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Clearstead Advisors, LLC

SEC CIK
0000842775
Latest filing
Aug 6, 2026

Holdings in Q2 2026

Holdings as of Jun 30, 2026, filed Aug 6, 2026. Long positions only; changes compare share counts with Q1 2026.

Institution overview
Positions
3,646
+1,414 vs. Q1 2026
Portfolio value
$10.6B
−$351.7M (−3.2%) vs. Q1 2026
Filed
Aug 6, 2026
SEC
Holdings of Clearstead Advisors, LLC in Q2 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
Vanguard S&P 500 ETF922908363ETF1,450,939$996.5M9.4%−204,823−12.4%Reduced–
iShares Core S&P 500 ETF464287200ETF433,690$324.8M3.1%−3,895−0.9%Reduced–
AAPLApple Inc.Stock1,030,593$298.2M2.8%−119,551−10.4%ReducedHistory
PCARPaccar IncCOM2,442,741$293.4M2.8%−2,434,485−49.9%ReducedHistory
iShares Russell 1000 Growth ETF464287614ETF1,958,655$243.2M2.3%−196,913−9.1%ReducedConverted for a 4-for-1 split–
Vanguard Morningstar Mid-Cap ETF922908629ETF2,833,612$228.3M2.2%00.0%UnchangedConverted for a 4-for-1 split–
MSFTMicrosoft CorpStock570,657$212.9M2.0%−338,900−37.3%ReducedHistory
Vanguard Morningstar Small-Cap ETF922908751ETF522,390$158.3M1.5%−2,768−0.5%Reduced–
Vanguard Morningstar Value ETF922908744ETF718,373$156.6M1.5%−32,468−4.3%Reduced–
SPYSPDR S&P 500 ETF TrustETF205,100$153.2M1.4%−47,253−18.7%ReducedHistory
State Street SPDR Portfolio Developed World Ex-US ETF78463X889ETF3,006,007$151.5M1.4%−94,365−3.0%Reduced–
AMZNAmazon Com IncStock633,986$151.1M1.4%−292,182−31.5%ReducedHistory
Vanguard Mortgage-Backed Securities ETF92206C771ETF3,144,439$147.2M1.4%+126,586+4.2%Added–
iShares Tr46435G326CORE MSCI INTL1,648,519$146.7M1.4%−1,404,606−46.0%Reduced–
Vanguard Morningstar Total Stock Market ETF922908769ETF354,872$131.3M1.2%−188,001−34.6%Reduced–
NVDANVIDIA CorpStock643,264$128.7M1.2%−133,848−17.2%ReducedHistory
GOOGLAlphabet Inc.Stock355,358$127.0M1.2%−46,511−11.6%ReducedHistory
Baillie Gifford ETF Tr05686D200LNG TRM GLBL GRW3,520,580$124.1M1.2%+3,520,580New–
Dimensional ETF Trust25434V203INTL CORE EQT MK2,844,690$117.3M1.1%+129,956+4.8%Added–
iShares Core MSCI Eafe ETF46432F842ETF1,096,285$105.9M1.0%+65,158+6.3%Added–
Dimensional ETF Trust25434V765INTL HIGH PROFIT3,040,147$103.7M1.0%−2,488,253−45.0%Reduced–
iShares Core MSCI Total International Stock ETF46432F834ETF1,047,523$100.0M0.9%−2,706−0.3%Reduced–
WisdomTree Tr97717W307US LARGECAP DIVD942,613$90.8M0.9%−33,669−3.4%Reduced–
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT416,058$88.5M0.8%−244,406−37.0%Reduced–
JPMJPMorgan Chase & CoStock263,732$86.3M0.8%−26,197−9.0%ReducedHistory
iShares Russell Midcap ETF464287499ETF762,482$84.1M0.8%−6,248−0.8%Reduced–
CATCaterpillar IncStock77,286$82.3M0.8%−14,908−16.2%ReducedHistory
Schwab Fundamental U.S. Small Company ETF808524763ETF1,971,498$75.0M0.7%−1,771,423−47.3%Reduced–
