Clearstead Advisors, LLC just filed a portfolio update, which we received from a 13F disclosure. This disclosure reflects the funds' holdings for the 03-31-2026 report period. You can see the full portfolio on Quiver Quantitative, and track moves made by other funds.
Per our estimates, the largest stock moves were:
- An addition of 4,867,375 shares of $PCAR (~$562,181,812). This was an increase of ~49410% over their previous position.
- An addition of 485,426 shares of $VOO (~$286,435,320). This was an increase of ~41% over their previous position.
- An addition of 3,052,890 shares of $IDEV (~$255,130,017). This was an increase of ~1299102% over their previous position.
- An addition of 579,893 shares of $MSFT (~$211,562,363). This was an increase of ~176% over their previous position.
- An addition of 5,528,400 shares of $DIHP (~$178,125,048). This was an increase of ~inf% over their previous position.
- An addition of 1,607,794 shares of $IWF (~$171,390,840). This was an increase of ~294% over their previous position.
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's fund page for Clearstead Advisors, LLC for more details.
