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 151–200 of 2,726
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SCHD | SCHWAB STRATEGIC TR | 267K | $1M+ | SH |
| SMCI | SUPER MICRO COMPUTER INC | 249K | $1M+ | SH |
| SHY | ISHARES TR | 87K | $1M+ | SH |
| NFLX | NETFLIX INC | 76K | $1M+ | SH |
| ACN | ACCENTURE PLC IRELAND | 26K | $1M+ | SH |
| SYK | STRYKER CORPORATION | 20K | $1M+ | SH |
| ARCC | ARES CAPITAL CORP | 346K | $1M+ | SH |
| XLK | SELECT SECTOR SPDR TR | 48K | $1M+ | SH |
| IWP | ISHARES TR | 51K | $1M+ | SH |
| DIS | DISNEY WALT CO | 60K | $1M+ | SH |
| SPGI | S&P GLOBAL INC | 13K | $1M+ | SH |
| SCHG | SCHWAB STRATEGIC TR | 208K | $1M+ | SH |
| BMY | BRISTOL-MYERS SQUIBB CO | 126K | $1M+ | SH |
| PYLD | PIMCO ETF TR | 253K | $1M+ | SH |
| EAGL | 2023 ETF SERIES TRUST | 202K | $1M+ | SH |
| GEV | GE VERNOVA INC | 10K | $1M+ | SH |
| LMT | LOCKHEED MARTIN CORP | 13K | $1M+ | SH |
| TFC | TRUIST FINL CORP | 130K | $1M+ | SH |
| VEU | VANGUARD INTL EQUITY INDEX F | 86K | $1M+ | SH |
| SCHF | SCHWAB STRATEGIC TR | 261K | $1M+ | SH |
| DAL | DELTA AIR LINES INC DEL | 89K | $1M+ | SH |
| BSCW | INVESCO EXCH TRD SLF IDX FD | 290K | $1M+ | SH |
| PM | PHILIP MORRIS INTL INC | 38K | $1M+ | SH |
| ANET | ARISTA NETWORKS INC | 46K | $1M+ | SH |
| DFUS | DIMENSIONAL ETF TRUST | 79K | $1M+ | SH |
| NOC | NORTHROP GRUMMAN CORP | 10K | $1M+ | SH |
| HON | HONEYWELL INTL INC | 30K | $1M+ | SH |
| PWR | QUANTA SVCS INC | 14K | $1M+ | SH |
| PNC | PNC FINL SVCS GROUP INC | 28K | $1M+ | SH |
| UNH | UNITEDHEALTH GROUP INC | 17K | $1M+ | SH |
| VXUS | VANGUARD STAR FDS | 75K | $1M+ | SH |
| CWI | SPDR INDEX SHS FDS | 157K | $1M+ | SH |
| FITB | FIFTH THIRD BANCORP | 120K | $1M+ | SH |
| VHT | VANGUARD WORLD FD | 19K | $1M+ | SH |
| VCSH | VANGUARD SCOTTSDALE FDS | 70K | $1M+ | SH |
| AOA | ISHARES TR | 62K | $1M+ | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 102K | $1M+ | SH |
| VNQ | VANGUARD INDEX FDS | 61K | $1M+ | SH |
| EMR | EMERSON ELEC CO | 41K | $1M+ | SH |
| DUK | DUKE ENERGY CORP NEW | 45K | $1M+ | SH |
| INTC | INTEL CORP | 144K | $1M+ | SH |
| IEI | ISHARES TR | 44K | $1M+ | SH |
| ACWX | ISHARES TR | 79K | $1M+ | SH |
| TOWN | TOWNEBANK PORTSMOUTH VA | 156K | $1M+ | SH |
| NACP | TIDAL TRUST III | 106K | $1M+ | SH |
| MDT | MEDTRONIC PLC | 52K | $1M+ | SH |
| SO | SOUTHERN CO | 57K | $1M+ | SH |
| PHYS | SPROTT ASSET MANAGEMENT LP | 150K | $1M+ | SH |
| CB | CHUBB LIMITED | 16K | $1M+ | SH |
| DVY | ISHARES TR | 35K | $1M+ | SH |