iShares Core S&P Small Cap ETF464287804ETF496,435$73.6M0.7%+5,091+1.0%Added–
NSCNorfolk Southern CorpStock232,843$73.2M0.7%−17,247−6.9%ReducedHistory
iShares Core S&P Mid-Cap ETF464287507ETF944,567$72.8M0.7%+16,974+1.8%Added–
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM1,243,285$70.2M0.7%+7,859+0.6%Added–
Vanguard Ftse Developed Markets ETF921943858ETF955,762$68.1M0.6%−603,695−38.7%Reduced–
Invesco Exch TRD SLF Idx FD46138J577BULETSHS 20293,664,565$68.1M0.6%+53,530+1.5%Added–
GOOGAlphabet Inc.Stock192,546$68.0M0.6%−59,915−23.7%ReducedHistory
BRK.BBerkshire Hathaway IncStock133,487$66.8M0.6%−22,577−14.5%ReducedHistory
Invesco Exch TRD SLF Idx FD46138J643INVSCO BLSH 283,274,980$66.7M0.6%+19,713+0.6%Added–
LLYEli Lilly & CoStock55,467$66.5M0.6%−4,714−7.8%ReducedHistory
Invesco Exch TRD SLF Idx FD46138J460INVSCO 30 CORP3,910,447$65.1M0.6%+89,907+2.4%Added–
AVGOBroadcom Inc.Stock157,661$59.6M0.6%−7,018−4.3%ReducedHistory
JNJJohnson & JohnsonStock234,177$59.5M0.6%−27,959−10.7%ReducedHistory
Invesco Exch TRD SLF Idx FD46139W825BUL 2033 COR ETF2,750,934$57.9M0.5%+88,835+3.3%Added–
Dimensional ETF Trust25434V831US HIGH PROF ETF1,364,264$56.9M0.5%−1,351,541−49.8%Reduced–
iShares MSCI Eafe ETF464287465ETF529,778$55.0M0.5%+18,273+3.6%Added–
AMDAdvanced Micro Devices IncStock92,765$53.9M0.5%−14,226−13.3%ReducedHistory
Invesco Exchange Traded FD T46137V233S&P 500 TOP 50865,654$53.0M0.5%−9,185−1.0%Reduced–
iShares S&P 500 Growth ETF464287309ETF374,870$51.6M0.5%+5,288+1.4%Added–
Schwab Intermediate-Term US Treasury ETF808524854ETF2,077,660$51.2M0.5%+123,617+6.3%Added–
MUMicron Technology IncStock43,110$49.8M0.5%−15,069−25.9%ReducedHistory
Capital Group Global Equity14020R107SHS1,349,068$47.5M0.4%−1,400,046−50.9%Reduced–
COSTCostco Wholesale CorpStock50,028$46.8M0.4%−9,856−16.5%ReducedHistory
iShares Tr464287622RUS 1000 ETF113,061$46.3M0.4%−36,233−24.3%Reduced–
Vanguard Scottsdale FDS92206C680VNG RUS1000GRW347,785$44.5M0.4%−43,750−11.2%Reduced–
iShares Tr464287689RUSSELL 3000 ETF103,636$44.2M0.4%−103−0.1%Reduced–
WMTWalmart Inc.Stock382,536$43.3M0.4%−69,717−15.4%ReducedHistory
Vanguard High Dividend Yield Index ETF921946406ETF271,152$42.9M0.4%+75,383+38.5%Added–
SPDR Series Trust78464A763ST STR SP DIV279,710$42.6M0.4%−530−0.2%Reduced–
PANWPalo Alto Networks IncStock124,812$42.6M0.4%−9,652−7.2%ReducedHistory
Vanguard Total World Stock ETF922042742ETF266,632$41.8M0.4%+88,437+49.6%Added–
Neos ETF Trust78433H584ENHANCED INCOME834,478$41.1M0.4%−34,718−4.0%Reduced–
iShares MSCI USA Quality Factor ETF46432F339ETF185,105$40.6M0.4%−12,524−6.3%Reduced–
METAMeta Platforms, Inc.Stock71,960$40.5M0.4%−7,066−8.9%ReducedHistory
ETNEaton Corp plcStock94,532$40.3M0.4%+1,812+2.0%AddedHistory
