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Aptus Capital Advisors, LLC
JD Gardner · Investment Advisor · Multi-Strategy
Aptus Capital Advisors, LLC, founded in 2013 by JD Gardner and based in Fairhope, Alabama, is a registered investment advisor and ETF provider. The firm specializes in risk-mitigated investment solutions, aiming to provide growth and yield while minimizing downside exposure. Its core focus is on the 'Yield + Growth + Protection' framework, utilizing quantitative security selection and systematic derivative-based overlays to enhance portfolio outcomes and encourage investor discipline through varying market cycles.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +20.0% |
| YTD return | +13.9% |
| Sharpe ratio | 2.52 |
| Win rate | 58% |
| AUM | $2.5B |
| Inception | Oct 1, 2025 |
| Updated | Sep 18, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $2.5B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://aptuscapitaladvisors.com |
Current Holdings
Updated on Sep 18, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| NVDA | NVIDIA Corporation | 15.3% | +17.1% |
| AAPL | Apple Inc | 14.2% | +29.3% |
| MSFT | Microsoft Corporation | 10.9% | -0.3% |
| GOOGL | Alphabet Inc Class A | 10.0% | +37.4% |
| AMZN | Amazon.com Inc | 7.6% | +13.6% |
| AVGO | Broadcom Inc | 5.2% | +4.8% |
| JPM | JPMorgan Chase & Co | 4.4% | +12.7% |
| V | Visa Inc. Class A | 3.4% | +7.0% |
| XOM | Exxon Mobil Corp | 3.3% | +39.7% |
| META | Meta Platforms Inc. | 3.1% | -4.4% |
| WMT | Walmart Inc. Common Stock | 2.8% | +1.2% |
| BRK-A | Berkshire Hathaway Inc | 2.7% | +3.2% |
| LLY | Eli Lilly and Company | 2.6% | +30.3% |
| TSLA | Tesla Inc | 2.5% | -17.0% |
| MU | Micron Technology Inc | 2.3% | +35.9% |
| JNJ | Johnson & Johnson | 2.1% | +10.0% |
| AMD | Advanced Micro Devices Inc | 2.0% | +22.5% |
| CAT | Caterpillar Inc | 2.0% | +57.3% |
| PGR | Progressive Corp | 1.8% | +1.1% |
| FANG | Diamondback Energy Inc | 1.7% | -5.0% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 17, 2026 | SELL | AMD | 2.0% → 2.0% |
| Aug 17, 2026 | SELL | TSLA | 2.4% → 2.5% |
| Aug 17, 2026 | BUY | MSFT | 10.6% → 10.9% |
| Aug 17, 2026 | BUY | META | 3.1% → 3.1% |
| Aug 17, 2026 | SELL | CAT | 2.8% → 2.0% |
Investment Style Analysis
Aptus Capital Advisors, LLC is widely recognized for employing a Multi-Strategy strategy. As of Sep 18, 2026, the firm oversees approximately $2.5B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Consumer Electronics sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 17, Aptus Capital Advisors, LLC made a significant move by reducing the position in AMD. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Aptus Capital Advisors operates on the philosophy that the best investment strategy is one that an investor can maintain during periods of market stress. Their core approach centers on 'upside capture through downside hedging,' utilizing an asymmetric return profile to manage drawdowns while participating in equity growth. By combining fundamental and quantitative equity research with systematic option-based protection, the firm seeks to reduce the 'volatility tax' and behavioral errors, focusing on the intersection of yield and growth to achieve long-term financial goals.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Aptus Capital Advisors, LLC.
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Frequently asked questions
How is the simulated portfolio for Aptus Capital Advisors, LLC constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Aptus Capital Advisors, LLC's largest holding?
As of the latest filing, Aptus Capital Advisors, LLC's top position is NVIDIA Corporation (NVDA), representing 15.3% of the portfolio. This reflects a high-conviction bet by the institution.
What is Aptus Capital Advisors, LLC's historical performance and risk profile?
Our simulation indicates a total return of +20.0% with a win rate of 58%. Notably, the portfolio maintains a Sharpe Ratio of 2.52, suggesting an excellent level of risk-adjusted returns compared to the broader market.
What sectors does Aptus Capital Advisors, LLC primarily invest in?
Aptus Capital Advisors, LLC has a strong preference for the Semiconductors sector, which makes up 24.9% of their disclosed assets. The portfolio also has exposure to Consumer Electronics, indicating a specific thematic focus.
Is Aptus Capital Advisors, LLC's portfolio concentrated or diversified?
Aptus Capital Advisors, LLC runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 40.4% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Aptus Capital Advisors, LLC performed in 2026?
Our AI-simulated model portfolio for Aptus Capital Advisors, LLC tracks a Year-to-Date (YTD) return of +13.9%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does JD Gardner manage Aptus Capital Advisors, LLC directly?
Yes, JD Gardner serves as the key portfolio manager for Aptus Capital Advisors, LLC, overseeing the investment strategy and final capital allocation decisions.