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CIK: 0001899030
Total reported value
$3.6B
$3.6B
812 檔
23.7%
During the Q1 2026 filing period, Fifth Third Wealth Advisors LLC (CIK: 0001899030) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $3.6B across 812 reported positions.
In Q1 2026, Fifth Third Wealth Advisors LLC displayed an active expansion posture, initiating 15 new positions and adding to 123 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 812 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 10.99% | -0.28% | -1.79% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 6.59% | -0.33% | -0.73% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 3.74% | -0.18% | +2.46% | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.71% | -0.37% | +3.95% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.58% | -0.18% | +11.58% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.71% | -0.45% | +11.88% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.32% | +0.13% | +3.95% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.10% | -0.08% | +7.27% | |
| 9 | FAST | Fastenal Co | Stock-Industrials | 1.99% | +0.37% | +0.11% | |
| 10 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.83% | -0.12% | -1.53% | |
| 11 | AVGO | Broadcom Inc | Stock-Tech | 1.48% | +0.02% | +10.82% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.40% | -0.07% | +7.66% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.24% | — | +0.38% | |
| 14 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.18% | -0.02% | +13.31% | |
| 15 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.18% | -0.21% | +12.44% | |
| 16 | XOM | Exxon Mobil CORP | Stock-Energy | 1.12% | -1.12% | EXIT | |
| 17 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.08% | +0.03% | +10.80% | |
| 18 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.96% | -0.11% | +15.89% | |
| 19 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.96% | -0.01% | -1.80% | |
| 20 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.91% | +0.04% | +10.75% | |
| 21 | WMT | Walmart Inc | Stock-Consumer Staples | 0.84% | -0.17% | +11.13% | |
| 22 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.73% | +0.11% | +24.24% | |
| 23 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.71% | -0.04% | +2.97% | |
| 24 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.71% | -0.10% | -6.68% | |
| 25 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.70% | — | +9.52% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.70% | -0.10% | +12.33% | |
| 27 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.70% | -0.01% | +44.65% | |
| 28 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.62% | -0.08% | +0.67% | |
| 29 | GEV | GE Vernova Inc | Stock-Industrials | 0.58% | +0.11% | +5.43% | |
| 30 | CAT | Caterpillar Inc | Stock-Industrials | 0.58% | +0.20% | +33.77% | |
| 31 | V | Visa Inc-class A Shares | Stock-Financials | 0.55% | -0.01% | +22.18% | |
| 32 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.54% | +0.06% | +10.41% | |
| 33 | HD | Home Depot Inc | Stock-Consumer Disc | 0.51% | -0.04% | +7.25% | |
| 34 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.51% | — | +1.43% | |
| 35 | BAC | Bank Of America CORP | Stock-Financials | 0.50% | -0.02% | +12.98% | |
| 36 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.50% | +0.05% | +3.95% | |
| 37 | MA | Mastercard Inc - A | Stock-Financials | 0.47% | -0.10% | +20.81% | |
| 38 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.45% | -0.04% | +36.19% | |
| 39 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.41% | -0.07% | -47.79% | |
| 40 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.41% | -0.10% | +7.65% | |
| 41 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.40% | -0.12% | +29.27% | |
| 42 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.39% | -0.12% | +28.81% | |
| 43 | ETN | Eaton Corporation plc | Stock-Industrials | 0.39% | +0.01% | +4.23% | |
| 44 | CVX | Chevron CORP | Stock-Energy | 0.37% | -0.11% | +8.28% | |
| 45 | GE | General Electric | Stock-Industrials | 0.37% | +0.06% | +3.15% | |
