Acute Investment Advisory
Latest statistics and disclosures from Acute Investment Advisory's latest quarterly 13F-HR filing:
- Top 5 stock holdings are EMR, PGX, SPHY, VTWO, VGLT, and represent 48.94% of Acute Investment Advisory's stock portfolio.
- Added to shares of these 3 stocks: MGK, LRCX, PGX.
- Started 1 new stock position in LRCX.
- Reduced shares in these 10 stocks: XLC, SPMB, VTWO, VGLT, IWM, QQQM, SPHY, HYGH, SPY, IVV.
- Sold out of its position in XLC.
- Acute Investment Advisory was a net seller of stock by $-5.8k.
- Acute Investment Advisory has $9.5M in assets under management (AUM), dropping by 6.16%.
- Central Index Key (CIK): 0001944780
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Portfolio Holdings for Acute Investment Advisory
Acute Investment Advisory holds 18 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Emerson Electric (EMR) | 18.2 | $1.7M | 12k | 143.15 |
|
|
| Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) | 8.9 | $839k | +2% | 77k | 10.84 |
|
| Spdr Series Trust St Port High Etf (SPHY) | 8.6 | $816k | -3% | 35k | 23.44 |
|
| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 7.4 | $703k | -4% | 5.8k | 121.42 |
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| Vanguard Scottsdale Fds Long Term Treas (VGLT) | 5.8 | $549k | -5% | 10k | 55.18 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 5.5 | $521k | -4% | 1.7k | 300.45 |
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| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 5.5 | $519k | -4% | 1.7k | 302.97 |
|
| Spdr Series Trust St Str Backe Etf (SPMB) | 5.3 | $506k | -7% | 23k | 22.31 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 5.0 | $475k | -3% | 634.00 | 748.89 |
|
| Apple (AAPL) | 4.7 | $443k | 1.5k | 289.36 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 4.7 | $443k | -4% | 593.00 | 746.77 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 3.4 | $324k | -3% | 440.00 | 736.40 |
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| Costco Wholesale Corporation (COST) | 3.4 | $320k | 342.00 | 935.47 |
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| Vanguard World Mega Grwth Ind (MGK) | 3.2 | $306k | +386% | 3.5k | 87.91 |
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| Ishares U S Etf Tr It Rt Hdg Hgyl (HYGH) | 2.9 | $271k | -7% | 3.1k | 86.61 |
|
| Spdr Series Trust St Str P500val (SPYV) | 2.6 | $245k | -4% | 4.0k | 60.79 |
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| Ishares Tr Core Div Grwth (DGRO) | 2.5 | $240k | -4% | 3.2k | 75.79 |
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| Lam Research Corp Com New (LRCX) | 2.3 | $217k | NEW | 500.00 | 433.33 |
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Past Filings by Acute Investment Advisory
SEC 13F filings are viewable for Acute Investment Advisory going back to 2022
- Acute Investment Advisory 2026 Q2 filed July 28, 2026
- Acute Investment Advisory 2026 Q1 filed April 27, 2026
- Acute Investment Advisory 2025 Q4 filed Jan. 27, 2026
- Acute Investment Advisory 2025 Q3 filed Oct. 29, 2025
- Acute Investment Advisory 2025 Q2 filed July 22, 2025
- Acute Investment Advisory 2025 Q1 filed April 28, 2025
- Acute Investment Advisory 2024 Q4 filed Jan. 24, 2025
- Acute Investment Advisory 2024 Q3 filed Oct. 29, 2024
- Acute Investment Advisory 2024 Q2 filed July 18, 2024
- Acute Investment Advisory 2024 Q1 filed April 25, 2024
- Acute Investment Advisory 2023 Q4 filed Jan. 30, 2024
- Acute Investment Advisory 2023 Q3 filed Oct. 24, 2023
- Acute Investment Advisory 2023 Q2 filed July 27, 2023
- Acute Investment Advisory 2023 Q1 filed April 21, 2023
- Acute Investment Advisory 2022 Q4 filed Jan. 18, 2023
- Acute Investment Advisory 2022 Q3 filed Oct. 20, 2022