Managers / Q4 2023 · view latest →
Clearstead Advisors, LLC
CIK 0000842775 · 1100 SUPERIOR AVENUE EAST, SUITE 700, CLEVELAND, OH, 44114 · 2166211090
Reported Value
$1.9B
Q4 2023
Positions
1,516
Filings on Record
31
2019–present window
Filed
Feb 12, 2024
original filing
Summary
Clearstead Advisors, Llc reported $1.9B in U.S.-listed holdings across 1,516 positions for Q4 2023.
Its largest position, VOO, represents 10.1% of the portfolio.
Compared with Q3 2023, the fund opened 153 new positions and exited 162.
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 2023
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 ↗.