Chief Compliance Officer

0001172661-19-002167.txt : 20191112 0001172661-19-002167.hdr.sgml : 20191112 20191112155733 ACCESSION NUMBER: 0001172661-19-002167 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190930 FILED AS OF DATE: 20191112 DATE AS OF CHANGE: 20191112 EFFECTIVENESS DATE: 20191112 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Clearstead Advisors, LLC CENTRAL INDEX KEY: 0000842775 IRS NUMBER: 341597728 STATE OF INCORPORATION: OH FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-17695 FILM NUMBER: 191209144 BUSINESS ADDRESS: STREET 1: 1100 SUPERIOR AVENUE EAST STREET 2: SUITE 700 CITY: CLEVELAND STATE: OH ZIP: 44114 BUSINESS PHONE: 2166211090 MAIL ADDRESS: STREET 1: 1100 SUPERIOR AVENUE EAST STREET 2: SUITE 700 CITY: CLEVELAND STATE: OH ZIP: 44114 FORMER COMPANY: FORMER CONFORMED NAME: Hartland & Co., LLC DATE OF NAME CHANGE: 20170206 FORMER COMPANY: FORMER CONFORMED NAME: HARTLAND & ASSOCIATES INC /ADV DATE OF NAME CHANGE: 19891027 FORMER COMPANY: FORMER CONFORMED NAME: HARTLAND & CO /ADV DATE OF NAME CHANGE: 19881115 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0000842775 XXXXXXXX 09-30-2019 09-30-2019 false Clearstead Advisors, LLC

1100 Superior Avenue East Suite 700 Cleveland OH 44114

13F HOLDINGS REPORT 028-17695 N Steven F. Wolken Chief Compliance Officer 216-621-1090 /s/ Steven F. 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203686 SH SOLE 0 0 203686 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 11376 121994 SH SOLE 0 0 121994 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 89444 328114 SH SOLE 0 0 328114 VANGUARD INDEX FDS SM CP VAL ETF 922908611 386 2997 SH SOLE 0 0 2997 VANGUARD INDEX FDS SMALL CP ETF 922908751 2628 17077 SH SOLE 0 0 17077 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1260 8343 SH SOLE 0 0 8343 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 3042 60954 SH SOLE 0 0 60954 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1110 27573 SH SOLE 0 0 27573 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 305 4082 SH SOLE 0 0 4082 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 271 3341 SH SOLE 0 0 3341 VANGUARD STAR FD VG TL INTL STK F 921909768 200 3881 SH SOLE 0 0 3881 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 2999 72993 SH SOLE 0 0 72993 VERIZON COMMUNICATIONS INC COM 92343V104 2018 33434 SH SOLE 0 0 33434 VISA INC COM CL A 92826C839 2209 12842 SH SOLE 0 0 12842 WALGREENS BOOTS ALLIANCE INC COM 931427108 495 8953 SH SOLE 0 0 8953 WALMART INC COM 931142103 2257 19016 SH SOLE 0 0 19016 WEC ENERGY GROUP INC COM 92939U106 457 4808 SH SOLE 0 0 4808 WELLS FARGO CO NEW COM 949746101 4445 88121 SH SOLE 0 0 88121 WESTERN UN CO COM 959802109 359 15500 SH SOLE 0 0 15500 WISDOMTREE TR US QTLY DIV GRT 97717X669 1285 28491 SH SOLE 0 0 28491 WISDOMTREE TR US TOTAL DIVIDND 97717W109 1182 11927 SH SOLE 0 0 11927 XPRESSPA GROUP INC COM NEW 98420U604 82 57138 SH SOLE 0 0 57138 YUM BRANDS INC COM 988498101 850 7498 SH SOLE 0 0 7498 YUM CHINA HLDGS INC COM 98850P109 230 5072 SH SOLE 0 0 5072 ZIMMER BIOMET HLDGS INC COM 98956P102 541 3941 SH SOLE 0 0 3941 ZIONS BANCORPORATION N A COM 989701107 5164 116002 SH SOLE 0 0 116002