SEC Form 13F

Clearstead Trust, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-07
Reported value$765,016,855
Positions970

Largest disclosed positions

IssuerTickerClassReported valueReported amount
INVESCO QQQ TRQQQUNIT SER 1$120,421,003163,527
ISHARES TRILCGMORNINGSTAR GRWT$85,897,466734,041
PROSHARES TRQLDPSHS ULTRA QQQ$74,753,487772,566
ISHARES TRIWFRUS 1000 GRW ETF$34,170,862275,194
APPLE INCAAPLCOM$31,568,171109,097
MICROSOFT CORPMSFTCOM$22,340,06959,890
NVIDIA CORPORATIONNVDACOM$21,419,922107,051
ALPHABET INCGOOGLCAP STK CL A$19,239,87053,837
CAPITAL GROUP CONSERVATIVE ECGCVSHS$17,585,138535,806
BROADCOM INCAVGOCOM$17,180,51245,481

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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