Fsa Wealth Partners, INC. — 13F Filing Insights

CIK: 0001731221

Diversified strategySector-focusedContrarian

Total reported value

$210.3M

Reporting period: 2026-03-31 · Number of holdings: 79

FSA WEALTH PARTNERS, INC. disclosed 79 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $210.3M and a quarterly turnover rate of 76.6%.

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Personality snowflake

Concentration: 21.71
Portfolio Stability: 76.63
Momentum/Contrarian: 0
Sector conviction: 100
Diversification: 100
Sizing Uniformity: 85.21

Fsa Wealth Partners, INC.'s disclosed holdings carry a Herfindahl concentration index of 0.054 — mathematically equivalent to about 18 equally-sized positions, well below its 79 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.

Position sizes vary widely across the portfolio (a coefficient of variation of 1.48), with a handful of outsized bets alongside many smaller positions.

No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.

Sector classification currently covers about 1% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.

Recent moves

Trim CGDV
-53.9%　-$14.1M
Trim MGC
-55.6%　-$13.1M
Trim ACWX
-52.4%　-$14.3M
Add SPY
+2.9%　-$565.5K
Add AGG
+40.4%　$1.7M
Trim IWM
-50.1%　-$4.1M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

Showing top 58 holdings (of 79 total)

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	13.92%	+3.20%	+2.87%
2	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	8.90%	-0.77%	-27.05%
3	ACWX	Ishares Msci Acwi Ex US ETF	ETF-Other	6.43%	-3.57%	-52.38%
4	RSP	Invesco S&p 500 Equal Weight	ETF-Large Cap & Growth	6.08%	+6.08%	NEW
5	SCHV	Schwab US Large-cap Value	ETF-Other	5.87%	+5.87%	NEW
6	SH	Proshares Short S&p500	ETF-Other	5.71%	+5.71%	NEW
7	CGDV	Cap Group Dividend Value	ETF-Other	5.48%	-3.73%	-53.86%
8	MGC	Vanguard Mega Cap ETF	ETF-Other	4.47%	-3.60%	-55.57%
9	OEF	Ishares S&p 100 ETF	ETF-Other	3.35%	-0.18%	-22.67%
10	AGG	Ishares Core U.s. Aggregate	ETF-Other	2.86%	+1.31%	+40.44%
11	UITB	Victoryshares Core Intermedi	ETF-Other	2.80%	—	+1.18%
12	IJR	Ishares Core S&p Small-cap E	ETF-Small Cap	2.76%	+2.76%	NEW
13	FSMD	Fidelity Small-mid Multifact	ETF-Other	2.74%	—	+1.87%
14	EFA	Ishares Msci Eafe ETF	ETF-Other	2.07%	+0.69%	+12.06%
