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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 12 of 41  ·  812 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 VRT VERTIV HOLDINGS CO-A Industrials 5,695.0 $1.4M 0.05% +3K +139.8% $250.58 +29.3%
222 ESGV VANGUARD ESG US STOCK ETF 12,580.0 $1.4M 0.05% $112.27 +18.1%
223 NEM NEWMONT CORP Basic Materials 12,970.0 $1.4M 0.05% +1K +9.1% $108.25 +3.1%
224 SPMD SS SPDR P S&P 400 MIDCAP ETF 23,433.0 $1.4M 0.05% +3K +16.4% $59.22 +10.5%
225 PWR QUANTA SERVICES INC Industrials 2,471.0 $1.4M 0.05% +202.0 +8.9% $549.02 +35.2%
226 TTWO TAKE-TWO INTERACTIVE SOFTWRE Communication Services 6,852.0 $1.4M 0.05% -721.0 -9.5% $197.50 +11.7%
227 FCX FREEPORT-MCMORAN INC CL B Basic Materials 22,926.0 $1.3M 0.05% +4K +18.6% $58.78 +9.5%
228 NVS NOVARTIS AG-SPONSORED ADR Healthcare 8,801.0 $1.3M 0.04% +126.0 +1.4% $152.74 -1.3%
229 AFL AFLAC INC Financial Services 12,123.0 $1.3M 0.04% +678.0 +5.9% $109.71 +6.5%
230 HWM HOWMET AEROSPACE INC Industrials 5,768.0 $1.3M 0.04% +1K +24.2% $230.46 +13.6%
231 ITW ILLINOIS TOOL WKS INC COM Industrials 4,953.0 $1.3M 0.04% -102.0 -2.0% $260.29 -3.8%
232 UPS UNITED PARCEL SERVICE INC CL B Industrials 12,720.0 $1.3M 0.04% +2K +13.8% $98.38 +3.6%
233 TRGP TARGA RES CORP COM Energy 4,981.0 $1.2M 0.04% +209.0 +4.4% $250.73 +7.6%
234 ADP AUTOMATIC DATA PROCESSING Industrials 6,146.0 $1.2M 0.04% -599.0 -8.9% $203.18 +7.5%
235 ENTERGY CORP NEW COM 11,058.0 $1.2M 0.04% +424.0 +4.0% $112.36
236 CDL VICTORYSHARES US LARGE CAP H 16,528.0 $1.2M 0.04% NEW $74.52 +2.7%
237 TRV TRAVELERS COMPANIES INC COM Financial Services 4,218.0 $1.2M 0.04% +221.0 +5.5% $291.68 +4.5%
238 PPG PPG INDS INC COM Basic Materials 11,473.0 $1.2M 0.04% +823.0 +7.7% $106.88 +2.5%
239 SHW SHERWIN-WILLIAMS CO/THE Basic Materials 3,824.0 $1.2M 0.04% +247.0 +6.9% $320.55 -2.9%
240 NOC NORTHROP GRUMMAN CORP COM Industrials 1,796.0 $1.2M 0.04% -35.0 -1.9% $682.24 -18.4%
Page 12 of 41  ·  812 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%