What does Clearstead Trust, LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Clearstead Trust, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

INVESCO QQQ TR

$88M152K14.3%

ISHARES TR

$53M558K8.7%

PROSHARES TR

$45M734K7.3%

APPLE INC

$27M108K4.5%

ISHARES TR

$25M58K4.1%

MICROSOFT CORP

$22M60K3.6%

NVIDIA CORPORATION

$19M107K3.0%

ALPHABET INC

$16M55K2.6%

CAPITAL GROUP CONSERVATIVE E

$15M514K2.5%

AMAZON COM INC

$14M69K2.3%

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