Acute Investment Advisory
Latest statistics and disclosures from Acute Investment Advisory's latest quarterly 13F-HR filing:
- Top 5 stock holdings are EMR, SPHY, PGX, VTWO, VGLT, and represent 49.71% of Acute Investment Advisory's stock portfolio.
- Added to shares of these 10 stocks: SPHY, VTWO, PGX, SPMB, IVV, QQQM, VGLT, HYGH, MGK, IWM.
- Started 7 new stock positions in QQQM, IVV, SPMB, HYGH, MGK, VTWO, SPHY.
- Reduced shares in these 10 stocks: TFLO, ICSH, SHV, QQQ, IEF, SPYV, COST, SPY, XLC, AAPL.
- Sold out of its positions in IEF, SHV, TFLO, ICSH.
- Acute Investment Advisory was a net seller of stock by $-1.3M.
- Acute Investment Advisory has $8.9M in assets under management (AUM), dropping by -13.70%.
- 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 March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Emerson Electric (EMR) | 17.7 | $1.6M | 12k | 131.02 |
|
|
| Spdr Series Trust State Street Spd (SPHY) | 9.4 | $837k | NEW | 36k | 23.32 |
|
| Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) | 9.2 | $821k | +283% | 76k | 10.88 |
|
| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 6.8 | $610k | NEW | 6.1k | 100.17 |
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| Vanguard Scottsdale Fds Long Term Treas (VGLT) | 6.6 | $584k | +101% | 11k | 55.35 |
|
| Spdr Series Trust State Street Spd (SPMB) | 6.2 | $549k | NEW | 25k | 22.39 |
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| Ishares Tr Russell 2000 Etf (IWM) | 5.1 | $452k | +42% | 1.8k | 248.00 |
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| Ishares Tr Core S&p500 Etf (IVV) | 4.8 | $431k | NEW | 659.00 | 653.21 |
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| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 4.8 | $428k | NEW | 1.8k | 237.62 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 4.5 | $403k | -4% | 620.00 | 650.34 |
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| Apple (AAPL) | 4.4 | $389k | 1.5k | 253.79 |
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| Costco Wholesale Corporation (COST) | 3.8 | $341k | -9% | 342.00 | 996.43 |
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| Ishares U S Etf Tr It Rt Hdg Hgyl (HYGH) | 3.2 | $288k | NEW | 3.4k | 85.61 |
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| Vanguard World Mega Grwth Ind (MGK) | 3.0 | $263k | NEW | 716.00 | 367.44 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 2.9 | $262k | -47% | 454.00 | 577.18 |
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| Spdr Series Trust State Street Spd (SPYV) | 2.7 | $238k | -42% | 4.2k | 56.58 |
|
| Ishares Tr Core Div Grwth (DGRO) | 2.6 | $233k | +11% | 3.3k | 70.18 |
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| Select Sector Spdr Tr State Street Com (XLC) | 2.3 | $204k | -2% | 1.8k | 110.86 |
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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 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
- Acute Investment Advisory 2021 Q4 filed Aug. 31, 2022