CIK 842775
Clearstead Advisors, LLC
Institutional 13F holdings & portfolio
Holdings
2,726
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 2,726
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IVV | ISHARES TR | 433K | $1M+ | SH |
| IWF | ISHARES TR | 548K | $1M+ | SH |
| VO | VANGUARD INDEX FDS | 702K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 330K | $1M+ | SH |
| VB | VANGUARD INDEX FDS | 546K | $1M+ | SH |
| SPDW | SPDR INDEX SHS FDS | 3.0M | $1M+ | SH |
| VTV | VANGUARD INDEX FDS | 694K | $1M+ | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 681K | $1M+ | SH |
| VMBS | VANGUARD SCOTTSDALE FDS | 2.7M | $1M+ | SH |
| GOOGL | ALPHABET INC | 324K | $1M+ | SH |
| DFAI | DIMENSIONAL ETF TRUST | 2.7M | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 139K | $1M+ | SH |
| DLN | WISDOMTREE TR | 1.1M | $1M+ | SH |
| AMZN | AMAZON COM INC | 381K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 260K | $1M+ | SH |
| IEFA | ISHARES TR | 924K | $1M+ | SH |
| NSC | NORFOLK SOUTHN CORP | 265K | $1M+ | SH |
| QUAL | ISHARES TR | 385K | $1M+ | SH |
| JEPI | J P MORGAN EXCHANGE TRADED F | 1.3M | $1M+ | SH |
| IWR | ISHARES TR | 765K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 137K | $1M+ | SH |
| VONG | VANGUARD SCOTTSDALE FDS | 549K | $1M+ | SH |
| BSCT | INVESCO EXCH TRD SLF IDX FD | 3.4M | $1M+ | SH |
| BSCS | INVESCO EXCH TRD SLF IDX FD | 3.1M | $1M+ | SH |
| IJH | ISHARES TR | 941K | $1M+ | SH |
| BSCU | INVESCO EXCH TRD SLF IDX FD | 3.6M | $1M+ | SH |
| IJR | ISHARES TR | 491K | $1M+ | SH |
| CAT | CATERPILLAR INC | 101K | $1M+ | SH |
| LLY | ELI LILLY & CO | 49K | $1M+ | SH |
| XLG | INVESCO EXCHANGE TRADED FD T | 887K | $1M+ | SH |
| BSCX | INVESCO EXCH TRD SLF IDX FD | 2.4M | $1M+ | SH |
| EFA | ISHARES TR | 523K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 236K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 142K | $1M+ | SH |
| WMT | WALMART INC | 416K | $1M+ | SH |
| IVW | ISHARES TR | 369K | $1M+ | SH |
| SCHR | SCHWAB STRATEGIC TR | 1.8M | $1M+ | SH |
| HYBI | NEOS ETF TRUST | 846K | $1M+ | SH |
| AVGO | BROADCOM INC | 119K | $1M+ | SH |
| ORCL | ORACLE CORP | 211K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 47K | $1M+ | SH |
| IWV | ISHARES TR | 102K | $1M+ | SH |
| META | META PLATFORMS INC | 59K | $1M+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 175K | $1M+ | SH |
| SDY | SPDR SERIES TRUST | 275K | $1M+ | SH |
| MA | MASTERCARD INCORPORATED | 61K | $1M+ | SH |
| RTX | RTX CORPORATION | 175K | $1M+ | SH |
| JAAA | JANUS DETROIT STR TR | 623K | $1M+ | SH |
| IWD | ISHARES TR | 149K | $1M+ | SH |
| PEP | PEPSICO INC | 208K | $1M+ | SH |