Clearstead Advisors, LLC - Portfolio Stock Holdings
Clearstead Advisors, LLC disclosed 3715 stock positions in a recent SEC 13F filing. $10,549,387,724 of stock holdings were filed, with the largest holdings including VOO, IVV, and AAPL. This filing represented positions held on June 30, 2026, and was filed on Aug. 6, 2026.We estimate the fund has a total AUM of $33,880,026,978 and has 280 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
3715Est. Stock Holding Value:
$10,549,387,724Top Stock Holdings By Sector
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Portfolio Stock Holdings - Clearstead Advisors, LLC
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Portfolio Options Holdings - Clearstead Advisors, LLC
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