Fifth Third Wealth Advisors LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 25, 2025), Fifth Third Wealth Advisors LLC reported 750 stock positions worth $2.4 billion. Its top holding was iShares Core S&P 500 ETF (IVV) at 12.1% of the portfolio, followed by SS SPDR S&P 500 ETF Trust-US (SPY, 7.8%) and iShares Core MSCI Eafe ETF (IEFA, 3.9%). Compared with Q1 2025, it opened 73 new positions, sold out of 30, added to 364 and reduced 296. The biggest buy was a new position in Vanguard 500 Index-Adm (VFIAX) and the biggest sale iShares Core S&P Midcap ETF (IJH, shares −12%).
- Most Recent 13F
- Q2 2026
- Location
- Cincinnati, OH
- CIK
- 0001899030
- Portfolio Value
- $2.4B (Q2 2025)
- SEC Filing
- 0000950123-25-006597 ↗ filed Jul 25, 2025
Holdings Value
Holdings 750 stocks · $2.4B
| IVV iShares Core S&P 500 ETF | 12.08% | 463,694 | $287.9M | Add +7.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 7.76% | 299,508 | $185.1M | Add +1.0% |
| IEFA iShares Core MSCI Eafe ETF | 3.94% | 1,125,366 | $93.9M | Add +26.3% |
| NVDA Nvidia Corp. | 3.94% | 594,127 | $93.9M | Add +4.5% |
| MSFT Microsoft Corp. | 3.84% | 184,144 | $91.6M | Add +4.2% |
| AAPL Apple Inc. | 3.11% | 361,224 | $74.1M | Add +12.3% |
| AMZN Amazon.com Inc. | 2.37% | 257,203 | $56.4M | Add +7.6% |
| IJH iShares Core S&P Midcap ETF | 2.21% | 850,048 | $52.7M | Reduce -11.5% |
| GOOGL Alphabet Inc. Class A | 1.62% | 219,024 | $38.6M | Add +11.8% |
| META Meta Platforms Inc. Class A | 1.55% | 50,013 | $36.9M | Add +5.5% |
| JPM JPMorgan Chase & Co. | 1.51% | 124,399 | $36.1M | Add +15.4% |
| IJR iShares Core S&P Small-Cap E | 1.40% | 304,645 | $33.3M | Reduce -13.9% |
| AVGO Broadcom Inc. | 1.39% | 120,115 | $33.1M | Add +7.8% |
| IWF iShares Russell 1000 Growth | 1.10% | 61,884 | $26.3M | Add +0.5% |
| VFIAX Vanguard 500 Index-Adm | 0.93% | 38,751 | $22.2M | New |
| IEMG iShares Core MSCI Emerging | 0.84% | 335,343 | $20.1M | Add +14.8% |
| DVY iShares Select Dividend ETF | 0.81% | 145,736 | $19.4M | Add +0.2% |
| IWR iShares Russell Mid-Cap ETF | 0.81% | 208,791 | $19.2M | Reduce -2.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.77% | 37,584 | $18.3M | Add +13.6% |
| XOM Exxon Mobil Corp. | 0.76% | 168,331 | $18.1M | Add +20.2% |
| GOOG Alphabet Inc. Class C | 0.76% | 101,805 | $18.1M | Add +11.3% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.72% | 179,503 | $17.1M | Add +3257.1% |
| WMT Walmart Inc. | 0.68% | 166,421 | $16.3M | Add +4.7% |
| EFA iShares MSCI Eafe ETF | 0.66% | 175,568 | $15.7M | Add +5.6% |
| TSLA Tesla Inc. | 0.65% | 48,972 | $15.6M | Add +2.3% |
| HD Home Depot Inc. | 0.65% | 41,978 | $15.4M | Add +5.8% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.62% | 280,148 | $14.7M | Add +3593.4% |
| ORCL Oracle Corp. | 0.60% | 65,019 | $14.2M | Add +5.0% |
| V Visa Inc. Class A | 0.59% | 39,809 | $14.1M | Add +13.6% |
| OEF iShares S&P 100 ETF | 0.57% | 44,832 | $13.6M | Add +491.0% |
