Institutional Fund
Clearstead Advisors, LLC
Cleveland, OHCIK 8427755 filings on record
Portfolio Value
$10.94B
Q1 2026
Holdings
2,230
Reported positions
New Buys
178
Opened this quarter
QoQ Change
+38.1%
from $7.92B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds9.0%
- Paccar Inc5.1%
- Microsoft Corp3.1%
- Apple Inc2.7%
- Ishares Tr2.6%
- Ishares Tr2.3%
- Other75.1%
Portfolio Holdings
2,230 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 1.66M | $989.40M | 9.0% | +485.4K | Added |
| 2 | Paccar Inc | 4.88M | $563.32M | 5.1% | +4.87M | Added |
| 3 | Microsoft Corp | 909.6K | $336.69M | 3.1% | +579.9K | Added |
| 4 | Apple Inc | 1.15M | $291.89M | 2.7% | +162.7K | Added |
| 5 | Ishares Tr | 437.6K | $285.84M | 2.6% | +4.7K | Added |
| 6 | Ishares Tr | 3.05M | $255.15M | 2.3% | +3.05M | Added |
| 7 | Ishares Tr | 538.9K | $229.78M | 2.1% | −8.9K | Reduced |
| 8 | Vanguard Index Fds | 709.7K | $203.83M | 1.9% | +8.1K | Added |
| 9 | Amazon Com Inc | 926.2K | $192.89M | 1.8% | +545.1K | Added |
| 10 | Dimensional ETF Trust | 5.53M | $178.13M | 1.6% | +5.53M | New |
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