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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 27 of 41  ·  812 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 JAZZ JAZZ PHARMACEUTICALS PLC SHS U Healthcare 1,996.0 $377K 0.01% +85.0 +4.5% $189.05 +26.0%
522 OSK OSHKOSH CORP COM Industrials 2,552.0 $376K 0.01% +444.0 +21.1% $147.21 -12.1%
523 BE BLOOM ENERGY CORP- A Industrials 2,767.0 $375K 0.01% NEW $135.49 +121.6%
524 DRI DARDEN RESTAURANTS INC Consumer Cyclical 1,902.0 $373K 0.01% NEW $196.04 +6.4%
525 OKTA OKTA INC Technology 4,715.0 $371K 0.01% +346.0 +7.9% $78.71 +14.2%
526 RRC RANGE RES CORP COM Energy 8,165.0 $369K 0.01% +332.0 +4.2% $45.18 -12.1%
527 OTIS OTIS WORLDWIDE CORP Industrials 4,766.0 $367K 0.01% +653.0 +15.9% $77.08 -6.4%
528 VT VANGUARD INTL EQUITY INDEX FDS 2,654.0 $367K 0.01% -433.0 -14.0% $138.32 +13.6%
529 IRM IRON MOUNTAIN INC Real Estate 3,591.0 $367K 0.01% $102.14 +24.6%
530 SDVY FIRST TRUST SMID CAP RISING 9,275.0 $366K 0.01% -594.0 -6.0% $39.43 +6.1%
531 JPMORGAN US QUALITY FACTOR 5,938.0 $364K 0.01% NEW $61.32
532 IVE ISHARES TR S&P 500 VAL ETF 1,722.0 $364K 0.01% -197.0 -10.3% $211.15 +8.0%
533 CFR CULLEN FROST BANKERS INC COM Financial Services 2,648.0 $363K 0.01% +363.0 +15.9% $137.08 +1.0%
534 CG CARLYLE GROUP INC COM Financial Services 7,469.0 $361K 0.01% +734.0 +10.9% $48.39 -5.6%
535 MEDP MEDPACE HLDGS INC COM Healthcare 750.0 $360K 0.01% +11.0 +1.5% $480.19 -10.2%
536 DXCM DEXCOM INC Healthcare 5,694.0 $358K 0.01% +394.0 +7.4% $62.80 +11.6%
537 HPE HEWLETT PACKARD ENTERPRISE CO Technology 14,993.0 $357K 0.01% -169.0 -1.1% $23.81 +55.4%
538 LFUS LITTELFUSE INC COM Technology 1,047.0 $355K 0.01% +240.0 +29.7% $339.35 +40.3%
539 SAIA SAIA INC COM Industrials 1,010.0 $355K 0.01% +98.0 +10.8% $351.28 +35.8%
540 OHI OMEGA HEALTHCARE INVS INC COM Real Estate 8,090.0 $355K 0.01% +339.0 +4.4% $43.82 +9.1%
Page 27 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%