Clearstead Advisors, LLC - Portfolio Stock Holdings
Clearstead Advisors, LLC disclosed 2861 stock positions in a recent SEC 13F filing. $10,512,465,526 of stock holdings were filed, with the largest holdings including VOO, PCAR, and MSFT. This filing represented positions held on March 31, 2026, and was filed on May 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:
March 31, 2026No. of Stocks:
2861Est. Stock Holding Value:
$10,512,465,526Top Stock Holdings By Sector
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Portfolio Stock Holdings - Clearstead Advisors, LLC
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% of Portfolio
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