Clearstead Advisors, LLC
Clearstead Advisors, LLC reported 3,662 positions worth $10.59B as of June 30, 2026 (13F filed August 6, 2026). Largest holding: VOO (9.4%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VOO | SH | $996.5M | 9.41% | 1,450,939 | — | — | |
| ▸ 2 | IVV | SH | $324.8M | 3.07% | 433,690 | — | — | |
| ▸ 3 | AAPL | SH | $298.2M | 2.81% | 1,030,593 | — | — | |
| ▸ 4 | PCAR | SH | $293.4M | 2.77% | 2,442,741 | — | — | |
| ▸ 5 | IWF | SH | $243.2M | 2.30% | 1,958,655 | — | — | |
| ▸ 6 | VO | SH | $228.3M | 2.15% | 2,833,612 | — | — | |
| ▸ 7 | MSFT | SH | $212.9M | 2.01% | 570,657 | — | — | |
| ▸ 8 | VB | SH | $158.3M | 1.49% | 522,390 | — | — | |
| ▸ 9 | VTV | SH | $156.6M | 1.48% | 718,373 | — | — | |
| ▸ 10 | SPY | SH | $153.2M | 1.45% | 205,100 | — | — |
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Frequently Asked Questions
What stocks does Clearstead Advisors, LLC hold as of Q2 2026?
Clearstead Advisors, LLC reported 3662 positions worth $10.59B in its Q2 2026 13F filing. Largest positions: VOO (9.4%), IVV (3.1%), AAPL (2.8%), PCAR (2.8%) and IWF (2.3%).
What did Clearstead Advisors, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Clearstead Advisors, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.