DOSSIER · 13F-HR · Q1 2026
Clearstead Advisors, LLC
Clearstead's hedge fund based in London, UK — $10.9B in tracked AUM across 2,241 positions as of Q1 2026.
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Clearstead·London, UK·Hedge Fund
CIK 0000842775 · last filed Mar 31, 2026
AI Analysis · Q1 2026 · Q1 2026
Clearstead Advisors, LLC reported $10.9B in 13F holdings for the quarter ending 2026-03-31, concentrated in etf with leading positions in VOO, PCAR, MSFT. Notable moves this quarter: VOO INCREASED (+$255.2M); MSFT INCREASED (+$177.3M). 11 new positions initiated, 11 closed out, reflecting 61 total changes from the prior quarter.
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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