account_balance
Investment manager · 13F filer · SEC CIK 842775
Clearstead Advisors, LLC
Reported value$10.8Bas of Sep 30, 2026
Positions3,511 265 new, 400 sold out
Top 10 weight29.7%VOO alone is 10%
FiledNov 637 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VOOVanguard Index FDS
9.5%
AAPLApple Inc
3.2%
IVViShares Tr
3.0%Trimmed −2%
MSFTMicrosoft Corp
2.7%
PCARPaccar Inc
2.5%
IWFiShares Tr
2.3%
VOVanguard Index FDS
2.1%
AMZNAmazon.com Inc
1.5%Added +3%
VTVVanguard Index FDS
1.5%Added +2%
SPYState STR SPDR S&P 500 ETF T
1.4%
SPDWSPDR Index SHS FDS
1.4%
IDEV1.4%
VOOVanguard Index FDS
9.5%
IVV3.0%
MSFT2.7%PCAR2.5%IWF2.3%
VO2.1%
AMZN1.5%VTV1.5%
SPY1.4%SPDW1.4%
IDEV1.4%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VOO Vanguard Index FDS 9.5% Held
AAPL Apple Inc 3.2% HeldIVV iShares Tr 3.0% Trimmed −2%
MSFT Microsoft Corp 2.7% HeldPCAR Paccar Inc 2.5% HeldIWF iShares Tr 2.3% Held
VO Vanguard Index FDS 2.1% Held
AMZN Amazon.com Inc 1.5% Added +3%VTV Vanguard Index FDS 1.5% Added +2%
SPY State STR SPDR S&P 500 ETF T 1.4% HeldSPDW SPDR Index SHS FDS 1.4% Held
IDEV iShares Tr 1.4% Added +2%
What changed