| LLY Eli Lilly & Co. | 0.57% | 17,395 | $13.6M | Add +14.4% |
| NFLX Netflix Inc. | 0.55% | 9,778 | $13.1M | Add +10.6% |
| VOO Vanguard S&P 500 ETF | 0.54% | 22,780 | $12.9M | Add +180.1% |
| VGT Vanguard Info Tech ETF | 0.53% | 19,146 | $12.7M | Add +348.3% |
| MA Mastercard Inc. Class A | 0.51% | 21,640 | $12.2M | Add +3.9% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.50% | 252,758 | $12.0M | Add +17.3% |
| GS Goldman Sachs Group Inc. | 0.50% | 16,765 | $11.9M | Add +3.0% |
| LOW Lowe's Cos Inc. | 0.46% | 49,551 | $11.0M | Add +4.4% |
| ETN Eaton Corp. PLC | 0.45% | 30,059 | $10.7M | Add +4.3% |
| COST Costco Wholesale Corp. | 0.42% | 10,222 | $10.1M | Add +8.2% |
| VEA Vanguard Ftse Developed ETF | 0.42% | 176,667 | $10.1M | Add +31.9% |
| PG The Procter & Gamble Co. | 0.37% | 55,725 | $8.9M | Add +26.0% |
| VWO Vanguard Ftse Emerging Marke | 0.37% | 179,429 | $8.9M | Add +53.7% |
| ABBV Abbvie Inc. | 0.36% | 46,616 | $8.7M | Reduce -8.9% |
| PM Philip Morris International | 0.36% | 46,697 | $8.5M | Add +47.0% |
| GEV GE Vernova Inc. | 0.35% | 15,967 | $8.4M | Add +19.2% |
| GE General Electric filed as GE AEROSPACE | 0.35% | 32,549 | $8.4M | Add +52.6% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.35% | 16,243 | $8.3M | Add +5.1% |
| SDY SS SPDR S&P Dividend ETF | 0.34% | 59,967 | $8.1M | Add +1.9% |
| MCD McDonald's Corp. | 0.33% | 27,049 | $7.9M | Add +6.8% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.33% | 67,036 | $7.8M | Reduce -0.1% |
| KO The Coca-Cola Co. | 0.32% | 107,788 | $7.6M | Add +5.3% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.32% | 120,427 | $7.6M | Add +86.8% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.32% | 61,109 | $7.6M | Add +5.5% |
| VTSAX VNGD Mrngst TS MK Idx FD-Adm filed as VANGUARD TOTAL STOCK MKT IDX ADM | 0.30% | 47,882 | $7.1M | New |
| ABT Abbott Laboratories | 0.30% | 51,805 | $7.0M | Add +23.0% |
| PLTR Palantir Technologies Inc. Class A | 0.29% | 51,360 | $7.0M | Add +98.1% |
| CAT Caterpillar Inc. | 0.29% | 17,633 | $6.8M | Add +5.6% |
| VIG Vanguard Dividend Apprec ETF | 0.28% | 32,749 | $6.7M | Reduce -55.7% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.27% | 14,873 | $6.5M | Add +22.8% |
| NET Cloudflare Inc. Class A | 0.27% | 33,095 | $6.5M | Add +0.0% |
| VONG Vanguard Russell 1000 Growth | 0.27% | 58,754 | $6.4M | Add +6.3% |
| USFD US Foods Holding Corp. | 0.26% | 80,030 | $6.2M | Reduce -14.9% |
| ISRG Intuitive Surgical Inc. | 0.26% | 11,303 | $6.1M | Add +7.0% |
| CVX Chevron Corp. | 0.26% | 42,811 | $6.1M | Add +10.8% |
| SCHD Schwab US DVD Equity ETF | 0.26% | 230,571 | $6.1M | Reduce -8.9% |
| IWD iShares Russell 1000 Value E | 0.25% | 30,473 | $5.9M | Add +27.6% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.25% | 24,936 | $5.9M | Reduce -39.7% |
| HON Honeywell International Inc. | 0.24% | 24,982 | $5.8M | Add +28.0% |
| RSP Invesco S&P 500 Equal Weight | 0.24% | 31,498 | $5.7M | Reduce -27.9% |
