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 751–800 of 2,726
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SAMG | SILVERCREST ASSET MGMT GROUP | 24K | $100K–$500K | SH |
| BKR | BAKER HUGHES COMPANY | 8K | $100K–$500K | SH |
| SPYV | SPDR SERIES TRUST | 6K | $100K–$500K | SH |
| ACM | AECOM | 4K | $100K–$500K | SH |
| AEG | AEGON LTD | 46K | $100K–$500K | SH |
| TLN | TALEN ENERGY CORP | 936 | $100K–$500K | SH |
| VPU | VANGUARD WORLD FD | 2K | $100K–$500K | SH |
| MDB | MONGODB INC | 826 | $100K–$500K | SH |
| LYFT | LYFT INC | 18K | $100K–$500K | SH |
| QXO | QXO INC | 18K | $100K–$500K | SH |
| ASH | ASHLAND INC | 6K | $100K–$500K | SH |
| OKTA | OKTA INC | 4K | $100K–$500K | SH |
| NGD | NEW GOLD INC CDA | 39K | $100K–$500K | SH |
| TOL | TOLL BROTHERS INC | 3K | $100K–$500K | SH |
| PKG | PACKAGING CORP AMER | 2K | $100K–$500K | SH |
| DRI | DARDEN RESTAURANTS INC | 2K | $100K–$500K | SH |
| FNDX | SCHWAB STRATEGIC TR | 12K | $100K–$500K | SH |
| WAB | WABTEC | 2K | $100K–$500K | SH |
| CPRT | COPART INC | 9K | $100K–$500K | SH |
| ITT | ITT INC | 2K | $100K–$500K | SH |
| TDTF | FLEXSHARES TR | 14K | $100K–$500K | SH |
| NVG | NUVEEN AMT FREE MUN CR INC F | 26K | $100K–$500K | SH |
| RSPF | INVESCO EXCHANGE TRADED FD T | 4K | $100K–$500K | SH |
| AXS | AXIS CAP HLDGS LTD | 3K | $100K–$500K | SH |
| MTCH | MATCH GROUP INC NEW | 10K | $100K–$500K | SH |
| FUN | SIX FLAGS ENTERTAINMENT CORP | 21K | $100K–$500K | SH |
| WDAY | WORKDAY INC | 2K | $100K–$500K | SH |
| FIVE | FIVE BELOW INC | 2K | $100K–$500K | SH |
| CGW | INVESCO EXCH TRADED FD TR II | 5K | $100K–$500K | SH |
| FNDA | SCHWAB STRATEGIC TR | 10K | $100K–$500K | SH |
| ADT | ADT INC DEL | 40K | $100K–$500K | SH |
| WU | WESTERN UN CO | 34K | $100K–$500K | SH |
| MFC | MANULIFE FINL CORP | 9K | $100K–$500K | SH |
| UDEC | INNOVATOR ETFS TRUST | 8K | $100K–$500K | SH |
| DGX | QUEST DIAGNOSTICS INC | 2K | $100K–$500K | SH |
| BNDX | VANGUARD CHARLOTTE FDS | 7K | $100K–$500K | SH |
| ANGL | VANECK ETF TRUST | 11K | $100K–$500K | SH |
| FDUS | FIDUS INVT CORP | 16K | $100K–$500K | SH |
| VOOG | VANGUARD ADMIRAL FDS INC | 707 | $100K–$500K | SH |
| LDOS | LEIDOS HOLDINGS INC | 2K | $100K–$500K | SH |
| ITIC | INVESTORS TITLE CO NC | 1K | $100K–$500K | SH |
| DFAC | DIMENSIONAL ETF TRUST | 8K | $100K–$500K | SH |
| IMCG | ISHARES TR | 4K | $100K–$500K | SH |
| RYLD | GLOBAL X FDS | 20K | $100K–$500K | SH |
| DFEM | DIMENSIONAL ETF TRUST | 9K | $100K–$500K | SH |
| DASH | DOORDASH INC | 1K | $100K–$500K | SH |
| BWA | BORGWARNER INC | 7K | $100K–$500K | SH |
| OKE | ONEOK INC NEW | 4K | $100K–$500K | SH |
| TD | TORONTO DOMINION BK ONT | 3K | $100K–$500K | SH |
| MSTR | STRATEGY INC | 2K | $100K–$500K | SH |