ACUTE INVESTMENT ADVISORY, LLC

Q3 2025 13F-HR Holdings

Location
Mesa, AZ
Holdings as of
9/30/2025
Date filed
10/29/2025
Form type
13F-HR
Num holdings
17
Total value ($000)
$11,904
Net value change ($000)
-363 (-3.0%)
New positions
1
Sold out positions
1
Turnover %
15.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/22/2025 Next filing: 1/27/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
EMR 1,577 NEW
AAPL 71 24.2%
CSX 25 9.2%
Top Reduces (Value $000, Stocks/ETFs)
TFLO -705 -17.1%
ICSH -466 -20.0%
ICVT -207 -100.0%
QQQ -92 -13.0%
SHV -88 -16.6%
SPYV -82 -15.1%
SPY -80 -13.6%
VGLT -62 -15.3%
IEF -49 -15.7%
IWM -43 -10.3%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type