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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 4 of 7  ·  139 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 DOW DOW INC Basic Materials 19,585.0 $816K 0.03% -154.0 -0.8% $41.65 -13.5%
62 RCL ROYAL CARIBBEAN CRUISES LTD Consumer Cyclical 2,936.0 $808K 0.03% -281.0 -8.7% $275.18 -6.9%
63 ZTS ZOETIS INC Healthcare 6,826.0 $807K 0.03% -428.0 -5.9% $118.22 -32.3%
64 KVUE KENVUE INC COM Consumer Defensive 46,355.0 $799K 0.03% -14K -22.7% $17.24 +1.7%
65 GNR STATE STREET SPDR S&P GLOBAL 10,412.0 $777K 0.03% -3K -20.3% $74.67 -1.2%
66 EA ELECTRONIC ARTS INC COM Communication Services 3,589.0 $732K 0.03% -48.0 -1.3% $203.87 -1.4%
67 PRU PRUDENTIAL FINANCIAL INC Financial Services 7,382.0 $721K 0.02% -123.0 -1.6% $97.69 +6.6%
68 VNQ VANGUARD INDEX FDS REAL ESTATE 7,979.0 $708K 0.02% -6K -42.5% $88.70 +9.1%
69 RGLD ROYAL GOLD INC COM Basic Materials 2,654.0 $675K 0.02% -405.0 -13.2% $254.49 -13.4%
70 PYPL PAYPAL HOLDINGS INC Financial Services 14,924.0 $675K 0.02% -4K -20.0% $45.23 -2.2%
71 VICI VICI PROPERTIES INC Real Estate 24,578.0 $671K 0.02% -17K -40.5% $27.32 +4.3%
72 LITE LUMENTUM HLDGS INC COM Technology 927.0 $651K 0.02% -1K -60.8% $702.41 +34.8%
73 TGT TARGET CORP COM Consumer Defensive 5,366.0 $650K 0.02% -3K -32.6% $121.20 +3.6%
74 INGERSOLL-RAND INC 7,612.0 $610K 0.02% -138.0 -1.8% $80.11
75 OKE ONEOK INC Energy 6,677.0 $604K 0.02% -102.0 -1.5% $90.39 +4.0%
76 SCHC SCHWAB STRATEGIC TR INTL SCEQT 12,878.0 $602K 0.02% -1K -9.0% $46.74 +7.5%
77 DAL DELTA AIR LINES INC Industrials 8,714.0 $579K 0.02% -431.0 -4.7% $66.48 +14.5%
78 TRNO TERRENO RLTY CORP COM Real Estate 9,069.0 $557K 0.02% -2K -19.9% $61.42 +7.5%
79 SOLS SOLSTICE ADV MATERIALS INC Basic Materials 7,307.0 $557K 0.02% -625.0 -7.9% $76.16 +7.4%
80 PAYX PAYCHEX INC Industrials 6,021.0 $555K 0.02% -255.0 -4.1% $92.12 +5.3%
Page 4 of 7  ·  139 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%