Clearstead Trust, LLC — 13F holdings

Clearstead Trust, LLC reported 970 holdings worth $765M in its 13F filing for Q2 2026, filed August 6, 2026.

Largest positions

1. QQQ Invesco Qqq Tr — $120M (15.7%)
2. ILCG ISHARES TR — $85.9M (11.2%)
3. QLD PROSHARES TR — $74.8M (9.8%)
4. IWF ISHARES TR — $34.2M (4.5%)
5. AAPL APPLE INC — $31.6M (4.1%)
6. MSFT MICROSOFT CORP — $22.3M (2.9%)
7. NVDA NVIDIA CORPORATION — $21.4M (2.8%)
8. GOOGL ALPHABET INC — $19.2M (2.5%)
9. CGCV CAPITAL GROUP CONSERVATIVE E — $17.6M (2.3%)
10. AVGO BROADCOM INC — $17.2M (2.2%)