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CIK: 0001899030
Total reported value
$3.6B
$3.6B
750 檔
21.0%
The Q2 2025 SEC filing reveals that Fifth Third Wealth Advisors LLC held a total portfolio value of $3.6B, covering 750 public equity positions.
In Q2 2025, Fifth Third Wealth Advisors LLC displayed an active expansion posture, initiating 5 new positions and adding to 40 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 750 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 12.08% | -0.28% | +7.33% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 7.76% | -0.33% | +0.96% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.94% | -0.37% | +26.32% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 3.94% | -0.18% | +4.48% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.84% | -0.45% | +4.20% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 3.11% | -0.18% | +12.28% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.37% | -0.08% | +7.64% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.21% | -0.12% | -11.53% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.62% | +0.13% | +11.77% | |
| 10 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.55% | -0.21% | +5.50% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.51% | -0.07% | +15.42% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.40% | — | -13.95% | |
| 13 | AVGO | Broadcom Inc | Stock-Tech | 1.39% | +0.02% | +7.75% | |
| 14 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.10% | -0.01% | +0.49% | |
| 15 | VFIAX | Vanguard 500 Index-adm | Stock-Other | 0.93% | — | — | |
| 16 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.84% | -0.02% | +14.85% | |
| 17 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.81% | -0.10% | +0.22% | |
| 18 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.81% | -0.04% | -2.65% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.77% | -0.10% | +13.60% | |
| 20 | XOM | Exxon Mobil CORP | Stock-Energy | 0.76% | -1.12% | EXIT | |
| 21 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.76% | +0.03% | +11.33% | |
| 22 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.72% | +0.04% | +3257.08% | |
| 23 | WMT | Walmart Inc | Stock-Consumer Staples | 0.68% | -0.17% | +4.68% | |
| 24 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.66% | -0.08% | +5.57% | |
| 25 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.65% | — | +2.27% | |
| 26 | HD | Home Depot Inc | Stock-Consumer Disc | 0.65% | -0.04% | +5.77% | |
| 27 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.62% | -0.11% | +3593.45% | |
| 28 | ORCL | Oracle CORP | Stock-Tech | 0.60% | -0.08% | +5.02% | |
| 29 | V | Visa Inc-class A Shares | Stock-Financials | 0.59% | -0.01% | +13.63% | |
| 30 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.57% | -0.07% | +490.98% | |
| 31 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.57% | +0.11% | +14.40% | |
| 32 | NFLX | Netflix Inc | Stock-Comm Services | 0.55% | -0.13% | +10.56% | |
| 33 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.54% | -0.01% | +180.06% | |
| 34 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.53% | +0.05% | +348.28% | |
| 35 | MA | Mastercard Inc - A | Stock-Financials | 0.51% | -0.10% | +3.87% | |
| 36 | BAC | Bank Of America CORP | Stock-Financials | 0.50% | -0.02% | +17.26% | |
| 37 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.50% | — | +2.99% | |
| 38 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.46% | -0.09% | +4.36% | |
| 39 | ETN | Eaton Corporation plc | Stock-Industrials | 0.45% | +0.01% | +4.29% | |
| 40 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.42% | -0.10% | +8.20% | |
| 41 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.42% | +0.06% | +31.92% | |
| 42 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.37% | -0.04% | +26.04% | |
| 43 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.37% | -0.02% | +53.68% | |
| 44 | ABBV | Abbvie Inc | Stock-Healthcare | 0.36% | — | -8.88% | |
| 45 | PM | Philip Morris International | Stock-Consumer Staples | 0.36% | -0.04% | +47.04% | |
| 46 | GEV | GE Vernova Inc | Stock-Industrials | 0.35% | +0.11% | +19.20% | |
| 47 | GE | General Electric | Stock-Industrials | 0.35% | +0.06% | +52.61% | |
