§ 13F · FUND PROFILE
Clearstead Advisors, LLC.
AUM · $10.6B (13F)Positions · 3662Turnover · n/a · Q2Filed · Aug 6, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$196M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 1.45M | $997M | 9.4% | −13% |
| 2 | IVV | ISHARES TR | 434K | $325M | 3.1% | −1% |
| 3 | AAPL | APPLE INC | 1.03M | $298M | 2.8% | −10% |
| 4 | PCAR | PACCAR INC | 2.44M | $293M | 2.8% | −50% |
| 5 | IWF | ISHARES TR | 1.96M | $243M | 2.3% | +263% |
| 6 | VO | VANGUARD INDEX FDS | 2.83M | $228M | 2.2% | +299% |
| 7 | MSFT | MICROSOFT CORP | 571K | $213M | 2.0% | −37% |
| 8 | VB | VANGUARD INDEX FDS | 522K | $158M | 1.5% | −1% |
| 9 | VTV | VANGUARD INDEX FDS | 718K | $157M | 1.5% | −4% |
| 10 | SPY | STATE STR SPDR S&P 500 ETF T | 205K | $153M | 1.4% | −19% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CLEARSTEAD SIGNAL
AC read
Clearstead Advisors, LLC is a Other fund managing $10.6 billion in assets. The fund runs a massive portfolio of 3,662 positions.
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