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CIK: 0001899030
Total reported value
$3.6B
$3.6B
706 檔
17.2%
According to the latest 13F quarterly dataset, Fifth Third Wealth Advisors LLC managed an equity portfolio of $3.6B at the end of Q1 2025, spanning 706 distinct U.S. exchange-listed positions.
In Q1 2025, Fifth Third Wealth Advisors LLC displayed an active expansion posture, initiating 1 new positions and adding to 41 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 706 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 12.57% | -0.28% | +5.92% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 8.60% | -0.33% | +2.00% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.70% | -0.18% | +10.46% | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.49% | -0.37% | +28.13% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.44% | -0.45% | +14.09% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 3.19% | -0.18% | +12.44% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.90% | -0.12% | +8.75% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.35% | -0.08% | +14.30% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.92% | — | +16.29% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.57% | +0.13% | +12.00% | |
| 11 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.42% | -0.21% | +14.11% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.37% | -0.07% | +10.08% | |
| 13 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.15% | -0.01% | +34.55% | |
| 14 | DVY | Ishares Select Dividend ETF | ETF-Other | 1.01% | -0.10% | +12.26% | |
| 15 | AVGO | Broadcom Inc | Stock-Tech | 0.97% | +0.02% | +15.76% | |
| 16 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.94% | -0.04% | +15.41% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.91% | -0.10% | +4.80% | |
| 18 | XOM | Exxon Mobil CORP | Stock-Energy | 0.86% | -1.12% | EXIT | |
| 19 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.82% | -0.02% | +16.62% | |
| 20 | HD | Home Depot Inc | Stock-Consumer Disc | 0.75% | -0.04% | +9.05% | |
| 21 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.74% | -0.04% | +11.84% | |
| 22 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.74% | +0.03% | +13.92% | |
| 23 | WMT | Walmart Inc | Stock-Consumer Staples | 0.72% | -0.17% | +26.16% | |
| 24 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.70% | -0.08% | +9.94% | |
| 25 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.65% | +0.11% | +14.44% | |
| 26 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.64% | — | +10.33% | |
| 27 | V | Visa Inc-class A Shares | Stock-Financials | 0.64% | -0.01% | +20.23% | |
| 28 | MA | Mastercard Inc - A | Stock-Financials | 0.59% | -0.10% | +3.85% | |
| 29 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.57% | -0.09% | +67.68% | |
| 30 | ABBV | Abbvie Inc | Stock-Healthcare | 0.56% | — | +16.88% | |
| 31 | VB | Vanguard Small-cap ETF | ETF-Other | 0.47% | -0.01% | -3.04% | |
| 32 | BAC | Bank Of America CORP | Stock-Financials | 0.47% | -0.02% | +13.18% | |
| 33 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.46% | -0.10% | +6.55% | |
| 34 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.46% | — | +8.64% | |
| 35 | ORCL | Oracle CORP | Stock-Tech | 0.45% | -0.08% | +26.62% | |
| 36 | NFLX | Netflix Inc | Stock-Comm Services | 0.43% | -0.13% | +19.48% | |
| 37 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.41% | -0.04% | +4.33% | |
| 38 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.41% | -0.12% | +6.51% | |
| 39 | ETN | Eaton Corporation plc | Stock-Industrials | 0.41% | +0.01% | +8.22% | |
| 40 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.40% | +0.04% | +9.91% | |
| 41 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.39% | -0.02% | +36.45% | |
| 42 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.39% | -0.04% | +19.20% | |
| 43 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.38% | -0.03% | +7.17% | |
| 44 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.37% | +0.10% | +14.44% | |
| 45 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.36% | — | — | |
| 46 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.35% | +0.06% | +58.82% | |
| 47 | CVX | Chevron CORP | Stock-Energy | 0.33% | -0.11% | +16.15% | |
