ACUTE INVESTMENT ADVISORY, LLC — 13F Holdings & Portfolio
CIK 1944780 · latest 13F-HR filed 2026-04-27
ACUTE INVESTMENT ADVISORY, LLC manages $8.9M in 13F-reported U.S. long-equity assets across 18 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are EMR (17.68%), SPHY (9.40%), PGX (9.22%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 7 new positions, exited 4, added to 4, and trimmed 5.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$8.9M
Long-equity book
18
Distinct positions
2026-03-31
Filed 2026-04-27
+7 / −4 / ↑4 / ↓5
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- INVESCO EXCH TRADED FD TR II$600.3K +271.6%
- VANGUARD SCOTTSDALE FDS$291.7K +99.6%
- ISHARES TR$136.8K +43.4%
- ISHARES TR$25.7K +12.4%
Top Trims
- INVESCO QQQ TR-$270.0K -50.7%
- SPDR SERIES TRUST-$175.6K -42.5%
- STATE STR SPDR S&P 500 ETF T-$41.4K -9.3%
- APPLE INC-$28.5K -6.8%
- SELECT SECTOR SPDR TR-$18.2K -8.2%
New Positions
- SPDR SERIES TRUST$837.2K
- VANGUARD SCOTTSDALE FDS$610.0K
- SPDR SERIES TRUST$548.9K
- ISHARES TR$430.5K
- INVESCO EXCH TRADED FD TR II$427.5K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | EMERSON ELEC CO | EMR | 291011104 | $1.6M | 17.68% | 12,020 | SH |
| 2 | SPDR SERIES TRUST | SPHY | 78468R606 | $837.2K | 9.40% | 35,900 | SH |
| 3 | INVESCO EXCH TRADED FD TR II | PGX | 46138E511 | $821.3K | 9.22% | 75,491 | SH |
| 4 | VANGUARD SCOTTSDALE FDS | VTWO | 92206C664 | $610.0K | 6.85% | 6,090 | SH |
| 5 | VANGUARD SCOTTSDALE FDS | VGLT | 92206C847 | $584.4K | 6.56% | 10,558 | SH |
| 6 | SPDR SERIES TRUST | SPMB | 78464A383 | $548.9K | 6.16% | 24,517 | SH |
| 7 | ISHARES TR | IWM | 464287655 | $452.1K | 5.08% | 1,823 | SH |
| 8 | ISHARES TR | IVV | 464287200 | $430.5K | 4.83% | 659 | SH |
| 9 | INVESCO EXCH TRADED FD TR II | QQQM | 46138G649 | $427.5K | 4.80% | 1,799 | SH |
| 10 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $403.2K | 4.53% | 620 | SH |
| 11 | APPLE INC | AAPL | 037833100 | $388.8K | 4.36% | 1,532 | SH |
| 12 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $340.8K | 3.83% | 342 | SH |
| 13 | ISHARES U S ETF TR | HYGH | 46431W606 | $288.2K | 3.23% | 3,366 | SH |
| 14 | VANGUARD WORLD FD | MGK | 921910816 | $263.1K | 2.95% | 716 | SH |
| 15 | INVESCO QQQ TR | QQQ | 46090E103 | $262.0K | 2.94% | 454 | SH |
| 16 | SPDR SERIES TRUST | SPYV | 78464A508 | $237.9K | 2.67% | 4,204 | SH |
| 17 | ISHARES TR | DGRO | 46434V621 | $232.8K | 2.61% | 3,317 | SH |
| 18 | SELECT SECTOR SPDR TR | XLC | 81369Y852 | $204.2K | 2.29% | 1,842 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-27 | $8.9M | 18 | 0001754960-26-000330 |
| 2025-12-31 | 2026-01-27 | $10.3M | 15 | 0001754960-26-000123 |