Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Clearstead Advisors, LLC (CIK 842775) reported $10.95B across 2,191 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VOO ($993.8M, 9.08%), PCAR ($563.3M, 5.15%), MSFT ($336.7M, 3.08%), AAPL ($293.1M, 2.68%), IVV ($285.8M, 2.61%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $993.8M | 9.08% | 1.7M | Added |
| 2 | PCAR | PACCAR INC | $563.3M | 5.15% | 4.9M | Added |
| 3 | MSFT | MICROSOFT CORP | $336.7M | 3.08% | 909,557 | Added |
| 4 | AAPL | APPLE INC | $293.1M | 2.68% | 1.2M | Added |
| 5 | IVV | ISHARES TR | $285.8M | 2.61% | 437,585 | Added |
| 6 | IDEV | ISHARES TR | $255.1M | 2.33% | 3.1M | Added |
| 7 | IWF | ISHARES TR | $229.8M | 2.10% | 538,892 | Trimmed |
| 8 | VO | VANGUARD INDEX FDS | $203.8M | 1.86% | 709,749 | Added |
| 9 | AMZN | AMAZON COM INC | $192.9M | 1.76% | 926,168 | Added |
| 10 | DIHP | DIMENSIONAL ETF TRUST | $178.1M | 1.63% | 5.5M | New |
| 11 | VTI | VANGUARD INDEX FDS | $174.2M | 1.59% | 542,873 | Added |
| 12 | SPY | STATE STR SPDR S&P 500 ETF T | $164.1M | 1.50% | 252,353 | Added |
| 13 | VTV | VANGUARD INDEX FDS | $147.3M | 1.35% | 750,841 | Added |
| 14 | VMBS | VANGUARD SCOTTSDALE FDS | $141.7M | 1.29% | 3.0M | Added |
| 15 | SPDW | SPDR INDEX SHS FDS | $141.5M | 1.29% | 3.1M | Added |
| 16 | VB | VANGUARD INDEX FDS | $137.5M | 1.26% | 525,158 | Trimmed |
| 17 | NVDA | NVIDIA CORPORATION | $136.4M | 1.25% | 782,212 | Added |
| 18 | RSP | INVESCO EXCHANGE TRADED FD T | $126.8M | 1.16% | 660,464 | Trimmed |
| 19 | FNDA | SCHWAB STRATEGIC TR | $121.4M | 1.11% | 3.7M | Added |
| 20 | GOOGL | ALPHABET INC | $115.6M | 1.06% | 401,869 | Added |
| 21 | DFAI | DIMENSIONAL ETF TRUST | $105.8M | 0.97% | 2.7M | Added |
| 22 | VEA | VANGUARD TAX-MANAGED FDS | $99.9M | 0.91% | 1.6M | Added |
| 23 | DUHP | DIMENSIONAL ETF TRUST | $99.8M | 0.91% | 2.7M | New |
| 24 | IEFA | ISHARES TR | $93.3M | 0.85% | 1.0M | Added |
| 25 | IXUS | ISHARES TR | $91.0M | 0.83% | 1.1M | Added |
Source: SEC Form 13F filings · as of 2026-03-31