| 48 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.33% | — | +10.42% | |
| 49 | USFD | US Foods Holding CORP | Stock-Consumer Staples | 0.32% | -0.01% | -0.03% | |
| 50 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.32% | -0.03% | +3.34% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IEFA | Ishares Core Msci Eafe ETF | +0.8% | +28.13% | Add |
| 2 | LOW | Lowe's Cos Inc | +0.2% | +67.68% | Add |
| 3 | IWF | Ishares Russell 1000 Growth | +0.2% | +34.55% | Add |
| 4 | V | Visa Inc-class A Shares | +0.1% | +20.23% | Add |
| 5 | ABBV | Abbvie Inc | +0.1% | +16.88% | Add |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +4.80% | Add |
| 7 | VEA | Vanguard Ftse Developed ETF | +0.1% | +58.82% | Add |
| 8 | VT | Vanguard Tot World Stk ETF | +0.1% | +679.21% | Add |
| 9 | XOM | Exxon Mobil CORP | +0.1% | +10.63% | Add |
| 10 | IEMG | Ishares Core Msci Emerging | +0.1% | +16.62% | Add |
| 11 | IWD | Ishares Russell 1000 Value E | +0.1% | +95.23% | Add |
| 12 | META | Meta Platforms Inc-class A | +0.1% | +14.11% | Add |
| 13 | JPM | Jpmorgan Chase & Co | +0.1% | +10.08% | Add |
| 14 | WMT | Walmart Inc | +0.1% | +26.16% | Add |
| 15 | DVY | Ishares Select Dividend ETF | +0.1% | +12.26% | Add |
| 16 | LLY | Eli Lilly & Co | +0.1% | +14.44% | Add |
| 17 | RSP | Invesco S&p 500 Equal Weight | +0.1% | +36.45% | Add |
| 18 | PM | Philip Morris International | +0.1% | +21.81% | Add |
| 19 | IJJ | Ishares S&p Mid-cap 400 Valu | +0.1% | +64.06% | Add |
| 20 | ABT | Abbott Laboratories | +0.1% | +28.79% | Add |
| 21 | MRVL | Marvell Technology Inc | +0.1% | +649.34% | Add |
| 22 | VGT | Vanguard Info Tech ETF | +0.1% | +317.50% | Add |
| 23 | IYW | Ishares Ustechnology ETF | +0.1% | NEW | New buy |
| 24 | EFA | Ishares Msci Eafe ETF | +0.1% | +9.94% | Add |
| 25 | NFLX | Netflix Inc | +0.1% | +19.48% | Add |
| 26 | CVX | Chevron CORP | +0.1% | +16.15% | Add |
| 27 | WELL | Welltower Inc | +0.1% | +176.05% | Add |
| 28 | GE | General Electric | +0.1% | +28.61% | Add |
| 29 | XLE | Ss Energy Select Sector | +0.1% | +88.31% | Add |
| 30 | KO | Coca-cola Co/the | +0.1% | +7.17% | Add |
| 31 | JNJ | Johnson & Johnson | +0.1% | +23.35% | Add |
| 32 | IWR | Ishares Russell Mid-cap ETF | +0.1% | +15.41% | Add |
| 33 | PG | Procter & Gamble Co/the | +0.1% | +19.20% | Add |
| 34 | VIG | Vanguard Dividend Apprec ETF | 0% | +11.84% | Add |
| 35 | IJR | Ishares Core S&p Small-cap E | 0% | +16.29% | Add |
| 36 | VWNAX | Vanguard Windsor Ii-adm | -0.1% | EXIT | Sold out |
| 37 | ADBE | Adobe Inc | -0.1% | -24.59% | Trim |
| 38 | VIMAX | Vanguard Mid Cap Index-adm | -0.1% | EXIT | Sold out |
| 39 | VTSAX | Vanguard Ttl Stk Mkt-adm | -0.1% | EXIT | Sold out |
| 40 | VGSTX | Vanguard Star Fund-inv | -0.1% | EXIT | Sold out |
| 41 | VTMGX | Vanguard Dev Mkt Indx-adm | -0.1% | EXIT | Sold out |
| 42 | AMD | Advanced Micro Devices | -0.2% | -55.93% | Trim |
| 43 | GOOGL | Alphabet Inc-cl A | -0.2% | +12.00% | Add |
| 44 | AVGO | Broadcom Inc | -0.2% | +15.76% | Add |
| 45 | AAPL | Apple Inc | -0.3% | +10.46% | Add |
| 46 | TSLA | Tesla Inc | -0.3% | +10.33% | Add |
| 47 | IVV | Ishares Core S&p 500 ETF | -0.5% | +5.92% | Add |
| 48 | NVDA | Nvidia CORP | -0.5% | +12.44% | Add |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.7% | +2.00% | Add |
| 50 | VFIAX | Vanguard 500 Index-adm | -0.9% | EXIT | Sold out |
According to official SEC Form 13F filings, Fifth Third Wealth Advisors LLC reported a total U.S. public equity portfolio value of $3.6B across 706 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, SPY, AAPL) accounted for 17.2% of total reported equity market value during Q1 2025.
Top New Position Initiated
IYW
市值: $1.7M
Top Position Liquidated / Trimmed
VFIAX
前期市值: $15.7M
During Q1 2025, Fifth Third Wealth Advisors LLC's top holdings by market value included IVV (12.6%)、SPY (8.6%)、AAPL (3.7%). The largest single position, IVV, represented 12.6% of total portfolio value.
In Q1 2025, Fifth Third Wealth Advisors LLC made 50 total portfolio adjustments, initiating 1 new buys, adding to 41 positions, trimming 2 holdings, and fully liquidating 6 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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