 | 3327 |
| PEPSICO INC | COM | 713448108 |  | 210831 | 1469 | SH |  | SOLE |  | 0 | 0 | 1469 |
| PLAINS ALL AMERN PIPELINE L | UNIT LTD PARTN | 726503105 |  | 1009159 | 56189 | SH |  | SOLE |  | 0 | 0 | 56189 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 1744369 | 12172 | SH |  | SOLE |  | 0 | 0 | 12172 |
| PUBLIC SVC ENTERPRISE GRP IN | COM | 744573106 |  | 2008870 | 25017 | SH |  | SOLE |  | 0 | 0 | 25017 |
| QUALCOMM INC | COM | 747525103 |  | 709344 | 4147 | SH |  | SOLE |  | 0 | 0 | 4147 |
| REALTY INCOME CORP | COM | 756109104 |  | 3516973 | 62391 | SH |  | SOLE |  | 0 | 0 | 62391 |
| REPUBLIC SVCS INC | COM | 760759100 |  | 317895 | 1500 | SH |  | SOLE |  | 0 | 0 | 1500 |
| RITHM CAPITAL CORP | COM NEW | 64828T201 |  | 145798 | 13376 | SH |  | SOLE |  | 0 | 0 | 13376 |
| ROYAL BK CDA | COM | 780087102 |  | 1286347 | 7545 | SH |  | SOLE |  | 0 | 0 | 7545 |
| RTX CORPORATION | COM | 75513E101 |  | 4593070 | 25044 | SH |  | SOLE |  | 0 | 0 | 25044 |
| S GLOBAL INC | COM | 78409V104 |  | 493888 | 945 | SH |  | SOLE |  | 0 | 0 | 945 |
| SALESFORCE INC | COM | 79466L302 |  | 759463 | 2867 | SH |  | SOLE |  | 0 | 0 | 2867 |
| SHELL PLC | SPON ADS | 780259305 |  | 300313 | 4087 | SH |  | SOLE |  | 0 | 0 | 4087 |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | 78467X109 |  | 302279 | 629 | SH |  | SOLE |  | 0 | 0 | 629 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 1670022 | 2449 | SH |  | SOLE |  | 0 | 0 | 2449 |
| SPDR S MIDCAP 400 ETF TR | UTSER1 S | 78467Y107 |  | 574926 | 953 | SH |  | SOLE |  | 0 | 0 | 953 |
| SPDR SER TR | BLOOMBERG 1-3 MO | 78468R663 |  | 4016151 | 43950 | SH |  | SOLE |  | 0 | 0 | 43950 |
| SPDR SER TR | S DIVID ETF | 78464A763 |  | 401477 | 2885 | SH |  | SOLE |  | 0 | 0 | 2885 |
| STELLAR BANCORP INC | COM | 858927106 |  | 1434630 | 46368 | SH |  | SOLE |  | 0 | 0 | 46368 |
| STERIS PLC | SHS USD | G8473T100 |  | 496899 | 1960 | SH |  | SOLE |  | 0 | 0 | 1960 |
| TESLA INC | COM | 88160R101 |  | 720901 | 1603 | SH |  | SOLE |  | 0 | 0 | 1603 |
| TEXAS INSTRS INC | COM | 882508104 |  | 725015 | 4179 | SH |  | SOLE |  | 0 | 0 | 4179 |
| TJX COS INC NEW | COM | 872540109 |  | 4324849 | 28155 | SH |  | SOLE |  | 0 | 0 | 28155 |
| TRANE TECHNOLOGIES PLC | SHS | G8994E103 |  | 1245440 | 3200 | SH |  | SOLE |  | 0 | 0 | 3200 |
| ULTIMUS MANAGERS TR | WESTWOOD SALIENT | 90386K589 |  | 686941 | 26001 | SH |  | SOLE |  | 0 | 0 | 26001 |
| UNION PAC CORP | COM | 907818108 |  | 3133562 | 13546 | SH |  | SOLE |  | 0 | 0 | 13546 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 2278542 | 6902 | SH |  | SOLE |  | 0 | 0 | 6902 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 1431320 | 4269 | SH |  | SOLE |  | 0 | 0 | 4269 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 4945315 | 121417 | SH |  | SOLE |  | 0 | 0 | 121417 |
| VISA INC | COM CL A | 92826C839 |  | 5322786 | 15177 | SH |  | SOLE |  | 0 | 0 | 15177 |
| WALMART INC | COM | 931142103 |  | 13373099 | 120035 | SH |  | SOLE |  | 0 | 0 | 120035 |
| WASTE MGMT INC DEL | COM | 94106L109 |  | 329565 | 1500 | SH |  | SOLE |  | 0 | 0 | 1500 |
| WELLTOWER INC | COM | 95040Q104 |  | 304215 | 1639 | SH |  | SOLE |  | 0 | 0 | 1639 |
| WILLIAMS COS INC | COM | 969457100 |  | 959897 | 15969 | SH |  | SOLE |  | 0 | 0 | 15969 |
| WISDOMTREE TR | US HIGH DIVIDEND | 97717W208 |  | 305460 | 3000 | SH |  | SOLE |  | 0 | 0 | 3000 |

---