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Portfolio (Quarterly) Guide ↗

Clearstead Advisors, LLC

· CIK 0000842775
13F Portfolio $10.9B AUM 2,241 positions Filed May 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 182 New 613 Added 934 Reduced 675 Exited
Page 84 of 113  ·  2,241 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1661 AGO ASSURED GUARANTY LTD Financial Services 96.0 $8K -1K -92.4% $81.49 -8.7%
1662 GOSS GOSSAMER BIO INC Healthcare 23,550.0 $8K $0.33 -52.9%
1663 EZPZ FRANKLIN CRYPTO INDEX ETF Financial Services 449.0 $8K $17.22 +13.0%
1664 BLD TOPBUILD COR Industrials 22.0 $8K -631.0 -96.6% $351.32 +0.9%
1665 CMTG CLAROS MTG TR INC Real Estate 3,194.0 $8K $2.38 -24.8%
1666 PINS PINTEREST INC Communication Services 413.0 $8K -10K -96.2% $18.34 +27.6%
1667 CORPAY INC 26.0 $8K -161.0 -86.1% $291.00
1668 FAF FIRST AMERN FINL CORP Financial Services 125.0 $8K -2K -92.5% $60.30 +19.0%
1669 PPLT ABRDN PLATINUM ETF TRUST Financial Services 42.0 $7K NEW $178.24 -90.5%
1670 BCD ABRDN ETFS 205.0 $7K NEW $35.78 +6.9%
1671 AVAV AEROVIRONMENT INC Industrials 40.0 $7K $183.05 -12.5%
1672 TMSL T ROWE PRICE ETF INC 199.0 $7K $36.67 +18.9%
1673 BCI ABRDN ETFS 300.0 $7K $24.29 +4.9%
1674 SNAP SNAP INC Communication Services 1,581.0 $7K $4.60 +13.8%
1675 JTEK J P MORGAN EXCHANGE TRADED F 91.0 $7K +34.0 +59.6% $79.55 +25.7%
1676 TEM TEMPUS AI INC Healthcare 160.0 $7K -6.0 -3.6% $45.23 +60.7%
1677 BETTER HOME & FINANCE HOLDIN 203.0 $7K $35.62
1678 BWXT BWX TECHNOLOGIES INC Industrials 35.0 $7K -334.0 -90.5% $204.51 -23.3%
1679 BUNGE GLOBAL SA 56.0 $7K -454.0 -89.0% $127.21
1680 BFLY BUTTERFLY NETWORK INC Healthcare 1,750.0 $7K $4.04 +136.4%
Page 84 of 113  ·  2,241 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 26.3%
Industrials 22.1%
Financial Services 16.7%
Consumer Cyclical 10.1%
Healthcare 7.8%
Consumer Defensive 5.9%
Communication Services 5.5%
Energy 2.7%
Utilities 1.5%
Basic Materials 1.0%