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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 9 of 28  ·  553 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 PWR QUANTA SERVICES INC Industrials 2,471.0 $1.4M 0.05% +202.0 +8.9% $549.02 +31.8%
162 FCX FREEPORT-MCMORAN INC CL B Basic Materials 22,926.0 $1.3M 0.05% +4K +18.6% $58.78 +5.5%
163 NVS NOVARTIS AG-SPONSORED ADR Healthcare 8,801.0 $1.3M 0.04% +126.0 +1.4% $152.74 -0.5%
164 AFL AFLAC INC Financial Services 12,123.0 $1.3M 0.04% +678.0 +5.9% $109.71 +7.4%
165 HWM HOWMET AEROSPACE INC Industrials 5,768.0 $1.3M 0.04% +1K +24.2% $230.46 +11.3%
166 UPS UNITED PARCEL SERVICE INC CL B Industrials 12,720.0 $1.3M 0.04% +2K +13.8% $98.38 +2.7%
167 TRGP TARGA RES CORP COM Energy 4,981.0 $1.2M 0.04% +209.0 +4.4% $250.73 +10.4%
168 ENTERGY CORP NEW COM 11,058.0 $1.2M 0.04% +424.0 +4.0% $112.36
169 TRV TRAVELERS COMPANIES INC COM Financial Services 4,218.0 $1.2M 0.04% +221.0 +5.5% $291.68 +5.1%
170 PPG PPG INDS INC COM Basic Materials 11,473.0 $1.2M 0.04% +823.0 +7.7% $106.88 +0.8%
171 SHW SHERWIN-WILLIAMS CO/THE Basic Materials 3,824.0 $1.2M 0.04% +247.0 +6.9% $320.55 -3.6%
172 AVEM AMERICAN CENTY ETF TR AVANTIS 15,130.0 $1.2M 0.04% +2K +19.3% $80.58 +15.5%
173 HCA HCA HEALTHCARE INC Healthcare 2,557.0 $1.2M 0.04% +264.0 +11.5% $473.24 -16.7%
174 APP APPLOVIN CORP-CLASS A Technology 3,029.0 $1.2M 0.04% +611.0 +25.3% $397.95 +21.0%
175 NSC NORFOLK SOUTHERN CORP Industrials 4,150.0 $1.2M 0.04% +289.0 +7.5% $287.00 +9.6%
176 CHTR CHARTER COMMUNICATIONS INC-A Communication Services 5,474.0 $1.2M 0.04% +4K +404.1% $215.88 -32.8%
177 MCK MCKESSON CORP Healthcare 1,332.0 $1.2M 0.04% +116.0 +9.5% $865.36 -11.5%
178 STZ CONSTELLATION BRANDS INC-A Consumer Defensive 7,681.0 $1.2M 0.04% +507.0 +7.1% $150.00 -0.3%
179 USB US BANCORP Financial Services 22,107.0 $1.1M 0.04% +4K +21.8% $52.01 +5.4%
180 ALL ALLSTATE CORP Financial Services 5,477.0 $1.1M 0.04% +853.0 +18.4% $207.34 +4.5%
Page 9 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%