13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001899030
Total reported value
$3.6B
$3.6B
772 檔
23.8%
As reported in its official Q3 2025 Form 13F filing, Fifth Third Wealth Advisors LLC's tracked investment portfolio stood at $3.6B with 772 total positions.
In Q3 2025, Fifth Third Wealth Advisors LLC displayed an active expansion posture, initiating 2 new positions and adding to 45 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 772 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 12.17% | -0.28% | +6.38% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 7.41% | -0.33% | +0.79% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 4.21% | -0.18% | +3.15% | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.88% | -0.37% | +7.12% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.66% | -0.45% | +4.12% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 3.46% | -0.18% | +2.17% | |
| 7 | FAST | Fastenal Co | Stock-Industrials | 2.29% | +0.37% | +7923.24% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.18% | -0.08% | +4.78% | |
| 9 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.04% | -0.12% | -0.35% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.02% | +0.13% | +3.16% | |
| 11 | AVGO | Broadcom Inc | Stock-Tech | 1.53% | +0.02% | +4.83% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.49% | -0.07% | +2.80% | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.41% | -0.21% | +4.27% | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.35% | — | +1.05% | |
| 15 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.14% | -0.01% | +6.24% | |
| 16 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.90% | +0.03% | -0.98% | |
| 17 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.90% | -0.02% | +9.97% | |
| 18 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.85% | +0.04% | +23.48% | |
| 19 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.82% | — | +2.50% | |
| 20 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.80% | -0.10% | +4.39% | |
| 21 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.75% | -0.04% | +1.40% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.72% | -0.10% | +2.71% | |
| 23 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.71% | -0.11% | +24.99% | |
| 24 | XOM | Exxon Mobil CORP | Stock-Energy | 0.71% | -1.12% | EXIT | |
| 25 | ORCL | Oracle CORP | Stock-Tech | 0.69% | -0.08% | +1.65% | |
| 26 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.68% | -0.07% | +23.01% | |
| 27 | WMT | Walmart Inc | Stock-Consumer Staples | 0.66% | -0.17% | +4.52% | |
| 28 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.65% | +0.05% | +23.71% | |
| 29 | HD | Home Depot Inc | Stock-Consumer Disc | 0.64% | -0.04% | +2.27% | |
| 30 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.63% | -0.08% | +4.09% | |
| 31 | V | Visa Inc-class A Shares | Stock-Financials | 0.55% | -0.01% | +8.96% | |
| 32 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.52% | +0.11% | +6.60% | |
| 33 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.52% | -0.01% | +1.02% | |
| 34 | BAC | Bank Of America CORP | Stock-Financials | 0.50% | -0.02% | +4.59% | |
| 35 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.50% | — | +1.44% | |
| 36 | MA | Mastercard Inc - A | Stock-Financials | 0.48% | -0.10% | +5.50% | |
| 37 | NFLX | Netflix Inc | Stock-Comm Services | 0.44% | -0.13% | +2.69% | |
| 38 | ETN | Eaton Corporation plc | Stock-Industrials | 0.43% | +0.01% | +3.44% | |
| 39 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.41% | +0.06% | +5.22% | |
| 40 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.41% | -0.09% | -10.55% | |
| 41 | ABBV | Abbvie Inc | Stock-Healthcare | 0.41% | — | +1.91% | |
| 42 | GEV | GE Vernova Inc | Stock-Industrials | 0.40% | +0.11% | +10.06% | |
| 43 | GE | General Electric | Stock-Industrials | 0.39% | +0.06% | +7.31% | |
| 44 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.39% | -0.12% | +12.08% | |
| 45 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.38% | -0.02% | +5.33% | |