15	IWM	Ishares Russell 2000 ETF	ETF-Small Cap	1.97%	-0.99%	-50.10%
16	IWB	Ishares Russell 1000 ETF	ETF-Other	1.73%	—	-4.05%
17	FDVV	Fidelity High Dividend ETF	ETF-Other	1.72%	—	-2.67%
18	IBND	State Street Spdr Bloomberg	ETF-Other	1.52%	+0.68%	+42.39%
19	TAIL	Cambria Tail Risk ETF	ETF-Other	1.48%	+1.48%	NEW
20	HGER	Harbor Commodity All Weather	ETF-Commodities	1.34%	+0.54%	+1.36%
21	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	1.31%	+0.15%	-10.02%
22	VNQ	Vanguard Real Estate ETF	ETF-Other	1.29%	—	+14.18%
23	EEM	Ishares Msci Emerging Market	ETF-Emerging Markets	1.15%	-0.29%	-41.57%
24	PVAL	Putnam Focused Lrg Cap Value	ETF-Other	1.14%	+0.83%	+171.40%
25	GLD	Spdr Gold Shares	ETF-Commodities	0.87%	—	+3.91%
26	DJP	Ipath Bloomberg Commodity In	ETF-Commodities	0.84%	+0.36%	+3.86%
27	SPHQ	Invesco S&p 500 Quality ETF	ETF-Large Cap & Growth	0.84%	-0.50%	-52.97%
28	COWZ	Pacer US Cash Cows 100 ETF	ETF-Other	0.68%	+0.43%	+101.51%
29	PJUL	Innovator U.s. Equity Power	ETF-Other	0.63%	+0.63%	NEW
30	AAL	American Airlines Group INC	Stock-Industrials	0.57%	-0.04%	—
31	DYNF	Ishrs US E F R A Etf-usd INC	ETF-Other	0.55%	-0.19%	-41.30%
32	ESML	Ishares Esg Aware Msci USA S	ETF-Other	0.49%	-0.25%	-51.42%
33	ICLN	Ishares Global Clean Energy	ETF-Other	0.45%	-0.28%	-58.16%
34	SUSA	Ishares Esg Optimized Msci U	ETF-Other	0.43%	-0.23%	-48.20%
35	XTN	Ss Spdr S&p Transport ETF	ETF-Other	0.42%	+0.42%	NEW
36	GSIB	Themes Glbl Syst Imprt Bnks	ETF-Other	0.42%	+0.42%	NEW
37	PSI	Invesco Semiconductors ETF	ETF-Other	0.41%	+0.41%	NEW
38	PPI	Astoria Real Assets ETF	ETF-Other	0.41%	—	-14.42%
39	VHT	Vanguard Health Care ETF	ETF-Other	0.40%	-0.22%	-48.39%
40	RSPN	Invesco S&p 500 Equal Weight	ETF-Large Cap & Growth	0.40%	+0.40%	NEW
41	GVAL	Cambria Global Value ETF	ETF-Other	0.35%	—	—
42	GRID	First Trst Nasd Cl Edg Sgiif	ETF-Other	0.35%	—	+2.50%
43	AAPL	Apple INC	Stock-Tech	0.30%	—	-6.82%
44	APUE	Activepassive US Equity ETF	ETF-Other	0.24%	—	+19.50%
45	USFR	Wisdomtree Floating Rate Tre	ETF-Other	0.19%	—	—
46	IGV	Ishares Expanded Tech-softwa	ETF-Tech	0.19%	+0.19%	NEW
47	IVE	Ishares S&p 500 Value ETF	ETF-Large Cap & Growth	0.18%	—	-2.42%
48	JNK	Ss Spdr Bb High Yield Bond	ETF-High Yield	0.17%	+0.17%	NEW
49	WTRG	Essential Utilities INC	Stock-Utilities	0.16%	—	—
50	MU	Micron Technology INC	Stock-Tech	0.15%	—	-40.42%

