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Portfolio (Quarterly) Guide ↗

Fifth Third Wealth Advisors LLC

· CIK 0001899030
13F Portfolio $3.0B AUM 812 positions Filed Apr 20, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 92 New 553 Added 139 Reduced 69 Exited
Page 22 of 28  ·  553 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 EXPE EXPEDIA GROUP INC Consumer Cyclical 1,437.0 $332K 0.01% +326.0 +29.3% $230.89 -7.0%
422 CVNA CARVANA CO CL A Consumer Cyclical 1,046.0 $329K 0.01% +206.0 +24.5% $314.38 -78.3%
423 WTRG ESSENTIAL UTILS INC COM Utilities 8,153.0 $328K 0.01% +340.0 +4.3% $40.27 -7.0%
424 SSD SIMPSON MFG INC COM Industrials 1,905.0 $327K 0.01% +620.0 +48.2% $171.62 +7.8%
425 NTRS NORTHERN TRUST CORP Financial Services 2,325.0 $324K 0.01% +381.0 +19.6% $139.57 +20.2%
426 OGE OGE ENERGY CORP COM Utilities 6,740.0 $323K 0.01% +218.0 +3.3% $47.96 +1.2%
427 MANH MANHATTAN ASSOCIATES INC COM Technology 2,426.0 $323K 0.01% +323.0 +15.4% $133.12 +4.1%
428 PTC PTC INC Technology 2,263.0 $322K 0.01% +680.0 +43.0% $142.49 +4.0%
429 TTMI TTM TECHNOLOGIES Technology 3,289.0 $320K 0.01% +142.0 +4.5% $97.42 +94.9%
430 HALO HALOZYME THERAPEUTICS INC COM Healthcare 4,947.0 $320K 0.01% +733.0 +17.4% $64.63 +5.7%
431 DY DYCOM INDS INC COM Industrials 943.0 $320K 0.01% +36.0 +4.0% $338.82 +21.4%
432 FICO FAIR ISAAC CORP Technology 299.0 $319K 0.01% +27.0 +9.9% $1067.54 +16.1%
433 BR BROADRIDGE FINANCIAL SOLUTIO Technology 1,959.0 $318K 0.01% +195.0 +11.1% $162.48 -7.4%
434 HBAN HUNTINGTON BANCSHARES INC Financial Services 20,305.0 $318K 0.01% +3K +18.0% $15.65 +1.7%
435 AIZ ASSURANT INC Financial Services 1,455.0 $317K 0.01% +81.0 +5.9% $217.81 +17.0%
436 ATO ATMOS ENERGY CORP Utilities 1,710.0 $316K 0.01% +401.0 +30.6% $184.72 -3.7%
437 CR CRANE COMPANY COMMON STOCK Industrials 1,844.0 $315K 0.01% +156.0 +9.2% $171.00 +5.1%
438 ALLY ALLY FINL INC COM Financial Services 8,010.0 $314K 0.01% +243.0 +3.1% $39.23 +8.0%
439 GTLS CHART INDS INC COM Industrials 1,518.0 $314K 0.01% +56.0 +3.8% $206.75 +0.6%
440 HL HECLA MINING CO Basic Materials 16,844.0 $314K 0.01% +722.0 +4.5% $18.63 -8.9%
Page 22 of 28  ·  553 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 27.7%
Financial Services 22.4%
Industrials 11.1%
Communication Services 9.2%
Consumer Cyclical 8.5%
Healthcare 6.6%
Consumer Defensive 5.0%
Energy 4.3%
Utilities 3.0%
Basic Materials 1.3%