Vanguard Index FDS922908652EXTEND MKT ETF162,397$40.0M0.4%−39,434−19.5%Reduced–
SONSonoco Products CoCOM693,027$39.1M0.4%+693,004+3,013,060.9%AddedHistory
Vanguard Dividend Appreciation ETF921908844ETF150,593$35.6M0.3%−1,859−1.2%Reduced–
Vanguard Star FDS921909768VG TL INTL STK F415,990$35.6M0.3%+254,301+157.3%Added–
RTXRTX CorpStock176,048$33.4M0.3%−6,642−3.6%ReducedHistory
XOMExxonMobil Holdings CorpCOM236,056$32.3M0.3%−28,611−10.8%ReducedHistory
Vanguard Morningstar Growth ETF922908736ETF366,233$31.5M0.3%−141,325−27.8%ReducedConverted for a 6-for-1 split–
MDYSPDR S&P Midcap 400 ETF TrustETF44,423$31.2M0.3%+735+1.7%AddedHistory
iShares Russell 2000 ETF464287655ETF98,825$29.7M0.3%−21,992−18.2%Reduced–
MAMastercard IncStock57,433$29.5M0.3%−10,109−15.0%ReducedHistory
MRVLMarvell Technology, Inc.COM98,931$29.5M0.3%−2,048−2.0%ReducedHistory
CSCOCisco Systems, Inc.Stock249,736$29.3M0.3%−23,718−8.7%ReducedHistory
AMATApplied Materials IncStock40,185$29.1M0.3%+911+2.3%AddedHistory
CVXChevron CorpStock174,767$29.0M0.3%−15,330−8.1%ReducedHistory
PGProcter & Gamble CoStock197,251$28.9M0.3%−16,937−7.9%ReducedHistory
iShares Russell 1000 Value ETF464287598ETF117,742$28.5M0.3%−48,314−29.1%Reduced–
ABBVAbbVie Inc.Stock111,021$27.9M0.3%−23,138−17.2%ReducedHistory
PEPPepsiCo IncStock206,187$27.9M0.3%−17,265−7.7%ReducedHistory
Dimensional Emerging Core Equity Market ETF25434V302ETF686,310$27.6M0.3%+6,569+1.0%Added–
TXNTexas Instruments IncStock92,299$27.5M0.3%−4,231−4.4%ReducedHistory
HDHome Depot, Inc.Stock75,745$26.7M0.3%−7,009−8.5%ReducedHistory
iShares Tr464288257MSCI ACWI ETF168,965$26.5M0.3%−18,064−9.7%Reduced–
Vanguard Scottsdale FDS92206C714VNG RUS1000VAL248,042$26.4M0.2%−4,012−1.6%Reduced–
iShares S&P 500 Value ETF464287408ETF114,906$26.1M0.2%+1,472+1.3%Added–
iShares Ibonds Dec 2028 Term Muni Bond ETF46435U325ETF1,011,284$25.9M0.2%+25,353+2.6%Added–
iShares Ibonds Dec 2029 Term Muni Bond ETF46436E163ETF1,006,875$25.6M0.2%+27,005+2.8%Added–
iShares Ibonds Dec 2027 Term Muni Bond ETF46435U283ETF1,001,027$25.4M0.2%+24,692+2.5%Added–
Invesco QQQ Trust Series I46090E103ETF34,378$25.3M0.2%−20,809−37.7%Reduced–
BXBlackstone Inc.COM214,818$25.3M0.2%−5,112−2.3%ReducedHistory
VVisa Inc.Stock71,541$24.5M0.2%−18,842−20.8%ReducedHistory
TSLATesla, Inc.Stock57,532$24.2M0.2%−8,267−12.6%ReducedHistory
iShares Tr46435G425ESG AWR MSCI USA147,226$24.1M0.2%−190,670−56.4%Reduced–
iShares Ibonds Dec 2030 Term Muni Bond ETF46438G687ETF930,943$24.1M0.2%+31,702+3.5%Added–
iShares Core U.S. Aggregate Bond ETF464287226ETF236,811$23.4M0.2%−22,173−8.6%Reduced–
iShares Tr46435U853BROAD USD HIGH628,181$23.3M0.2%+621,519+9,329.3%Added–
DBX ETF Tr233051432XTRACK USD HIGH634,304$23.2M0.2%+631,721+24,456.9%Added–
Dimensional ETF Trust25434V666US LARG VALU ETF550,562$21.8M0.2%+18,330+3.4%Added–