1–50 of 58

Portfolio Performance

Performance for Q3 2026

+4.7%

Performance Last 4 Quarters

+20.6%

Based on 78% of reported portfolio value with available pricing

Stdev: +11.4%
Beta: +0.86
Alpha: +0.4%
Max Drawdown: -6.5%
Annualized Perf: +16.8%
Batting Avg vs S&P: +36.1%
Sortino: +2.78
Stutzer: +0.41
Treynor: +0.19
Sterling: +1.05
Calmar: +2.57
Information Ratio: -0.77
Tracking Error: +2.9%
Stdev Down: +5.8%
Winning Months %: +69.4%
Losing Months %: +30.6%
Best 12 Months: +31%
Worst 12 Months: +7.4%
Efficiency Ratio: +0.56
Sharpe: +1.42
Stdev Sectors: +24.7%
Skewness: -0.06
Kurtosis: -0.16
Upside Potential: +4.4

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-03-31	79	$210.3M	77	1SPY 2IVV 3ACWX Top holdings2026-03-31 1.SPY 2.IVV 3.ACWX 4.RSP 5.SCHV 6.SH 7.CGDV 8.MGC 9.OEF 10.AGG
2025-12-31	88	$278.3M	23	1SPY 2ACWX 3IVV Top holdings2025-12-31 1.SPY 2.ACWX 3.IVV 4.CGDV 5.MGC 6.LQD 7.IWF 8.XLK 9.OEF 10.IWM
2025-09-30	91	$259.5M	100	1SPY 2IVV 3CGDV Top holdings2025-09-30 1.SPY 2.IVV 3.CGDV 4.MGC 5.IWF 6.ACWX 7.LQD 8.XLK 9.OEF 10.OUSM
2025-06-30	68	$207.1M	0	1IVV 2CGDV 3SPY Top holdings2025-06-30 1.IVV 2.CGDV 3.SPY 4.MGC 5.ACWX 6.LQD 7.OEF 8.IEF 9.FDVV 10.UITB
2025-03-31	68	$264.4M	100	1OEF 2JEPI 3SPY Top holdings2025-03-31 1.OEF 2.JEPI 3.SPY 4.VOO 5.MGC 6.JQUA 7.FJUL 8.HYG 9.LQD 10.RSP
2024-12-31	83	$426.2M	0	1SPY 2OEF 3VOO Top holdings2024-12-31 1.SPY 2.OEF 3.VOO 4.SCHB 5.JEPI 6.JQUA 7.MGC 8.CGDV 9.IWB 10.SPYG
2024-09-30	84	$413.6M	0	1SPY 2CGDV 3OEF Top holdings2024-09-30 1.SPY 2.CGDV 3.OEF 4.JEPI 5.SCHB 6.VOO 7.JQUA 8.MGC 9.IWB 10.FJUL
2024-06-30	81	$365.2M	0	1SPY 2OEF 3SPYG Top holdings2024-06-30 1.SPY 2.OEF 3.SPYG 4.SCHG 5.JQUA 6.MGC 7.IWB 8.FJUL 9.VOO 10.VUG
2024-03-31	84	$402.1M	0	1SPY 2DIA 3OEF Top holdings2024-03-31 1.SPY 2.DIA 3.OEF 4.SCHB 5.RSP 6.JQUA 7.MGC 8.QQQ 9.IWB 10.CGDV
2023-12-31	86	$349.7M	0	1SPY 2DIA 3SCHB Top holdings2023-12-31 1.SPY 2.DIA 3.SCHB 4.JEPI 5.OEF 6.QQQ 7.IWB 8.CGDV 9.HYG 10.SPHQ
2023-09-30	46	$204.7M	0	1VOO 2JEPI 3SPY Top holdings2023-09-30 1.VOO 2.JEPI 3.SPY 4.OEF 5.SPHQ 6.HYG 7.JNK 8.USFR 9.ANGL 10.SPYG
2023-06-30	44	$241.9M	0	1VOO 2SPY 3JEPI Top holdings2023-06-30 1.VOO 2.SPY 3.JEPI 4.ACWX 5.VGT 6.SPHQ 7.OEF 8.MOAT 9.USFR 10.SPYG
2023-03-31	33	$152.6M	0	1JEPI 2SPY 3VOO Top holdings2023-03-31 1.JEPI 2.SPY 3.VOO 4.SPHQ 5.ACWX 6.VGT 7.USFR 8.OEF 9.PTLC 10.PJUL
2022-12-31	31	$154.9M	0	1HYG 2JEPI 3SPY Top holdings2022-12-31 1.HYG 2.JEPI 3.SPY 4.COWZ 5.IWN 6.XLV 7.USFR 8.AGG 9.PTLC 10.EFA
2022-09-30	18	$27.4M	0	1USFR 2PTLC 3XLV Top holdings2022-09-30 1.USFR 2.PTLC 3.XLV 4.PTNQ 5.PRF 6.XLG 7.AAL 8.TAN 9.RTH 10.SH1USD
2022-06-30	17	$24.5M	0	1USFR 2PTLC 3XLV Top holdings2022-06-30 1.USFR 2.PTLC 3.XLV 4.AAL 5.RSPS 6.FXI 7.XLU 8.RSPG 9.VOO 10.SPY
2022-03-31	35	$64.4M	0	1SPLV 2MOAT 3SPY Top holdings2022-03-31 1.SPLV 2.MOAT 3.SPY 4.XLG 5.PTLC 6.RSP 7.AAL 8.OEF 9.UNL 10.ICF
2021-12-31	58	$313.3M	0	1IWV 2SPHQ 3VUG Top holdings2021-12-31 1.IWV 2.SPHQ 3.VUG 4.SPY 5.SPLV 6.ANGL 7.MOAT 8.HYG 9.SCHG 10.SPHB
2021-09-30	46	$294.9M	0	1IWV 2SPHQ 3HYG Top holdings2021-09-30 1.IWV 2.SPHQ 3.HYG 4.VUG 5.ANGL 6.SPY 7.MOAT 8.SPLV 9.SCHG 10.VEA
2021-06-30	44	$234.1M	97	1IWV 2HYG 3MOAT Top holdings2021-06-30 1.IWV 2.HYG 3.MOAT 4.SPY 5.ANGL 6.SPLV 7.VEA 8.VB 9.XHB 10.IWM
2021-03-31	34	$220.2M	35	1IWV 2SPY 3HYG Top holdings2021-03-31 1.IWV 2.SPY 3.HYG 4.ANGL 5.MOAT 6.VB 7.IWM 8.VUG 9.XHB 10.MDY
2020-12-31	31	$259.4M	62	1IWV 2HYG 3SPY Top holdings2020-12-31 1.IWV 2.HYG 3.SPY 4.ANGL 5.IWM 6.VB 7.JNK 8.VUG 9.MOAT 10.MDY
2020-09-30	19	$138.7M	64	1IWV 2HYG 3SPY Top holdings2020-09-30 1.IWV 2.HYG 3.SPY 4.JNK 5.VUG 6.MDY 7.XHB 8.PTLC 9.VHT 10.QQQ
2020-06-30	23	$197.2M	100	1IWV 2HYG 3SPY Top holdings2020-06-30 1.IWV 2.HYG 3.SPY 4.JNK 5.PTLC 6.MOAT 7.OEF 8.MDY 9.RSP 10.IWB
2020-03-31	8	$8.0M	100	1VHT 2VUG 3AAL Top holdings2020-03-31 1.VHT 2.VUG 3.AAL 4.GLD 5.GLTR 6.XLU 7.IBM 8.WEATUSD
2019-12-31	33	$242.1M	55	1IWF 2SPY 3PTLC Top holdings2019-12-31 1.IWF 2.SPY 3.PTLC 4.SCHB 5.RSP 6.VUG 7.IWD 8.SPLV 9.VEU 10.JNK
2019-09-30	21	$151.1M	44	1PTLC 2SCHB 3RSP Top holdings2019-09-30 1.PTLC 2.SCHB 3.RSP 4.VUG 5.SPY 6.JNK 7.IWF 8.USMV 9.SPLV 10.HYG
2019-06-30	22	$153.5M	79	1IWF 2VUG 3PTLC Top holdings2019-06-30 1.IWF 2.VUG 3.PTLC 4.JNK 5.RSP 6.SCHB 7.SCHG 8.USMV 9.SPLV 10.HYG
2019-03-31	18	$116.0M	100	1SCHB 2RSP 3PTLC Top holdings2019-03-31 1.SCHB 2.RSP 3.PTLC 4.IWF 5.HYG 6.USMV 7.VUG 8.SPY 9.QNDX 10.GLD
2018-12-31	5	$16.1M	100	1GLD 2IAUUSD 3SGOL Top holdings2018-12-31 1.GLD 2.IAUUSD 3.SGOL 4.IYR 5.EWZ
2018-09-30	17	$149.9M	90	1SPY 2IWF 3DIA Top holdings2018-09-30 1.SPY 2.IWF 3.DIA 4.VUG 5.IWM 6.RSP 7.USMV 8.SCHA 9.RPG 10.SCHG
2018-06-30	18	$115.7M	100	1IWM 2IWF 3VUG Top holdings2018-06-30 1.IWM 2.IWF 3.VUG 4.SCHA 5.FDN 6.IJR 7.DIA 8.SPY 9.SCHG 10.RPG
2018-03-31	21	$93.8M	100	1IWF 2DIA 3FDN Top holdings2018-03-31 1.IWF 2.DIA 3.FDN 4.XLF 5.VUG 6.SPYG 7.AAL 8.VFH 9.SPY 10.IJR
2017-12-31	26	$135.9M	0	1SPY 2IWF 3VIG Top holdings2017-12-31 1.SPY 2.IWF 3.VIG 4.IWV 5.SCHD 6.DIA 7.IYT 8.XLF 9.VFH 10.XLE

Holding changes this quarter

Fsa Wealth Partners, INC.'s most significant position changes for 2026-03-31: Sold out: Ishr Ibx Usd Invgd Cb Etf-ui (LQD); New buy: Invesco S&p 500 Equal Weight (RSP); New buy: Schwab US Large-cap Value (SCHV); New buy: Proshares Short S&p500 (SH); Sold out: Ishares Russell 1000 Growth (IWF).

Position changes disclosed by Fsa Wealth Partners, INC. for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	SPY	Ss Spdr S&p 500 ETF Trust-us	+3.2%	+2.87%	Add
2	AGG	Ishares Core U.s. Aggregate	+1.3%	+40.44%	Add
3	PVAL	Putnam Focused Lrg Cap Value	+0.8%	+171.40%	Add
4	EFA	Ishares Msci Eafe ETF	+0.7%	+12.06%	Add
5	IBND	State Street Spdr Bloomberg	+0.7%	+42.39%	Add
6	HGER	Harbor Commodity All Weather	+0.5%	+1.36%	Add
7	COWZ	Pacer US Cash Cows 100 ETF	+0.4%	+101.51%	Add
8	DJP	Ipath Bloomberg Commodity In	+0.4%	+3.86%	Add
9	VOO	Vanguard S&p 500 ETF	+0.2%	-10.02%	Trim
10	AAL	American Airlines Group INC	0%	—	Unchanged
11	OEF	Ishares S&p 100 ETF	-0.2%	-22.67%	Trim
12	DYNF	Ishrs US E F R A Etf-usd INC	-0.2%	-41.30%	Trim
13	VHT	Vanguard Health Care ETF	-0.2%	-48.39%	Trim
14	SUSA	Ishares Esg Optimized Msci U	-0.2%	-48.20%	Trim
15	ESML	Ishares Esg Aware Msci USA S	-0.3%	-51.42%	Trim
16	ICLN	Ishares Global Clean Energy	-0.3%	-58.16%	Trim
17	EEM	Ishares Msci Emerging Market	-0.3%	-41.57%	Trim
18	SPHQ	Invesco S&p 500 Quality ETF	-0.5%	-52.97%	Trim
19	IVV	Ishares Core S&p 500 ETF	-0.8%	-27.05%	Trim
20	IWM	Ishares Russell 2000 ETF	-1%	-50.10%	Trim
21	ACWX	Ishares Msci Acwi Ex US ETF	-3.6%	-52.38%	Trim
22	MGC	Vanguard Mega Cap ETF	-3.6%	-55.57%	Trim
23	CGDV	Cap Group Dividend Value	-3.7%	-53.86%	Trim
24	LQD	Ishr Ibx Usd Invgd Cb Etf-ui	—	EXIT	Sold out
25	RSP	Invesco S&p 500 Equal Weight	—	NEW	New buy
26	SCHV	Schwab US Large-cap Value	—	NEW	New buy
27	SH	Proshares Short S&p500	—	NEW	New buy
28	IWF	Ishares Russell 1000 Growth	—	EXIT	Sold out
29	XLK	Ss Technology Select Sector	—	EXIT	Sold out
30	OUSM	Alps Oshares US Small-cap Qu	—	EXIT	Sold out
31	IJR	Ishares Core S&p Small-cap E	—	NEW	New buy
32	SCHG	Schwab US Large-cap Growth	—	EXIT	Sold out
33	TAIL	Cambria Tail Risk ETF	—	NEW	New buy
34	DSI	Ishares Esg Msci Kld 400 ETF	—	EXIT	Sold out
35	REGL	Prshrs S&p Mid 400 Dvd Arist	—	EXIT	Sold out
36	PTNQ	Pacer Trendpilot 100 ETF	—	EXIT	Sold out
37	SSO	Proshares Ultra S&p500	—	EXIT	Sold out
38	FEZ	State Street Spdr Euro Stoxx	—	EXIT	Sold out
39	PJUL	Innovator U.s. Equity Power	—	NEW	New buy
40	SMH	Vaneck Semiconductor ETF	—	EXIT	Sold out
41	XTN	Ss Spdr S&p Transport ETF	—	NEW	New buy
42	GSIB	Themes Glbl Syst Imprt Bnks	—	NEW	New buy
43	PSI	Invesco Semiconductors ETF	—	NEW	New buy
44	XBI	Ss Spdr S&p Biotech ETF	—	EXIT	Sold out
45	XTL	Ss Spdr S&p Telecom ETF	—	EXIT	Sold out
46	RSPN	Invesco S&p 500 Equal Weight	—	NEW	New buy
47	IEZ	Ishares U.s. Oil Equipment &	—	EXIT	Sold out
48	IEI	Ishares 3-7 Year Treasury Bo	—	EXIT	Sold out
49	IGV	Ishares Expanded Tech-softwa	—	NEW	New buy
50	JNK	Ss Spdr Bb High Yield Bond	—	NEW	New buy

Filing History

Period	Filed	Type	EDGAR
2026-03-31	2026-04-27	13F-HR	View on EDGAR
2025-12-31	2026-01-30	13F-HR	View on EDGAR
2025-09-30	2025-11-04	13F-HR	View on EDGAR
2025-06-30	2025-07-21	13F-HR	View on EDGAR
2025-03-31	2025-05-12	13F-HR	View on EDGAR
2024-12-31	2025-02-06	13F-HR	View on EDGAR
2024-09-30	2024-10-31	13F-HR	View on EDGAR
2024-06-30	2024-07-30	13F-HR	View on EDGAR
2024-03-31	2024-05-06	13F-HR	View on EDGAR
2023-12-31	2024-02-09	13F-HR	View on EDGAR
2023-09-30	2023-10-17	13F-HR	View on EDGAR
2023-06-30	2023-07-24	13F-HR	View on EDGAR
2023-03-31	2023-04-18	13F-HR	View on EDGAR
2022-12-31	2023-02-15	Amendment	View on EDGAR
2022-12-31	2023-02-07	13F-HR	View on EDGAR
2022-09-30	2022-11-03	13F-HR	View on EDGAR
2022-06-30	2022-08-08	13F-HR	View on EDGAR
2022-03-31	2022-05-12	13F-HR	View on EDGAR
2021-12-31	2022-02-08	13F-HR	View on EDGAR
2021-09-30	2021-10-21	13F-HR	View on EDGAR
2021-06-30	2021-07-14	13F-HR	View on EDGAR
2021-03-31	2021-04-09	13F-HR	View on EDGAR
2020-12-31	2021-01-20	13F-HR	View on EDGAR
2020-09-30	2020-10-20	13F-HR	View on EDGAR
2020-06-30	2020-07-17	13F-HR	View on EDGAR
2020-03-31	2020-04-07	13F-HR	View on EDGAR
2019-12-31	2020-01-13	13F-HR	View on EDGAR
2019-09-30	2019-10-16	13F-HR	View on EDGAR
2019-06-30	2019-07-23	13F-HR	View on EDGAR
2019-03-31	2019-04-11	13F-HR	View on EDGAR
2018-12-31	2019-02-11	13F-HR	View on EDGAR
2018-09-30	2018-10-10	13F-HR	View on EDGAR
2018-06-30	2018-07-06	13F-HR	View on EDGAR
2018-03-31	2018-05-14	13F-HR	View on EDGAR
2017-12-31	2018-02-14	13F-HR	View on EDGAR

FAQ

What is Fsa Wealth Partners, INC. and what type of investor is it?

Fsa Wealth Partners, INC. is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $210.3M, spread across 79 disclosed positions.

What are Fsa Wealth Partners, INC.'s largest equity positions?

Based on the latest 13F filing, Fsa Wealth Partners, INC.'s top holdings by market value are: 1. Ss Spdr S&p 500 ETF Trust-us (SPY) — $29.3M (13.9%) 2. Ishares Core S&p 500 ETF (IVV) — $18.7M (8.9%) 3. Ishares Msci Acwi Ex US ETF (ACWX) — $13.5M (6.4%) 4. Invesco S&p 500 Equal Weight (RSP) — $12.8M (6.1%) 5. Schwab US Large-cap Value (SCHV) — $12.3M (5.9%)

What changes did Fsa Wealth Partners, INC. make in its most recent portfolio filing?

In the latest reported quarter, Fsa Wealth Partners, INC. made 49 notable position adjustments: 12 new positions were initiated, 8 existing holdings were added to, 14 positions were partially reduced, and 15 were completely exited. The largest of these moves: Sold out: Ishr Ibx Usd Invgd Cb Etf-ui (LQD); New buy: Invesco S&p 500 Equal Weight (RSP); New buy: Schwab US Large-cap Value (SCHV); New buy: Proshares Short S&p500 (SH); Sold out: Ishares Russell 1000 Growth (IWF)

What sectors does Fsa Wealth Partners, INC. focus on?

Fsa Wealth Partners, INC. is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 74.7% • Energy: 25.3%

Peer Institutions

Institutions with a similar AUM

Westbourne Investments, INC.

CIK 0000932929

Total reported value

$210.3M

141 stks

2026-03-31

Concentration6.7

Portfolio Stability35.7

Sector conviction43.8

AUM within 0.0% of this institution

View detail

Eurizon SLJ Capital Ltd

CIK 0002107309

Total reported value

$210.3M

167 stks

2026-03-31

Concentration11.7

Portfolio Stability45.2

Sector conviction71.9

AUM within 0.0% of this institution

View detail

Wells Trecaso Financial Group, LLC

CIK 0001737987

Total reported value

$210.4M

99 stks

2025-09-30

Stale — no recent filing

Concentration13.6

Portfolio Stability37.0

Sector conviction59.5

AUM within 0.0% of this institution

View detail

Similar Holdings Style

Institutions with overlapping top holdings

Cresset Asset Management, LLC

CIK 0001761013

Total reported value

$23.1B

1,657 stks

2026-03-31

Concentration13.1

Portfolio Stability18.0

Sector conviction76.7

3 of the top 5 holdings overlap, including Ss Spdr S&p 500 ETF Trust-us

View detail

WealthBridge Capital Management, LLC

CIK 0001767313

Total reported value

$434.2M

221 stks

2026-03-31

Concentration10.2

Portfolio Stability11.5

Sector conviction58.7

3 of the top 5 holdings overlap, including Ishares Core S&p 500 ETF

View detail

Roth Financial Partners LLC

CIK 0001840888

Total reported value

$336.3M

33 stks

2026-06-30

Concentration54.0

Portfolio Stability14.5

Sector conviction100.0

3 of the top 5 holdings overlap, including Ishares Core S&p 500 ETF

View detail

Fsa Wealth Partners, INC. — 13F Filing Insights

CIK: 0001731221

Diversified strategySector-focusedContrarian

Total reported value

$210.3M

Reporting period: 2026-03-31 · Number of holdings: 79

FSA WEALTH PARTNERS, INC. disclosed 79 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $210.3M and a quarterly turnover rate of 76.6%.

Browse other institutions with $100M to $1B AUM Browse other institutions starting with "F"

Personality snowflake

Concentration: 21.71
Portfolio Stability: 76.63
Momentum/Contrarian: 0
Sector conviction: 100
Diversification: 100
Sizing Uniformity: 85.21

Position sizes vary widely across the portfolio (a coefficient of variation of 1.48), with a handful of outsized bets alongside many smaller positions.

No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.

