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Patrick D. Hayes

Clearstead Advisors, Llc

Assets Managed
$10.948B
Holdings
2232
Last Quarter
2026 - Q1
Filed Date
16d ago
Growth Rate
38%(2Q avg: 21.06%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Clearstead Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 2232 positions.

Assets under management

The assets under management (AUM) of Clearstead Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 10.948B in assets, with a quarterly growth rate of 38% and a 2-quarter average growth rate of 21.06%. The portfolio is managed by Patrick D. Hayes, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 41.23%
9.08%
$993.763M
1.663M shares@ $597.56 avg price
PCAR
Paccar Inc
Recent Activity
Increased 49409.96%
5.15%
$563.32M
4.877M shares@ $115.5 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 175.91%
3.08%
$336.691M
909,557 shares@ $370.18 avg price
AAPL
Apple Inc
Recent Activity
Increased 16.41%
2.68%
$293.113M
1.155M shares@ $253.79 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 1.09%
2.62%
$285.835M
437,585 shares@ $653.22 avg price
IDEV
Ishares Core Msci Dev Mkts
Recent Activity
Increased 1299102.13%
2.34%
$255.15M
3.053M shares@ $83.58 avg price
IWF
Ishares Russell 1000 Growth
Recent Activity
Decreased -1.62%
2.1%
$229.784M
538,892 shares@ $426.41 avg price
VO
Vanguard Mid-cap Etf
Recent Activity
Increased 1.16%
1.87%
$203.826M
709,749 shares@ $287.19 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 143.05%
1.77%
$192.893M
926,168 shares@ $208.27 avg price
DIHP
Dimensional International Hi
Recent Activity
New Position
1.63%
$178.125M
5.528M shares@ $32.23 avg price

1-10 of 2232