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Aptus Capital Advisors, LLC

Portfolio Manager
Aptus Capital Advisors, LLC
Performance
-3.66% (2026 Q1)
AUM (13F)
$12.73B
# of Holdings
1659
Performance Rank
Allocation (Top 20)
40.62%

Aptus Capital Advisors, LLC Holdings Map

Top 50 Aptus Capital Advisors, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
ACIO
ETF SER SOLUTIONS
5.74%16.26M$682.3M
+6.61%(+1.01M)
2025-Q1: 12.81M shares2025-Q2: 14.03M shares2025-Q3: 13.80M shares2025-Q4: 15.25M shares2026-Q1: 16.26M shares
$34.53(+33.64%)
2026-03-31
DRSK
ETF SER SOLUTIONS
3.99%17.36M$474.5M
+11.10%(+1.73M)
2025-Q1: 11.81M shares2025-Q2: 13.23M shares2025-Q3: 13.44M shares2025-Q4: 15.63M shares2026-Q1: 17.36M shares
$27.63(+3.95%)
2026-03-31
VXUS
VANGUARD STAR FDS
3.62%5.58M$430.4M
+8.32%(+428.58K)
2025-Q1: 96.4K shares2025-Q2: 100.7K shares2025-Q3: 98.5K shares2025-Q4: 5.15M shares2026-Q1: 5.58M shares
$74.37(+14.09%)
2026-03-31
SPYM
SPDR SERIES TRUST
3.04%4.72M$361.1M
+191.21%(+3.10M)
2025-Q1: 1.39M shares2025-Q2: 1.34M shares2025-Q3: 1.27M shares2025-Q4: 1.62M shares2026-Q1: 4.72M shares
$70.26(+24.78%)
2026-03-31
NVDA
NVIDIA CORPORATION
2.45%1.67M$291.1M
-5.98%(-106.15K)
2025-Q1: 1.63M shares2025-Q2: 1.70M shares2025-Q3: 1.74M shares2025-Q4: 1.78M shares2026-Q1: 1.67M shares
$77.39(+151.75%)
2026-03-31
AAPL
APPLE INC
2.39%1.12M$284.4M
-4.47%(-52.40K)
2025-Q1: 1.06M shares2025-Q2: 1.11M shares2025-Q3: 1.13M shares2025-Q4: 1.17M shares2026-Q1: 1.12M shares
$176.23(+75.13%)
2026-03-31
OSCV
ETF SER SOLUTIONS
1.84%5.56M$219.4M
-3.64%(-210.20K)
2025-Q1: 4.87M shares2025-Q2: 5.25M shares2025-Q3: 5.14M shares2025-Q4: 5.77M shares2026-Q1: 5.56M shares
$31.70(+33.17%)
2026-03-31
MSFT
MICROSOFT CORP
1.67%536.8K$198.7M
-4.40%(-24.71K)
2025-Q1: 513.6K shares2025-Q2: 540.3K shares2025-Q3: 546.5K shares2025-Q4: 561.5K shares2026-Q1: 536.8K shares
$350.25(+11.49%)
2026-03-31
IDUB
ETF SER SOLUTIONS
1.52%7.35M$181.3M
+3.18%(+226.79K)
2025-Q1: 5.97M shares2025-Q2: 6.37M shares2025-Q3: 5.82M shares2025-Q4: 7.12M shares2026-Q1: 7.35M shares
$21.19(+28.98%)
2026-03-31
BSCW
INVESCO EXCH TRD SLF IDX FD
1.51%8.75M$180.1M
+1.83%(+156.89K)
2025-Q1: 5.20M shares2025-Q2: 7.53M shares2025-Q3: 8.14M shares2025-Q4: 8.59M shares2026-Q1: 8.75M shares
$20.50(+0.07%)
2026-03-31

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