Acute Investment Advisory, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 28, 2026), Acute Investment Advisory, LLC reported 18 stock positions worth $9.5 million. Its top holding was Emerson Electric (EMR) at 18.2% of the portfolio, followed by Invesco Preferred ETF (PGX, 8.9%) and SS SPDR P High Yield ETF (SPHY, 8.6%). Compared with Q1 2026, it opened 1 new position, sold out of 1, added to 1 and reduced 13. The biggest buy was a new position in Lam Research (LRCX) and the biggest sale an exit from SS Comm Select Sector SPDR (XLC).
- Most Recent 13F
- Q2 2026
- Location
- MESA, AZ
- CIK
- 0001944780
- Portfolio Value
- $9.5M (Q2 2026)
- SEC Filing
- 0001754960-26-000643 ↗ filed Jul 28, 2026
Holdings Value
Holdings 18 stocks · $9.5M
| EMR Emerson Electric Co. | 18.20% | 12,020 | $1.7M | No change |
| PGX Invesco Preferred ETF | 8.87% | 77,378 | $839K | Add +2.5% |
| SPHY SS SPDR P High Yield ETF | 8.62% | 34,791 | $816K | Reduce -3.1% |
| VTWO Vanguard Russell 2000 ETF | 7.44% | 5,792 | $703K | Reduce -4.9% |
| VGLT Vanguard Long-Term Treasury | 5.81% | 9,957 | $549K | Reduce -5.7% |
| IWM iShares Russell 2000 ETF | 5.51% | 1,735 | $521K | Reduce -4.8% |
| QQQM Invesco Nasdaq 100 ETF | 5.49% | 1,712 | $519K | Reduce -4.8% |
| SPMB SS SPDR P Mort Back Bond ETF | 5.35% | 22,658 | $506K | Reduce -7.6% |
| IVV iShares Core S&P 500 ETF | 5.02% | 634 | $475K | Reduce -3.8% |
| AAPL Apple Inc. | 4.69% | 1,532 | $443K | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 4.68% | 593 | $443K | Reduce -4.3% |
| QQQ Invesco QQQ Trust Series 1 | 3.43% | 440 | $324K | Reduce -3.1% |
| COST Costco Wholesale Corp. | 3.38% | 342 | $320K | No change |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 3.24% | 3,483 | $306K | Reduce -2.7% |
| HYGH iShares Int Rate Hedg HY ETF | 2.86% | 3,127 | $271K | Reduce -7.1% |
| SPYV SS SPDR P S&P 500 Value ETF | 2.59% | 4,024 | $245K | Reduce -4.3% |
| DGRO iShares Core Dividend Growth | 2.54% | 3,165 | $240K | Reduce -4.6% |
| LRCX Lam Research Corp. | 2.29% | 500 | $217K | New |
Portfolio Sells Q1 2026 → Q2 2026
| XLC SS Comm Select Sector SPDR | Sold out | 0.00% | −2.29 |
| SPMB SS SPDR P Mort Back Bond ETF | Reduce -7.6% | 5.35% | −0.82 |
| SPHY SS SPDR P High Yield ETF | Reduce -3.1% | 8.62% | −0.77 |
| VGLT Vanguard Long-Term Treasury | Reduce -5.7% | 5.81% | −0.75 |
| HYGH iShares Int Rate Hedg HY ETF | Reduce -7.1% | 2.86% | −0.37 |
| SPYV SS SPDR P S&P 500 Value ETF | Reduce -4.3% | 2.59% | −0.08 |
| DGRO iShares Core Dividend Growth | Reduce -4.6% | 2.54% | −0.08 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -4.3% | 4.68% | +0.16 |
| IVV iShares Core S&P 500 ETF | Reduce -3.8% | 5.02% | +0.19 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Reduce -2.7% | 3.24% | +0.28 |
| IWM iShares Russell 2000 ETF | Reduce -4.8% | 5.51% | +0.44 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -3.1% | 3.43% | +0.48 |
| VTWO Vanguard Russell 2000 ETF | Reduce -4.9% | 7.44% | +0.59 |
| QQQM Invesco Nasdaq 100 ETF | Reduce -4.8% | 5.49% | +0.69 |
Portfolio Buys Q1 2026 → Q2 2026
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 18 | $9.5M | EMR, PGX, SPHY, VTWO, VGLT |
| Q1 2026 | 18 | $8.9M | EMR, SPHY, PGX, VTWO, VGLT |
| Q4 2025 | 15 | $10.3M | TFLO, ICSH, EMR, QQQ, SPY |
| Q3 2025 | 17 | $11.9M | TFLO, ICSH, EMR, QQQ, SPY |
| Q2 2025 | 17 | $12.3M | TFLO, ICSH, QQQ, SPY, SPYV |
| Q1 2025 | 17 | $19.9M | TFLO, ICSH, MGK, QQQ, SPY |
| Q4 2024 | 17 | $91.1M | TFLO, ICSH, MGK, VGLT, QQQ |
| Q3 2024 | 15 | $174.1M | TFLO, ICSH, VUSB, GBIL, VGLT |
| Q2 2024 | 14 | $175.4M | TFLO, ICSH, VUSB, GBIL, TLT |
| Q1 2024 | 10 | $149.1M | TFLO, ICSH, GBIL, SHV, FLDR |