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CIK: 0001899030
Total reported value
$3.6B
$3.6B
789 檔
24.5%
At the close of Q4 2025, Fifth Third Wealth Advisors LLC disclosed equity holdings valued at approximately $3.6B, spread across 789 reported holdings.
In Q4 2025, Fifth Third Wealth Advisors LLC displayed an active expansion posture, initiating 12 new positions and adding to 30 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 789 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% | +2.71% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 7.23% | -0.33% | +0.07% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 4.05% | -0.18% | +1.08% | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.66% | -0.37% | -3.39% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.57% | -0.18% | +1.42% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 3.29% | -0.45% | +1.12% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.52% | +0.13% | +1.67% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.25% | -0.08% | +3.22% | |
| 9 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.88% | -0.12% | -4.06% | |
| 10 | FAST | Fastenal Co | Stock-Industrials | 1.79% | +0.37% | -0.01% | |
| 11 | AVGO | Broadcom Inc | Stock-Tech | 1.55% | +0.02% | +1.45% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.48% | -0.07% | +2.50% | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.25% | -0.21% | +3.69% | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.24% | — | -4.76% | |
| 15 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.13% | -0.01% | +3.25% | |
| 16 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.10% | +0.03% | -0.51% | |
| 17 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.04% | -0.02% | +19.41% | |
| 18 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.93% | +0.04% | +12.32% | |
| 19 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.88% | -0.07% | +32.93% | |
| 20 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.87% | -0.11% | +24.17% | |
| 21 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.81% | — | +1.72% | |
| 22 | XOM | Exxon Mobil CORP | Stock-Energy | 0.75% | -1.12% | EXIT | |
| 23 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.73% | -0.10% | -2.80% | |
| 24 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.71% | +0.11% | +2.26% | |
| 25 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.71% | -0.04% | -0.49% | |
| 26 | WMT | Walmart Inc | Stock-Consumer Staples | 0.70% | -0.17% | +2.86% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.68% | -0.10% | -0.38% | |
| 28 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.63% | -0.08% | +2.35% | |
| 29 | V | Visa Inc-class A Shares | Stock-Financials | 0.55% | -0.01% | +2.25% | |
| 30 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.54% | — | +3.38% | |
| 31 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.54% | +0.05% | -14.30% | |
| 32 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.53% | -0.01% | +3.74% | |
| 33 | BAC | Bank Of America CORP | Stock-Financials | 0.52% | -0.02% | +2.19% | |
| 34 | HD | Home Depot Inc | Stock-Consumer Disc | 0.52% | -0.04% | +0.28% | |
| 35 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.49% | +0.06% | +21.35% | |
| 36 | MA | Mastercard Inc - A | Stock-Financials | 0.46% | -0.10% | +1.21% | |
| 37 | ORCL | Oracle CORP | Stock-Tech | 0.45% | -0.08% | -0.19% | |
| 38 | GEV | GE Vernova Inc | Stock-Industrials | 0.43% | +0.11% | +6.60% | |
| 39 | GE | General Electric | Stock-Industrials | 0.41% | +0.06% | +7.47% | |
| 40 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.39% | -0.12% | +9.65% | |
| 41 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.39% | -0.02% | +8.12% | |
| 42 | ABBV | Abbvie Inc | Stock-Healthcare | 0.38% | — | -0.20% | |
| 43 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.38% | -0.09% | +1.18% | |
| 44 | CAT | Caterpillar Inc | Stock-Industrials | 0.36% | +0.20% | +2.79% | |
| 45 | ETN | Eaton Corporation plc | Stock-Industrials | 0.35% | +0.01% | +0.05% | |
| 46 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.34% | -0.10% | +3.74% | |
