Clearstead Advisors
$10.6B 13F equity value
3,734 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Clearstead Advisors covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 1,450,939 | $997M | 9.4% |
| IVV | ISHARES TR | 433,690 | $325M | 3.1% |
| AAPL | APPLE INC | 1,030,593 | $298M | 2.8% |
| PCAR | PACCAR INC | 2,442,741 | $293M | 2.8% |
| IWF | ISHARES TR | 1,958,655 | $243M | 2.3% |
| VO | VANGUARD INDEX FDS | 2,833,612 | $228M | 2.2% |
| MSFT | MICROSOFT CORP | 570,657 | $213M | 2.0% |
| VB | VANGUARD INDEX FDS | 522,390 | $158M | 1.5% |
| VTV | VANGUARD INDEX FDS | 718,373 | $157M | 1.5% |
| SPY | STATE STR SPDR S&P 500 ETF T | 205,100 | $153M | 1.4% |
Track Clearstead Advisors's 13F portfolio: $10.6B in reported holdings, 3,734 positions. Top holdings and quarterly changes on SentiSense.
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