Clearstead Trust, LLC
Annual return '25
+12.5%
SPY '25
+17.7%
Alpha
-5.2ptsvs SPY
Invested
$613.4M
Holdings
984
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$NDQ
INVESCO QQQ TR
Held since at least Q1 2024
14.3%
02
$ILCG
ISHARES TR
Held since at least Q1 2024
8.7%
03
$QLD
PROSHARES TR
Held since at least Q1 2024
7.3%
04
$AAPL
APPLE INC
Held since at least Q1 2024
4.5%
05
$IWF
ISHARES TR
Held since at least Q1 2024
4.1%
06
$MSFT
MICROSOFT CORP
Q1 2026: Increased +111.0% (1.3k → 2.7k shares)
3.6%
07
$NVDA
NVIDIA CORPORATION
Q1 2026: Increased +6.3% (8.3k → 8.9k shares)
3.0%
08
$GOOGL
ALPHABET INC
Held since at least Q1 2024
2.6%
09
$CGCV
CAPITAL GROUP CONSERVATIVE E
Held since at least Q1 2024
2.5%
10
$AMZN
AMAZON COM INC
Held since at least Q1 2024
2.3%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 09:40 UTC.