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Portfolio (Quarterly) Guide ↗

Fifth Third Wealth Advisors LLC

· CIK 0001899030
13F Portfolio $3.6B AUM 992 positions Filed Jul 17, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 216 New 403 Added 306 Reduced 36 Exited
Page 14 of 21  ·  403 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 DIA STATE STR SPDR DOW JONES IND Financial Services 1,062.0 $555K 0.02% +69.0 +7.0% $522.39 +2.3%
262 HAL HALLIBURTON CO Energy 16,278.0 $553K 0.01% +6K +65.2% $33.95 +1.4%
263 RJF RAYMOND JAMES FINL INC COM Financial Services 3,631.0 $552K 0.01% +43.0 +1.2% $152.03 +16.2%
264 DY DYCOM INDS INC COM Industrials 1,090.0 $551K 0.01% +147.0 +15.6% $505.59 -38.5%
265 QQQM INVESCO EXCH TRADED FD 1,808.0 $548K 0.01% +184.0 +11.3% $302.97 -3.3%
266 SCHF SCHWAB STRATEGIC TR INTL EQTY ETF 19,606.0 $543K 0.01% +8K +72.6% $27.70 +2.7%
267 RGLD ROYAL GOLD INC COM Basic Materials 2,702.0 $539K 0.01% +48.0 +1.8% $199.61 +33.3%
268 ELS EQUITY LIFESTYLE PPTYS INC COM Real Estate 8,295.0 $535K 0.01% +2K +32.7% $64.45 +0.3%
269 GGG GRACO INC COM Industrials 6,945.0 $525K 0.01% +617.0 +9.8% $75.61 +5.3%
270 DASH DOORDASH INC - A Communication Services 2,844.0 $525K 0.01% +61.0 +2.2% $184.53 +28.4%
271 LAMR LAMAR ADVERTISING CO NEW CL A Real Estate 3,344.0 $522K 0.01% +267.0 +8.7% $155.98 -2.6%
272 RMBS RAMBUS INC DEL COM Technology 3,894.0 $517K 0.01% +439.0 +12.7% $132.74 -32.2%
273 ACGL ARCH CAPITAL GROUP LTD Financial Services 5,303.0 $515K 0.01% +984.0 +22.8% $97.06 +3.8%
274 AGX ARGAN INC Industrials 639.0 $510K 0.01% +19.0 +3.1% $798.31 -43.0%
275 DCI DONALDSON INC COM Industrials 5,675.0 $509K 0.01% +1K +25.8% $89.77 +6.1%
276 WSM WILLIAMS SONOMA INC COM Consumer Cyclical 2,181.0 $508K 0.01% +80.0 +3.8% $233.10 +1.9%
277 SPXC SPX TECHNOLOGIES INC COM Industrials 2,059.0 $505K 0.01% +628.0 +43.9% $245.17 -16.1%
278 IJT ISHARES TR S&P SML 600 GWT 2,808.0 $502K 0.01% +175.0 +6.7% $178.60 -2.9%
279 SOMNIGROUP INTERNATIONAL INC 6,366.0 $499K 0.01% +230.0 +3.8% $78.40
280 ET ENERGY TRANSFER LP Energy 26,071.0 $498K 0.01% +3K +11.8% $19.12 +12.1%
Page 14 of 21  ·  403 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 32.1%
Financial Services 21.8%
Industrials 12.4%
Consumer Cyclical 8.1%
Communication Services 7.1%
Healthcare 6.4%
Consumer Defensive 4.5%
Utilities 2.9%
Energy 2.2%
Real Estate 1.2%