Clearstead Advisors, LLC 13F Holdings · Q2 2026
Clearstead Advisors, LLC reported 3,644 securities worth $10.59B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: VOO (9.41%), IVV (3.07%), AAPL (2.83%). Among its top 25 positions this quarter: 1 new, 5 added, 19 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $996.5M | 9.41% | 1.5M | Trimmed |
| 2 | IVV | ISHARES TR | $324.8M | 3.07% | 433,690 | Trimmed |
| 3 | AAPL | APPLE INC | $299.6M | 2.83% | 1.0M | Trimmed |
| 4 | PCAR | PACCAR INC | $293.4M | 2.77% | 2.4M | Trimmed |
| 5 | IWF | ISHARES TR | $243.2M | 2.30% | 2.0M | Added |
| 6 | VO | VANGUARD INDEX FDS | $228.3M | 2.15% | 2.8M | Added |
| 7 | MSFT | MICROSOFT CORP | $212.9M | 2.01% | 570,657 | Trimmed |
| 8 | VB | VANGUARD INDEX FDS | $158.3M | 1.49% | 522,390 | Trimmed |
| 9 | VTV | VANGUARD INDEX FDS | $156.6M | 1.48% | 718,373 | Trimmed |
| 10 | SPY | STATE STR SPDR S&P 500 ETF T | $153.2M | 1.45% | 205,100 | Trimmed |
| 11 | AMZN | AMAZON COM INC | $151.1M | 1.43% | 634,086 | Trimmed |
| 12 | SPDW | SPDR INDEX SHS FDS | $151.5M | 1.43% | 3.0M | Trimmed |
| 13 | IDEV | ISHARES TR | $146.7M | 1.39% | 1.6M | Trimmed |
| 14 | VMBS | VANGUARD SCOTTSDALE FDS | $147.2M | 1.39% | 3.1M | Added |
| 15 | VTI | VANGUARD INDEX FDS | $132.4M | 1.25% | 357,872 | Trimmed |
| 16 | NVDA | NVIDIA CORPORATION | $129.7M | 1.22% | 643,264 | Trimmed |
| 17 | GOOGL | ALPHABET INC | $127.0M | 1.20% | 355,358 | Trimmed |
| 18 | BGGG | BAILLIE GIFFORD ETF TR | $124.1M | 1.17% | 3.5M | New |
| 19 | DFAI | DIMENSIONAL ETF TRUST | $117.3M | 1.11% | 2.8M | Added |
| 20 | IEFA | ISHARES TR | $105.9M | 1.00% | 1.1M | Added |
| 21 | DIHP | DIMENSIONAL ETF TRUST | $103.7M | 0.98% | 3.0M | Trimmed |
| 22 | IXUS | ISHARES TR | $100.0M | 0.94% | 1.0M | Trimmed |
| 23 | DLN | WISDOMTREE TR | $90.8M | 0.86% | 942,613 | Trimmed |
| 24 | RSP | INVESCO EXCHANGE TRADED FD T | $88.5M | 0.84% | 416,058 | Trimmed |
| 25 | JPM | JPMORGAN CHASE & CO | $86.3M | 0.81% | 263,732 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR