StockDriftsStockDriftsTop 50 Clearstead Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| PCAR | PACCAR INC | 5.15% | 4.88M | $563.3M | +49409.96%(+4.87M) | $112.44(+6.28%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.08% | 909.6K | $336.7M | +175.90%(+579.89K) | $383.57(+1.81%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.67% | 1.15M | $291.9M | +16.48%(+162.73K) | $165.03(+87.02%) | 2026-03-31 | |
| IVV | ISHARES TR | 2.61% | 437.6K | $285.8M | +1.08%(+4.68K) | $489.18(+53.00%) | 2026-03-31 | |
| IDEV | ISHARES TR | 2.33% | 3.05M | $255.1M | +1299102.13%(+3.05M) | $83.02(+7.87%) | 2026-03-31 | |
| IWF | ISHARES TR | 2.1% | 538.9K | $229.8M | -1.62%(-8.88K) | $347.22(-65.11%) | 2026-03-31 | |
| VO | VANGUARD INDEX FDS | 1.86% | 709.7K | $203.8M | +1.16%(+8.13K) | $54.14(+48.70%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 1.76% | 926.2K | $192.9M | +143.05%(+545.11K) | $197.82(+22.67%) | 2026-03-31 | |
| DIHP | DIMENSIONAL ETF TRUST | 1.63% | 5.53M | $178.1M | new | $31.94(+7.13%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 1.59% | 542.9K | $174.2M | +282.80%(+401.06K) | $302.44(+21.93%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.35% | +49.51% |
| Top 20 Holdings Unweighted | +14.44% | +49.89% |
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