ACUTE INVESTMENT ADVISORY, LLC

Filed: 10/29/2025ACC: 0001754960-25-000720

📋 What this filing means

ACUTE INVESTMENT ADVISORY, LLC filed this quarterly 13F‑HR report disclosing 17 equity positions with a total reported market value of $11.90M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

Positions

$11.90M

Total AUM (reported)

179.82K

Total Shares

Allocation by class

TRS FLT RT BD$3.41M28.7%

COM$2.59M21.7%

ULTRA SHORT DUR$1.87M15.7%

UNIT SER 1$617.8K5.2%

TR UNIT$507.0K4.3%

PRTFLO S&P500 VL$460.7K3.9%

SHORT TREAS BD$442.8K3.7%

Portfolio Concentration

Top 3$6.85M57.6%

4–10$3.12M26.2%

11–25$1.93M16.2%

Top 3 weight

57.6%

Top 10 weight

83.8%

Voting Authority Distribution

Total shares with voting rights: 179.82K

Sole

Full voting authority

66.94K

% of voting shares37.2%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

112.89K

% of voting shares62.8%

Investment Discretion (by position count)

Sole17

Shared0

Other0

Dominant voting typeNone · 62.8% of voting shares

Institutional Holdings17

Rows:

ISHARES TR

SOLE

TRS FLT RT BD

Shares67.43K

TypeSH

Market value$3.41M

28.66%

Sole

18.86K

Shared

0.00

None

48.56K

ISHARES TR

SOLE

ULTRA SHORT DUR

Shares36.77K

TypeSH

Market value$1.87M

15.68%

Sole

11.46K

Shared

0.00

None

25.31K

EMERSON ELEC CO

SOLE

COM

Shares12.02K

TypeSH

Market value$1.58M

13.25%

Sole

12.02K

Shared

0.00

None

0.00

INVESCO QQQ TR

SOLE

UNIT SER 1

Shares1.03K

TypeSH

Market value$617.8K

5.19%

Sole

299.00

Shared

0.00

None

730.00

SPDR S&P 500 ETF TR

SOLE

TR UNIT

Shares761.00

TypeSH

Market value$507.0K

4.26%

Sole

230.00

Shared

0.00

None

531.00

SPDR SERIES TRUST

SOLE

PRTFLO S&P500 VL

Shares8.33K

TypeSH

Market value$460.7K

3.87%

Sole

2.43K

Shared

0.00

None

5.89K

ISHARES TR

SOLE

SHORT TREAS BD

Shares4.01K

TypeSH

Market value$442.8K

3.72%

Sole

1.15K

Shared

0.00

None

2.86K

ISHARES TR

SOLE

RUSSELL 2000 ETF

Shares1.55K

TypeSH

Market value$375.3K

3.15%

Sole

456.00

Shared

0.00

None

1.09K

APPLE INC

SOLE

COM

Shares1.43K

TypeSH

Market value$364.1K

3.06%

Sole

270.00

Shared

0.00

None

1.16K

COSTCO WHSL CORP NEW

SOLE

COM

Shares377.00

TypeSH

Market value$349.0K

2.93%

Sole

377.00

Shared

0.00

None

0.00

VANGUARD SCOTTSDALE FDS

SOLE

LONG TERM TREAS

Shares6.01K

TypeSH

Market value$341.5K

2.87%

Sole

1.76K

Shared

0.00

None

4.24K

CSX CORP

SOLE

COM

Shares8.38K

TypeSH

Market value$297.6K

2.50%

Sole

8.38K

Shared

0.00

None

0.00

SELECT SECTOR SPDR TR

SOLE

COMMUNICATION

Shares2.34K

TypeSH

Market value$277.2K

2.33%

Sole

813.00

Shared

0.00

None

1.53K

ISHARES TR

SOLE

7-10 YR TRSY BD

Shares2.73K

TypeSH

Market value$263.5K

2.21%

Sole

775.00

Shared

0.00

None

1.96K

INVESCO EXCH TRADED FD TR II

SOLE

PFD ETF

Shares22.58K

TypeSH

Market value$261.9K

2.20%

Sole

6.46K

Shared

0.00

None

16.11K

VANGUARD WORLD FD

SOLE

MEGA GRWTH IND

Shares638.00

TypeSH

Market value$256.7K

2.16%

Sole

185.00

Shared

0.00

None

453.00

ISHARES TR

SOLE

CORE DIV GRWTH

Shares3.45K

TypeSH

Market value$234.8K

1.97%

Sole

Shared

0.00

None

2.45K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
ISHARES TRSOLE	TRS FLT RT BD	67.43K	SH	$3.41M 28.66%	18.86K	48.56K
ISHARES TRSOLE	ULTRA SHORT DUR	36.77K	SH	$1.87M 15.68%	11.46K	25.31K
EMERSON ELEC COSOLE	COM	12.02K	SH	$1.58M 13.25%	12.02K	0.00
INVESCO QQQ TRSOLE	UNIT SER 1	1.03K	SH	$617.8K 5.19%	299.00	730.00
SPDR S&P 500 ETF TRSOLE	TR UNIT	761.00	SH	$507.0K 4.26%	230.00	531.00
SPDR SERIES TRUSTSOLE	PRTFLO S&P500 VL	8.33K	SH	$460.7K 3.87%	2.43K	5.89K
ISHARES TRSOLE	SHORT TREAS BD	4.01K	SH	$442.8K 3.72%	1.15K	2.86K
ISHARES TRSOLE	RUSSELL 2000 ETF	1.55K	SH	$375.3K 3.15%	456.00	1.09K
APPLE INCSOLE	COM	1.43K	SH	$364.1K 3.06%	270.00	1.16K
COSTCO WHSL CORP NEWSOLE	COM	377.00	SH	$349.0K 2.93%	377.00	0.00
VANGUARD SCOTTSDALE FDSSOLE	LONG TERM TREAS	6.01K	SH	$341.5K 2.87%	1.76K	4.24K
CSX CORPSOLE	COM	8.38K	SH	$297.6K 2.50%	8.38K	0.00
SELECT SECTOR SPDR TRSOLE	COMMUNICATION	2.34K	SH	$277.2K 2.33%	813.00	1.53K
ISHARES TRSOLE	7-10 YR TRSY BD	2.73K	SH	$263.5K 2.21%	775.00	1.96K
INVESCO EXCH TRADED FD TR IISOLE	PFD ETF	22.58K	SH	$261.9K 2.20%	6.46K	16.11K
VANGUARD WORLD FDSOLE	MEGA GRWTH IND	638.00	SH	$256.7K 2.16%	185.00	453.00
ISHARES TRSOLE	CORE DIV GRWTH	3.45K	SH	$234.8K 1.97%	1K	2.45K