Options (14)

Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.

Option positions of Clearstead Advisors, LLC in Q2 2026
SecurityClassPutsCalls
AAPLApple Inc.Stock$1.39M–
Vanguard Morningstar Total Stock Market ETF922908769ETF–$1.11M
NVDANVIDIA CorpStock$1.00M–
GOOGAlphabet Inc.Stock$494.7K–
iShares MSCI Eafe ETF464287465ETF–$363.6K
PGProcter & Gamble CoStock$220.0K–
State Street Technology Select Sector SPDR ETF81369Y803ETF$76.2K$95.3K
ProShares Tr74347R206PSHS ULTRA QQQ$19.4K$145.1K
iShares Tr464287556ISHARES BIOTECH$95.1K–
iShares Tr464287515EXPANDED TECH–$63.4K
USOUnited States Oil Fund, LPUNITS$42.6K–
iShares Russell 2000 ETF464287655ETF$30.0K–
AMZNAmazon Com IncStock–$23.8K
LBTYALiberty Global Ltd.COM CL A–$22.7K

Sold out since Q1 2026 (87)

Positions held at the end of Q1 2026 that are gone from this filing.

Positions of Clearstead Advisors, LLC sold out since Q1 2026
SecurityClassShares in Q1 2026Value in Q1 2026% of portfolio in Q1 2026History
iShares Tr46434V886HDG MSCI JAPAN160,230$9.02M0.1%–
Totalenergies SEB15C55900EQUITY13,242$1.23M<0.1%–
First Tr Exchange-Traded FD33734X200DJ GLBL DIVID30,062$959.9K<0.1%–
iShares Tr464288737GLB CNSM STP ETF14,048$941.4K<0.1%–
Vanguard Mun BD FDS922907696SHORT TAX EXEMPT9,751$743.9K<0.1%–
ODDOddity Tech LtdSHS CL A30,452$407.4K<0.1%History
Flexshares Tr33939L605IBOXX 5YR TRGT13,810$333.0K<0.1%–
VanEck ETF Trust92189F437FALLEN ANGEL HG10,819$310.7K<0.1%–
Global X FDS37954Y459RUSSELL 200020,282$303.2K<0.1%–
ANROAlto Neuroscience, Inc.COM SHS13,312$299.3K<0.1%History
LBRDALiberty Broadband CorpCOM SER A5,115$256.9K<0.1%History
CTRACoterra Energy Inc.Stock4,771$167.7K<0.1%History
LIONLionsgate Studios Corp.COM17,364$166.5K<0.1%History
American Centy ETF Tr025072703INTL EQT ETF1,478$125.4K<0.1%–
WisdomTree Tr97717W802ITL HIGH DIV FD2,250$121.7K<0.1%–
BBH Tr05528C675SELECT LARGE CAP7,507$112.8K<0.1%–
BNY Mellon ETF Trust II05613H407CORE PLUS ETF4,068$100.9K<0.1%–
J P Morgan Exchange Traded F46654Q716ACTIVE BOND ETF1,073$57.7K<0.1%–
Capital Grp Fixed Incm ETF T14020Y102CORE PLUS INCM2,551$57.0K<0.1%–
iShares Ibonds 2026 Term High Yield and Income ETF46436E528ETF2,440$56.0K<0.1%–
iShares Core MSCI Europe ETF46434V738ETF789$55.5K<0.1%–
WIXWix.com Ltd.SHS608$54.8K<0.1%History
Dimensional ETF Trust25434V823US REAL ESTA ETF1,837$43.5K<0.1%–
CTLPCantaloupe, Inc.COM4,000$43.2K<0.1%History
RNPCohen & Steers REIT & Preferred & Income Fund IncCOM2,000$39.5K<0.1%History
Invesco Exchange Traded FD T46137V522RYMND JMS SB 1500$36.4K<0.1%–
NNOXNano-X Imaging Ltd.ORD SHS11,900$27.0K<0.1%History
VELOVelo3D, Inc.Stock2,777$26.1K<0.1%History
Alps ETF Tr00162Q346SMITH CORE PLUS976$25.1K<0.1%–
Clearway Energy, Inc.18539C105CL A610$23.9K<0.1%–
First Tr Exchng Traded FD VI33740F888SMIT UNCO BD ETF762$18.9K<0.1%–
