Clearstead Advisors
$10.9B Assets Reported
2,893 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 1,663,062 | $994M | 9.1% |
| PCAR | PACCAR INC | 4,877,226 | $563M | 5.1% |
| MSFT | MICROSOFT CORP | 909,557 | $337M | 3.1% |
| AAPL | APPLE INC | 1,154,944 | $293M | 2.7% |
| IVV | ISHARES TR | 437,585 | $286M | 2.6% |
| IDEV | ISHARES TR | 3,053,125 | $255M | 2.3% |
| IWF | ISHARES TR | 538,892 | $230M | 2.1% |
| VO | VANGUARD INDEX FDS | 709,749 | $204M | 1.9% |
| AMZN | AMAZON COM INC | 926,168 | $193M | 1.8% |
| DIHP | DIMENSIONAL ETF TRUST | 5,528,400 | $178M | 1.6% |
Track Clearstead Advisors's 13F portfolio: $10.9B in reported holdings, 2,893 positions. Top holdings, AUM, and quarterly changes on SentiSense.