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Equibles

Fifth Third Wealth Advisors LLC

Location
Cincinnati, OH
Portfolio Value
Mid $1,927,933,986
Diversification
Diversified
Filing Date
Global Rank
#1,016 / 8,232 ▲ 125
Top Industry
Semiconductors 11.7%
3Y Alpha vs SPY
+0.2%
Period ended 2 months ago
Filed Apr 20, 2026 · 55d
13 quarters · since Mar 2023

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio
+77.2%
SPY
+76.3%
Annualised alpha
+0.2%
Max drawdown
−19.4%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

695 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025
Top Position
10.1%
−1.3 pts
Top 5
29.1%
−3.6 pts
Top 10
41.6%
−4.3 pts
HHI
253
Jun 2023 → Mar 2026 · range 253 – 867
Diversified−51

Portfolio Trend

13 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026
Sector % Portfolio Value
Technology 27.8% $535,640,140
Financial Services 12.1% $232,559,454
Industrials 11.9% $230,214,779
Unclassified 11.5% $222,509,400
Consumer Cyclical 8.6% $164,934,702
Communication Services 7.5% $144,577,578
Healthcare 6.6% $127,993,370
Consumer Defensive 5.0% $95,438,479
Energy 4.5% $86,546,292
Utilities 2.1% $40,370,560
Basic Materials 1.3% $25,701,806
Real Estate 1.1% $21,447,426

Last Quarter's Activity

Export CSV
Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased
25 positions
Ticker Δ Shares Shares Value Open
VZ +64,032 164,082 $8,236,916
TFC +53,608 76,644 $3,523,324
RF +49,211 59,248 $1,547,557
PFE +47,010 218,152 $6,125,708
AAPL +43,333 417,630 $105,990,317
BAC +35,076 305,244 $14,880,645
CSCO +31,606 113,763 $8,826,871
SO +29,459 40,419 $3,901,241
WFC +27,763 90,705 $7,221,025
BMY +24,097 75,178 $4,559,545
MSFT +23,030 216,899 $80,289,502
MRK +21,806 72,054 $8,667,375
AMZN +20,213 298,388 $62,145,268
WMT +19,913 198,828 $24,710,343
DUK +19,093 39,385 $5,157,071
PLTR +18,478 81,599 $11,936,301
XOM +17,416 195,198 $33,117,292
T +17,353 152,170 $4,411,408
GILD +16,196 33,055 $4,606,875
NVDA +15,256 634,730 $110,696,912
INTC +14,710 56,348 $2,486,637
CMCSA +14,603 83,270 $2,390,681
PM +14,459 65,139 $10,770,082
JNJ +14,336 53,954 $13,188,515
AVGO +13,822 141,565 $43,815,783

Trimmed

Positions the filer reduced
25 positions
Ticker Δ Shares Shares Value Open
DIS −20,519 43,738 $4,215,468
VICI −16,745 24,578 $671,470
KVUE −13,596 46,355 $799,160
IAUM −11,074 183,516 $8,570,197
ABT −7,824 45,476 $4,669,020
NKE −5,091 21,898 $1,156,652
ORCL −4,025 61,941 $9,112,140
PYPL −3,741 14,924 $675,012
CIEN −3,595 1,257 $488,005
CFG −3,394 4,091 $245,337
TSCO −3,390 10,753 $487,110
CMG −3,165 13,940 $446,219
PG −2,657 45,864 $6,624,596
TGT −2,599 5,366 $650,359
AMAT −2,328 29,049 $9,928,657
COHR −2,327 2,077 $494,762
TRNO −2,251 9,069 $557,017
SPY −2,213 299,885 $195,027,210
SBUX −2,181 36,180 $3,241,366
F −2,107 45,689 $527,251
MMM −1,774 12,735 $1,849,504
ARES −1,713 2,647 $288,787
ACN −1,693 11,829 $2,345,572
LIN −1,475 9,074 $4,498,526
LITE −1,435 927 $651,458

New Positions

Positions the filer opened this quarter
25 positions
Ticker Shares Value Open
FCCO 288,406 $8,430,107
SNDK 1,251 $794,810
HOFT 51,667 $665,470
LNG 2,138 $606,678
BE 2,767 $374,900
DRI 1,902 $372,868
AGX 620 $337,683
HAS 3,338 $312,436
AHR 6,595 $311,020
MTCH 9,657 $296,566
NPO 1,180 $295,767
PFG 3,243 $292,226
LNT 3,909 $280,509
GIS 7,346 $273,418
MASI 1,528 $271,785
L 2,508 $267,703
CGNX 5,459 $267,436
VNOM 5,680 $266,903
KRYS 1,019 $263,228
IBP 983 $260,642
MSA 1,578 $258,713
ATR 2,023 $254,938
AKAM 2,207 $253,473
AMG 906 $250,690
FORM 2,580 $250,234

Sold Out

Positions the filer fully exited
25 positions
Ticker Shares Value Open
ALKT 35,360 $815,755
WPM 4,398 $516,852
MSTR 3,260 $495,357
CLX 3,503 $353,207
IBIT 6,500 $322,725
BRO 3,958 $315,452
SATS 2,735 $297,294
HUM 1,151 $294,805
CRWV 4,013 $287,370
RGEN 1,687 $276,431
WING 1,114 $265,677
MKL 119 $255,808
EXLS 5,973 $253,494
RKLB 3,567 $248,833
ZBRA 1,004 $243,791
EL 2,253 $235,934
FFBC 9,148 $228,882
LULU 1,092 $226,928
CRBG 7,457 $224,977
CHKP 1,199 $222,486
CELH 4,840 $221,381
CART 4,875 $219,277
AXTA 6,713 $216,897
OLLI 1,960 $214,835
FSLR 818 $213,686

