§ 13F · FUND PROFILE
Clearstead Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $7.6B (13F)Positions · 3094Turnover · — · Q1Filed · May 6, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$607M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 1.66M | $989M | 9.0% | +41% |
| 2 | PCAR | PACCAR INC | 4.88M | $563M | 5.1% | +49410% |
| 3 | MSFT | MICROSOFT CORP | 910K | $337M | 3.1% | +176% |
| 4 | AAPL | APPLE INC | 1.15M | $292M | 2.7% | +16% |
| 5 | IVV | ISHARES TR | 438K | $286M | 2.6% | +1% |
| 6 | IDEV | ISHARES TR | 3.05M | $255M | 2.3% | +1000000% |
| 7 | IWF | ISHARES TR | 539K | $230M | 2.1% | −2% |
| 8 | VO | VANGUARD INDEX FDS | 710K | $204M | 1.9% | +1% |
| 9 | AMZN | AMAZON COM INC | 926K | $193M | 1.8% | +143% |
| 10 | DIHP | DIMENSIONAL ETF TRUST | 5.53M | $178M | 1.6% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CLEARSTEAD SIGNAL
AC read
Clearstead Advisors, LLC is a Other fund managing $7.6 billion in assets. The fund runs a massive portfolio of 3,094 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed