What is FSA WEALTH PARTNERS, INC.'s portfolio value?

As of Q4 2025, FSA WEALTH PARTNERS, INC. manages $278.3M across 64 reported positions in their SEC 13F filing.

What are FSA WEALTH PARTNERS, INC.'s top holdings?

FSA WEALTH PARTNERS, INC.'s largest 13F positions include SPY, ACWX, IVV, representing approximately 30.4% of the reported portfolio.

How many stocks does FSA WEALTH PARTNERS, INC. hold?

FSA WEALTH PARTNERS, INC. holds 64 reported positions as of their Q4 2025 13F filing.

When did FSA WEALTH PARTNERS, INC. last file a 13F?

The most recent 13F filing from FSA WEALTH PARTNERS, INC. reports positions as of Q4 2025. 13F filings are required within 45 days of each calendar quarter end.

FSA WEALTH PARTNERS, INC.

CIK: 0001731221SEC EDGAR →

Portfolio Value

$278.3M

Holdings

As of

Q4 2025

New Positions

Closed Positions

Top 10 Holdings

Rank	Stock	Shares	Value	% of Portfolio
1	SPY SPDR S&P 500 ETF TR	43,753	$29.8M	10.72%
2	ACWX ISHARES TR	414,524	$27.8M	10.00%
3	IVV ISHARES TR	39,271	$26.9M	9.67%
4	CGDG CAPITAL GROUP DIVIDEND VALUE	587,158	$25.6M	9.21%
5	MGC VANGUARD WORLD FD	89,433	$22.5M	8.07%
6	LQD ISHARES TR	121,495	$13.4M	4.81%
7	IWF ISHARES TR	23,960	$11.3M	4.07%
8	XLK SELECT SECTOR SPDR TR	69,030	$9.9M	3.57%
9	OEF ISHARES TR	28,632	$9.8M	3.53%
10	IWM ISHARES TR	33,490	$8.2M	2.96%