Clearstead Advisors, LLC
All 13F Filings
- Location
- Cleveland, OH
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 7,933,577
- Description
- Cleveland Ohio based relationship driven wealth allocation platform with an independent advisory structure and a cycle aware and portfolio focused investment mandate. The approach emphasizes fundamental research depth, active stewardship and governance oversight, and planning integrated mandate design for planning centered advisory portfolios. Execution standards emphasize measured risk, governance alignment, and durable portfolio outcomes through risk budget governance and allocation selectivity.
- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/9/2026 | 2,736 | 7,933,577 | 13F-HR | Clearstead Advisors, LLC |
| Q3 2025 | 11/10/2025 | 3,087 | 7,619,679 | 13F-HR | Clearstead Advisors, LLC |
| Q2 2025 | 8/8/2025 | 2,740 | 7,118,445 | 13F-HR | Clearstead Advisors, LLC |
| Q1 2025 | 5/13/2025 | 2,198 | 6,445,989 | 13F-HR | Clearstead Advisors, LLC |
| Q4 2024 | 2/10/2025 | 2,095 | 6,591,373 | 13F-HR | Clearstead Advisors, LLC |
| Q3 2024 | 11/13/2024 | 2,038 | 6,446,191 | 13F-HR | Clearstead Advisors, LLC |
| Q2 2024 | 8/12/2024 | 2,026 | 5,861,390 | 13F-HR | Clearstead Advisors, LLC |
| Q1 2024 | 5/14/2024 | 1,544 | 2,020,005 | 13F-HR | Clearstead Advisors, LLC |
| Q4 2023 | 2/12/2024 | 1,515 | 1,884,350 | 13F-HR | Clearstead Advisors, LLC |
| Q3 2023 | 11/13/2023 | 1,478 | 1,627,906 | 13F-HR/A - NEW HOLDINGS | Clearstead Advisors, LLC |
| Q3 2023 | 11/7/2023 | 1,522 | 1,818,054 | 13F-HR | Clearstead Advisors, LLC |
| Q2 2023 | 8/7/2023 | 1,375 | 1,649,949 | 13F-HR | Clearstead Advisors, LLC |
| Q1 2023 | 5/9/2023 | 1,367 | 1,373,943 | 13F-HR | Clearstead Advisors, LLC |
| Q4 2022 | 2/14/2023 | 1,312 | 1,276,687 | 13F-HR | Clearstead Advisors, LLC |
| Q3 2022 | 11/15/2022 | 1,317 | 1,085,429 | 13F-HR | Clearstead Advisors, LLC |
| Q2 2022 | 8/12/2022 | 1,339 | 1,283,037 | 13F-HR | Clearstead Advisors, LLC |
| Q1 2022 | 5/4/2022 | 1,417 | 1,473,995 | 13F-HR | Clearstead Advisors, LLC |
| Q4 2021 | 2/14/2022 | 1,300 | 1,470,496 | 13F-HR | Clearstead Advisors, LLC |
| Q3 2021 | 11/12/2021 | 1,314 | 1,340,471 | 13F-HR | Clearstead Advisors, LLC |
| Q2 2021 | 8/12/2021 | 1,271 | 1,299,434 | 13F-HR | Clearstead Advisors, LLC |
| Q1 2021 | 5/14/2021 | 1,137 | 1,200,252 | 13F-HR | Clearstead Advisors, LLC |
| Q4 2020 | 2/11/2021 | 987 | 1,099,658 | 13F-HR | Clearstead Advisors, LLC |
| Q3 2020 | 11/12/2020 | 898 | 932,930 | 13F-HR | Clearstead Advisors, LLC |
| Q2 2020 | 8/11/2020 | 796 | 864,749 | 13F-HR | Clearstead Advisors, LLC |
| Q1 2020 | 5/14/2020 | 789 | 686,788 | 13F-HR | Clearstead Advisors, LLC |
| Q4 2019 | 2/11/2020 | 282 | 824,105 | 13F-HR | Clearstead Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
9.903 K
(0.1% of total reported value)
· QoQ Δ:
-744.9 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 5.08 M | 64.1% | 289.8 K | 0 | 289.8 K |
| ETFs | 2.695 M | 34.0% | 766 K | 0 | 766 K |
| Debt | 106.6 K | 1.3% | 4.69 K | 0 | 4.69 K |
| Other | 41.29 K | 0.5% | 0 | 532 | -532 |
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Fund Snapshot
Q4 2025
Latest filed
2/9/2026
Total value ($000)
7,933,577
Holdings
2736
QoQ value change ($000)
313,898
(4.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.