Institutions / Clearstead Trust, LLC
Clearstead Trust, LLC
CIK 1708001 · Institution · as of Dec 31, 2025
Portfolio value
$635.25M
Positions
997
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 997 →
| Company | Value | % of portfolio |
|---|---|---|
| Invesco Qqq Tr | $88.85M | 14.0% |
| iShares Tr | $51.59M | 8.1% |
| ProShares Tr | $51.51M | 8.1% |
| Apple Inc. | $29.54M | 4.7% |
| Microsoft Corp | $27.79M | 4.4% |
| iShares Tr | $22.81M | 3.6% |
| NVIDIA Corp | $20.26M | 3.2% |
| Alphabet Inc. | $17.39M | 2.7% |
| Broadcom Inc. | $15.92M | 2.5% |
| Amazon.com Inc | $15.51M | 2.4% |
| SPDR Series Trust | $13.89M | 2.2% |
| JPMorgan Chase & Co | $12.80M | 2.0% |
| Capital Group Conservative E | $9.33M | 1.5% |
| iShares Tr | $8.39M | 1.3% |
| Visa Inc | $8.20M | 1.3% |
| Alphabet Inc. | $7.43M | 1.2% |
| J P Morgan Exchange Traded F | $7.36M | 1.2% |
| ELI LILLY & Co | $7.14M | 1.1% |
| Seagate Technology Holdings PLC | $6.61M | 1.0% |
| Costco Wholesale Corp /New | $5.74M | 0.9% |
| Warren E. Buffett | $5.58M | 0.9% |
| Johnson & Johnson | $5.47M | 0.9% |
| Mastercard Inc | $4.83M | 0.8% |
| Thermo Fisher Scientific Inc. | $4.34M | 0.7% |
| Automatic Data Processing Inc | $4.18M | 0.7% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.