Managers / Q4 2020 · view latest →
Clearstead Advisors, LLC
CIK 0000842775 · 1100 SUPERIOR AVENUE EAST, SUITE 700, CLEVELAND, OH, 44114 · 2166211090
Reported Value
$1.1B
Q4 2020
Positions
987
Filings on Record
31
2019–present window
Filed
Feb 11, 2021
original filing
Summary
Clearstead Advisors, Llc reported $1.1B in U.S.-listed holdings across 987 positions for Q4 2020.
Its largest position, VOO, represents 11.2% of the portfolio.
Compared with Q3 2020, the fund opened 150 new positions and exited 61.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q4 2020
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $10.9B | 2,241 | May 6, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $7.9B | 2,736 | Feb 9, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $7.6B | 3,094 | Nov 10, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $7.1B | 2,740 | Aug 8, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $6.4B | 2,198 | May 13, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $6.6B | 2,095 | Feb 10, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $6.4B | 2,038 | Nov 13, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $5.9B | 2,026 | Aug 12, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $2.0B | 1,545 | May 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $1.9B | 1,516 | Feb 12, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023REVEALED | $3.4B | 3,002 | Nov 7, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $1.6B | 1,376 | Aug 7, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $1.4B | 1,376 | May 9, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $1.28T | 1,312 | Feb 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $1.1B | 1,325 | Nov 15, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $1.3B | 1,349 | Aug 12, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $1.5B | 1,417 | May 4, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $1.5B | 1,300 | Feb 14, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $1.3B | 1,314 | Nov 12, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $1.3B | 1,271 | Aug 12, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $1.2B | 1,137 | May 14, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $1.1B | 987 | Feb 11, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $933M | 898 | Nov 12, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $865M | 796 | Aug 11, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $687M | 789 | May 14, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $824M | 282 | Feb 11, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $747M | 266 | Nov 12, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $751M | 340 | Aug 8, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $725M | 257 | May 14, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $642M | 244 | Feb 11, 2019 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.