13F Insight
DOSSIER · 13F-HR · Q1 2026

Clearstead Advisors, LLC

$10.9B in tracked AUM across 2,241 positions as of Q1 2026.

CA
CIK 0000842775 · last filed Mar 31, 2026
Total AUM
$10.9B
as of Q1 2026
Holdings
2,241
—
positions
Whale Score
60
60
tracked
Activity
—
no data
changes this Q
AI Analysis · 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.

Clearstead Advisors, LLC entered 2026-03-31 with $10.9B in reported 13F holdings, placing it among the institution's recent AUM range. The portfolio maintains a etf tilt, with the top five positions accounting for a meaningful share of the overall book.

Top Holdings

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.

#HoldingValueSharesWeight
01
VOO
VANGUARD INDEX FDS
$994M1.7M9.1%02
PCAR
PACCAR INC
$563M4.9M5.1%03
MSFT
MICROSOFT CORP
$337M910K3.1%04
AAPL
APPLE INC
$293M1.2M2.7%05
IVV
ISHARES TR
$286M438K2.6%06
IDEV
ISHARES TR
$255M3.1M2.3%07
IWF
ISHARES TR
$230M539K2.1%08
VO
VANGUARD INDEX FDS
$204M710K1.9%09
AMZN
AMAZON COM INC
$193M926K1.8%10
DIHP
DIMENSIONAL ETF TRUST
$178M5.5M1.6%

Filing history

2026Q1Mar 31
$10.9B▲ 38.0%
2,241 positionsView →2025Q4Dec 31
$7.9B▲ 4.1%
2,736 positionsView →2025Q3Sep 30
$7.6B▲ 7.0%
3,094 positionsView →2025Q2Jun 30
$7.1B▲ 10.4%
2,740 positionsLocked2025Q1Mar 31
$6.4B▼ 2.2%
2,198 positionsLocked2024Q4Dec 31
$6.6B▲ 2.3%
2,095 positionsLocked2024Q3Sep 30
$6.4B▲ 10.0%
2,038 positionsLocked2024Q2Jun 30
$5.9B▲ 190.2%
2,026 positionsLocked2024Q1Mar 31
$2.0B▲ 7.2%
1,545 positionsLocked2023Q4Dec 31
$1.9B▼ 45.3%
1,516 positionsLocked2023Q3Sep 30
$3.4B▲ 108.9%
3,002 positionsLocked2023Q2Jun 30
$1.6B▲ 20.1%
1,376 positionsLocked
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