| BLK BlackRock Inc. | 0.24% | 5,389 | $5.7M | Add +8.7% |
| CSCO Cisco Systems Inc. | 0.23% | 79,878 | $5.5M | Add +15.4% |
| IWM iShares Russell 2000 ETF | 0.23% | 25,676 | $5.5M | Reduce -8.6% |
| BSX Boston Scientific Corp. | 0.23% | 51,133 | $5.5M | Add +37.0% |
| AMAT Applied Materials Inc. | 0.22% | 28,940 | $5.3M | Add +2.3% |
| LIN Linde PLC | 0.22% | 11,284 | $5.3M | Add +4.9% |
| DE Deere & Co. | 0.22% | 10,394 | $5.3M | Add +3.6% |
| PNC PNC Financial Services Group | 0.22% | 28,007 | $5.2M | Reduce -8.0% |
| WFC Wells Fargo & Co. | 0.22% | 64,985 | $5.2M | Add +21.1% |
| PEP Pepsico Inc. | 0.22% | 39,062 | $5.2M | Add +23.9% |
| UBER Uber Technologies Inc. | 0.22% | 55,007 | $5.1M | Add +8.3% |
| TXN Texas Instruments Inc. | 0.21% | 24,574 | $5.1M | Reduce -3.0% |
| RTX RTX Corp. | 0.21% | 34,782 | $5.1M | Add +27.4% |
| JNJ Johnson & Johnson | 0.21% | 32,942 | $5.0M | Add +23.8% |
| TMUS T-Mobile US Inc. | 0.21% | 21,090 | $5.0M | Add +12.9% |
| ANET Arista Networks Inc. | 0.21% | 48,329 | $4.9M | Add +4.2% |
| NEE Nextera Energy Inc. | 0.21% | 70,812 | $4.9M | Add +1.6% |
| CRM Salesforce Inc. | 0.21% | 17,980 | $4.9M | Add +8.1% |
| UNH Unitedhealth Group Inc. | 0.20% | 15,566 | $4.9M | Add +5.4% |
| MS Morgan Stanley | 0.20% | 34,206 | $4.8M | Add +13.6% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.20% | 37,936 | $4.7M | Reduce -13.1% |
| PANW Palo Alto Networks Inc. | 0.20% | 22,880 | $4.7M | Add +2.0% |
| IAU iShares Gold Trust | 0.20% | 74,944 | $4.7M | Add +15.0% |
| QQQ Invesco QQQ Trust Series 1 | 0.19% | 8,221 | $4.5M | Add +107.7% |
| VTI VG Morningstar TS MKT ETF-US | 0.19% | 14,828 | $4.5M | Reduce -36.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.19% | 15,238 | $4.5M | Add +7.9% |
| AXP American Express Co. | 0.18% | 13,710 | $4.4M | Add +9.3% |
| ACN Accenture PLC Class A | 0.18% | 14,595 | $4.4M | Reduce -7.6% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.18% | 47,900 | $4.4M | Reduce -10.0% |
| LRCX Lam Research Corp. | 0.18% | 43,344 | $4.2M | Add +10.5% |
Portfolio Sells Q1 2025 → Q2 2025
| IJH iShares Core S&P Midcap ETF | Reduce -11.5% | 2.21% | −0.69 |
| IJR iShares Core S&P Small-Cap E | Reduce -13.9% | 1.40% | −0.52 |
| VIG Vanguard Dividend Apprec ETF | Reduce -55.7% | 0.28% | −0.46 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -39.7% | 0.25% | −0.23 |
| ABBV Abbvie Inc. | Reduce -8.9% | 0.36% | −0.19 |
| RSP Invesco S&P 500 Equal Weight | Reduce -27.9% | 0.24% | −0.15 |
| MRK Merck & Co. Inc. | Reduce -22.8% | 0.18% | −0.14 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -36.3% | 0.19% | −0.14 |
| IWR iShares Russell Mid-Cap ETF | Reduce -2.6% | 0.81% | −0.14 |
| VT Vanguard Tot World STK ETF | Reduce -87.2% | 0.02% | −0.13 |
| SCHD Schwab US DVD Equity ETF | Reduce -8.9% | 0.26% | −0.11 |
| IJJ iShares S&P Mid-Cap 400 Valu | Reduce -13.1% | 0.20% | −0.07 |
| ACN Accenture PLC Class A | Reduce -7.6% | 0.18% | −0.07 |
| UNP Union Pacific Corp. | Reduce -19.7% | 0.12% | −0.07 |
