Aptus Capital Advisors, LLC - Portfolio overview

Aptus Capital Advisors, LLC has 1809 reported holdings in this dataset, with the latest filing dated 2026-05-11.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

  1. ACIO - ETF SER SOLUTIONS, 6.67%
  2. DRSK - ETF SER SOLUTIONS, 4.59%
  3. VXUS - VANGUARD STAR FDS, 4.56%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.