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CIK: 0001944780
Total reported value
$9.0M
$9.0M
18 檔
51.5%
At the close of Q2 2026, Acute Investment Advisory, LLC disclosed equity holdings valued at approximately $9.0M, spread across 18 reported holdings.
In Q2 2026, Acute Investment Advisory, LLC adopted a defensive or profit-taking posture, trimming 12 positions and completely liquidating 1 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | EMR | Emerson Electric Co | Stock-Industrials | 18.20% | +2.53% | — | |
| 2 | PGX | Invesco Preferred ETF | ETF-Other | 8.87% | -0.43% | +2.50% | |
| 3 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 8.62% | -0.09% | -3.09% | |
| 4 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 7.44% | -0.58% | -4.89% | |
| 5 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 5.81% | -0.74% | -5.69% | |
| 6 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 5.51% | -0.40% | -4.83% | |
| 7 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 5.49% | +0.23% | -4.84% | |
| 8 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-Other | 5.35% | -0.16% | -7.58% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 5.02% | +0.20% | -3.79% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 4.69% | +1.06% | — | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.68% | +0.11% | -4.35% | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.43% | +0.08% | -3.08% | |
| 13 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 3.38% | +0.08% | — | |
| 14 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 3.24% | +0.24% | +386.45% | |
| 15 | HYGH | Ishares Int Rate Hedg Hy ETF | ETF-Other | 2.86% | +0.04% | -7.10% | |
| 16 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 2.59% | +0.08% | -4.28% | |
| 17 | DGRO | Ishares Core Dividend Growth | ETF-Other | 2.54% | +0.02% | -4.58% | |
| 18 | LRCX | Lam Research CORP | Stock-Tech | 2.29% | -2.29% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | LRCX | Lam Research CORP | +2.3% | NEW | New buy |
| 2 | QQQM | Invesco Nasdaq 100 ETF | +0.7% | -4.84% | Trim |
| 3 | VTWO | Vanguard Russell 2000 ETF | +0.6% | -4.89% | Trim |
| 4 | EMR | Emerson Electric Co | +0.5% | — | Unchanged |
| 5 | QQQ | Invesco Qqq Trust Series 1 | +0.5% | -3.08% | Trim |
| 6 | IWM | Ishares Russell 2000 ETF | +0.4% | -4.83% | Trim |
| 7 | AAPL | Apple Inc | +0.3% | — | Unchanged |
| 8 | MGK | Vanguard Mega Cap Growth ETF | +0.3% | +386.45% | Add |
| 9 | IVV | Ishares Core S&p 500 ETF | +0.2% | -3.79% | Trim |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | -4.35% | Trim |
| 11 | DGRO | Ishares Core Dividend Growth | -0.1% | -4.58% | Trim |
| 12 | SPYV | Ss Spdr P S&p 500 Value ETF | -0.1% | -4.28% | Trim |
| 13 | PGX | Invesco Preferred ETF | -0.4% | +2.50% | Add |
| 14 | HYGH | Ishares Int Rate Hedg Hy ETF | -0.4% | -7.10% | Trim |
| 15 | COST | Costco Wholesale CORP | -0.5% | — | Unchanged |
| 16 | VGLT | Vanguard Long-term Treasury | -0.8% | -5.69% | Trim |
| 17 | SPHY | Ss Spdr P High Yield ETF | -0.8% | -3.09% | Trim |
| 18 | SPMB | Ss Spdr P Mort Back Bond ETF | -0.8% | -7.58% | Trim |
| 19 | XLC | Ss Comm Select Sector Spdr | -2.3% | EXIT | Sold out |
According to official SEC Form 13F filings, Acute Investment Advisory, LLC reported a total U.S. public equity portfolio value of $9.0M across 18 disclosed positions in Q2 2026.
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In terms of portfolio concentration, the top 5 core holdings (including EMR, PGX, SPHY) accounted for 51.5% of total reported equity market value during Q2 2026.
Top New Position Initiated
LRCX
市值: $216.7K
Top Position Liquidated / Trimmed
XLC
前期市值: $204.2K
During Q2 2026, Acute Investment Advisory, LLC's top holdings by market value included EMR (18.2%)、PGX (8.9%)、SPHY (8.6%). The largest single position, EMR, represented 18.2% of total portfolio value.
In Q2 2026, Acute Investment Advisory, LLC made 16 total portfolio adjustments, initiating 1 new buys, adding to 2 positions, trimming 12 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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