Universe · entity
Aptus Capital Advisors, LLC
Institutional manager (13F) · CIK 1664193
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $7.0B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | ETF SER SOLUTIONS | $682M | 16,259,682 |
| 2 | ETF SER SOLUTIONS | $475M | 17,362,440 |
| 3 | VANGUARD STAR FDS | $430M | 5,581,508 |
| 4 | SPDR SERIES TRUST | $361M | 4,717,961 |
| 5 | NVIDIA CORPORATION | $291M | 1,669,283 |
| 6 | APPLE INC | $284M | 1,120,769 |
| 7 | ETF SER SOLUTIONS | $219M | 5,562,676 |
| 8 | MICROSOFT CORP | $199M | 536,754 |
| 9 | ETF SER SOLUTIONS | $181M | 7,347,676 |
| 10 | INVESCO EXCH TRD SLF IDX FD | $180M | 8,746,530 |
| 11 | INVESCO EXCH TRD SLF IDX FD | $175M | 10,644,420 |
| 12 | ISHARES TR | $160M | 6,342,898 |
| 13 | ISHARES TR | $155M | 7,393,304 |
| 14 | INVESCO EXCH TRD SLF IDX FD | $154M | 9,225,294 |
| 15 | VANGUARD TAX-MANAGED FDS | $153M | 2,395,141 |
| 16 | ALPHABET INC | $149M | 518,781 |
| 17 | ISHARES TR | $148M | 6,381,013 |
| 18 | INVESCO EXCH TRD SLF IDX FD | $148M | 7,004,279 |
| 19 | AMAZON COM INC | $147M | 706,950 |
| 20 | ETF SER SOLUTIONS | $137M | 3,806,692 |
| 21 | ETF SER SOLUTIONS | $135M | 2,734,360 |
| 22 | ISHARES TR | $132M | 6,041,703 |
| 23 | BNY MELLON ETF TRUST | $115M | 920,811 |
| 24 | ETF SER SOLUTIONS | $101M | 4,570,331 |
| 25 | BROADCOM INC | $89M | 288,491 |
| 26 | VANGUARD INDEX FDS | $89M | 148,562 |
| 27 | JPMORGAN CHASE & CO | $87M | 297,342 |
| 28 | EXXON MOBIL CORP | $84M | 493,998 |
| 29 | META PLATFORMS INC | $76M | 133,349 |
| 30 | WALMART INC | $76M | 608,573 |
| 31 | SCHWAB STRATEGIC TR | $73M | 2,831,944 |
| 32 | INVESCO EXCH TRD SLF IDX FD | $71M | 3,451,824 |
| 33 | VISA INC | $69M | 227,751 |
| 34 | VANGUARD INTL EQUITY INDEX F | $68M | 1,251,138 |
| 35 | TESLA INC | $67M | 180,936 |
| 36 | VANGUARD SCOTTSDALE FDS | $67M | 1,140,697 |
| 37 | STATE STR SPDR S&P 500 ETF T | $65M | 99,584 |
| 38 | BERKSHIRE HATHAWAY INC DEL | $62M | 130,294 |
| 39 | CAPITAL GROUP DIVIDEND VALUE | $60M | 1,411,251 |
| 40 | INVESCO EXCHANGE TRADED FD T | $60M | 311,029 |
| 41 | FIDELITY MERRIMACK STR TR | $57M | 1,254,511 |
| 42 | SCHWAB STRATEGIC TR | $56M | 2,232,961 |
| 43 | CATERPILLAR INC | $56M | 78,785 |
| 44 | ALPHABET INC | $55M | 189,847 |
| 45 | FIRST TR EXCHNG TRADED FD VI | $54M | 1,613,612 |
| 46 | ETF SER SOLUTIONS | $49M | 1,914,945 |
| 47 | ELI LILLY & CO | $48M | 52,722 |
| 48 | ETF SER SOLUTIONS | $48M | 1,817,445 |
| 49 | JOHNSON & JOHNSON | $47M | 193,144 |
| 50 | GOLDMAN SACHS ETF TR | $46M | 543,285 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.