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Lisa Rolon

Fifth Third Wealth Advisors Llc

Assets Managed
$3.575B
Holdings
992
Last Quarter
2026 - Q2
Filed Date
4d ago
Growth Rate
20.89%(2Q avg: 12.33%)
Sustained Growth
13 quarters

Portfolio positions

This chart displays the top 10 holdings in Fifth Third Wealth Advisors Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 992 positions.

Assets under management

The assets under management (AUM) of Fifth Third Wealth Advisors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 13 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 3.575B in assets, with a quarterly growth rate of 20.89% and a 2-quarter average growth rate of 12.33%. The portfolio is managed by Lisa Rolon, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 2.8%
10.72%
$383.054M
511,496 shares@ $748.89 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 0.02%
6.27%
$223.976M
299,926 shares@ $746.78 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 0.29%
3.57%
$127.366M
636,545 shares@ $200.1 avg price
AAPL
Apple Inc
Recent Activity
Increased 0.55%
3.4%
$121.509M
419,922 shares@ $289.36 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Increased 2.1%
3.34%
$119.38M
1.236M shares@ $96.58 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Increased 2.63%
2.45%
$87.573M
245,048 shares@ $357.37 avg price
FAST
Fastenal Co
Recent Activity
Increased 38.49%
2.37%
$84.481M
1.759M shares@ $48.04 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -0.01%
2.27%
$80.897M
216,871 shares@ $373.02 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 1.63%
2.03%
$72.274M
303,241 shares@ $238.35 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Decreased -0.88%
1.72%
$61.158M
793,126 shares@ $77.12 avg price

1-10 of 992