Fifth Third Wealth Advisors LLC
SEC Form 13F institutional filer · CIK 0001899030
13F-HR · 410 reported holdings · 2026-03-31
SEC-registered institutional investment manager.
Reported long-US-equity value
$2.55B
Top-10 concentration
53.4%
Fifth Third Wealth Advisors LLC — $2.55B AUM allocation strategy
Fifth Third Wealth Advisors LLC files SEC Form 13F and reports $2.55B of long US equity value across 410 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 13.4%, followed by Communication Services 5.3% and Consumer Discretionary 3.3%.
The top 10 holdings account for 53% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Fifth Third Wealth Advisors LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$2.55B
total across 410 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
53% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$IVV +83.7K sh · −$9.43M+$SPGI +72.6K sh · +$4.37M+$VZ +64K sh · +$4.16M
Biggest trims (shares)
−$DIS −20.5K sh · −$3.1M−$XLE −18.9K sh · +$232K−$VICI −16.7K sh · −$491K
Exited to nil (held last quarter, gone now)
$XLF ($588K last qtr)$CLX ($353K last qtr)$BRO ($315K last qtr)$ECHO ($297K last qtr)$HUM ($295K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors6.0%—
- Interactive Media & Services5.3%—
- Technology Hardware, Storage & Peripherals4.2%—
- Systems Software3.1%—
- Broadline Retail2.4%—
- Trading Companies & Distributors2.3%—
- Diversified Banks1.6%—
- Integrated Oil & Gas1.3%—
- Other holdings73.7%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
7 of 7 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $NVDA | NVIDIA Corporation | 635K | $111M | +15.3K | 4.3% |
| $AAPL | Apple Inc | 418K | $106M | +43.3K | 4.1% |
| $MSFT | Microsoft Corporation | 217K | $80.3M | +23K | 3.1% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 239K | $68.7M | +9.07K | 2.7% |
| $AMZN | Amazon.com Inc | 298K | $62.1M | +20.2K | 2.4% |
| $FAST | Fastenal Company | 1.27M | $58.9M | +1.45K | 2.3% |
| $AVGO | Broadcom Inc | 142K | $43.8M | +13.8K | 1.7% |
…and 403 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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