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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 7 of 50  ·  992 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 IJK ISHARES TR S&P MC 400GR ETF 37,946.0 $4.5M 0.12% -474.0 -1.2% $117.50 -1.8%
122 VTV VANGUARD INDEX FDS VALUE ETF 20,366.0 $4.4M 0.12% +1K +5.9% $217.93 +3.6%
123 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 6,281.0 $4.4M 0.12% $703.34 -0.9%
124 GD GENERAL DYNAMICS CORP Industrials 12,374.0 $4.4M 0.12% -222.0 -1.8% $354.25 +7.2%
125 TMO THERMO FISHER SCIENTIFIC INC Healthcare 8,709.0 $4.4M 0.12% +108.0 +1.3% $501.36 +26.1%
126 TT TRANE TECHNOLOGIES PLC Industrials 8,609.0 $4.2M 0.12% +118.0 +1.4% $491.15 -6.9%
127 AXP AMERICAN EXPRESS CO Financial Services 12,498.0 $4.2M 0.12% -331.0 -2.6% $338.25 -1.1%
128 GILD GILEAD SCIENCES INC COM Healthcare 33,341.0 $4.2M 0.12% +286.0 +0.9% $126.34 +17.5%
129 CDNS CADENCE DESIGN SYSTEM INC COM Technology 11,033.0 $4.1M 0.12% +938.0 +9.3% $375.32 -10.2%
130 DIS DISNEY WALT CO COM Communication Services 42,959.0 $4.1M 0.12% -779.0 -1.8% $96.25 +12.1%
131 UNP UNION PAC CORP COM Industrials 15,195.0 $4.1M 0.12% +767.0 +5.3% $272.00 +13.3%
132 BA BOEING CO COM Industrials 18,823.0 $4.1M 0.11% +207.0 +1.1% $216.47 -2.9%
133 SNDK SANDISK CORP COM Technology 1,777.0 $4.0M 0.11% +526.0 +42.0% $2273.73 -34.9%
134 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 8,435.0 $4.0M 0.11% -3K -24.1% $477.55 -11.0%
135 VO VANGUARD INDEX FDS MID CAP ETF 49,652.0 $4.0M 0.11% +37K +306.6% $80.57 +3.1%
136 DSI ISHARES TR ESG MSCI KLD ETF 28,071.0 $4.0M 0.11% +200.0 +0.7% $142.39 +4.0%
137 COF CAPITAL ONE FINL CORP COM Financial Services 19,750.0 $4.0M 0.11% -1K -6.8% $200.62 +8.5%
138 WMB WILLIAMS COS INC COM Energy 53,245.0 $4.0M 0.11% +821.0 +1.6% $74.34 -1.4%
139 IWX ISHARES TR RUS TP200 VL ETF 37,565.0 $4.0M 0.11% +3K +9.9% $105.16 +7.1%
140 SOUTHSTATE BK CORP COM 38,312.0 $3.8M 0.11% +240.0 +0.6% $99.90
Page 7 of 50  ·  992 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%