ACUTE INVESTMENT ADVISORY, LLC — 13F Holdings

2026 Q1  ·  22 Positions

2026 Q1 Portfolio Activity

In 2026 Q1, ACUTE INVESTMENT ADVISORY, LLC maintained a portfolio of 22 distinct positions. The most significant new addition was SPDR SERIES TRUST, now representing 9.40% of the total fund value. They heavily accumulated shares in INVESCO EXCH TRADED FD TR II, increasing the position by 283.9%. Conversely, ACUTE INVESTMENT ADVISORY, LLC completely exited their position in ISHARES TR.
Position History hover any row below to update
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PCA Score Concentration Risk
Risk ENB
Total Positions
22
Quarter
2026 Q1
Top Holding
EMR (17.7%)
Top 10 Concentration
75.1%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-22 of 22

ACUTE INVESTMENT ADVISORY, LLC Full Holdings List — 2026 Q1

Stock History Sector / Type Port % Prev % Rank / Prev Conviction
Freshness
Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
EMR
EMERSON ELEC CO
Industrials 17.68% 15.45% #1 2
Prev: #3
7.0
no change no change
P
S
12,020 $1,574,860 2025 Q3 13F Filing 2026-03-31 2026-04-27
SPHY
SPDR SERIES TRU...
ETF 9.40% #2
Prev: #—
8.8
35,900
NEW
35,900 $837,188 2026 Q1 13F Filing 2026-03-31 2026-04-27
PGX
INVESCO EXCH TR...
Preferred 9.22% 2.14% #3 11
Prev: #14
7.7
55,829 283.9%
P
S
75,491 $821,342 2024 Q3 13F Filing 2026-03-31 2026-04-27
VTWO
VANGUARD SCOTTS...
ETF 6.85% #4
Prev: #—
6.7
6,090
NEW
6,090 $610,035 2026 Q1 13F Filing 2026-03-31 2026-04-27
VGLT
VANGUARD SCOTTS...
ETF 6.56% 2.84% #5 6
Prev: #11
6.1
5,311 101.2%
P
S
10,558 $584,438 2024 Q3 13F Filing 2026-03-31 2026-04-27
SPMB
SPDR SERIES TRU...
ETF 6.16% #6
Prev: #—
6.0
24,517
NEW
24,517 $548,936 2024 Q3 13F Filing 2026-03-31 2026-04-27
IWM
ISHARES TR
ETF 5.08% 3.05% #7 3
Prev: #10
4.5
542 42.3%
P
S
1,823 $452,104 2024 Q4 13F Filing 2026-03-31 2026-04-27
IVV
ISHARES TR
ETF 4.83% #8
Prev: #—
5.4
659
NEW
659 $430,465 2022 Q4 13F Filing 2026-03-31 2026-04-27
QQQM
INVESCO EXCH TR...
ETF 4.80% #9
Prev: #—
5.4
1,799
NEW
1,799 $427,478 2026 Q1 13F Filing 2026-03-31 2026-04-27
SPY
STATE STR SPDR ...
ETF 4.53% 4.31% #10 5
Prev: #5
2.3
-32 -4.9%
P
S
620 $403,211 2024 Q4 13F Filing 2026-03-31 2026-04-27
AAPL
APPLE INC
Technology 4.36% 4.04% #11 5
Prev: #6
2.2
-3 -0.2%
P
S
1,532 $388,806 2022 Q2 13F Filing 2026-03-31 2026-04-27
COST
COSTCO WHOLESAL...
Consumer Defensive 3.83% 3.15% #12 3
Prev: #9
2.0
-35 -9.3%
P
S
342 $340,779 2022 Q4 13F Filing 2026-03-31 2026-04-27
HYGH
ISHARES U S ETF...
ETF 3.23% #13
Prev: #—
4.8
3,366
NEW
3,366 $288,163 2026 Q1 13F Filing 2026-03-31 2026-04-27
MGK
VANGUARD WORLD ...
Warrant 2.95% #14
Prev: #—
4.7
716
NEW
716 $263,087 2024 Q4 13F Filing 2026-03-31 2026-04-27
QQQ
INVESCO QQQ TR
ETF 2.94% 5.15% #15 11
Prev: #4
1.2
-412 -47.6%
P
S
454 $262,040 2022 Q2 13F Filing 2026-03-31 2026-04-27
SPYV
SPDR SERIES TRU...
Unknown 2.67% 4.01% #16 9
Prev: #7
1.1
-3,074 -42.2%
P
S
4,204 $237,862 2022 Q2 13F Filing 2026-03-31 2026-04-27
DGRO
ISHARES TR
Warrant 2.61% 2.01% #17 2
Prev: #15
3.0
334 11.2%
P
S
3,317 $232,787 2025 Q2 13F Filing 2026-03-31 2026-04-27
XLC
SELECT SECTOR S...
ETF 2.29% 2.15% #18 5
Prev: #13
1.4
-47 -2.5%
P
S
1,842 $204,204 2024 Q4 13F Filing 2026-03-31 2026-04-27
IEF
ISHARES TR
ETF 0.00% 2.19%
Sold All 😨
(Was: #12)
0.0
-2,350 -100.0%
CLOSED
$— 2022 Q2 13F Filing 2026-03-31 2026-04-27
SHV
ISHARES TR
ETF 0.00% 3.81%
Sold All 😨
(Was: #8)
0.0
-3,573 -100.0%
CLOSED
$— 2022 Q3 13F Filing 2026-03-31 2026-04-27
ICSH
ISHARES TR
ETF 0.00% 16.01%
Sold All 😨
(Was: #2)
0.0
-32,682 -100.0%
CLOSED
$— 2023 Q3 13F Filing 2026-03-31 2026-04-27
TFLO
ISHARES TR
ETF 0.00% 29.68%
Sold All 😨
(Was: #1)
0.0
-60,708 -100.0%
CLOSED
$— 2023 Q3 13F Filing 2026-03-31 2026-04-27
Showing 1-22 of 22 holdings

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