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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 4 of 16  ·  306 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CASY CASEYS GEN STORES INC COM Consumer Cyclical 2,311.0 $1.8M 0.05% -1K -30.6% $794.79 +1.6%
62 DHI DR HORTON INC Consumer Cyclical 10,967.0 $1.8M 0.05% -3K -18.6% $162.88 -8.4%
63 CMCSA COMCAST CORP NEW CL A Communication Services 72,383.0 $1.8M 0.05% -11K -13.1% $24.55 +10.8%
64 MAR MARRIOTT INTL INC NEW CL A Consumer Cyclical 4,749.0 $1.8M 0.05% -332.0 -6.5% $370.60 -3.2%
65 SCZ ISHARES TR EAFE SML CP ETF 21,174.0 $1.7M 0.05% -2K -7.9% $82.27 +5.9%
66 BSX BOSTON SCIENTIFIC CORP Healthcare 40,756.0 $1.7M 0.05% -12K -23.2% $42.68 +12.9%
67 IWB ISHARES TR RUS 1000 ETF 4,089.0 $1.7M 0.05% -52.0 -1.3% $409.50 +2.5%
68 ICE INTERCONTINENTAL EXCHANGE INC Financial Services 13,433.0 $1.7M 0.05% -1K -8.3% $123.11 +31.5%
69 GLD SPDR GOLD Financial Services 4,473.0 $1.6M 0.05% -145.0 -3.1% $368.38 +14.4%
70 PGR PROGRESSIVE CORP COM Financial Services 7,468.0 $1.6M 0.05% -400.0 -5.1% $218.46 +1.9%
71 RF REGIONS FINANCIAL CORP Financial Services 54,021.0 $1.6M 0.05% -5K -8.8% $30.20 +1.7%
72 AMP AMERIPRISE FINANCIAL INC Financial Services 3,458.0 $1.6M 0.04% -246.0 -6.6% $458.76 +22.1%
73 MDT MEDTRONIC PLC SHS Healthcare 19,936.0 $1.6M 0.04% -3K -14.0% $78.23 +17.6%
74 PSX PHILLIPS 66 Energy 8,925.0 $1.5M 0.04% -219.0 -2.4% $169.05 +43.3%
75 ELV ELEVANCE HEALTH INC COM Healthcare 3,818.0 $1.5M 0.04% -48.0 -1.2% $386.75 +4.1%
76 NVS NOVARTIS AG Healthcare 8,738.0 $1.4M 0.04% -63.0 -0.7% $156.71 +0.5%
77 AIG AMERICAN INTL GROUP INC COM NE Financial Services 18,348.0 $1.4M 0.04% -1K -6.1% $74.53 +3.3%
78 ADP AUTOMATIC DATA PROCESSING Industrials 6,105.0 $1.4M 0.04% -41.0 -0.7% $223.95 +25.6%
79 REGN REGENERON PHARMACEUTICALS Healthcare 2,168.0 $1.4M 0.04% -302.0 -12.2% $623.54 +30.7%
80 APP APPLOVIN CORP-CLASS A Technology 2,609.0 $1.3M 0.04% -420.0 -13.9% $515.23 -40.2%
Page 4 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%