§ 13F · FUND PROFILE
Clearstead Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $7118.4T (13F)Positions · 2740Turnover · — · Q4Filed · Feb 9, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$14.6T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 9, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 1.17M | $734.0T | 9.3% | −1% |
| 2 | IVV | ISHARES TR | 433K | $296.5T | 3.7% | −1% |
| 3 | AAPL | APPLE INC | 987K | $268.4T | 3.4% | +3% |
| 4 | IWF | ISHARES TR | 548K | $259.3T | 3.3% | −1% |
| 5 | VO | VANGUARD INDEX FDS | 702K | $203.6T | 2.6% | +1% |
| 6 | MSFT | MICROSOFT CORP | 330K | $159.4T | 2.0% | +5% |
| 7 | VB | VANGUARD INDEX FDS | 546K | $140.9T | 1.8% | +1% |
| 8 | SPDW | SPDR INDEX SHS FDS | 3.04M | $135.1T | 1.7% | +3% |
| 9 | VTV | VANGUARD INDEX FDS | 694K | $132.6T | 1.7% | +2% |
| 10 | RSP | INVESCO EXCHANGE TRADED FD T | 681K | $130.5T | 1.6% | +12% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CLEARSTEAD SIGNAL
AC read
Clearstead Advisors, LLC is a Other fund managing $7118445.1 trillion in assets. The fund runs a massive portfolio of 2,740 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed