Clearstead Advisors, LLC
•CIK: 842775•Filing: Q4 2025
Clearstead Advisors, LLC, managed by the seasoned duo of John D. Clear and Steven A. Stead, maintains a concentrated portfolio with 2,723 positions and $6.8 billion in assets under management, focusing on high-conviction, long-term investments. Recently, the fund has made notable shifts by adding VCSH and BSCX significantly, while cutting SCHP and PLTR entirely, reflecting a strategic pivot towards defensive and growth-oriented sectors.
Total AUM
$6.8B
QoQ Performance
-0.4%
Positions
2,222
Top 10 Concentration
28.3%
Latest Filing
Q4 2025
Top Holdings Allocation
IVV4.3%
IWF3.8%
VO3.0%
MSFT2.3%
VB2.1%
SPDW2.0%
VTV1.9%
RSP1.9%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other65.8%
Technology9.8%
ETF6.6%
Financial5.2%
Consumer4.9%
Healthcare3.5%
Industrial2.1%
Consumer Staples0.9%
🚪 Exited Positionssold since Q3 2025
+2872 more exited positions
Changes from Q3 2025
↑128 increased
↓71 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023