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CIK: 0001899030
Total reported value
$3.8B
$3.8B
992 檔
25.8%
In Q2 2026, Fifth Third Wealth Advisors LLC's U.S. equity holdings reached a combined market value of $3.8B, distributed across 992 disclosed stock positions.
In Q2 2026, Fifth Third Wealth Advisors LLC displayed an active expansion posture, initiating 23 new positions and adding to 117 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 992 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 10.71% | -0.26% | +2.79% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 6.26% | -0.23% | +0.01% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 3.56% | +0.51% | +0.29% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.40% | +0.32% | +0.55% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.34% | +0.02% | +2.10% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.45% | -0.20% | +2.63% | |
| 7 | FAST | Fastenal Co | Stock-Industrials | 2.36% | +0.58% | +38.49% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.26% | +0.75% | -0.01% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.02% | +0.03% | +1.63% | |
| 10 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.71% | -0.14% | -0.89% | |
| 11 | AVGO | Broadcom Inc | Stock-Tech | 1.50% | -0.18% | +0.02% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.33% | -0.04% | +2.86% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.24% | -0.16% | +1.24% | |
| 14 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.16% | -0.10% | +0.27% | |
| 15 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.11% | -0.05% | +0.70% | |
| 16 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.97% | +0.23% | +1.42% | |
| 17 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.95% | -0.03% | +310.62% | |
| 18 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.95% | -0.03% | +3.00% | |
| 19 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.85% | -0.02% | -1.17% | |
| 20 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.84% | -0.05% | +6.41% | |
| 21 | MU | Micron Technology Inc | Stock-Tech | 0.83% | -0.12% | +21.74% | |
| 22 | ✓ | Stock-Other | 0.78% | +0.11% | — | ||
| 23 | CAT | Caterpillar Inc | Stock-Industrials | 0.78% | -0.18% | +9.36% | |
| 24 | MRVL | Marvell Technology Inc | Stock-Tech | 0.76% | -0.13% | -1.08% | |
| 25 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.70% | -0.12% | +6.42% | |
| 26 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.69% | +0.03% | +4.05% | |
| 27 | GEV | GE Vernova Inc | Stock-Industrials | 0.69% | -0.17% | +5.87% | |
| 28 | WMT | Walmart Inc | Stock-Consumer Staples | 0.67% | -0.06% | +6.65% | |
| 29 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.67% | -0.05% | -0.45% | |
| 30 | AMAT | Applied Materials Inc | Stock-Tech | 0.64% | -0.22% | +9.20% | |
| 31 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.61% | -0.05% | +0.99% | |
| 32 | LRCX | Lam Research CORP | Stock-Tech | 0.60% | -0.17% | +3.46% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.60% | -0.02% | -0.02% | |
| 34 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.60% | -0.01% | +20.25% | |
| 35 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.55% | -0.01% | +684.08% | |
| 36 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.54% | — | -0.65% | |
| 37 | AMD | Advanced Micro Devices | Stock-Tech | 0.54% | -0.02% | +38.18% | |
| 38 | V | Visa Inc-class A Shares | Stock-Financials | 0.54% | +0.01% | +3.67% | |
| 39 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.51% | -0.08% | +0.90% | |
| 40 | BAC | Bank Of America CORP | Stock-Financials | 0.48% | -0.05% | -0.48% | |
| 41 | HD | Home Depot Inc | Stock-Consumer Disc | 0.47% | -0.11% | +3.52% | |
| 42 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.44% | — | +38.89% | |
| 43 | GE | General Electric | Stock-Industrials | 0.43% | -0.08% | +6.93% | |
| 44 | KLAC | Kla CORP | Stock-Tech | 0.42% | -0.16% | +967.73% | |
| 45 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.41% | +0.02% | +7.36% | |
| 46 | ETN | Eaton Corporation plc | Stock-Industrials | 0.40% | -0.02% | +3.43% | |
