ACUTE INVESTMENT ADVISORY, LLC

Q1 2026 13F-HR Holdings

Location
Mesa, AZ
Holdings as of
3/31/2026
Date filed
4/27/2026
Form type
13F-HR
Num holdings
18
Total value ($000)
$8,907,785
Net value change ($000)
+8,897,463 (86199.0%)
New positions
7
Sold out positions
4
Turnover %
38.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/27/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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 1,573,265 98637.3%
SPHY 837,188 NEW
PGX 821,121 371548.0%
VTWO 610,035 NEW
VGLT 584,145 199366.9%
SPMB 548,936 NEW
IWM 451,789 143425.1%
IVV 430,465 NEW
QQQM 427,478 NEW
SPY 402,766 90509.2%
Top Reduces (Value $000, Stocks/ETFs)
TFLO -3,063 -100.0%
ICSH -1,653 -100.0%
SHV -394 -100.0%
IEF -226 -100.0%
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