Institutions / Clearstead Advisors, LLC
Clearstead Advisors, LLC
CIK 842775 · Institution · as of Dec 31, 2025
Portfolio value
$7.92B
Positions
2,726
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 2,726 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Index Fds | $733.95M | 9.3% |
| iShares Tr | $296.51M | 3.7% |
| Apple Inc. | $268.44M | 3.4% |
| iShares Tr | $259.26M | 3.3% |
| Vanguard Index Fds | $203.62M | 2.6% |
| Microsoft Corp | $159.43M | 2.0% |
| Vanguard Index Fds | $140.95M | 1.8% |
| SPDR Index Shs Fds | $135.09M | 1.7% |
| Vanguard Index Fds | $132.61M | 1.7% |
| Invesco Exchange Traded Fd T | $130.51M | 1.6% |
| Vanguard Scottsdale Fds | $129.36M | 1.6% |
| Alphabet Inc. | $101.37M | 1.3% |
| NVIDIA Corp | $101.11M | 1.3% |
| Dimensional ETF Trust | $101.09M | 1.3% |
| SPDR S&P 500 ETF Tr | $94.94M | 1.2% |
| WisdomTree Trust | $92.70M | 1.2% |
| Amazon.com Inc | $87.96M | 1.1% |
| JPMorgan Chase & Co | $83.76M | 1.1% |
| iShares Tr | $82.67M | 1.0% |
| Norfolk Southern Corp | $76.49M | 1.0% |
| iShares MSCI UAE ETF | $76.45M | 1.0% |
| J P Morgan Exchange Traded F | $74.46M | 0.9% |
| iShares Tr | $73.65M | 0.9% |
| Warren E. Buffett | $68.79M | 0.9% |
| Vanguard Scottsdale Fds | $66.83M | 0.8% |
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.