| 47 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.38% | +0.12% | +1.69% | |
| 48 | MA | Mastercard Inc - A | Stock-Financials | 0.37% | +0.02% | -8.13% | |
| 49 | ABBV | Abbvie Inc | Stock-Healthcare | 0.36% | — | +3.20% | |
| 50 | CMI | Cummins Inc | Stock-Industrials | 0.36% | -0.08% | +14.52% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ✓ | +0.8% | NEW | New buy | |
| 2 | MU | Micron Technology Inc | +0.6% | +21.74% | Add |
| 3 | MRVL | Marvell Technology Inc | +0.5% | -1.08% | Trim |
| 4 | FAST | Fastenal Co | +0.4% | +38.49% | Add |
| 5 | AMD | Advanced Micro Devices | +0.4% | +38.18% | Add |
| 6 | SCHY | Schwab International Dvd ETF | +0.3% | +4846.48% | Add |
| 7 | AMAT | Applied Materials Inc | +0.3% | +9.20% | Add |
| 8 | JQUA | Jpmorgan US Quality Factor | +0.3% | +2221.49% | Add |
| 9 | LRCX | Lam Research CORP | +0.3% | +3.46% | Add |
| 10 | CAT | Caterpillar Inc | +0.2% | +9.36% | Add |
| 11 | KLAC | Kla CORP | +0.2% | +967.73% | Add |
| 12 | IMTM | Ishares Msci Intl Momentum F | +0.2% | NEW | New buy |
| 13 | CRWD | Crowdstrike Holdings Inc - A | +0.2% | +1.69% | Add |
| 14 | PANW | Palo Alto Networks Inc | +0.1% | +5.50% | Add |
| 15 | INTC | Intel CORP | +0.1% | -0.52% | Trim |
| 16 | GOOGL | Alphabet Inc-cl A | +0.1% | +2.63% | Add |
| 17 | LLY | Eli Lilly & Co | +0.1% | +6.41% | Add |
| 18 | GEV | GE Vernova Inc | +0.1% | +5.87% | Add |
| 19 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.1% | +38.89% | Add |
| 20 | JMOM | Jpmorgan US Momentum Factor | +0.1% | NEW | New buy |
| 21 | SCHD | Schwab US Dvd Equity ETF | +0.1% | +65.37% | Add |
| 22 | ✓ | +0.1% | NEW | New buy | |
| 23 | ✓ | +0.1% | NEW | New buy | |
| 24 | AVLV | Avantis US Large Cap Value | +0.1% | +134.93% | Add |
| 25 | CORO | Ish Intl Ctry Rot Act ETF | +0.1% | NEW | New buy |
| 26 | BAI | Ishrs Ai In And Tech Act ETF | +0.1% | +1.99% | Add |
| 27 | CMI | Cummins Inc | +0.1% | +14.52% | Add |
| 28 | SNDK | Sandisk CORP | +0.1% | +42.05% | Add |
| 29 | VEA | Vanguard Ftse Developed ETF | +0.1% | +20.25% | Add |
| 30 | GE | General Electric | +0.1% | +6.93% | Add |
| 31 | TXN | Texas Instruments Inc | +0.1% | +9.15% | Add |
| 32 | FNDF | Schwab Fndmn Intl Lrg Co ETF | +0.1% | +116.79% | Add |
| 33 | IVW | Ishares S&p 500 Growth ETF | +0.1% | +252.36% | Add |
| 34 | INCY | Incyte CORP | +0.1% | NEW | New buy |
| 35 | VGT | Vanguard Info Tech ETF | +0.1% | +684.08% | Add |
| 36 | CSCO | Cisco Systems Inc | +0.1% | -6.56% | Trim |
| 37 | ANET | Arista Networks Inc | +0.1% | +5.71% | Add |
| 38 | SMMD | Ishares Russell 2500 ETF | +0.1% | +143.31% | Add |
| 39 | DVN | Devon Energy CORP | +0.1% | +706.70% | Add |
| 40 | ZTS | Zoetis Inc | +0.1% | +452.01% | Add |
| 41 | DELL | Dell Technologies -c | +0.1% | +35.56% | Add |
| 42 | CRH | CRH plc | +0.1% | +248.50% | Add |
| 43 | SPYG | Ss Spdr P S&p 500 Growth ETF | 0% | +3.00% | Add |
| 44 | EMXC | Ishares Msci Emr Mrk Ex Chna | 0% | +5.93% | Add |
| 45 | UNH | Unitedhealth Group Inc | 0% | +4.14% | Add |
| 46 | BLCR | Ishares Lrg Cp Cr Act Etf-ui | 0% | +35.51% | Add |
| 47 | WDC | Western Digital CORP | 0% | +23.64% | Add |
| 48 | STX | Seagate Technology Holdings plc | 0% | +5.11% | Add |
| 49 | XSHQ | Invesco S&p Smallcap Quality | 0% | NEW | New buy |
| 50 | GOOG | Alphabet Inc-cl C | 0% | +0.70% | Add |
According to official SEC Form 13F filings, Fifth Third Wealth Advisors LLC reported a total U.S. public equity portfolio value of $3.8B across 992 disclosed positions in Q2 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 25.8% of total reported equity market value during Q2 2026.
Top New Position Initiated
市值: $28.0M
Top Position Liquidated / Trimmed
XOM
前期市值: $33.1M
During Q2 2026, Fifth Third Wealth Advisors LLC's top holdings by market value included IVV (10.7%)、SPY (6.3%)、NVDA (3.6%). The largest single position, IVV, represented 10.7% of total portfolio value.
In Q2 2026, Fifth Third Wealth Advisors LLC made 200 total portfolio adjustments, initiating 23 new buys, adding to 117 positions, trimming 54 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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