SEC Form 13F

Clearstead Advisors, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-07
Reported value$10,594,437,911
Positions3,659

Largest disclosed positions

IssuerTickerClassReported valueReported amount
VANGUARD INDEX FDSVOOS&P 500 ETF SHS$996,520,4761,450,939
ISHARES TRIVVCORE S&P500 ETF$324,785,247433,690
APPLE INCAAPLCOM$298,212,0581,030,593
PACCAR INCPCARCOM$293,422,0582,442,741
ISHARES TRIWFRUS 1000 GRW ETF$243,206,1591,958,655
VANGUARD INDEX FDSVOMID CAP ETF$228,304,1342,833,612
MICROSOFT CORPMSFTCOM$212,865,902570,657
VANGUARD INDEX FDSVBSMALL CP ETF$158,346,877522,390
VANGUARD INDEX FDSVTVVALUE ETF$156,554,906718,373
STATE STR SPDR S&P 500 ETF TSPYTR UNIT$153,163,589205,100

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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