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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 20 of 21  ·  403 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 CINF CINCINNATI FINANCIAL CORP Financial Services 1,425.0 $264K 0.01% +31.0 +2.2% $185.14 -6.9%
382 JEF JEFFERIES FINL GROUP INC COM Financial Services 5,237.0 $262K 0.01% +76.0 +1.5% $49.98 +6.3%
383 HQY HEALTHEQUITY INC Healthcare 2,893.0 $261K 0.01% +21.0 +0.7% $90.32 +15.6%
384 AM ANTERO MIDSTREAM CORP COM Energy 11,246.0 $256K 0.01% +464.0 +4.3% $22.75 -0.7%
385 MGK VANGUARD WORLD FD MEGA GRWTH IND 2,886.0 $254K 0.01% +2K +400.2% $87.91 +1.1%
386 MUFG MITSUBISHI UFJ FINANCIAL GRO Financial Services 12,592.0 $250K 0.01% +837.0 +7.1% $19.89 +12.8%
387 REXR REXFORD INDL RLTY INC COM Real Estate 7,452.0 $250K 0.01% +457.0 +6.5% $33.50 +11.3%
388 EAT BRINKER INTL INC COM Consumer Cyclical 1,478.0 $248K 0.01% +72.0 +5.1% $168.00 +43.4%
389 NFG NATIONAL FUEL GAS CO COM Energy 3,096.0 $239K 0.01% +39.0 +1.3% $77.21 +8.2%
390 CNP CENTERPOINT ENERGY INC Utilities 5,361.0 $236K 0.01% +147.0 +2.8% $44.04 -10.1%
391 AEE AMEREN CORPORATION Utilities 2,081.0 $235K 0.01% +107.0 +5.4% $113.04 -4.7%
392 AVTR AVANTOR INC COM Healthcare 22,592.0 $224K 0.01% +2K +9.8% $9.90 +46.5%
393 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 2,562.0 $221K 0.01% +245.0 +10.6% $86.09 +17.8%
394 LNC LINCOLN NATL CORP IND COM Financial Services 6,187.0 $219K 0.01% +223.0 +3.7% $35.35 +22.5%
395 LKQ LKQ CORP COM Consumer Cyclical 8,191.0 $216K 0.01% +175.0 +2.2% $26.33 -2.2%
396 PRIM PRIMORIS SERVICES CORP Industrials 2,147.0 $213K 0.01% +471.0 +28.1% $99.12 -21.1%
397 WU WESTERN UN CO COM Financial Services 27,111.0 $209K 0.01% +14K +109.0% $7.70 -5.7%
398 ALB ALBEMARLE CORP Basic Materials 1,542.0 $208K 0.01% +161.0 +11.7% $135.03 -0.4%
399 MUR MURPHY OIL CORP COM Energy 6,265.0 $204K 0.01% +894.0 +16.6% $32.56 +6.5%
400 GNW GENWORTH FINL INC COM SHS Financial Services 15,212.0 $144K 0.00% +557.0 +3.8% $9.47 +4.6%
Page 20 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%