Fifth Third Wealth Advisors LLC holds a diversified book of 812 reported positions worth $3.0B as of Q1 2026 (disclosed Apr 20, 2026, a ~20-day 13F lag). This quarter they opened Ishrs US E F R A ETF-Usd Inc and trimmed Ishares Core S&P 500 ETF. Their largest long position is Ishares Core S&P 500 ETF at 11% of the reported non-option book. Cloning the disclosed picks since 2023 would be +83% (+19.5%/yr). That is a simulation of the disclosed long book, not audited returns.
Fifth Third Wealth Advisors LLC is a wealth platform: this book aggregates client accounts across many advisers.
Following at the filing date actually beat the quarter-end book by 4.2 points over this window.
Growth of $10,000 cloning Fifth Third Wealth Advisors LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~20 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
59% mapped to company sectors
+5 sectors below the cut, 5% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Fifth Third Wealth Advisors LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Innovator Capital Management, LLC | 8 / 80 | $2.9B |
| Prospect Hill Management, LLC | 12 / 80 | $255.5M |
| Donor Advised Charitable Giving, Inc. | 8 / 80 | $4.4B |
| Swiss Re Ltd | 50 / 80 | $1.1B |
| Hoffman, Alan N Investment Management | 10 / 80 | $161.6M |
| New World Advisors LLC | 56 / 80 | $553.0M |
| Uhlmann Price Securities, LLC | 43 / 80 | $2.5B |
| Greenbrier Partners Capital Management, LLC | 8 / 80 | $1.2B |
Ranked by the share of each fund's own book sitting in the names it shares with Fifth Third Wealth Advisors LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR Core S&P500 ETF CORE S&P500 ETF | $325.0M | 497.6K | 11.0% | ▼−1.8% Reduced · −9K sh | |
| 2 | SS SPDR S&P 500 ETF Trust-US TR UNIT | $195.0M | 299.9K | 6.6% | ▼−0.7% Reduced · −2K sh | |
| 3 | Nvidia Corporation Com COM | $110.7M | 634.7K | 3.7% | ▲+2.5% Added · +15K sh | |
| 4 | Ishares Core Msci Eafe ETF CORE MSCI EAFE | $109.6M | 1.21M | 3.7% | ▲+4.0% Added · +46K sh | |
| 5 | Apple Inc Com COM | $106.0M | 417.6K | 3.6% | ▲+12% Added · +43K sh | |
| 6 | Microsoft Corp Com COM | $80.3M | 216.9K | 2.7% | ▲+12% Added · +23K sh | |
| 7 | Alphabet Inc Cap STK CL A COM | $68.7M | 238.8K | 2.3% | ▲+3.9% Added · +9K sh | |
| 8 | Amazon Com Inc Com COM | $62.1M | 298.4K | 2.1% | ▲+7.3% Added · +20K sh | |
| 9 | Fastenal Co COM | $58.9M | 1.27M | 2.0% | ▲+0.1% Added · +1K sh | |
| 10 | Ishares TR Core S&P MCP ETF CORE S&P MCP ETF | $54.0M | 800.2K | 1.8% | ▼−1.5% Reduced · −12K sh | |
| 11 | Broadcom Inc Com COM | $43.8M | 141.6K | 1.5% | ▲+11% Added · +14K sh | |
| 12 | JPMorgan Chase & Co. Com COM | $41.5M | 141.1K | 1.4% | ▲+7.7% Added · +10K sh | |
| 13 | Ishares TR Core S&P SCP ETF CORE S&P SCP ETF | $36.6M | 294.3K | 1.2% | ▲+0.4% Added · +1K sh | |
| 14 | Ishares Core Msci Emerging CORE MSCI EMKT | $34.8M | 498.9K | 1.2% | ▲+13% Added · +59K sh | |
| 15 | Meta Platforms Inc CL A COM | $34.8M | 60.8K | 1.2% | ▲+12% Added · +7K sh | |
| 16 | Exxon Mobil Corp Com COM | $33.1M | 195.2K | 1.1% | ▲+9.8% Added · +17K sh | |
| 17 | Alphabet Inc Cap STK CL C COM | $31.9M | 111.1K | 1.1% | ▲+11% Added · +11K sh | |
| 18 | SS SPDR P S&P 500 Value ETF STATE STREET SPD | $28.5M | 503.9K | 1.0% | ▲+16% Added · +69K sh | |
| 19 | Ishares TR Rus 1000 GRW ETF RUS 1000 GRW ETF | $28.4M | 66.7K | 1.0% | ▼−1.8% Reduced · −1K sh | |
| 20 | SS SPDR P S&P 500 Growth ETF STATE STREET SPD | $27.0M | 275.7K | 0.9% | ▲+11% Added · +27K sh | |
| 21 | Walmart Inc Com COM | $24.7M | 198.8K | 0.8% | ▲+11% Added · +20K sh | |
| 22 | Eli Lilly & Co Com COM | $21.7M | 23.6K | 0.7% | ▲+24% Added · +5K sh | |
| 23 | Ishares TR Rus Mid Cap ETF RUS MID CAP ETF | $21.1M | 216.9K | 0.7% | ▲+3.0% Added · +6K sh | |
