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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 2 of 11  ·  216 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MTUM ISHARES TR MSCI USA MMENTM 1,343.0 $460K 0.01% NEW $342.83 -11.8%
22 CDE COEUR MINING INC Basic Materials 28,115.0 $459K 0.01% NEW $16.32 +32.3%
23 HOMETRUST BANCSHARES INC 9,097.0 $454K 0.01% NEW $49.89
24 CLX CLOROX COMPANY Consumer Defensive 4,719.0 $450K 0.01% NEW $95.44 +9.9%
25 LOPE GRAND CANYON EDUCATION INC Consumer Defensive 3,110.0 $445K 0.01% NEW $143.11 +4.2%
26 ARI APOLLO COML REAL EST FIN INC C Real Estate 40,523.0 $433K 0.01% NEW $10.68 -35.8%
27 MYRG MYR GROUP INC DEL COM Industrials 863.0 $432K 0.01% NEW $500.40 -40.8%
28 ARM ARM HOLDINGS PLC Technology 1,193.0 $423K 0.01% NEW $354.57 -31.9%
29 UHT UNIVERSAL HEALTH RLTY INCOME Real Estate 9,265.0 $406K 0.01% NEW $43.86 -3.9%
30 TPL TEXAS PACIFIC LAND CORPORATION Energy 927.0 $406K 0.01% NEW $437.64 -14.8%
31 SPACE EXPLORATION TECHN-CL A 2,348.0 $401K 0.01% NEW $170.86
32 WHD CACTUS INC CL A Energy 7,811.0 $400K 0.01% NEW $51.23 +31.1%
33 BHE BENCHMARK ELECTRS INC COM Technology 4,042.0 $399K 0.01% NEW $98.67 -27.2%
34 RALLIANT CORP 5,331.0 $393K 0.01% NEW $73.63
35 IONQ IONQ INC Technology 7,028.0 $374K 0.01% NEW $53.26 -21.0%
36 CLSK CLEANSPARK INC Technology 25,693.0 $374K 0.01% NEW $14.55 -12.4%
37 ZS ZSCALER INC Technology 2,637.0 $372K 0.01% NEW $141.15 +19.3%
38 CRWV COREWEAVE INC-CL A Technology 3,722.0 $370K 0.01% NEW $99.54 -11.6%
39 AMKR AMKOR TECHNOLOGY INC COM Technology 4,220.0 $364K 0.01% NEW $86.23 -43.5%
40 GOLF ACUSHNET HLDGS CORP COM Consumer Cyclical 3,031.0 $359K 0.01% NEW $118.53 -27.3%
Page 2 of 11  ·  216 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%