Clearstead Advisors, LLC - Portfolio overview

Clearstead Advisors, LLC has 3272 reported holdings in this dataset, with the latest filing dated 2026-05-06.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. VOO - VANGUARD INDEX FDS, 9.00%
2. PCAR - PACCAR INC, 5.12%
3. MSFT - MICROSOFT CORP, 3.06%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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