| 24 | Ishares TR Select Divid ETF SELECT DIVID ETF | $20.9M | 138.0K | 0.7% | ▼−6.7% Reduced · −10K sh | |
| 25 | Tesla Inc Com COM | $20.8M | 55.9K | 0.7% | ▲+9.5% Added · +5K sh | |
| 26 | Berkshire Hathaway Inc-CL B COM | $20.7M | 43.2K | 0.7% | ▲+12% Added · +5K sh | |
| 27 | Vanguard Index FDS S&P 500 ETF S&P 500 ETF SHS | $20.6M | 34.5K | 0.7% | ▲+45% Added · +11K sh | |
| 28 | Ishares TR Msci Eafe ETF MSCI EAFE ETF | $18.3M | 188.3K | 0.6% | ▲+0.7% Added · +1K sh | |
| 29 | Ge Vernova Inc COM | $17.2M | 19.8K | 0.6% | ▲+5.4% Added · +1K sh | |
| 30 | Caterpillar Inc COM | $17.0M | 24.0K | 0.6% | ▲+34% Added · +6K sh | |
| 31 | Visa Inc Com CL A COM | $16.4M | 54.2K | 0.6% | ▲+22% Added · +10K sh | |
| 32 | Vanguard Tax-Managed FDS Van F VAN FTSE DEV MKT | $16.0M | 249.1K | 0.5% | ▲+10% Added · +23K sh | |
| 33 | Home Depot Inc Com COM | $15.2M | 46.2K | 0.5% | ▲+7.3% Added · +3K sh | |
| 34 | Goldman Sachs Group Inc Com COM | $15.1M | 17.8K | 0.5% | ▲+1.4% Added · +252 sh | |
| 35 | Bank America Corp Com COM | $14.9M | 305.2K | 0.5% | ▲+13% Added · +35K sh | |
| 36 | Vanguard Info Tech ETF INF TECH ETF | $14.7M | 21.1K | 0.5% | ▲+3.9% Added · +801 sh | |
| 37 | Mastercard Incorporated CL A COM | $13.9M | 27.9K | 0.5% | ▲+21% Added · +5K sh | |
| 38 | Johnson & Johnson Com COM | $13.2M | 54.0K | 0.4% | ▲+36% Added · +14K sh | |
| 39 | Ishares S&P 100 ETF S&P 100 ETF | $12.2M | 38.3K | 0.4% | ▼−48% Reduced · −35K sh | |
| 40 | Costco WHSL Corp New Com COM | $12.0M | 12.0K | 0.4% | ▲+7.7% Added · +856 sh | |
| 41 | Palantir Technologies Inc-A COM | $11.9M | 81.6K | 0.4% | ▲+29% Added · +18K sh | |
| 42 | Ishares Msci Eafe Value ETF EAFE VALUE ETF | $11.6M | 156.5K | 0.4% | ▲+29% Added · +35K sh | |
| 43 | Eaton Corp PLC SHS COM | $11.6M | 32.4K | 0.4% | ▲+4.2% Added · +1K sh | |
| 44 | Chevron Corp New Com COM | $11.0M | 53.3K | 0.4% | ▲+8.3% Added · +4K sh | |
| 45 | General Electric COM | $11.0M | 38.7K | 0.4% | ▲+3.1% Added · +1K sh | |
| 46 | Lowes Cos Inc Com COM | $11.0M | 46.5K | 0.4% | ▲+3.6% Added · +2K sh | |
| 47 | Philip Morris Intl Inc Com COM | $10.8M | 65.1K | 0.4% | ▲+29% Added · +14K sh | |
| 48 | Abbvie Inc Com COM | $10.8M | 49.5K | 0.4% | ▲+4.4% Added · +2K sh | |
| 49 | Vanguard Intl Equity Index FDS FTSE EMR MKT ETF | $10.5M | 194.0K | 0.4% | ▼−5.1% Reduced · −10K sh | |
| 50 | Lam Research Corp COM | $10.3M | 48.2K | 0.3% | ▲+18% Added · +7K sh |
This wealth platform page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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Use Arkolith to show Fifth Third Wealth Advisors LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter, log scale (the range spans more than 20x). Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | Apr 20, 2026 | 20d | 812 | $3.0B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 15, 2026 | 15d | 789 | $2.9B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 21, 2025 | 21d | 772 | $2.7B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 25, 2025 | 25d | 750 | $2.4B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 8, 2025 | 8d | 706 | $1.9B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 14, 2025 | 14d | 722 | $1.8B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 7, 2024 | 38d | 698 | $1.6B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Jul 23, 2024 | 23d | 666 | $1.3B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | Apr 16, 2024 | 16d | 245 | $641.9M | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Jan 8, 2024 | 8d | 169 | $307.9M | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Oct 17, 2023 | 17d | 156 | $247.6M | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Jul 25, 2023 | 25d | 137 | $155.1M | 13F-HR |
| Q1 2023 | Mar 31, 2023 | Apr 27, 2023 | 27d | 78 | $54.0M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.