How many stocks does Aptus Capital Advisors, LLC own?

As of Q2 2026, Aptus Capital Advisors, LLC holds 1,782 positions in their 13F portfolio.

What is Aptus Capital Advisors, LLC's largest holding?

ACIO at 5.9% of portfolio, worth $857.8M.

What is Aptus Capital Advisors, LLC's total portfolio value?

$14.6B as of Q2 2026, tracked across 1,782 holdings.

Is Aptus Capital Advisors, LLC a hedge fund?

Aptus Capital Advisors, LLC is an institutional investment manager required to file SEC 13F reports. This includes hedge funds, mutual funds, pension funds, and other institutions managing over $100M.

How often does Aptus Capital Advisors, LLC report?

13F filings are due quarterly, approximately 45 days after each quarter end.

How has Aptus Capital Advisors, LLC's portfolio changed in Q2 2026?

View Aptus Capital Advisors, LLC's latest portfolio changes, new positions, and exits for Q2 2026 on HoldingsIntel.

What is Aptus Capital Advisors, LLC's investment strategy?

Aptus Capital Advisors, LLC is classified as a Balanced Allocator fund based on HoldingsIntel's Fund DNA analysis of 6 behavioral dimensions.

Aptus Capital Advisors, LLC

Institutional investor · Portfolio as of Q2 2026

Q2 2026

SEC 13F snapshot

Top Holdings1,782 positions

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Activity:

				Price Trend
ACIO ETF ETF SER SOLUTIONS	18.6M	$857.8M	5.9%	—	$35.70	+30.01%	28 qtrssince 2019-Q3	Increased 70
DRSK ETF ETF SER SOLUTIONS	19M	$547.5M	3.7%	—	—	—	30 qtrssince 2019-Q1	Increased 63
VXUS ETF VANGUARD STAR FDS	5.7M	$490.8M	3.4%	—	$75.00	+10.21%	22 qtrssince 2021-Q1	Increased 59
SP SPYM ETF State Street SPDR Portfolio S&P 500 ETF	5.1M	$446.8M	3.1%	—	$71.23	+25.12%	30 qtrssince 2019-Q1	Increased 62
NVDA NVIDIA Corporation	1.7M	$338.2M	2.3%	—	$80.40	+110.07%	30 qtrssince 2019-Q1	Increased 54
AAPL Apple Inc.	1.2M	$333.7M	2.3%	—	$184.10	+92.77%	30 qtrssince 2019-Q1	Increased 55
OSCV ETF ETF SER SOLUTIONS	6.5M	$275.5M	1.9%	—	—	—	30 qtrssince 2019-Q1	Increased 57
IDUB ETF ETF SER SOLUTIONS	7.6M	$208.9M	1.4%	—	—	—	20 qtrssince 2021-Q3	Increased 50
SPY CALL STATE STR SPDR S&P 500 ETF T	275,500	$205.7M	1.4%	—	—	—	—	Increased —
SPY PUT STATE STR SPDR S&P 500 ETF T	275,500	$205.7M	1.4%	—	—	—	—	Increased —
MSFT Microsoft Corporation	546,081	$203.7M	1.4%	—	$345.88	+54.15%	30 qtrssince 2019-Q1	Increased 49
GOOG Alphabet Inc.	521,953	$184.4M	1.3%	—	$144.13	+104.93%	29 qtrssince 2019-Q2	Increased 48
BSCW ETF INVESCO EXCH TRD SLF IDX FD	8.9M	$182.6M	1.2%	—	$18.84	+4.63%	10 qtrssince 2024-Q1	Increased 49
BSCV ETF INVESCO EXCH TRD SLF IDX FD	10.8M	$177.5M	1.2%	—	$14.94	+6.21%	15 qtrssince 2022-Q4	Increased 49
VEA ETF VANGUARD TAX-MANAGED FDS	2.5M	$176.2M	1.2%	—	$47.46	+46.28%	21 qtrssince 2021-Q2	Increased 50
DUBS ETF ETF SER SOLUTIONS	4.1M	$172.6M	1.2%	—	$28.87	+47.27%	13 qtrssince 2023-Q2	Increased 52
AMZN Amazon.com, Inc.	722,289	$172.2M	1.2%	—	$178.98	+49.43%	30 qtrssince 2019-Q1	Increased 49
BSCX ETF INVESCO EXCH TRD SLF IDX FD	8M	$167.5M	1.1%	—	$19.78	+2.10%	6 qtrssince 2025-Q1	Increased 54
IBDX ETF ISHARES TR	6.5M	$162.6M	1.1%	—	$23.06	+4.57%	13 qtrssince 2023-Q2	Increased 49
ADME ETF ETF SER SOLUTIONS	2.8M	$158.5M	1.1%	—	$39.02	+42.82%	30 qtrssince 2019-Q1	Increased 50

$14.6B

AUM

1,782

Positions

Q2 2026

Filing

HI rating · 3.5/5

Quarterly 13F Value Change

Reported 13F value ($B)

Reported 13F values and quarter-over-quarter reported value changes; not investment returns.
Quarter	Reported value in US dollars	Reported value change
2025-Q1	$9,716,171,112	1.74826129712%
2025-Q2	$12,272,700,879	26.312111402%
2025-Q3	$13,749,508,980	12.0332770721%
2025-Q4	$13,962,074,241	1.54598437885%
2026-Q1	$12,734,017,642	-8.79566014191%
2026-Q2	$14,617,234,185	14.7888639387%