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Brett Mathew Wickmann

Aptus Capital Advisors, Llc

Assets Managed
$12.734B
Holdings
1659
Last Quarter
2026 - Q1
Filed Date
15d ago
Growth Rate
-8.79%(2Q avg: -3.62%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Aptus Capital Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 1659 positions.

Assets under management

The assets under management (AUM) of Aptus Capital Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 12.734B in assets, with a quarterly growth rate of -8.79% and a 2-quarter average growth rate of -3.62%. The portfolio is managed by Brett Mathew Wickmann, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
ACIO
Aptus Collared Investment Op
Recent Activity
Increased 6.62%
5.36%
$682.256M
16.26M shares@ $41.96 avg price
DRSK
Aptus Defined Risk Etf
Recent Activity
Increased 11.1%
3.73%
$474.515M
17.362M shares@ $27.34 avg price
VXUS
Vanguard Total Intl Stock
Recent Activity
Increased 8.32%
3.38%
$430.39M
5.582M shares@ $77.12 avg price
NFLX
Netflix Inc
Recent Activity
Increased 1025.19%
2.9%
$368.9M
3.837M shares@ $96.15 avg price
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Increased 191.21%
2.84%
$361.113M
4.718M shares@ $76.54 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 76.74%
2.75%
$349.354M
537,184 shares@ $650.35 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -8.08%
2.29%
$291.123M
1.669M shares@ $174.41 avg price
AAPL
Apple Inc
Recent Activity
Decreased -8.85%
2.24%
$284.44M
1.121M shares@ $253.8 avg price
OSCV
Opus Small Cap Value Etf
Recent Activity
Decreased -3.64%
1.73%
$219.392M
5.563M shares@ $39.44 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -5.16%
1.57%
$198.69M
536,754 shares@ $370.17 avg price

1-10 of 1659