Fifth Third Wealth Advisors LLC logo

Fifth Third Wealth Advisors LLC

RIA/Wealth

Fifth Third Wealth Advisors LLC is a RIA/Wealth based in Cincinnati, OH led by Eric Benjamin Housman, reporting $6.1B in AUM as of Q3 2025 with 41% ETF concentration.

PresidentEric Benjamin Housman
Portfolio Value
$2.7B
Positions
767
Top Holding
IVV at 12.2%
Last Reported
Q3 2025
Address38 Fountain Square Plaza, Cincinnati, OH, 45263, United States

Top Holdings

Largest long holdings in Fifth Third Wealth Advisors LLC's portfolio (43.5% of total portfolio)

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HoldingSectorPositionWeightTradedOwnership
ETF
ETF
$330.1M
12.20%
+$19.8M
Bought
493.3K shares
ETF
ETF
$201.1M
7.43%
+$1.6M
Bought
301.9K shares
3
Nvidia logo
Nvidia
NVDA
Semiconductors
Technology
$114.3M
4.23%
+$3.5M
Bought
0.00%
612.8K shares
ETF
ETF
$105.3M
3.89%
+$7.0M
Bought
1.2M shares
Software - Infrastructure
Technology
$99.3M
3.67%
+$3.9M
Bought
0.00%
191.7K shares
6
Apple logo
Apple
AAPL
Consumer Electronics
Technology
$94.0M
3.47%
+$2.0M
Bought
0.00%
369.1K shares
Industrial - Distribution
Industrials
$62.2M
2.30%
+$61.4M
Bought
0.11%
1.3M shares
8
Amazon logo
Amazon
AMZN
Specialty Retail
Consumer Cyclical
$59.2M
2.19%
+$2.7M
Bought
0.00%
269.5K shares
ETF
ETF
$55.3M
2.04%
-$193.0K
Sold
847.1K shares
Internet Content & Information
Communication Services
$54.9M
2.03%
+$1.7M
Bought
0.00%
225.9K shares

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Fifth Third Wealth Advisors LLC's latest filing

See all changes
Market Value
$2.7B
Prior: $2.3B
Q/Q Change
+15.74%
+$368.0M
Net Flows % of MV
+6.44%
Turnover Ratio
4.31%
New Purchases
47 stocks
$15.4M
Added To
404 stocks
+$185.0M
Sold Out Of
43 stocks
$11.5M
Reduced Holdings
221 stocks
-$14.7M

Increased Positions

PositionShares Δ
New
New
New
New
New

Decreased Positions

PositionShares Δ
Sold
Sold
Sold
4
Hess logo
Hess
HES
Sold
5
Ansys logo
Ansys
ANSS
Sold

Analytics

Portfolio insights and performance metrics for Fifth Third Wealth Advisors LLC

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Sector Allocation

ETF: 41.40%ETFTechnology: 19.60%TechnologyFinancial Services: 7.80%Industrials: 6.90%Consumer Cyclical: 5.90%Communication Services: 5.80%Healthcare: 3.70%Consumer Defensive: 3.00%Energy: 1.90%Utilities: 1.40%Basic Materials: 0.80%Real Estate: 0.70%
ETF
41.40%
Technology
19.60%
Financial Services
7.80%
Industrials
6.90%
Consumer Cyclical
5.90%
Communication Services
5.80%
Healthcare
3.70%
Consumer Defensive
3.00%
Energy
1.90%
Utilities
1.40%
Basic Materials
0.80%
Real Estate
0.70%

Market Cap Distribution

Mega Cap (> $200B): 34.93%Mega Cap (> $200B)Large Cap ($10B - $200B): 21.24%Large Cap ($10B - $200B)Mid Cap ($2B - $10B): 1.33%Small Cap ($300M - $2B): 0.01%Nano Cap (< $50M): 0.10%N/A (ETF or Unknown): 42.38%N/A (ETF or Unknown)
Mega Cap (> $200B)
34.93%
Large Cap ($10B - $200B)
21.24%
Mid Cap ($2B - $10B)
1.33%
Small Cap ($300M - $2B)
0.01%
Nano Cap (< $50M)
0.10%
N/A (ETF or Unknown)
42.38%

Portfolio Concentration

Top 10 Holdings %
43.46%
Top 20 Holdings %
54.68%
Top 50 Holdings %
69.98%
Top 100 Holdings %
81.21%

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