StockDriftsStockDriftsTop 50 Aptus Capital Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ACIO | ETF SER SOLUTIONS | 6.27% | 18.59M | $857.8M | +14.34%(+2.33M) | $35.68(+33.02%) | 2026-06-30 | |
| DRSK | ETF SER SOLUTIONS | 4% | 19.04M | $547.5M | +9.67%(+1.68M) | $27.66(+4.61%) | 2026-06-30 | |
| VXUS | VANGUARD STAR FDS | 3.59% | 5.74M | $490.8M | +2.86%(+159.70K) | $74.52(+17.12%) | 2026-06-30 | |
| SPYM | SPDR SERIES TRUST | 3.26% | 5.08M | $446.8M | +7.76%(+366.10K) | $70.55(+29.05%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 2.47% | 1.69M | $338.2M | +1.24%(+20.72K) | $78.68(+180.20%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.44% | 1.15M | $333.7M | +2.89%(+32.39K) | $178.81(+71.51%) | 2026-06-30 | |
| OSCV | ETF SER SOLUTIONS | 2.01% | 6.53M | $275.5M | +17.39%(+967.21K) | $33.00(+30.23%) | 2026-06-30 | |
| IDUB | ETF SER SOLUTIONS | 1.53% | 7.60M | $208.9M | +3.43%(+251.80K) | $21.34(+32.12%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 1.49% | 546.1K | $203.7M | +1.74%(+9.33K) | $350.52(+43.43%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 1.35% | 522.0K | $184.4M | +0.61%(+3.17K) | $142.62(+145.75%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.95% | +44.11% | +6.17% | +34.90% |
| Top 20 Holdings Unweighted | +13.74% | +47.15% | +6.58% | +37.51% |
Aptus Capital Advisors LLC reports $14.62B in US-listed equity holdings across 1,746 positions in its most recent 13F filing. Its largest disclosed positions are ACIO (6.3%), DRSK (4.0%) and VXUS (3.6%). The top 20 holdings account for 40.71% of reported assets. Its disclosed equity book has returned +44.11% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Aptus Capital Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1664193). View Aptus Capital Advisors LLC’s 13F filings on SEC