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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 32 of 41  ·  812 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 CPRT COPART INC Industrials 8,748.0 $290K 0.01% +1K +13.3% $33.20 +0.1%
622 AIT APPLIED INDL TECHNOLOGIES INC Industrials 1,094.0 $290K 0.01% +153.0 +16.3% $265.32 +17.3%
623 CCL CARNIVAL CORP Consumer Cyclical 11,199.0 $290K 0.01% +2K +15.9% $25.88 +3.2%
624 FISV FISERV INC Technology 5,178.0 $289K 0.01% $55.80 -0.3%
625 ARES ARES MANAGEMENT CORP - A Financial Services 2,647.0 $289K 0.01% -2K -39.3% $109.10 +14.8%
626 PCG PG&E CORP COM Utilities 16,368.0 $288K 0.01% +885.0 +5.7% $17.57 -6.5%
627 NFG NATIONAL FUEL GAS CO COM Energy 3,057.0 $287K 0.01% +77.0 +2.6% $93.96 -15.0%
628 SPXC SPX TECHNOLOGIES INC COM Industrials 1,431.0 $286K 0.01% +60.0 +4.4% $199.94 +9.6%
629 VMI VALMONT INDS INC COM Industrials 715.0 $286K 0.01% +80.0 +12.6% $399.57 +32.5%
630 FIS FIDELITY NATL INFORMATION SVCS Technology 6,036.0 $283K 0.01% +2K +41.4% $46.91 -10.0%
631 CNM CORE & MAIN INC-CLASS A Industrials 5,726.0 $283K 0.01% +261.0 +4.8% $49.40 -1.3%
632 ODFL OLD DOMINION FREIGHT LINE Industrials 1,443.0 $282K 0.01% +69.0 +5.0% $195.40 +10.9%
633 UGI UGI CORP NEW COM Utilities 7,733.0 $282K 0.01% +303.0 +4.1% $36.42 -1.5%
634 ROIV ROIVANT SCIENCES LTD SHS Healthcare 10,166.0 $282K 0.01% +445.0 +4.6% $27.70 +7.1%
635 EGP EASTGROUP PPTYS INC COM Real Estate 1,520.0 $281K 0.01% +60.0 +4.1% $185.09 +11.8%
636 SCHF SCHWAB STRATEGIC TR INTL EQTY 11,361.0 $281K 0.01% -497.0 -4.2% $24.75 +12.2%
637 LNT ALLIANT ENERGY CORP COM Utilities 3,909.0 $281K 0.01% NEW $71.76 +2.7%
638 EPD ENTERPRISE PRODUCTS PARTNERS Energy 7,368.0 $279K 0.01% -233.0 -3.1% $37.84 +1.5%
639 CRUS CIRRUS LOGIC INC COM Technology 1,910.0 $276K 0.01% +181.0 +10.5% $144.62 +23.3%
640 LH LABCORP HOLDINGS INC COM SHS Healthcare 1,033.0 $276K 0.01% -14.0 -1.3% $266.81 -3.1%
Page 32 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%