| 48 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.35% | +0.15% | +5.10% | |
| 49 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.34% | -0.04% | +1.91% | |
| 50 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.33% | -0.12% | +6.84% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VFIAX | Vanguard 500 Index-adm | +0.9% | NEW | New buy |
| 2 | NVDA | Nvidia CORP | +0.8% | +4.48% | Add |
| 3 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.7% | +3257.08% | Add |
| 4 | SPYV | Ss Spdr P S&p 500 Value ETF | +0.6% | +3593.45% | Add |
| 5 | OEF | Ishares S&p 100 ETF | +0.5% | +490.98% | Add |
| 6 | IEFA | Ishares Core Msci Eafe ETF | +0.5% | +26.32% | Add |
| 7 | AVGO | Broadcom Inc | +0.4% | +7.75% | Add |
| 8 | VGT | Vanguard Info Tech ETF | +0.4% | +348.28% | Add |
| 9 | MSFT | Microsoft CORP | +0.4% | +4.20% | Add |
| 10 | VOO | Vanguard S&p 500 ETF | +0.3% | +180.06% | Add |
| 11 | VTSAX | Vanguard Ttl Stk Mkt-adm | +0.3% | NEW | New buy |
| 12 | PLTR | Palantir Technologies Inc-a | +0.2% | +98.07% | Add |
| 13 | ORCL | Oracle CORP | +0.2% | +5.02% | Add |
| 14 | JPM | Jpmorgan Chase & Co | +0.1% | +15.42% | Add |
| 15 | GEV | GE Vernova Inc | +0.1% | +19.20% | Add |
| 16 | EMXC | Ishares Msci Emr Mrk Ex Chna | +0.1% | +86.75% | Add |
| 17 | IAUM | Ishares Gold Trust Micro | +0.1% | +1011.61% | Add |
| 18 | META | Meta Platforms Inc-class A | +0.1% | +5.50% | Add |
| 19 | GE | General Electric | +0.1% | +52.61% | Add |
| 20 | NFLX | Netflix Inc | +0.1% | +10.56% | Add |
| 21 | SSBUSD | Southstate Bank CORP | +0.1% | +980.32% | Add |
| 22 | VSMAX | Vanguard Sml Cap Indx-adm | +0.1% | NEW | New buy |
| 23 | VVIAX | Vanguard Value Index-adm | +0.1% | NEW | New buy |
| 24 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +53.68% | Add |
| 25 | PM | Philip Morris International | +0.1% | +47.04% | Add |
| 26 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +107.65% | Add |
| 27 | COF | Capital One Financial CORP | +0.1% | +152.08% | Add |
| 28 | VBIAX | Vanguard Balanced Index-adm | +0.1% | NEW | New buy |
| 29 | NET | Cloudflare Inc - Class A | +0.1% | +0.01% | Add |
| 30 | VEA | Vanguard Ftse Developed ETF | +0.1% | +31.92% | Add |
| 31 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +5.10% | Add |
| 32 | GOOGL | Alphabet Inc-cl A | +0.1% | +11.77% | Add |
| 33 | GS | Goldman Sachs Group Inc | 0% | +2.99% | Add |
| 34 | ETN | Eaton Corporation plc | 0% | +4.29% | Add |
| 35 | BAC | Bank Of America CORP | 0% | +17.26% | Add |
| 36 | AMZN | Amazon.com Inc | 0% | +7.64% | Add |
| 37 | IEMG | Ishares Core Msci Emerging | 0% | +14.85% | Add |
| 38 | GOOG | Alphabet Inc-cl C | 0% | +11.33% | Add |
| 39 | TSLA | Tesla Inc | 0% | +2.27% | Add |
| 40 | WMT | Walmart Inc | 0% | +4.68% | Add |
| 41 | IWF | Ishares Russell 1000 Growth | -0.1% | +0.49% | Add |
| 42 | VT | Vanguard Tot World Stk ETF | -0.1% | -87.17% | Trim |
| 43 | UNH | Unitedhealth Group Inc | -0.2% | +5.38% | Add |
| 44 | VB | Vanguard Small-cap ETF | -0.2% | -39.70% | Trim |
| 45 | VIG | Vanguard Dividend Apprec ETF | -0.5% | -55.68% | Trim |
| 46 | IVV | Ishares Core S&p 500 ETF | -0.5% | +7.33% | Add |
| 47 | IJR | Ishares Core S&p Small-cap E | -0.5% | -13.95% | Trim |
| 48 | AAPL | Apple Inc | -0.6% | +12.28% | Add |
| 49 | IJH | Ishares Core S&p Midcap ETF | -0.7% | -11.53% | Trim |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.8% | +0.96% | Add |
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 750 disclosed positions in Q2 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, IEFA) accounted for 21.0% of total reported equity market value during Q2 2025.
Top New Position Initiated
VFIAX
市值: $22.2M
Top Position Liquidated / Trimmed
IJH
前期市值: $56.1M
During Q2 2025, Fifth Third Wealth Advisors LLC's top holdings by market value included IVV (12.1%)、SPY (7.8%)、IEFA (3.9%). The largest single position, IVV, represented 12.1% of total portfolio value.
In Q2 2025, Fifth Third Wealth Advisors LLC made 50 total portfolio adjustments, initiating 5 new buys, adding to 40 positions, trimming 5 holdings, and fully liquidating 0 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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