Clearstead Advisors, LLC — 13F holdings

Clearstead Advisors, LLC reported 3,662 holdings worth $10.6B in its 13F filing for Q2 2026, filed August 6, 2026.

Largest positions

  1. VOO VANGUARD INDEX FDS — $997M (9.4%)
  2. IVV ISHARES TR — $325M (3.1%)
  3. AAPL APPLE INC — $300M (2.8%)
  4. PCAR PACCAR INC — $293M (2.8%)
  5. IWF ISHARES TR — $243M (2.3%)
  6. VO VANGUARD INDEX FDS — $228M (2.2%)
  7. MSFT MICROSOFT CORP — $213M (2.0%)
  8. VB VANGUARD INDEX FDS — $158M (1.5%)
  9. VTV VANGUARD INDEX FDS — $157M (1.5%)
  10. SPY SPDR S&P 500 ETF TR — $153M (1.4%)