Notify me when Clearstead Advisors, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 2,723 | $7,923,673,347 | +$1,152,662,075 | -$168,136,290 | +$984,525,785 | VOO, IVV, AAPL, IWF, VO | 13F-HR | 09 Feb 2026, 11:37 |
| Q3 2025 | 3,077 | $6,864,856,689 | +$284,156,947 | -$942,934,080 | -$658,777,133 | IVV, IWF, AAPL, VO, MSFT | 13F-HR | 10 Nov 2025, 13:35 |
| Q2 2025 | 2,738 | $7,118,445,050 | +$435,250,154 | -$216,305,466 | +$218,944,688 | VOO, IVV, IWF, AAPL, VO | 13F-HR | 08 Aug 2025, 12:10 |
| Q1 2025 | 2,192 | $6,442,960,075 | +$389,571,789 | -$336,412,481 | +$53,159,308 | VOO, IVV, AAPL, IWF, VO | 13F-HR | 13 May 2025, 09:06 |
| Q4 2024 | 2,087 | $6,570,493,399 | +$436,829,973 | -$263,855,149 | +$172,974,824 | VOO, IVV, AAPL, IWF, VO | 13F-HR | 10 Feb 2025, 12:59 |
| Q3 2024 | 2,036 | $6,446,190,717 | +$351,917,627 | -$122,594,754 | +$229,322,873 | VOO, IVV, IWF, AAPL, VO | 13F-HR | 13 Nov 2024, 13:58 |
| Q2 2024 | 2,023 | $5,861,390,279 | +$3,809,096,910 | -$8,105,374 | +$3,800,991,536 | VOO, IVV, IWF, AAPL, VO | 13F-HR | 09 Aug 2024, 18:38 |
| Q1 2024 | 1,430 | $2,009,918,790 | +$109,711,683 | -$72,040,183 | +$37,671,500 | VOO, AAPL, VO, JEPI, MSFT | 13F-HR | 14 May 2024, 13:09 |
| Q4 2023 | 1,510 | $1,884,347,307 | +$123,596,581 | -$98,141,214 | +$25,455,367 | VOO, AAPL, JEPI, VO, MSFT | 13F-HR | 12 Feb 2024, 11:04 |
| Q3 2023 | 1,474 | $1,627,893,688 | $0 | VOO, AAPL, JEPI, VO, MSFT | New Holdings | 13 Nov 2023, 09:44 | ||
| Q3 2023 | 1,592 | $1,688,651,272 | +$122,598,127 | -$18,783,219 | +$103,814,908 | VOO, AAPL, JEPI, VO, MSFT | 13F-HR | 07 Nov 2023, 13:24 |
| Q2 2023 | 1,371 | $1,649,948,577 | +$227,586,063 | -$32,242,320 | +$195,343,743 | VOO, AAPL, VO, JEPI, MSFT | 13F-HR | 07 Aug 2023, 09:40 |
| Q1 2023 | 1,363 | $1,373,936,405 | +$79,278,019 | -$42,544,247 | +$36,733,772 | VOO, AAPL, VO, MSFT, JEPI | 13F-HR | 09 May 2023, 09:32 |
| Q4 2022 | 1,308 | $1,276,678,456 | +$136,764,808 | -$22,470,336 | +$114,294,472 | VOO, VO, AAPL, JEPI, MSFT | 13F-HR | 14 Feb 2023, 08:37 |
| Q3 2022 | 1,144 | $1,085,223,008 | +$71,957,637 | -$103,386,923 | -$31,429,286 | VOO, AAPL, VO, MSFT, JEPI | 13F-HR | 14 Nov 2022, 17:47 |
| Q2 2022 | 1,190 | $1,282,940,001 | +$90,758,147 | -$18,658,476 | +$72,099,671 | VOO, AAPL, ILCG, MSFT, VO | 13F-HR | 12 Aug 2022, 15:27 |
| Q1 2022 | 1,298 | $1,473,833,034 | +$107,019,974 | -$18,063,697 | +$88,956,277 | VOO, AAPL, ILCG, VO, MSFT | 13F-HR | 04 May 2022, 10:24 |
| Q4 2021 | 1,176 | $1,470,314,044 | +$67,364,439 | -$61,472,984 | +$5,891,455 | VOO, ILCG, AAPL, QLD, VO | 13F-HR | 14 Feb 2022, 10:00 |