| 46 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.37% | -0.09% | +3.63% | |
| 47 | PM | Philip Morris International | Stock-Consumer Staples | 0.36% | -0.04% | +28.53% | |
| 48 | ABBV | Abbvie Inc | Stock-Healthcare | 0.36% | — | +4.38% | |
| 49 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.35% | -0.02% | -5.07% | |
| 50 | LRCX | Lam Research CORP | Stock-Tech | 0.35% | +0.25% | +18.22% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | XOM | Exxon Mobil CORP | +0.4% | +9.80% | Add |
| 2 | CAT | Caterpillar Inc | +0.2% | +33.77% | Add |
| 3 | FAST | Fastenal Co | +0.2% | +0.11% | Add |
| 4 | VOO | Vanguard S&p 500 ETF | +0.2% | +44.65% | Add |
| 5 | EFG | Ishares Msci Eafe Growth ETF | +0.2% | +308.39% | Add |
| 6 | JNJ | Johnson & Johnson | +0.2% | +36.19% | Add |
| 7 | GEV | GE Vernova Inc | +0.2% | +5.43% | Add |
| 8 | IGF | Ishares Global Infrastructur | +0.2% | +896.47% | Add |
| 9 | IEMG | Ishares Core Msci Emerging | +0.1% | +13.31% | Add |
| 10 | WMT | Walmart Inc | +0.1% | +11.13% | Add |
| 11 | VZ | Verizon Communications Inc | +0.1% | +64.00% | Add |
| 12 | CMI | Cummins Inc | +0.1% | +77.45% | Add |
| 13 | CVX | Chevron CORP | +0.1% | +8.28% | Add |
| 14 | LRCX | Lam Research CORP | +0.1% | +18.22% | Add |
| 15 | MRK | Merck & Co. Inc. | +0.1% | +43.40% | Add |
| 16 | SO | Southern Co/the | +0.1% | +268.79% | Add |
| 17 | SPYV | Ss Spdr P S&p 500 Value ETF | +0.1% | +15.89% | Add |
| 18 | EFV | Ishares Msci Eafe Value ETF | +0.1% | +28.81% | Add |
| 19 | DUK | Duke Energy CORP | +0.1% | +94.09% | Add |
| 20 | GILD | Gilead Sciences Inc | +0.1% | +96.07% | Add |
| 21 | CSCO | Cisco Systems Inc | +0.1% | +38.47% | Add |
| 22 | TFC | Truist Financial CORP | +0.1% | +232.71% | Add |
| 23 | PM | Philip Morris International | +0.1% | +28.53% | Add |
| 24 | KLAC | Kla CORP | +0.1% | +28.13% | Add |
| 25 | COST | Costco Wholesale CORP | +0.1% | +7.65% | Add |
| 26 | IBM | Intl Business Machines CORP | +0.1% | +75.35% | Add |
| 27 | COP | Conocophillips | +0.1% | +26.85% | Add |
| 28 | AMAT | Applied Materials Inc | +0.1% | -7.42% | Trim |
| 29 | PFE | Pfizer Inc | +0.1% | +27.47% | Add |
| 30 | MRVL | Marvell Technology Inc | +0.1% | +7.77% | Add |
| 31 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +3.95% | Add |
| 32 | VEA | Vanguard Ftse Developed ETF | +0.1% | +10.41% | Add |
| 33 | BMY | Bristol-myers Squibb Co | +0.1% | +47.17% | Add |
| 34 | MCD | Mcdonald's CORP | +0.1% | +17.96% | Add |
| 35 | TJX | Tjx Companies Inc | +0.1% | +23.74% | Add |
| 36 | EXE | Expand Energy CORP | +0.1% | +123.93% | Add |
| 37 | ETN | Eaton Corporation plc | 0% | +4.23% | Add |
| 38 | NEE | Nextera Energy Inc | 0% | +8.70% | Add |
| 39 | BAI | Ishrs Ai In And Tech Act ETF | 0% | +25.76% | Add |
| 40 | DHI | Dr Horton Inc | 0% | +271.88% | Add |
| 41 | MU | Micron Technology Inc | 0% | +3.82% | Add |
| 42 | RF | Regions Financial CORP | 0% | +490.30% | Add |
| 43 | VLO | Valero Energy CORP | 0% | +3.29% | Add |
| 44 | TXN | Texas Instruments Inc | 0% | +21.46% | Add |
| 45 | VRT | Vertiv Holdings Co-a | 0% | +139.79% | Add |
| 46 | WFC | Wells Fargo & Co | 0% | +44.11% | Add |
| 47 | USFD | US Foods Holding CORP | 0% | +3.05% | Add |
| 48 | HON | Honeywell International Inc | 0% | +4.31% | Add |
| 49 | LMT | Lockheed Martin CORP | 0% | +0.62% | Add |
| 50 | PEP | Pepsico Inc | 0% | +8.59% | 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 812 disclosed positions in Q1 2026.
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 23.7% of total reported equity market value during Q1 2026.
Top New Position Initiated
DYNF
市值: $9.6M
Top Position Liquidated / Trimmed
VSMPX
前期市值: $6.2M
During Q1 2026, Fifth Third Wealth Advisors LLC's top holdings by market value included IVV (11.0%)、SPY (6.6%)、NVDA (3.7%). The largest single position, IVV, represented 11.0% of total portfolio value.
In Q1 2026, Fifth Third Wealth Advisors LLC made 200 total portfolio adjustments, initiating 15 new buys, adding to 123 positions, trimming 40 holdings, and fully liquidating 22 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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