| 47 | NFLX | Netflix Inc | Stock-Comm Services | 0.33% | -0.13% | +910.93% | |
| 48 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.33% | — | — | |
| 49 | VUG | Vanguard Growth ETF | ETF-Other | 0.31% | — | +20.99% | |
| 50 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.30% | -0.12% | +641.77% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.5% | +1.67% | Add |
| 2 | EFV | Ishares Msci Eafe Value ETF | +0.3% | +641.77% | Add |
| 3 | GOOG | Alphabet Inc-cl C | +0.2% | -0.51% | Trim |
| 4 | OEF | Ishares S&p 100 ETF | +0.2% | +32.93% | Add |
| 5 | LLY | Eli Lilly & Co | +0.2% | +2.26% | Add |
| 6 | BAI | Ishrs Ai In And Tech Act ETF | +0.2% | +1334.89% | Add |
| 7 | SPYV | Ss Spdr P S&p 500 Value ETF | +0.2% | +24.17% | Add |
| 8 | IEMG | Ishares Core Msci Emerging | +0.1% | +19.41% | Add |
| 9 | AAPL | Apple Inc | +0.1% | +1.42% | Add |
| 10 | VST | Vistra CORP | +0.1% | +217.42% | Add |
| 11 | IAUM | Ishares Gold Trust Micro | +0.1% | +43.54% | Add |
| 12 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.1% | +12.32% | Add |
| 13 | VEA | Vanguard Ftse Developed ETF | +0.1% | +21.35% | Add |
| 14 | AMZN | Amazon.com Inc | +0.1% | +3.22% | Add |
| 15 | CMI | Cummins Inc | +0.1% | +48.56% | Add |
| 16 | MU | Micron Technology Inc | +0.1% | -8.00% | Trim |
| 17 | AMAT | Applied Materials Inc | +0.1% | +5.55% | Add |
| 18 | CAT | Caterpillar Inc | +0.1% | +2.79% | Add |
| 19 | XOM | Exxon Mobil CORP | 0% | +3.80% | Add |
| 20 | WMT | Walmart Inc | 0% | +2.86% | Add |
| 21 | GS | Goldman Sachs Group Inc | 0% | +3.38% | Add |
| 22 | VUG | Vanguard Growth ETF | 0% | +20.99% | Add |
| 23 | ISRG | Intuitive Surgical Inc | 0% | +2.65% | Add |
| 24 | AVGO | Broadcom Inc | 0% | +1.45% | Add |
| 25 | IVV | Ishares Core S&p 500 ETF | — | +2.71% | Add |
| 26 | JPM | Jpmorgan Chase & Co | 0% | +2.50% | Add |
| 27 | ETN | Eaton Corporation plc | -0.1% | +0.05% | Add |
| 28 | PG | Procter & Gamble Co/the | -0.1% | -18.77% | Trim |
| 29 | NFLX | Netflix Inc | -0.1% | +910.93% | Add |
| 30 | VGT | Vanguard Info Tech ETF | -0.1% | -14.30% | Trim |
| 31 | HD | Home Depot Inc | -0.1% | +0.28% | Add |
| 32 | META | Meta Platforms Inc-class A | -0.2% | +3.69% | Add |
| 33 | IJH | Ishares Core S&p Midcap ETF | -0.2% | -4.06% | Trim |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.2% | +0.07% | Add |
| 35 | VTSAX | Vanguard Ttl Stk Mkt-adm | -0.2% | -81.85% | Trim |
| 36 | ORCL | Oracle CORP | -0.2% | -0.19% | Trim |
| 37 | MSFT | Microsoft CORP | -0.4% | +1.12% | Add |
| 38 | FAST | Fastenal Co | -0.5% | -0.01% | Trim |
| 39 | VSMPX | Vanguard Ttl Stk Mkt-inst Pl | — | NEW | New buy |
| 40 | VIVIX | Vanguard Value Index-inst | — | NEW | New buy |
| 41 | VSCPX | Vanguard Sml Cap Indx-inst+ | — | NEW | New buy |
| 42 | VDIPX | Vanguard Dev Mkt Inx-inst Pl | — | NEW | New buy |
| 43 | VTCIX | Vanguard Tax Mgd Cap Ap-inst | — | NEW | New buy |
| 44 | VEMPX | Vanguard Ext Mkt Indx-inst+ | — | NEW | New buy |
| 45 | VBAIX | Vanguard Balanced Index-ins | — | NEW | New buy |
| 46 | VWNAX | Vanguard Windsor Ii-adm | — | NEW | New buy |
| 47 | AVDE | Avantis International Equity | — | NEW | New buy |
| 48 | VMCPX | Vanguard Mid Cap Index-inst+ | — | NEW | New buy |
| 49 | VOT | Vanguard Mid-cap Growth ETF | — | NEW | New buy |
| 50 | VWENX | Vanguard Wellington-adm | — | 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 789 disclosed positions in Q4 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 24.5% of total reported equity market value during Q4 2025.
Top New Position Initiated
VSMPX
市值: $6.2M
Top Position Liquidated / Trimmed
FAST
前期市值: $62.2M
During Q4 2025, Fifth Third Wealth Advisors LLC's top holdings by market value included IVV (12.2%)、SPY (7.2%)、NVDA (4.0%). The largest single position, IVV, represented 12.2% of total portfolio value.
In Q4 2025, Fifth Third Wealth Advisors LLC made 50 total portfolio adjustments, initiating 12 new buys, adding to 30 positions, trimming 8 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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