SEC 13F Intelligence

Managers / Q3 2022 · view latest →

ACUTE INVESTMENT ADVISORY, LLC

CIK 0001944780 · 4856 EAST BASELINE ROAD, SUITE 104, MESA, AZ, 85206 · 480-620-6907

Reported Value
$139M
Q3 2022
Positions
27
Filings on Record
18
2022–present window
Filed
Oct 20, 2022
original filing

Summary

Acute Investment Advisory, LLC reported $139M in U.S.-listed holdings across 27 positions for Q3 2022.

The portfolio is heavily concentrated: VCSH alone accounts for 38.3% of reported value.

Compared with Q2 2022, the fund opened 10 new positions and exited 10.

Portfolio Metrics

Turnover
+38.0%
vs prior filed quarter
Top-10 Concentration
+96.4%
share of reported value
Largest Position
+38.3%
Vanguard Scottsdale Fds
New / Exited
10 / 10
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded, with multiple share classes and repeated sub-manager rows for the same issuer combined into one position — the same rule the holdings table uses by default. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q2 ’22: $129MQ2 ’22Q3 ’22: $139MQ4 ’22: $147MQ4 ’22Q1 ’23: $153MQ2 ’23: $166MQ2 ’23Q3 ’23: $166MQ4 ’23: $169MQ4 ’23Q1 ’24: $149MQ2 ’24: $175MQ2 ’24Q3 ’24: $174MQ4 ’24: $91MQ4 ’24Q1 ’25: $20MQ2 ’25: $12MQ2 ’25Q3 ’25: $12MQ4 ’25: $10MQ4 ’25Q1 ’26: $9Mfilingsflow.com

Portfolio Composition

By security type
ETP: 98.0%Common Stock: 2.0%
  • ETP · 98.0% · $136M
  • Common Stock · 2.0% · $3M

Quarter-over-Quarter Changes full breakdown →

vs Q2 2022 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
SHYISHARES TRNEW+176.8K176.8K+$14M$14M
SHVISHARES TRNEW+106.6K106.6K+$12M$12M
XLPSELECT SECTOR SPDR TRNEW+61.1K61.1K+$4M$4M
VMBSVANGUARD SCOTTSDALE FDSNEW+60.4K60.4K+$3M$3M
PROSHARES TRNEW+155.2K155.2K+$2M$2M
DIREXION SHS ETF TRNEW+125.1K125.1K+$2M$2M
RWMPROSHARES TRNEW+84.8K84.8K+$2M$2M
VNQVANGUARD INDEX FDSNEW+13.3K13.3K+$1M$1M

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q3 2022

16 positions (from 27 filing rows — )
#IssuerClass% PortfolioValueShares
1VCSHVANGUARD SCOTTSDALE FDSSHRT TRM CORP BD · SHORT TERM TREAS · INTER TERM TREAS · MTG-BKD SECS ETF38.31%$53M853.6K
2SHYISHARES TR1 3 YR TREAS BD · SHORT TREAS BD18.73%$26M283.4K
3XLUSELECT SECTOR SPDR TRSBI INT-UTILS · SBI CONS STPLS11.93%$17M252.5K
4UJANINNOVATOR ETFS TRUS EQT ULTRA BF · US EQTY PWR BUF10.31%$14M511.0K
5VYMVANGUARD WHITEHALL FDShistory →HIGH DIV YLD5.27%$7M77.3K
6SPTSSPDR SER TRBLOOMBERG HIGH Y · PORTFOLIO SH TSR · PORTFLI INTRMDIT3.38%$5M73.4K
7RWMPROSHARES TRSHORT QQQ NEW · SHRT RUSSELL20003.27%$5M240.0K
8BNDVANGUARD BD INDEX FDShistory →TOTAL BND MRKT2.47%$3M48.3K
9DIREXION SHS ETF TRDLY S&P500 BR 1X1.61%$2M125.1K
10AAPLAPPLE INChistory →COM1.12%$2M11.3K
11GLDMWORLD GOLD TRhistory →SPDR GLD MINIS1.03%$1M43.6K
12VNQVANGUARD INDEX FDSREAL ESTATE ETF · SMALL CP ETF1.03%$1M15.4K
13MSFTMICROSOFT CORPCOM0.67%$932,0004.0K
14VWOVANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF0.47%$656,00018.0K
15CSXCSX CORPCOM0.22%$302,00011.3K
16FUTYFIDELITY COVINGTON TRUSTMSCI UTILS INDEX0.19%$266,0006.3K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$9M18Apr 27, 202613F-HRchanges · EDGAR ↗
Q4 2025$10M15Jan 27, 202613F-HRchanges · EDGAR ↗
Q3 2025$12M17Oct 29, 202513F-HRchanges · EDGAR ↗
Q2 2025$12M17Jul 22, 202513F-HRchanges · EDGAR ↗
Q1 2025$20M17Apr 28, 202513F-HRchanges · EDGAR ↗
Q4 2024$91M17Jan 24, 202513F-HRchanges · EDGAR ↗
Q3 2024$174M15Oct 29, 202413F-HRchanges · EDGAR ↗
Q2 2024$175M14Jul 18, 202413F-HRchanges · EDGAR ↗
Q1 2024$149M10Apr 25, 202413F-HRchanges · EDGAR ↗
Q4 2023$169M13Jan 30, 202413F-HRchanges · EDGAR ↗
Q3 2023$166M13Oct 24, 202313F-HRchanges · EDGAR ↗
Q2 2023$166M14Jul 27, 202313F-HRchanges · EDGAR ↗
Q1 2023$153M13Apr 21, 202313F-HRchanges · EDGAR ↗
Q4 2022$147M19Jan 18, 202313F-HRchanges · EDGAR ↗
Q3 2022$139M27Oct 20, 202213F-HRchanges · EDGAR ↗
Q2 2022$129M27Aug 31, 202213F-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 ↗.