Clearstead Trust, LLC
Clearstead Trust, LLC reported 970 positions worth $765.0M as of June 30, 2026 (13F filed August 6, 2026). Largest holding: QQQ (15.7%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | QQQ | SH | $120.4M | 15.74% | 163,527 | — | — | |
| ▸ 2 | ILCG | SH | $85.9M | 11.23% | 734,041 | — | — | |
| ▸ 3 | QLD | SH | $74.8M | 9.77% | 772,566 | — | — | |
| ▸ 4 | IWF | SH | $34.2M | 4.47% | 275,194 | — | — | |
| ▸ 5 | AAPL | SH | $31.6M | 4.13% | 109,097 | — | — | |
| ▸ 6 | MSFT | SH | $22.3M | 2.92% | 59,890 | — | — | |
| ▸ 7 | NVDA | SH | $21.4M | 2.80% | 107,051 | — | — | |
| ▸ 8 | GOOGL | SH | $19.2M | 2.51% | 53,837 | — | — | |
| ▸ 9 | CGCV | SH | $17.6M | 2.30% | 535,806 | — | — | |
| ▸ 10 | AVGO | SH | $17.2M | 2.25% | 45,481 | — | — |
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Frequently Asked Questions
What stocks does Clearstead Trust, LLC hold as of Q2 2026?
Clearstead Trust, LLC reported 970 positions worth $765.0M in its Q2 2026 13F filing. Largest positions: QQQ (15.7%), ILCG (11.2%), QLD (9.8%), IWF (4.5%) and AAPL (4.1%).
What did Clearstead Trust, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Clearstead Trust, 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.