Portfolio Positions

Export CSV View 13F filing
695 positions · $1,927,933,986 total · as of Mar 31, 2026
All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities
Showing 1–50 of 695 positions by value · page 1 of 14
Ticker Company Shares Value (USD) % of Portfolio History
SPY
Spdr S&P 500 ETF Trust
 299,885 $195,027,210 10.12%
NVDA
Nvidia Corp
Technology 		634,730 $110,696,912 5.74%
AAPL
Apple Inc.
Technology 		417,630 $105,990,317 5.50%
MSFT
Microsoft Corp
Technology 		216,899 $80,289,502 4.16%
GOOGL
Alphabet Inc.
Communication Services 		238,780 $68,663,576 3.56%
AMZN
Amazon Com Inc
Consumer Cyclical 		298,388 $62,145,268 3.22%
FAST
Fastenal Co
Industrials 		1,270,078 $58,931,619 3.06%
AVGO
Broadcom Inc.
Technology 		141,565 $43,815,783 2.27%
JPM
Jpmorgan Chase & Co
Financial Services 		141,112 $41,509,505 2.15%
META
Meta Platforms, Inc.
Communication Services 		60,802 $34,786,648 1.80%
XOM
Exxon Mobil Corp
Energy 		195,198 $33,117,292 1.72%
WMT
Walmart Inc.
Consumer Defensive 		198,828 $24,710,343 1.28%
LLY
ELI LILLY & Co
Healthcare 		23,558 $21,667,941 1.12%
TSLA
Tesla, Inc.
Consumer Cyclical 		55,917 $20,787,144 1.08%
BRK-B
Berkshire Hathaway Inc
Financial Services 		43,197 $20,700,002 1.07%
GEV
GE Vernova Inc.
Industrials 		19,750 $17,239,775 0.89%
CAT
Caterpillar Inc
Industrials 		24,035 $17,027,836 0.88%
V
Visa Inc.
Financial Services 		54,188 $16,377,781 0.85%
HD
Home Depot, Inc.
Consumer Cyclical 		46,175 $15,186,495 0.79%
GS
Goldman Sachs Group Inc
Financial Services 		17,832 $15,085,693 0.78%
BAC
Bank Of America Corp /De/
Financial Services 		305,244 $14,880,645 0.77%
MA
Mastercard Inc
Financial Services 		27,916 $13,948,508 0.72%
JNJ
Johnson & Johnson
Healthcare 		53,954 $13,188,515 0.68%
COST
Costco Wholesale Corp /New
Consumer Defensive 		12,044 $12,001,002 0.62%
PLTR
Palantir Technologies Inc.
Technology 		81,599 $11,936,301 0.62%
ETN
Eaton Corp plc
Industrials 		32,425 $11,597,449 0.60%
CVX
Chevron Corp
Energy 		53,346 $11,037,287 0.57%
GE
General Electric Co
Industrials 		38,720 $10,987,574 0.57%
LOW
Lowes Companies Inc
Consumer Cyclical 		46,471 $10,980,167 0.57%
PM
Philip Morris International Inc.
Consumer Defensive 		65,139 $10,770,082 0.56%
ABBV
AbbVie Inc.
Healthcare 		49,488 $10,763,145 0.56%
LRCX
Lam Research Corp
Technology 		48,233 $10,305,462 0.53%
NFLX
Netflix Inc
Communication Services 		106,425 $10,232,763 0.53%
AMAT
Applied Materials Inc /De
Technology 		29,049 $9,928,657 0.51%
MCD
Mcdonalds Corp
Consumer Cyclical 		31,924 $9,921,659 0.51%
ORCL
Oracle Corp
Technology 		61,941 $9,112,140 0.47%
MRVL
Marvell Technology, Inc.
Technology 		91,714 $9,084,271 0.47%
CSCO
Cisco Systems, Inc.
Technology 		113,763 $8,826,871 0.46%
MRK
Merck & Co., Inc.
Healthcare 		72,054 $8,667,375 0.45%
KO
Coca Cola Co
Consumer Defensive 		113,242 $8,612,054 0.45%
IAUM
iShares Gold Trust Micro
 183,516 $8,570,197 0.44%
FCCO
First Community Corp /Sc/
Financial Services 		288,406 $8,430,107 0.44%
CMI
Cummins Inc
Industrials 		15,596 $8,390,959 0.44%
VZ
Verizon Communications Inc
Communication Services 		164,082 $8,236,916 0.43%
RTX
RTX Corp
Industrials 		38,889 $7,501,688 0.39%
TJX
Tjx Companies Inc /De/
Consumer Cyclical 		46,387 $7,408,003 0.38%
NEE
Nextera Energy Inc
Utilities 		79,357 $7,370,678 0.38%
PEP
Pepsico Inc
Consumer Defensive 		46,763 $7,261,826 0.38%
ISRG
Intuitive Surgical Inc
Healthcare 		15,672 $7,224,635 0.37%
WFC
Wells Fargo & Company/Mn
Financial Services 		90,705 $7,221,025 0.37%

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