Clearstead Trust, LLC - Portfolio overview

Clearstead Trust, LLC has 1608 reported holdings in this dataset, with the latest filing dated 2026-05-06.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. QQQ - INVESCO QQQ TR, 14.11%
2. ILCG - ISHARES TR, 8.57%
3. QLD - PROSHARES TR, 7.20%

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

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