Clearstead Advisors, LLC

Est. AUM

$10.9M

13F long equity, this entity only

Positions

2,222

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	PUT	$989K	1655762	9.07%	SOLE
2	PACCAR INC	COM	$563K	4877226	5.16%	SOLE
3	MICROSOFT CORP	COM	$336K	909557	3.08%	SOLE
4	APPLE INC	COM	$291K	1150144	2.67%	SOLE
5	ISHARES TR	CORE S&P500 ETF	$285K	437585	2.61%	SOLE
6	ISHARES TR	CORE MSCI INTL	$255K	3053125	2.34%	SOLE
7	ISHARES TR	RUS 1000 GRW ETF	$229K	538892	2.10%	SOLE
8	VANGUARD INDEX FDS	MID CAP ETF	$203K	709749	1.86%	SOLE
9	AMAZON COM INC	COM	$192K	926168	1.76%	SOLE
10	DIMENSIONAL ETF TRUST	INTL HIGH PROFIT	$178K	5528400	1.63%	SOLE
11	VANGUARD INDEX FDS	TOTAL STK MKT	$174K	542873	1.60%	SOLE
12	STATE STR SPDR S&P 500 ETF T	TR UNIT	$164K	252353	1.50%	SOLE
13	VANGUARD INDEX FDS	VALUE ETF	$147K	750841	1.35%	SOLE
14	SPDR INDEX SHS FDS	STATE STREET SPD	$141K	3100372	1.29%	SOLE
15	VANGUARD SCOTTSDALE FDS	MTG-BKD SECS ETF	$141K	3017853	1.29%	SOLE
16	VANGUARD INDEX FDS	SMALL CP ETF	$137K	525158	1.26%	SOLE
17	NVIDIA CORPORATION	CALL	$135K	777112	1.24%	SOLE
18	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$126K	660464	1.16%	SOLE
19	SCHWAB STRATEGIC TR	FUNDAMENTAL US S	$121K	3742921	1.11%	SOLE
20	ALPHABET INC	CAP STK CL A	$115K	401869	1.05%	SOLE
21	DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$105K	2714734	0.96%	SOLE
22	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$99K	1559457	0.91%	SOLE
23	DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$99K	2715805	0.91%	SOLE
24	ISHARES TR	CORE MSCI EAFE	$93K	1031127	0.85%	SOLE
25	ISHARES TR	CORE MSCI TOTAL	$90K	1050229	0.83%	SOLE
26	WISDOMTREE TR	US LARGECAP DIVD	$87K	976282	0.80%	SOLE
27	JPMORGAN CHASE & CO	COM	$85K	289929	0.78%	SOLE
28	CAPITAL GROUP GLOBAL EQUITY	SHS	$83K	2749114	0.76%	SOLE
29	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$74K	156064	0.68%	SOLE
30	ISHARES TR	RUS MID CAP ETF	$74K	768730	0.68%	SOLE
31	ALPHABET INC	CAP STK CL C	$72K	252461	0.66%	SOLE
32	STARBUCKS CORP	COM	$71K	798248	0.65%	SOLE
33	NORFOLK SOUTHN CORP	COM	$71K	250090	0.65%	SOLE
34	J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$70K	1235426	0.64%	SOLE
35	INVESCO EXCH TRD SLF IDX FD	BULETSHS 2029	$67K	3611035	0.61%	SOLE
36	INVESCO EXCH TRD SLF IDX FD	INVSCO BLSH 28	$66K	3255267	0.61%	SOLE
37	CATERPILLAR INC	COM	$65K	92194	0.60%	SOLE
38	JOHNSON & JOHNSON	COM	$64K	262136	0.59%	SOLE
39	INVESCO EXCH TRD SLF IDX FD	INVSCO 30 CORP	$63K	3820540	0.58%	SOLE
40	ISHARES TR	CORE S&P MCP ETF	$62K	927593	0.57%	SOLE
41	ISHARES TR	CORE S&P SCP ETF	$61K	491344	0.56%	SOLE
42	COSTCO WHOLESALE CORPORATION	COM	$59K	59884	0.54%	SOLE
43	WALMART INC	COM	$56K	452253	0.51%	SOLE
44	INVESCO EXCH TRD SLF IDX FD	INVESCO BULLETSH	$56K	2662099	0.51%	SOLE
45	ELI LILLY & CO	COM	$55K	60181	0.50%	SOLE
46	ISHARES TR	RUS 1000 ETF	$53K	149294	0.49%	SOLE
47	BROADCOM INC	COM	$50K	164679	0.46%	SOLE
48	ISHARES TR	MSCI EAFE ETF	$49K	511505	0.45%	SOLE
49	SCHWAB STRATEGIC TR	INT-TRM U.S TRES	$48K	1954043	0.44%	SOLE
50	INVESCO EXCHANGE TRADED FD T	S&P 500 TOP 50	$47K	874839	0.43%	SOLE

1–50 of 2,222

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.