account_balance

Investment manager · 13F filer · SEC CIK 1664193

Aptus Capital Advisors, LLC

Reported value$13.7Bas of Jun 30, 2026
Positions1,746 164 new, 77 sold out
Top 10 weight28.4%ACIO alone is 6%
FiledAug 1243 days after quarter end

Portfolio · as of Jun 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
ACIO ETF Ser Solutions 6.3% Added +14%
DRSK ETF Ser Solutions 4.0% Added +10%
VXUS Vanguard Star FDS 3.6% Added +3%
SPYM SPDR Series Trust 3.3% Added +8%
NVDA Nvidia Corporation 2.5% HeldAAPL Apple Inc 2.4% Added +3%
OSCV ETF Ser Solutions 2.0% Added +17%
IDUB ETF Ser Solutions 1.5% Added +3%
MSFT Microsoft Corp 1.5% HeldGOOG Alphabet Inc 1.3% Held
BSCW Invesco Exch TRD SLF Idx Fd 1.3% Held
BSCV Invesco Exch TRD SLF Idx Fd 1.3% Held

What changed

Biggest moves since Mar 31, 2026

Filed Aug 12, 2026, compared with the May 11, 2026 filing
add_circleNew
arrow_upwardAdded
  • HDV +70916%
  • GOVT +68068%
  • SGOV +1553%
  • IWF +345%
arrow_downwardTrimmed
remove_circleSold out
  • IHE $24.8M
  • IGLD $24M
  • PRIM $17.5M
  • HONZZZZ $16.8M

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate.

This is data, not investment advice. About StockToast