Aptus Capital Advisors, LLC

View all activity View 13F on SEC

Data as of Q4 2025

Institutional investor tracked via SEC 13F filings. Portfolio snapshot as of 2025-12-31.SEC EDGAR Source

Assets Under Management

$11.8B

Total Positions

1,631

New This Quarter

151

Filing Period

2025-12-31

Portfolio Allocation

Top holdings by portfolio weight

ACIO4.77%

DRSK3.19%

VXUS2.78%

NVDA2.37%

AAPL2.28%

MSFT1.94%

OSCV1.53%

BSCW1.28%

BSCV1.25%

IDUB1.24%

Other15.02%

Position Outcomes

Best and worst performing positions by estimated return

Top Winners

MU11Q held

Micron Technology Inc

Avg $100.48 · $3.3M est. P&L

Est. P&L

+191.22%

FIX22Q held

Comfort Systems USA Inc

Avg $381.82 · $304,597 est. P&L

Est. P&L

+148.01%

SOFI9Q held

SoFi Technologies Inc

Avg $11.29 · $475,953 est. P&L

Est. P&L

+135.26%

Top Losers

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View plans

Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

Top Holdings(Showing 25 of 1631 — sorted by value)

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
ACIO ETF SER SOLUTIONS	15.3M	$666.5M	4.8%	—	$33.78	+30.26%	26 qtrs	Increased 64
DRSK ETF SER SOLUTIONS	15.6M	$444.9M	3.2%	—	$25.79	+10.88%	28 qtrs	Increased 66
VXUS VANGUARD STAR FDS	5.2M	$388.7M	2.8%	—	$75.41	+0.46%	20 qtrs	Increased 86
NVDA NVIDIA Corp	1.8M	$331.1M	2.4%	—	$122.29	+53.36%	28 qtrs	Increased 54
AAPL Apple Inc	1.2M	$318.9M	2.3%	—	$186.81	+46.04%	28 qtrs	Increased 55
MSFT Microsoft Corp	561,464	$271.5M	1.9%	—	$348.77	+39.77%	28 qtrs	Increased 50
OSCV ETF SER SOLUTIONS	5.8M	$213.8M	1.5%	—	$30.92	+20.89%	28 qtrs	Increased 54
BSCW INVESCO EXCH TRD SLF IDX FD	8.6M	$179.3M	1.3%	—	$19.49	+6.95%	8 qtrs	Increased 51
BSCV INVESCO EXCH TRD SLF IDX FD	10.5M	$174.5M	1.2%	—	$15.43	+7.94%	13 qtrs	Increased 51
IDUB ETF SER SOLUTIONS	7.1M	$173.3M	1.2%	—	$19.55	+25.34%	18 qtrs	Increased 58
AMZN Amazon.com Inc	742,852	$171.5M	1.2%	—	$171.16	+35.86%	28 qtrs	Increased 50
GOOG Alphabet Inc	510,817	$160.3M	1.1%	—	$140.78	+123.44%	27 qtrs	Decreased 0
IBDX ISHARES TR	6.2M	$159M	1.1%	—	$23.87	+6.72%	11 qtrs	Increased 62
IBDU ISHARES TR	6.7M	$155.9M	1.1%	—	$21.55	+8.33%	15 qtrs	Increased 58
IBDW ISHARES TR	7.3M	$153.6M	1.1%	—	$19.24	+9.74%	13 qtrs	Increased 50
BSCU INVESCO EXCH TRD SLF IDX FD	9.1M	$153.3M	1.1%	—	$15.46	+9.28%	14 qtrs	Increased 51
VEA VANGUARD TAX-MANAGED FDS	2.4M	$152.9M	1.1%	—	$47.18	+33.08%	19 qtrs	Increased 54
BSCX INVESCO EXCH TRD SLF IDX FD	6.9M	$147.6M	1.1%	—	$20.34	+5.33%	4 qtrs	Increased 50
ADME ETF SER SOLUTIONS	2.8M	$143.1M	1.0%	—	$38.56	+33.88%	28 qtrs	Increased 55
IBDV ISHARES TR	5.9M	$130.9M	0.9%	—	$20.15	+9.31%	15 qtrs	Increased 45
SPYM SPDR SERIES TRUST	1.6M	$130M	0.9%	—	$58.72	+37.65%	28 qtrs	Increased 53
DUBS ETF SER SOLUTIONS	3M	$114.8M	0.8%	—	$26.25	+44.45%	11 qtrs	Increased 50
RSP INVESCO EXCHANGE TRADED FD T	565,821	$108.4M	0.8%	—	$161.60	+19.56%	28 qtrs	Increased 52
AVGO Broadcom Inc	311,609	$107.8M	0.8%	—	$165.97	+110.80%	22 qtrs	Increased 43
QQQ INVESCO QQQ TR	174,698	$107.3M	0.8%	—	$570.71	+8.54%	22 qtrs	Increased 68
Showing 25 of 1,631 results.PROUpgrade to see all →

Accumulation Streaks

Positions with 2+ consecutive quarters of increases — persistent directional conviction.

Security

EHCENCOMPASS HEALTH CORP

Q1 2024 → Q4 2025+82,066 shares+$10.5M

MRSHMarsh & McLennan Cos Inc

Q1 2024 → Q4 2025+60,509 shares+$11.1M

TXRHTexas Roadhouse Inc

Q1 2024 → Q4 2025+62,531 shares+$11.9M

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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer