Clearstead Advisors, LLC has disclosed its latest holdings in a recent SEC filing, detailing a total asset value of approximately $10.79 billion. This filing, dated November 6, 2026, provides insights into the firm’s investment strategy and its positioning within the financial advisory landscape.

Clearstead Advisors is a financial advisory firm based in Cleveland, Ohio. The company, incorporated in 1987, has a fiscal year ending on December 31. It operates under the SEC file number 028-17695, and its Central Index Key (CIK) is 0000842775. Clearstead has a history of providing investment management services and is known for its tailored financial solutions for a diverse clientele.

The recent filing indicates that as of September 30, 2026, Clearstead Advisors managed a total of 3,534 entries within its portfolio. The total value of its holdings was reported at $10,792,496,095. This substantial asset base reflects the firm’s strategic investment decisions and may influence trends in the investment advisory sector.

Among the notable holdings reported in the filing are investments in companies like Abbott Laboratories, 3M Co., and Advanced Micro Devices Inc. These investments highlight Clearstead’s focus on a diverse range of sectors, including healthcare, technology, and consumer goods. The firm’s investment discretion is noted as sole for all reported holdings, indicating a clear and direct management approach.

The filing also reveals that Clearstead holds significant positions in various exchange-traded funds (ETFs), further diversifying its investment strategy. For instance, the firm has invested heavily in the 2023 ETF Series Trust, indicating a strategic approach to gaining exposure to a broader market.

With a total of 3,534 entries, the breadth of Clearstead's portfolio suggests a meticulous approach to investment management. This extensive diversification may serve to mitigate risks and enhance potential returns, a strategy that is likely to be closely monitored by competitors in the investment advisory industry.

As the investment landscape continues to evolve, Clearstead Advisors' recent filing may prompt other firms to reassess their own strategies. The filing does not specify what actions Clearstead may take next, leaving industry observers to speculate on future developments.