UPXIUpexi, Inc.COM NEW16,000$15.8K<0.1%History
ALSumisho Air Lease CorpCL A242$15.7K<0.1%History
HOLXHologic IncCOM198$15.0K<0.1%History
SPDR Series Trust78464A664ST LON TREAS ETF409$10.8K<0.1%–
ALZNAlzamend Neuro, Inc.COM NEW 202510,000$10.6K<0.1%History
UDMYUdemy, Inc.COM2,266$10.5K<0.1%History
FSSLFS Specialty Lending FundCOM SH BEN INT824$10.3K<0.1%History
ETF Ser Solutions26922B840COM1,000$8.99K<0.1%–
SBSCompanhia de Saneamento Basico Do Estado de Sao Paulo-SabespSPONSORED ADR282$8.62K<0.1%History
Abrdn ETFs003261203BBRG ALL COMMDY205$7.33K<0.1%–
SMPStandard Motor Products, Inc.Stock200$6.95K<0.1%History
MASIMasimo CorpCOM35$6.23K<0.1%History
SBETSharplink, Inc.COM NEW950$6.13K<0.1%History
AGXArgan IncStock11$5.99K<0.1%History
Carnival Corp Ltd.14365C103ADR125$3.22K<0.1%–
TPVGTriplePoint Venture Growth BDC Corp.COM630$3.14K<0.1%History
Invesco Exch Traded FD Tr II46138G508SR LN ETF150$3.06K<0.1%–
Bitfarms Ltd Com09173B107Stock1,045$2.04K<0.1%–
GFUZGeneral Fusion Group Ltd.Equity200$2.03K<0.1%History
OCGNOcugen, Inc.COM670$1.21K<0.1%History
BKSYBlackSky Technology Inc.CL A NEW45$1.13K<0.1%History
KALVKalVista Pharmaceuticals, Inc.COM48$972<0.1%History
TNGXTango Therapeutics, Inc.COM45$942<0.1%History
INOInovio Pharmaceuticals, Inc.COM SHS500$870<0.1%History
QUIKQUICKLOGIC CorpCOM NEW80$751<0.1%History
CRVSCorvus Pharmaceuticals, Inc.COM50$732<0.1%History
FVRRFiverr International Ltd.ORD SHS70$702<0.1%History
SRTSSensus Healthcare, Inc.COM155$617<0.1%History
OLMAOlema Pharmaceuticals, Inc.COM38$567<0.1%History
DEFTDefi Technologies, Inc.COM815$451<0.1%History
MINDMind Technology, IncCOM NEW50$418<0.1%History
CNXCConcentrix CorpStock15$411<0.1%History
INUVInuvo, Inc.COM164$340<0.1%History
Schwab Strategic Tr808524615MORTGAGE BACKED12$307<0.1%–
VALNValneva SESPONSORED ADS48$303<0.1%History
MLYSMineralys Therapeutics, Inc.COM11$298<0.1%History
IMTXImmatics N.V.SHS25$244<0.1%History
GRNDGrindr Inc.COM20$242<0.1%History
BTLNBrightline Interactive, Inc.COM385$199<0.1%History
XPERXperi Inc.COMMON STOCK33$182<0.1%History
ZLABZai Lab LtdADR9$170<0.1%History
INVZInnoviz Technologies Ltd.SHS230$146<0.1%History
ABOSAcumen Pharmaceuticals, Inc.COM60$142<0.1%History
SNYRSynergy CHC Corp.COM NEW109$141<0.1%History
IDNIntellicheck, Inc.COM NEW20$140<0.1%History
iShares Inc464286517JP MORGAN EM ETF3$123<0.1%–
CSAICloudastructure, Inc.COM CL A150$92<0.1%History
ABCLAbCellera Biologics Inc.COM26$91<0.1%History
REKRRekor Systems, Inc.COM105$87<0.1%History
EVOEvotec SESPONSORED ADS29$73<0.1%History
WOLFWolfspeed, Inc.COMMON STOCK4$66<0.1%History
AGPUAxe Compute Inc.COM NEW40$65<0.1%History
VODVodafone Group Public Ltd CoADR4$57<0.1%History
IMPPImperial Petroleum Inc./Marshall IslandsCOM NEW13$56<0.1%History
GFAIGuardforce AI Co., Ltd.SHS NEW40$18<0.1%History
CGCCanopy Growth CorpCOM NEW2$2<0.1%History