Clearstead Trust
$765M 13F equity value
1,035 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Clearstead Trust 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 |
|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | 163,527 | $120M | 15.7% |
| ILCG | ISHARES TR | 734,041 | $86M | 11.2% |
| QLD | PROSHARES TR | 772,566 | $75M | 9.8% |
| IWF | ISHARES TR | 275,194 | $34M | 4.5% |
| AAPL | APPLE INC | 109,097 | $32M | 4.1% |
| MSFT | MICROSOFT CORP | 59,890 | $22M | 2.9% |
| NVDA | NVIDIA CORPORATION | 107,051 | $21M | 2.8% |
| GOOGL | ALPHABET INC | 53,837 | $19M | 2.5% |
| CGCV | CAPITAL GROUP CONSERVATIVE E | 535,806 | $18M | 2.3% |
| AVGO | BROADCOM INC | 45,481 | $17M | 2.2% |
Track Clearstead Trust's 13F portfolio: $765M in reported holdings, 1,035 positions. Top holdings and quarterly changes on SentiSense.
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