| Q3 2021 | 1,245 | $1,336,217,000 | +$70,915,232 | -$25,143,412 | +$45,771,820 | VOO, ILCG, VO, AAPL, QLD | 13F-HR | 12 Nov 2021, 16:56 |
| Q2 2021 | 1,195 | $1,299,305,000 | +$109,145,131 | -$39,937,920 | +$69,207,211 | VOO, ILCG, AAPL, VO, MSFT | 13F-HR | 12 Aug 2021, 15:25 |
| Q1 2021 | 1,064 | $1,200,151,000 | +$55,384,346 | -$22,233,768 | +$33,150,578 | VOO, QQQ, ILCG, VO, AAPL | 13F-HR | 14 May 2021, 11:39 |
| Q4 2020 | 937 | $1,099,605,000 | +$75,605,979 | -$28,989,134 | +$46,616,845 | VOO, QQQ, AAPL, ILCG, VO | 13F-HR | 11 Feb 2021, 10:46 |
| Q3 2020 | 857 | $932,902,000 | +$82,340,347 | -$46,821,983 | +$35,518,364 | VOO, QQQ, ILCG, AAPL, VO | 13F-HR | 12 Nov 2020, 14:33 |
| Q2 2020 | 767 | $864,731,000 | +$76,252,248 | -$23,182,746 | +$53,069,502 | VOO, AAPL, QQQ, VO, ILCG | 13F-HR | 11 Aug 2020, 10:14 |
| Q1 2020 | 738 | $682,803,000 | +$70,623,114 | -$27,988,576 | +$42,634,538 | VOO, VO, QQQ, AAPL, ILCG | 13F-HR | 14 May 2020, 12:31 |
| Q4 2019 | 282 | $818,527,583 | +$31,421,255 | -$10,140,544 | +$21,280,711 | VOO, VO, AAPL, MDY, JPM | 13F-HR | 11 Feb 2020, 15:42 |
| Q3 2019 | 266 | $747,232,000 | +$20,015,833 | -$25,886,234 | -$5,870,401 | VOO, VO, MDY, ILCG, QQQ | 13F-HR | 12 Nov 2019, 14:57 |
| Q2 2019 | 272 | $750,479,000 | +$45,739,759 | -$27,316,074 | +$18,423,685 | VOO, VO, MDY, ILCG, JPM | 13F-HR | 08 Aug 2019, 17:17 |
| Q1 2019 | 256 | $724,270,000 | +$31,684,132 | -$24,063,979 | +$7,620,153 | VOO, VO, MDY, ILCG, SDY | 13F-HR | 14 May 2019, 10:27 |
| Q4 2018 | 243 | $642,035,000 | +$82,397,149 | -$9,770,065 | +$72,627,084 | VOO, VO, MDY, JPM, SDY | 13F-HR | 08 Feb 2019, 17:06 |
| Q3 2018 | 228 | $729,234,000 | +$28,525,594 | -$11,893,432 | +$16,632,162 | VOO, FCEA, VO, CVIAQ, MDY | 13F-HR | 13 Nov 2018, 07:38 |
| Q2 2018 | 220 | $701,144,000 | +$84,370,270 | -$13,081,456 | +$71,288,814 | VOO, CVIAQ, FCEA, VO, MDY | 13F-HR | 07 Aug 2018, 16:43 |
| Q1 2018 | 221 | $690,069,000 | +$38,253,363 | -$46,724,070 | -$8,470,707 | VOO, FMSA, FCEA, VO, MDY | 13F-HR | 14 May 2018, 15:18 |
| Q4 2017 | 223 | $737,723,000 | +$16,805,079 | -$61,408,506 | -$44,603,427 | VOO, FMSA, FCEA, VO, MDY | 13F-HR | 09 Feb 2018, 12:12 |
| Q3 2017 | 249 | $766,950,936 | +$60,202,400 | -$6,516,456 | +$53,685,944 | VOO, FMSA, FCEA, VO, IVV | 13F-HR | 09 Nov 2017, 15:08 |
| Q2 2017 | 234 | $684,605,000 | +$41,474,854 | -$6,154,537 | +$35,320,317 | VOO, FMSA, FCEA, VO, IVV | 13F-HR | 03 Aug 2017, 15:46 |
| Q1 2017 | 219 | $688,191,000 | +$103,321,772 | -$6,449,660 | +$96,872,112 | FMSA, VOO, VO, FCEA, IVV | 13F-HR | 11 May 2017, 18:48 |
| Q4 2016 | 206 | $618,014,000 | $0 | FMSA, VOO, VO, IVV, XOM | 13F-HR | 10 Feb 2017, 13:25 |