StockDriftsStockDriftsTop 50 Clearstead Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 9.41% | 1.45M | $996.5M | -12.37%(-204.82K) | $460.67(+54.70%) | 2026-06-30 | |
| IVV | ISHARES TR | 3.07% | 433.7K | $324.8M | -0.89%(-3.90K) | $489.18(+59.23%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.82% | 1.03M | $298.2M | -10.39%(-119.55K) | $165.03(+85.05%) | 2026-06-30 | |
| PCAR | PACCAR INC | 2.77% | 2.44M | $293.4M | -49.92%(-2.43M) | $112.44(+16.32%) | 2026-06-30 | |
| IWF | ISHARES TR | 2.3% | 1.96M | $243.2M | -9.14%(-196.91K) | $87.04(+41.76%) | 2026-06-30 | |
| VO | VANGUARD INDEX FDS | 2.16% | 2.83M | $228.3M | -0.19%(-5.38K) | $54.14(+55.75%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.01% | 570.7K | $212.9M | -37.26%(-338.90K) | $383.57(+26.72%) | 2026-06-30 | |
| VB | VANGUARD INDEX FDS | 1.5% | 522.4K | $158.3M | -0.53%(-2.77K) | $210.75(+46.36%) | 2026-06-30 | |
| VTV | VANGUARD INDEX FDS | 1.48% | 718.4K | $156.6M | -4.32%(-32.47K) | $164.65(+38.18%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 1.45% | 205.1K | $153.2M | -18.72%(-47.25K) | $556.77(+39.26%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.18% | +56.83% | +8.04% | +47.23% |
| Top 20 Holdings Unweighted | +16.48% | +58.03% | +7.57% | +44.00% |
Clearstead Advisors, LLC reports $10.59B in US-listed equity holdings across 3,646 positions in its most recent 13F filing. Its largest disclosed positions are VOO (9.4%), IVV (3.1%) and AAPL (2.8%). The top 20 holdings account for 41.36% of reported assets. Its disclosed equity book has returned +56.83% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Clearstead Advisors, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 842775). View Clearstead Advisors, LLC’s 13F filings on SEC