| NVR NVR Inc. | Sold out | 0.00% | −0.07 |
| USFD US Foods Holding Corp. | Reduce -14.9% | 0.26% | −0.06 |
| DFS Discover Financial Services | Sold out | 0.00% | −0.06 |
| PNC PNC Financial Services Group | Reduce -8.0% | 0.22% | −0.06 |
| IWM iShares Russell 2000 ETF | Reduce -8.6% | 0.23% | −0.06 |
| VNQ Vanguard Real Estate ETF | Reduce -34.4% | 0.05% | −0.05 |
| LEN Lennar Corp. Class A | Reduce -59.1% | 0.02% | −0.05 |
| IJK iShares S&P Mid-Cap 400 Grow | Reduce -10.0% | 0.18% | −0.05 |
| IWN iShares Russell 2000 Value E | Reduce -33.3% | 0.06% | −0.04 |
| MDT Medtronic PLC | Reduce -16.4% | 0.08% | −0.04 |
| CB Chubb Ltd. | Reduce -0.8% | 0.14% | −0.04 |
| ADBE Adobe Inc. | Reduce -7.2% | 0.12% | −0.04 |
| MRSH Marsh & McLennan Cos | Reduce -12.8% | 0.06% | −0.03 |
| AMT American Tower Corp. | Reduce -9.6% | 0.09% | −0.03 |
| CME Cme Group Inc. | Reduce -13.7% | 0.08% | −0.03 |
| DSI iShares ESG MSCI KLD 400 ETF | Reduce -0.1% | 0.33% | −0.03 |
| IDV iShares International Select | Reduce -32.6% | 0.04% | −0.03 |
| PGR Progressive Corp. | Reduce -3.8% | 0.08% | −0.03 |
| SRE Sempra | Reduce -36.9% | 0.03% | −0.03 |
| IVW iShares S&P 500 Growth ETF | Reduce -60.2% | 0.02% | −0.03 |
| UPS United Parcel Service Class B | Reduce -5.4% | 0.06% | −0.03 |
| MSI Motorola Solutions Inc. | Reduce -11.7% | 0.06% | −0.03 |
| VOOG Vanguard S&P 500 Growth ETF | Reduce -46.9% | 0.03% | −0.03 |
| SCZ iShares MSCI Eafe Small-Cap | Reduce -21.7% | 0.07% | −0.03 |
| AFL Aflac Inc. | Reduce -5.2% | 0.07% | −0.02 |
| D Dominion Energy Inc. | Reduce -2.7% | 0.09% | −0.02 |
| CMG Chipotle Mexican Grill Inc. | Reduce -6.8% | 0.13% | −0.02 |
| SPSM SS SPDR P S&P 600 Small Cap | Reduce -11.6% | 0.07% | −0.02 |
| ADI Analog Devices Inc. | Reduce -11.8% | 0.12% | −0.02 |
| EEM iShares MSCI Emerging Market | Reduce -14.9% | 0.07% | −0.02 |
| ROP Roper Technologies Inc. | Reduce -17.1% | 0.04% | −0.02 |
| TXN Texas Instruments Inc. | Reduce -3.0% | 0.21% | −0.02 |
| DVN Devon Energy Corp. | Reduce -55.8% | 0.01% | −0.02 |
| STZ Constellation Brands Inc. Class A | Reduce -31.8% | 0.02% | −0.02 |
| SNY Sanofi-ADR | Sold out | 0.00% | −0.02 |
| EQIX Equinix Inc. | Reduce -16.9% | 0.04% | −0.02 |
Portfolio Buys Q1 2025 → Q2 2025
| VFIAX Vanguard 500 Index-Adm | New | 0.93% | +0.93 |
| NVDA Nvidia Corp. | Add +4.5% | 3.94% | +0.75 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +3257.1% | 0.72% | +0.70 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +3593.4% | 0.62% | +0.60 |
| OEF iShares S&P 100 ETF | Add +491.0% | 0.57% | +0.47 |
| IEFA iShares Core MSCI Eafe ETF | Add +26.3% | 3.94% | +0.45 |
| AVGO Broadcom Inc. | Add +7.8% | 1.39% | +0.42 |
| VGT Vanguard Info Tech ETF | Add +348.3% | 0.53% | +0.41 |
| MSFT Microsoft Corp. | Add +4.2% | 3.84% | +0.41 |
| VOO Vanguard S&P 500 ETF | Add +180.1% | 0.54% | +0.33 |
| VTSAX VNGD Mrngst TS MK Idx FD-Adm | New | 0.30% | +0.30 |
