account_balance
Investment manager · 13F filer · SEC CIK 1708001
Clearstead Trust, LLC
Reported value$790Mas of Sep 30, 2026
Positions1,023 94 new, 41 sold out
Top 10 weight57.8%QQQ alone is 16%
FiledNov 637 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
QQQInvesco QQQ Tr
15.7%Added +2%
ILCGiShares Tr
10.8%
QLDProshares Tr
9.5%
AAPLApple Inc.
4.6%
MSFTMicrosoft Corp
3.9%
IWFiShares Tr
3.4%Trimmed −22%
NVDANVIDIA Corp
3.1%
CGCVCapital Group Conservative E
2.3%Added +6%
AMZNAmazon.com Inc
2.2%
GOOGLAlphabet Inc.
2.2%Trimmed −7%
AVGOBroadcom Inc.
1.9%Trimmed −4%
STXSeagate Technology Holdings PLC
1.8%Trimmed −2%
QQQInvesco QQQ Tr
15.7%Added +2%
ILCGiShares Tr
10.8%
QLDProshares Tr
9.5%
AAPLApple Inc.
4.6%
MSFTMicrosoft Corp
3.9%
IWFiShares Tr
3.4%
CGCV2.3%
AMZNGOOGLAVGOSTXBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
QQQ Invesco QQQ Tr 15.7% Added +2%
ILCG iShares Tr 10.8% Held
QLD Proshares Tr 9.5% Held
AAPL Apple Inc. 4.6% HeldMSFT Microsoft Corp 3.9% HeldIWF iShares Tr 3.4% Trimmed −22%
NVDA NVIDIA Corp 3.1% HeldCGCV Capital Group Conservative E 2.3% Added +6%
AMZN Amazon.com Inc 2.2% HeldGOOGL Alphabet Inc. 2.2% Trimmed −7%AVGO Broadcom Inc. 1.9% Trimmed −4%STX Seagate Technology Holdings PLC 1.8% Trimmed −2%What changed
Biggest moves since Jun 30, 2026
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