13F filer

Clearstead Advisors

As of Jun 30, 2026 Filed Aug 6, 2026 CIK 842775 SEC filings ↗

13F Value

$10.59B

Positions

3,661

Top Position

VOO9.4%

Top 5

20.4%

Latest filing changes

vs Mar 31, 2026

1 SON Sonoco Prods >999%+$39.1M

2 VUG Vanguard Morningstar Growth Index Fund — ETF Shares +332.9%+$24.3M

3 HYLB Xtrackers USD High Yield Corporate Bond ETF >999%+$23.1M

4 USHY iShares Broad USD High Yield Corporate Bond ETF >999%+$23.0M

5 VXUS Vanguard Total International Stock Index Fund — ETF Shares +157.3%+$21.7M

Holdings3,661

#
1	VOO Vanguard 500 Index Fund — ETF Shares	9.4%	$996.5M	-12.4%	1.45M	9.0%	ETF
2	IVV iShares Core S&P 500 ETF	3.1%	$324.8M	-0.9%	433.7K	2.6%	ETF
3	AAPL Apple	2.8%	$298.2M	-10.4%	1.03M	2.7%	Common Stock
4	PCAR Paccar	2.8%	$293.4M	-49.9%	2.44M	5.1%	Common Stock
5	IWF iShares Russell 1000 Growth ETF	2.3%	$243.2M	-9.1%	1.96M	2.1%	ETF
6	VO Vanguard Morningstar Mid-Cap Index Fund — ETF Shares	2.2%	$228.3M	-0.2%	2.83M	1.9%	ETF
7	MSFT Microsoft	2.0%	$212.9M	-37.3%	570.7K	3.1%	Common Stock
8	VB Vanguard Morningstar Small-Cap Index Fund — ETF Shares	1.5%	$158.3M	-0.5%	522.4K	1.3%	ETF
9	VTV Vanguard Morningstar Value Index Fund — ETF Shares	1.5%	$156.6M	-4.3%	718.4K	1.3%	ETF
10	SPY State Str SPDR S&P 500 ETF T — Tr Unit	1.4%	$153.2M	-18.7%	205.1K	1.5%	ETF
11	SPDW State Street(R) SPDR(R) Portfolio Developed World ex-US ETF	1.4%	$151.5M	-3.0%	3.01M	1.3%	ETF
12	AMZN Amazon	1.4%	$151.1M	-31.5%	634.0K	1.8%	Common Stock
13	VMBS Vanguard Mortgage-Backed Securities Index Fund — ETF Shares	1.4%	$147.2M	+4.2%	3.14M	1.3%	ETF
14	IDEV iShares Core MSCI International Developed Markets ETF	1.4%	$146.7M	-46.0%	1.65M	2.3%	ETF
15	VTI Vanguard Morningstar Total Stock Market Index Fund — ETF Shares	1.2%	$131.3M	-34.6%	354.9K	1.6%	ETF
16	NVDA NVIDIA	1.2%	$128.7M	-17.2%	643.3K	1.2%	Common Stock
17	GOOGL Alphabet Class A Filing details 02079K305 Jun 30, 2026 355,358 reported quantity $126,994,348 reported value	1.2%	$127.0M	-11.6%	355.4K	1.1%	Common Stock
18	BGGG Baillie Gifford Long Term Global Growth ETF	1.2%	$124.1M	NEW	3.52M	—	ETF
19	DFAI Dimensional International Core Equity Market ETF	1.1%	$117.3M	+4.8%	2.84M	1.0%	ETF
20	IEFA iShares Core MSCI EAFE ETF	1.0%	$105.9M	+6.3%	1.10M	0.9%	ETF

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing93

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.