Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Aptus Capital Advisors, LLC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Aptus Capital Advisors, LLC (CIK 1664193) reported $14.62B across 1,745 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: ACIO ($857.8M, 5.87%), DRSK ($547.5M, 3.75%), NVDA ($503.0M, 3.44%), SPY ($494.2M, 3.38%), VXUS ($490.8M, 3.36%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1ACIOETF SER SOLUTIONS$857.8M5.87%18.6MAdded
2DRSKETF SER SOLUTIONS$547.5M3.75%19.0MAdded
3NVDANVIDIA CORPORATION$503.0M3.44%2.5MAdded
4SPYSTATE STR SPDR S&P 500 ETF T$494.2M3.38%661,759Added
5VXUSVANGUARD STAR FDS$490.8M3.36%5.7MAdded
6SPYMSPDR SERIES TRUST$446.8M3.06%5.1MAdded
7AAPLAPPLE INC$352.7M2.41%1.2MAdded
8OSCVETF SER SOLUTIONS$275.5M1.88%6.5MAdded
9QQQINVESCO QQQ TR$238.2M1.63%323,517Added
10IDUBETF SER SOLUTIONS$208.9M1.43%7.6MAdded
11MSFTMICROSOFT CORP$205.6M1.41%551,181Added
12GOOGALPHABET INC$186.1M1.27%526,653Added
13BSCWINVESCO EXCH TRD SLF IDX FD$182.6M1.25%8.9MAdded
14VEAVANGUARD TAX-MANAGED FDS$176.2M1.21%2.5MAdded
15BSCVINVESCO EXCH TRD SLF IDX FD$177.5M1.21%10.8MAdded
16AMZNAMAZON COM INC$173.7M1.19%728,889Added
17DUBSETF SER SOLUTIONS$172.6M1.18%4.1MAdded
18BSCXINVESCO EXCH TRD SLF IDX FD$167.5M1.15%8.0MAdded
19IBDXISHARES TR$162.6M1.11%6.5MAdded
20ADMEETF SER SOLUTIONS$158.5M1.08%2.8MAdded
21IBDWISHARES TR$156.8M1.07%7.5MAdded
22BSCUINVESCO EXCH TRD SLF IDX FD$156.3M1.07%9.4MAdded
23IBDUISHARES TR$150.5M1.03%6.5MAdded
24IBDVISHARES TR$134.1M0.92%6.2MAdded
25AVGOBROADCOM INC$125.3M0.86%331,785Added

Source: SEC Form 13F filings · as of 2026-06-30