SEC 13F Intelligence

Managers / Q1 2026

Fifth Third Wealth Advisors LLC

CIK 0001899030 · 38 FOUNTAIN SQUARE PLAZA, CINCINNATI, OH, 45263 · 5135347462

Reported Value
$3.0B
Q1 2026
Positions
812
Filings on Record
13
2019–present window
Filed
Apr 20, 2026
original filing

Summary

Fifth Third Wealth Advisors Llc reported $3.0B in U.S.-listed holdings across 812 positions for Q1 2026.

Its largest position, Ishares Tr Core S P500 Etf, represents 11.0% of the portfolio.

Compared with Q4 2025, the fund opened 92 new positions and exited 69.

Reported Value by Quarter

13F Reported Value
Q1 ’23: $54MQ1 ’23Q2 ’23: $155MQ3 ’23: $248MQ3 ’23Q4 ’23: $308MQ1 ’24: $642MQ1 ’24Q2 ’24: $1.3BQ3 ’24: $1.6BQ3 ’24Q4 ’24: $1.8BQ1 ’25: $1.9BQ1 ’25Q2 ’25: $2.4BQ3 ’25: $2.7BQ3 ’25Q4 ’25: $2.9BQ1 ’26: $3.0BQ1 ’26filingsflow.com

Portfolio Composition

By security type
Common Stock: 56.3%ETP: 41.2%Other: 1.5%REIT: 0.7%ADR: 0.3%Other: 0.0%
  • Common Stock · 56.3% · $1.7B
  • ETP · 41.2% · $1.2B
  • Other · 1.5% · $44M
  • REIT · 0.7% · $20M
  • ADR · 0.3% · $8M
  • Other · 0.0% · $834,240

Quarter-over-Quarter Changes full breakdown →

Holdings — Q1 2026

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$3.0B812Apr 20, 202613F-HRchanges · EDGAR ↗
Q4 2025$2.9B789Jan 15, 202613F-HRchanges · EDGAR ↗
Q3 2025$2.7B772Oct 21, 202513F-HRchanges · EDGAR ↗
Q2 2025$2.4B750Jul 25, 202513F-HRchanges · EDGAR ↗
Q1 2025$1.9B706Apr 8, 202513F-HRchanges · EDGAR ↗
Q4 2024$1.8B722Jan 14, 202513F-HRchanges · EDGAR ↗
Q3 2024$1.6B698Nov 7, 202413F-HRchanges · EDGAR ↗
Q2 2024$1.3B666Jul 23, 202413F-HRchanges · EDGAR ↗
Q1 2024$642M245Apr 16, 202413F-HRchanges · EDGAR ↗
Q4 2023$308M169Jan 8, 202413F-HRchanges · EDGAR ↗
Q3 2023$248M156Oct 17, 202313F-HRchanges · EDGAR ↗
Q2 2023$155M137Jul 25, 202313F-HRchanges · EDGAR ↗
Q1 2023$54M78Apr 27, 202313F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.