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DOSSIER · 13F-HR · Q1 2026

Clearstead Trust, LLC

$613M in tracked AUM across 981 positions as of Q1 2026.

CT
CIK 0001708001 · last filed Mar 31, 2026
Total AUM
$613M
as of Q1 2026
Holdings
981
positions
Whale Score
53
53
tracked
Activity
no data
changes this Q

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
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