Vault-13

ACUTE INVESTMENT ADVISORY, LLC

MESA, AZ · CIK 1944780 · 13F filing filed 2026-07-28

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

$9.5m reported value +6.2% vs Q1 2026
18positions
75.0%in top 10
1 new 1 added 13 reduced 1 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 EMERSON ELEC CO COM EMR EMR 12,020 $1.7m18.20% 18.20% UnchangedShares held: Q3 2025 12.0k, Q4 2025 12.0k, Q1 2026 12.0k, Q2 2026 12.0k
2 INVESCO EXCH TRADED FD TR II PFD ETF PGX PGX 77,378 $838.8k8.87% 8.87% AddedShares held: Q3 2025 22.6k, Q4 2025 19.7k, Q1 2026 75.5k, Q2 2026 77.4k +1.9k +1,887 2.5%
3 SPDR SERIES TRUST PORTFLI HIGH YLD SPHY SPHY 34,791 $815.5k8.62% 8.62% ReducedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 35.9k, Q2 2026 34.8k -1.1k -1,109 -3.1%
4 VANGUARD SCOTTSDALE FDS VNG RUS2000IDX VTWO VTWO 5,792 $703.3k7.44% 7.44% ReducedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 6.1k, Q2 2026 5.8k -298 -298 -4.9%
5 VANGUARD SCOTTSDALE FDS LONG TERM TREAS VGLT VGLT 9,957 $549.4k5.81% 5.81% ReducedShares held: Q3 2025 6.0k, Q4 2025 5.2k, Q1 2026 10.6k, Q2 2026 10.0k -601 -601 -5.7%
6 ISHARES TR RUSSELL 2000 ETF IWM IWM 1,735 $521.3k5.51% 5.51% ReducedShares held: Q3 2025 1.6k, Q4 2025 1.3k, Q1 2026 1.8k, Q2 2026 1.7k -88 -88 -4.8%
7 INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF QQQM QQQM 1,712 $518.7k5.49% 5.49% ReducedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 1.8k, Q2 2026 1.7k -87 -87 -4.8%
8 SPDR SER TR PORT MTG BK ETF SPMB SPMB 22,658 $505.5k5.35% 5.35% ReducedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 24.5k, Q2 2026 22.7k -1.9k -1,859 -7.6%
9 ISHARES TR CORE S&P500 ETF IVV IVV 634 $474.8k5.02% 5.02% ReducedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 659, Q2 2026 634 -25 -25 -3.8%
10 APPLE INC COM AAPL AAPL 1,532 $443.3k4.69% 4.69% UnchangedShares held: Q3 2025 1.4k, Q4 2025 1.5k, Q1 2026 1.5k, Q2 2026 1.5k
11 SPDR S&P 500 ETF TR TR UNIT SPY SPY 593 $442.8k4.68% 4.68% ReducedShares held: Q3 2025 761, Q4 2025 652, Q1 2026 620, Q2 2026 593 -27 -27 -4.3%
12 INVESCO QQQ TR UNIT SER 1 QQQ QQQ 440 $324.0k3.43% 3.43% ReducedShares held: Q3 2025 1.0k, Q4 2025 866, Q1 2026 454, Q2 2026 440 -14 -14 -3.1%
13 COSTCO WHSL CORP NEW COM COST COST 342 $319.9k3.38% 3.38% UnchangedShares held: Q3 2025 377, Q4 2025 377, Q1 2026 342, Q2 2026 342
14 VANGUARD WORLD FD MEGA GRWTH IND MGK MGK 3,483 $306.2k3.24% 3.24% ReducedShares held: Q3 2025 3.2k, Q4 2025 0, Q1 2026 3.6k, Q2 2026 3.5k -97 -97 -2.7%
15 ISHARES U S ETF TR IT RT HDG HGYL HYGH HYGH 3,127 $270.8k2.86% 2.86% ReducedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 3.4k, Q2 2026 3.1k -239 -239 -7.1%
16 SPDR SERIES TRUST PRTFLO S&P500 VL SPYV SPYV 4,024 $244.6k2.59% 2.59% ReducedShares held: Q3 2025 8.3k, Q4 2025 7.3k, Q1 2026 4.2k, Q2 2026 4.0k -180 -180 -4.3%
17 ISHARES TR CORE DIV GRWTH DGRO DGRO 3,165 $239.9k2.54% 2.54% ReducedShares held: Q3 2025 3.4k, Q4 2025 3.0k, Q1 2026 3.3k, Q2 2026 3.2k -152 -152 -4.6%
18 LAM RESEARCH CORP COM NEW LRCX LRCX 500 $216.7k2.29% 2.29% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 500

Sold out since Q1 2026

SecurityTickerShares held beforeValue then
SELECT SECTOR SPDR TR XLC XLC 1,842 $204.2k1.8k shares