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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

Top 10 holdings

By portfolio weight as of Q1 2026.

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