| 46 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.37% | -0.10% | +5.51% | |
| 47 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.34% | -0.04% | +7.19% | |
| 48 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.34% | — | +8.51% | |
| 49 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.33% | +0.04% | +11.01% | |
| 50 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.32% | -0.04% | +2.68% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | FAST | Fastenal Co | +2.3% | +7923.24% | Add |
| 2 | NVDA | Nvidia CORP | +1% | +3.15% | Add |
| 3 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.8% | +23.48% | Add |
| 4 | SPYV | Ss Spdr P S&p 500 Value ETF | +0.7% | +24.99% | Add |
| 5 | OEF | Ishares S&p 100 ETF | +0.6% | +23.01% | Add |
| 6 | AVGO | Broadcom Inc | +0.6% | +4.83% | Add |
| 7 | VGT | Vanguard Info Tech ETF | +0.5% | +23.71% | Add |
| 8 | GOOGL | Alphabet Inc-cl A | +0.5% | +3.16% | Add |
| 9 | IEFA | Ishares Core Msci Eafe ETF | +0.4% | +7.12% | Add |
| 10 | VOO | Vanguard S&p 500 ETF | +0.3% | +1.02% | Add |
| 11 | PLTR | Palantir Technologies Inc-a | +0.3% | +12.08% | Add |
| 12 | ORCL | Oracle CORP | +0.2% | +1.65% | Add |
| 13 | MSFT | Microsoft CORP | +0.2% | +4.12% | Add |
| 14 | GEV | GE Vernova Inc | +0.2% | +10.06% | Add |
| 15 | TSLA | Tesla Inc | +0.2% | +2.50% | Add |
| 16 | GE | General Electric | +0.2% | +7.31% | Add |
| 17 | IAUM | Ishares Gold Trust Micro | +0.2% | +16.57% | Add |
| 18 | GOOG | Alphabet Inc-cl C | +0.2% | -0.98% | Add |
| 19 | EMXC | Ishares Msci Emr Mrk Ex Chna | +0.2% | +11.01% | Add |
| 20 | MRVL | Marvell Technology Inc | +0.2% | +59.77% | Add |
| 21 | JPM | Jpmorgan Chase & Co | +0.1% | +2.80% | Add |
| 22 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +5.33% | Add |
| 23 | ANET | Arista Networks Inc | +0.1% | +10.27% | Add |
| 24 | IEMG | Ishares Core Msci Emerging | +0.1% | +9.97% | Add |
| 25 | NET | Cloudflare Inc - Class A | +0.1% | +0.12% | Add |
| 26 | VEA | Vanguard Ftse Developed ETF | +0.1% | +5.22% | Add |
| 27 | LRCX | Lam Research CORP | +0.1% | -3.24% | Add |
| 28 | GS | Goldman Sachs Group Inc | 0% | +1.44% | Add |
| 29 | PM | Philip Morris International | 0% | +6.05% | Add |
| 30 | VUG | Vanguard Growth ETF | 0% | +1.69% | Add |
| 31 | BAC | Bank Of America CORP | 0% | +4.59% | Add |
| 32 | IWD | Ishares Russell 1000 Value E | 0% | +15.15% | Add |
| 33 | ETN | Eaton Corporation plc | 0% | +3.44% | Add |
| 34 | CAT | Caterpillar Inc | 0% | -0.87% | Add |
| 35 | CRWD | Crowdstrike Holdings Inc - A | 0% | +3.80% | Add |
| 36 | NFLX | Netflix Inc | 0% | +2.69% | Add |
| 37 | META | Meta Platforms Inc-class A | 0% | +4.27% | Add |
| 38 | IWF | Ishares Russell 1000 Growth | 0% | +6.24% | Add |
| 39 | WMT | Walmart Inc | -0.1% | +4.52% | Add |
| 40 | EFA | Ishares Msci Eafe ETF | -0.1% | +4.09% | Add |
| 41 | HD | Home Depot Inc | -0.1% | +2.27% | Add |
| 42 | AMZN | Amazon.com Inc | -0.2% | +4.78% | Add |
| 43 | UNH | Unitedhealth Group Inc | -0.2% | -7.72% | Trim |
| 44 | AAPL | Apple Inc | -0.2% | +2.17% | Add |
| 45 | VB | Vanguard Small-cap ETF | -0.3% | -0.03% | Trim |
| 46 | IVV | Ishares Core S&p 500 ETF | -0.4% | +6.38% | Add |
| 47 | VIG | Vanguard Dividend Apprec ETF | -0.5% | +1.36% | Trim |
| 48 | SPY | Ss Spdr S&p 500 ETF Trust-us | -1.2% | +0.79% | Add |
| 49 | VTSAX | Vanguard Ttl Stk Mkt-adm | — | NEW | New buy |
| 50 | SSB | Southstate Bank CORP | — | NEW | New buy |
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 772 disclosed positions in Q3 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, NVDA) accounted for 23.8% of total reported equity market value during Q3 2025.
Top New Position Initiated
VTSAX
市值: $7.2M
Top Position Liquidated / Trimmed
VIG
前期市值: $14.3M
During Q3 2025, Fifth Third Wealth Advisors LLC's top holdings by market value included IVV (12.2%)、SPY (7.4%)、NVDA (4.2%). The largest single position, IVV, represented 12.2% of total portfolio value.
In Q3 2025, Fifth Third Wealth Advisors LLC made 50 total portfolio adjustments, initiating 2 new buys, adding to 45 positions, trimming 3 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.