DOSSIER · 13F-HR · Q2 2026

Clearstead Advisors, LLC

$10.6B in tracked AUM across 3,662 positions as of Q2 2026.

CA

CIK 0000842775 · last filed Jun 30, 2026

Total AUM

$10.6B

as of Q2 2026

Holdings

3,662

—

positions

Whale Score

63

63

tracked

Activity

—

no data

changes this Q

AI Analysis · Q2 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.

Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight

VANGUARD INDEX FDS

$997M1.5M9.4%02

$325M434K3.1%03

$300M1.0M2.8%04

$293M2.4M2.8%05

$243M2.0M2.3%06

VANGUARD INDEX FDS

$228M2.8M2.2%07

$213M571K2.0%08

VANGUARD INDEX FDS

$158M522K1.5%09

VANGUARD INDEX FDS

$157M718K1.5%10

STATE STR SPDR S&P 500 ETF T

Filing history

3,662 positionsView →2026Q1Mar 31

$10.9B▲ 38.0%

2,241 positionsView →2025Q4Dec 31

2,736 positionsView →2025Q3Sep 30

3,094 positionsView →2025Q2Jun 30

2,740 positionsLocked 2025Q1Mar 31

2,198 positionsLocked 2024Q4Dec 31

2,095 positionsLocked 2024Q3Sep 30

2,038 positionsLocked 2024Q2Jun 30

$5.9B▲ 190.2%

2,026 positionsLocked 2024Q1Mar 31

1,545 positionsLocked 2023Q4Dec 31

1,516 positionsLocked 2023Q3Sep 30

$3.4B▲ 108.9%

3,002 positionsLocked

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