Clearstead Advisors, LLC: 13F holdings
CIK 8427752026Q2
| Positions | 3,646 |
|---|
| Reported value | $10.6bn |
|---|
| Filed | 2026-08-06 |
|---|
Change since last quarter
| Positions | 3,646 (+1,414 vs prior quarter) |
|---|
| Reported value | $10.6bn (-3.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VOO VANGUARD INDEX FDS | 1,450,939 | $996.5m | 9.4% |
| IVV ISHARES TR | 433,690 | $324.8m | 3.1% |
| AAPL APPLE INC | 1,030,593 | $298.2m | 2.8% |
| PCAR PACCAR INC | 2,442,741 | $293.4m | 2.8% |
| IWF ISHARES TR | 1,958,655 | $243.2m | 2.3% |
| VO VANGUARD INDEX FDS | 2,833,612 | $228.3m | 2.2% |
| MSFT MICROSOFT CORP | 570,657 | $212.9m | 2.0% |
| VB VANGUARD INDEX FDS | 522,390 | $158.3m | 1.5% |
| VTV VANGUARD INDEX FDS | 718,373 | $156.6m | 1.5% |
| SPY STATE STR SPDR S&P 500 ETF T | 205,100 | $153.2m | 1.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="842775")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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