| PLTR Palantir Technologies Inc. Class A | Add +98.1% | 0.29% | +0.18 |
| ORCL Oracle Corp. | Add +5.0% | 0.60% | +0.15 |
| IAUM iShares Gold Trust Micro | Add +1011.6% | 0.16% | +0.14 |
| JPM JPMorgan Chase & Co. | Add +15.4% | 1.51% | +0.14 |
| GEV GE Vernova Inc. | Add +19.2% | 0.35% | +0.14 |
| EMXC iShares MSCI Emr MRK Ex Chna | Add +86.8% | 0.32% | +0.14 |
| META Meta Platforms Inc. Class A | Add +5.5% | 1.55% | +0.13 |
| GE General Electric | Add +52.6% | 0.35% | +0.13 |
| SSB Southstate Bank Corp. | Add +980.3% | 0.14% | +0.12 |
| NFLX Netflix Inc. | Add +10.6% | 0.55% | +0.12 |
| VSMAX Vangrd Mrgstr SML CP Idx-Adm | New | 0.12% | +0.12 |
| VVIAX VNGD Mrgstr Value Idx FD-Adm | New | 0.12% | +0.12 |
| VWO Vanguard Ftse Emerging Marke | Add +53.7% | 0.37% | +0.10 |
| PM Philip Morris International | Add +47.0% | 0.36% | +0.10 |
| QQQ Invesco QQQ Trust Series 1 | Add +107.7% | 0.19% | +0.09 |
| VBIAX Vanguard Balanced Index-Adm | New | 0.09% | +0.09 |
| VIMAX VNGD Mrngst MD-CP Idx FD-Adm | New | 0.09% | +0.09 |
| COF Capital One Financial Corp. | Add +152.1% | 0.15% | +0.09 |
| VEXAX Vanguard Ext MKT Indx-Adm | New | 0.08% | +0.08 |
| VGSTX Vanguard Star Fund-Inv | New | 0.08% | +0.08 |
| NET Cloudflare Inc. Class A | Add +0.0% | 0.27% | +0.08 |
| VEA Vanguard Ftse Developed ETF | Add +31.9% | 0.42% | +0.07 |
| VXF Vanguard Extended Market ETF | New | 0.07% | +0.07 |
| AVDE Avantis International Equity | New | 0.07% | +0.07 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +5.1% | 0.35% | +0.06 |
| ESGV Vanguard ESG US Stock ETF | New | 0.06% | +0.06 |
| MDY State Street SPDR S&P Midcap | Add +75.7% | 0.16% | +0.06 |
| MRVL Marvell Technology Inc. | Add +41.0% | 0.18% | +0.05 |
| GOOGL Alphabet Inc. Class A | Add +11.8% | 1.62% | +0.05 |
| ETN Eaton Corp. PLC | Add +4.3% | 0.45% | +0.04 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +188.7% | 0.07% | +0.04 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +22.8% | 0.27% | +0.04 |
| VWILX Vanguard Intl Growth-Adm | New | 0.04% | +0.04 |
| GS Goldman Sachs Group Inc. | Add +3.0% | 0.50% | +0.04 |
| VIGAX VNGD Mrngst Grwth Idx FD-Adm | New | 0.04% | +0.04 |
| BA The Boeing Co. | Add +41.8% | 0.12% | +0.04 |
| BAC Bank of America Corp. | Add +17.3% | 0.50% | +0.04 |
| BSX Boston Scientific Corp. | Add +37.0% | 0.23% | +0.04 |
| BMY Bristol-Myers Squibb Co. | Add +180.9% | 0.08% | +0.03 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 992 | $3.6B | IVV, SPY, NVDA, AAPL, IEFA |
| Q1 2026 | 812 | $3.0B | IVV, SPY, NVDA, IEFA, AAPL |
| Q4 2025 | 789 | $2.9B | IVV, SPY, NVDA, IEFA, AAPL |
| Q3 2025 | 772 | $2.7B | IVV, SPY, NVDA, IEFA, MSFT |
| Q2 2025 | 750 | $2.4B | IVV, SPY, IEFA, NVDA, MSFT |
| Q1 2025 | 706 | $1.9B | IVV, SPY, AAPL, IEFA, MSFT |
| Q4 2024 | 722 | $1.8B | IVV, SPY, AAPL, NVDA, MSFT |
| Q3 2024 | 698 | $1.6B | IVV, SPY, AAPL, MSFT, NVDA |
| Q2 2024 | 666 | $1.3B | IVV, SPY, MSFT, AAPL, NVDA |
| Q1 2024 | 245 | $641.9M | SPY, IVV, IJH, IEFA, MSFT |