Acute Investment Advisory, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 27, 2026), Acute Investment Advisory, LLC reported 18 stock positions worth $8.9 million. Its top holding was Emerson Electric (EMR) at 17.7% of the portfolio, followed by SS SPDR P High Yield ETF (SPHY, 9.4%) and Invesco Preferred ETF (PGX, 9.2%). Compared with Q4 2025, it opened 7 new positions, sold out of 4, added to 4 and reduced 6. The biggest buy was a new position in SS SPDR P High Yield ETF (SPHY) and the biggest sale an exit from iShares Treasury Floating Ra (TFLO).
- Most Recent 13F
- Q2 2026
- Location
- MESA, AZ
- CIK
- 0001944780
- Portfolio Value
- $8.9M (Q1 2026)
- SEC Filing
- 0001754960-26-000330 ↗ filed Apr 27, 2026
Holdings Value
Holdings 18 stocks · $8.9M
| EMR Emerson Electric Co. | 17.68% | 12,020 | $1.6M | No change |
| SPHY SS SPDR P High Yield ETF | 9.40% | 35,900 | $837K | New |
| PGX Invesco Preferred ETF | 9.22% | 75,491 | $821K | Add +283.9% |
| VTWO Vanguard Russell 2000 ETF | 6.85% | 6,090 | $610K | New |
| VGLT Vanguard Long-Term Treasury | 6.56% | 10,558 | $584K | Add +101.2% |
| SPMB SS SPDR P Mort Back Bond ETF | 6.16% | 24,517 | $549K | New |
| IWM iShares Russell 2000 ETF | 5.08% | 1,823 | $452K | Add +42.3% |
| IVV iShares Core S&P 500 ETF | 4.83% | 659 | $430K | New |
| QQQM Invesco Nasdaq 100 ETF | 4.80% | 1,799 | $427K | New |
| SPY SS SPDR S&P 500 ETF Trust-US | 4.53% | 620 | $403K | Reduce -4.9% |
| AAPL Apple Inc. | 4.36% | 1,532 | $389K | Reduce -0.2% |
| COST Costco Wholesale Corp. | 3.83% | 342 | $341K | Reduce -9.3% |
| HYGH iShares Int Rate Hedg HY ETF | 3.23% | 3,366 | $288K | New |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 2.95% | 716 | $263K | New |
| QQQ Invesco QQQ Trust Series 1 | 2.94% | 454 | $262K | Reduce -47.6% |
| SPYV SS SPDR P S&P 500 Value ETF | 2.67% | 4,204 | $238K | Reduce -42.2% |
| DGRO iShares Core Dividend Growth | 2.61% | 3,317 | $233K | Add +11.2% |
| XLC SS Comm Select Sector SPDR | 2.29% | 1,842 | $204K | Reduce -2.5% |
Portfolio Sells Q4 2025 → Q1 2026
| TFLO iShares Treasury Floating Ra | Sold out | 0.00% | −29.68 |
| ICSH iShares Ultra Short Duration | Sold out | 0.00% | −16.01 |
| SHV iShares 0-1 Year Treasury Bo | Sold out | 0.00% | −3.81 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -47.6% | 2.94% | −2.21 |
| IEF iShares 7-10 Year Treasury B | Sold out | 0.00% | −2.19 |
| SPYV SS SPDR P S&P 500 Value ETF | Reduce -42.2% | 2.67% | −1.34 |
| XLC SS Comm Select Sector SPDR | Reduce -2.5% | 2.29% | +0.14 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -4.9% | 4.53% | +0.22 |
| AAPL Apple Inc. | Reduce -0.2% | 4.36% | +0.32 |
| COST Costco Wholesale Corp. | Reduce -9.3% | 3.83% | +0.68 |
Portfolio Buys Q4 2025 → Q1 2026
| SPHY SS SPDR P High Yield ETF | New | 9.40% | +9.40 |
| PGX Invesco Preferred ETF | Add +283.9% | 9.22% | +7.08 |
| VTWO Vanguard Russell 2000 ETF | New | 6.85% | +6.85 |
| SPMB SS SPDR P Mort Back Bond ETF | New | 6.16% | +6.16 |
| IVV iShares Core S&P 500 ETF | New | 4.83% | +4.83 |
| QQQM Invesco Nasdaq 100 ETF | New | 4.80% | +4.80 |
| VGLT Vanguard Long-Term Treasury | Add +101.2% | 6.56% | +3.72 |
| HYGH iShares Int Rate Hedg HY ETF | New | 3.23% | +3.23 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | New | 2.95% | +2.95 |
| IWM iShares Russell 2000 ETF | Add +42.3% | 5.08% | +2.02 |
| DGRO iShares Core Dividend Growth | Add +11.2% | 2.61% | +0.61 |
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 |