SEC 13F Intelligence

Managers / Q1 2025 · view latest →

ACUTE INVESTMENT ADVISORY, LLC

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

Reported Value
$20M
Q1 2025
Positions
17
Filings on Record
18
2022–present window
Filed
Apr 28, 2025
original filing

Summary

Acute Investment Advisory, LLC reported $20M in U.S.-listed holdings across 17 positions for Q1 2025.

The portfolio is heavily concentrated: TFLO alone accounts for 66.6% of reported value.

Compared with Q4 2024, the fund opened 3 new positions and exited 3.

Portfolio Metrics

Turnover
+2.4%
vs prior filed quarter
Top-10 Concentration
+98.8%
share of reported value
Largest Position
+66.6%
Ishares Tr
New / Exited
3 / 3
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: 95.4%Common Stock: 4.6%
  • ETP · 95.4% · $19M
  • Common Stock · 4.6% · $918,637

Quarter-over-Quarter Changes full breakdown →

vs Q4 2024 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
SHVISHARES TRNEW+7.8K7.8K+$865,012$865,012
XLVSELECT SECTOR SPDR TRNEW+1.6K1.6K+$232,448$232,448
USFRWISDOMTREE TRNEW+4.6K4.6K+$229,958$229,958
SPDR SER TRSOLD OUT31.9K0$687,639$0
USIGISHARES TRSOLD OUT13.4K0$674,104$0
GBILGOLDMAN SACHS ETF TRSOLD OUT3.3K0$325,895$0
VGLTVANGUARD SCOTTSDALE FDSTRIMMED114.8K13.2K$6M$760,970
IWMISHARES TRTRIMMED13.1K3.2K$3M$645,949

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

Holdings — Q1 2025

11 positions (from 17 filing rows — )
#IssuerClass% PortfolioValueShares
1TFLOISHARES TRTRS FLT RT BD · ULTRA SHORT-TERM · SHORT TREAS BD · RUSSELL 2000 ETF · 7-10 YR TRSY BD · CONV BD ETF66.64%$13M235.6K
2MGKVANGUARD WORLD FDhistory →MEGA GRWTH IND8.32%$2M5.4K
3QQQINVESCO QQQ TRhistory →UNIT SER 15.02%$998,3312.1K
4SPYSPDR S&P 500 ETF TRhistory →TR UNIT4.52%$899,4991.6K
5VGLTVANGUARD SCOTTSDALE FDShistory →LONG TERM TREAS3.83%$760,97013.2K
6XLCSELECT SECTOR SPDR TRCOMMUNICATION · SBI HEALTHCARE3.46%$687,4996.3K
7PGXINVESCO EXCH TRADED FD TR IIhistory →PFD ETF2.44%$484,78343.2K
8COSTCOSTCO WHSL CORP NEWhistory →COM1.79%$356,559377
9AAPLAPPLE INChistory →COM1.59%$315,4251.4K
10CSXCSX CORPhistory →COM1.24%$246,6538.4K
11USFRWISDOMTREE TRhistory →FLOATNG RAT TREA1.16%$229,9584.6K

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 ↗.