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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 15 of 16  ·  306 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 BR BROADRIDGE FINANCIAL SOLUTIO Technology 1,686.0 $231K 0.01% -273.0 -13.9% $136.95 +32.6%
282 STAG STAG INDUSTRIAL INC COM Real Estate 5,953.0 $227K 0.01% -205.0 -3.3% $38.06 -2.3%
283 STWD STARWOOD PPTY TR INC COM Real Estate 13,735.0 $225K 0.01% -90.0 -0.7% $16.38 -2.9%
284 ADC AGREE RLTY CORP COM Real Estate 2,948.0 $223K 0.01% -17.0 -0.6% $75.74 -2.7%
285 AIZ ASSURANT INC Financial Services 823.0 $221K 0.01% -632.0 -43.4% $268.53 +7.4%
286 EXR EXTRA SPACE STORAGE INC Real Estate 1,517.0 $220K 0.01% -32.0 -2.1% $145.30 -0.8%
287 CTRE CARETRUST REIT INC COM Real Estate 5,445.0 $220K 0.01% -203.0 -3.6% $40.35 -1.0%
288 SPDW SPDR INDEX SHS FDS 4,360.0 $220K 0.01% -12K -72.9% $50.39 +3.4%
289 ESNT ESSENT GROUP LTD COM Financial Services 3,388.0 $218K 0.01% -226.0 -6.2% $64.28 +8.3%
290 SLAB SILICON LABORATORIES INC Technology 993.0 $217K 0.01% -18.0 -1.8% $218.56 +0.1%
291 ATR APTARGROUP INC COM Healthcare 1,722.0 $216K 0.01% -301.0 -14.9% $125.20 +8.0%
292 FISV FISERV INC Technology 4,376.0 $215K 0.01% -802.0 -15.5% $49.05 +6.9%
293 FTV FORTIVE CORP Technology 3,494.0 $213K 0.01% -135.0 -3.7% $61.09 -1.4%
294 ULTA ULTA BEAUTY INC Consumer Cyclical 466.0 $210K 0.01% -24.0 -4.9% $450.98 +20.4%
295 GEHC GE HEALTHCARE TECHNOLOGY Healthcare 3,239.0 $207K 0.01% -100.0 -3.0% $64.01 +14.5%
296 VLYPN VALLEY NATL BANCORP COM 13,863.0 $203K 0.01% -90.0 -0.7% $14.65
297 CAVA CAVA GROUP INC Consumer Cyclical 2,581.0 $203K 0.01% -236.0 -8.4% $78.48 -13.6%
298 VFC V F CORP COM Consumer Cyclical 10,735.0 $179K 0.01% -84.0 -0.8% $16.68 -16.7%
299 MAT MATTEL INC COM Consumer Cyclical 11,885.0 $165K 0.01% -88.0 -0.7% $13.88 +9.7%
300 RITM RITHM CAPITAL CORP COM NEW Real Estate 16,860.0 $158K 0.00% -120.0 -0.7% $9.39 +7.3%
Page 15 of 16  ·  306 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%