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Fifth Third Wealth Advisors LLC 13F Filings, Portfolio & Analysis

CIK: 0001899030
Cincinnati 38 Fountain Square Plaza
Zip Code: 45263
Latest Portfolio Value
$2.96 B
+3.76%
Total Holdings
812
23
Latest Report Date
Q1 2026
Top 10 Concentration
39.58%

Fifth Third Wealth Advisors LLC — Portfolio Overview & Company Profile

Fifth Third Wealth Advisors LLC (CIK: 0001899030) is a financial institution headquartered at 38 Fountain Square Plaza, , Cincinnati, Ohio 45263. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2026-03-31), the institution manages a portfolio valued at $2.96 B, comprising 812 distinct securities. Over its filing history, it has submitted 12 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Q1 2026 — Top-10 concentration: 39.6%. Quarterly turnover: 3.4%. ▲ 92 new, +562 added, −143 reduced, ×50 exited.

Portfolio Summary (Q1 2026)

Asset Allocation

Stocks/ETFs
+4.90%
$2.96 B 99.98%
Options
$0 0.00%
Debt
$0 0.00%
Other
-98.54%
$458,262 0.02%

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q1 2026)

Name Shares Market Value Weight Change Activity
497,598 $325.04 M 10.99% ▼ 9,056 Reduce -1.8%
299,885 $195.03 M 6.59% ▼ 2,213 Reduce -0.7%
634,730 $110.7 M 3.74% ▲ 15,256 Add 2.5%
1.21 M $109.6 M 3.71% ▲ 46,047 Add 4.0%
417,630 $105.99 M 3.58% ▲ 43,333 Add 11.6%
216,899 $80.29 M 2.71% ▲ 23,030 Add 11.9%
238,780 $68.66 M 2.32% ▲ 9,069 Add 4.0%
298,388 $62.15 M 2.10% ▲ 20,213 Add 7.3%
1.27 M $58.93 M 1.99% ▲ 1,446 Add 0.1%
800,248 $54.04 M 1.83% ▼ 12,473 Reduce -1.5%

Historical Portfolio Charts