Recent moves

Trim CGDV
-53.9%　-$14.1M
Trim MGC
-55.6%　-$13.1M
Trim ACWX
-52.4%　-$14.3M
Add SPY
+2.9%　-$565.5K
Add AGG
+40.4%　$1.7M
Trim IWM
-50.1%　-$4.1M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

Showing top 58 holdings (of 79 total)

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	13.92%	+3.20%	+2.87%
2	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	8.90%	-0.77%	-27.05%
3	ACWX	Ishares Msci Acwi Ex US ETF	ETF-Other	6.43%	-3.57%	-52.38%
4	RSP	Invesco S&p 500 Equal Weight	ETF-Large Cap & Growth	6.08%	+6.08%	NEW
5	SCHV	Schwab US Large-cap Value	ETF-Other	5.87%	+5.87%	NEW
6	SH	Proshares Short S&p500	ETF-Other	5.71%	+5.71%	NEW
7	CGDV	Cap Group Dividend Value	ETF-Other	5.48%	-3.73%	-53.86%
8	MGC	Vanguard Mega Cap ETF	ETF-Other	4.47%	-3.60%	-55.57%
9	OEF	Ishares S&p 100 ETF	ETF-Other	3.35%	-0.18%	-22.67%
10	AGG	Ishares Core U.s. Aggregate	ETF-Other	2.86%	+1.31%	+40.44%
11	UITB	Victoryshares Core Intermedi	ETF-Other	2.80%	—	+1.18%
12	IJR	Ishares Core S&p Small-cap E	ETF-Small Cap	2.76%	+2.76%	NEW
13	FSMD	Fidelity Small-mid Multifact	ETF-Other	2.74%	—	+1.87%
14	EFA	Ishares Msci Eafe ETF	ETF-Other	2.07%	+0.69%	+12.06%
15	IWM	Ishares Russell 2000 ETF	ETF-Small Cap	1.97%	-0.99%	-50.10%
16	IWB	Ishares Russell 1000 ETF	ETF-Other	1.73%	—	-4.05%
17	FDVV	Fidelity High Dividend ETF	ETF-Other	1.72%	—	-2.67%
18	IBND	State Street Spdr Bloomberg	ETF-Other	1.52%	+0.68%	+42.39%
19	TAIL	Cambria Tail Risk ETF	ETF-Other	1.48%	+1.48%	NEW
20	HGER	Harbor Commodity All Weather	ETF-Commodities	1.34%	+0.54%	+1.36%
21	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	1.31%	+0.15%	-10.02%
22	VNQ	Vanguard Real Estate ETF	ETF-Other	1.29%	—	+14.18%
23	EEM	Ishares Msci Emerging Market	ETF-Emerging Markets	1.15%	-0.29%	-41.57%
24	PVAL	Putnam Focused Lrg Cap Value	ETF-Other	1.14%	+0.83%	+171.40%
25	GLD	Spdr Gold Shares	ETF-Commodities	0.87%	—	+3.91%
26	DJP	Ipath Bloomberg Commodity In	ETF-Commodities	0.84%	+0.36%	+3.86%
27	SPHQ	Invesco S&p 500 Quality ETF	ETF-Large Cap & Growth	0.84%	-0.50%	-52.97%
28	COWZ	Pacer US Cash Cows 100 ETF	ETF-Other	0.68%	+0.43%	+101.51%
29	PJUL	Innovator U.s. Equity Power	ETF-Other	0.63%	+0.63%	NEW
30	AAL	American Airlines Group INC	Stock-Industrials	0.57%	-0.04%	—
31	DYNF	Ishrs US E F R A Etf-usd INC	ETF-Other	0.55%	-0.19%	-41.30%
32	ESML	Ishares Esg Aware Msci USA S	ETF-Other	0.49%	-0.25%	-51.42%
33	ICLN	Ishares Global Clean Energy	ETF-Other	0.45%	-0.28%	-58.16%
34	SUSA	Ishares Esg Optimized Msci U	ETF-Other	0.43%	-0.23%	-48.20%
35	XTN	Ss Spdr S&p Transport ETF	ETF-Other	0.42%	+0.42%	NEW
36	GSIB	Themes Glbl Syst Imprt Bnks	ETF-Other	0.42%	+0.42%	NEW
37	PSI	Invesco Semiconductors ETF	ETF-Other	0.41%	+0.41%	NEW
38	PPI	Astoria Real Assets ETF	ETF-Other	0.41%	—	-14.42%
39	VHT	Vanguard Health Care ETF	ETF-Other	0.40%	-0.22%	-48.39%
40	RSPN	Invesco S&p 500 Equal Weight	ETF-Large Cap & Growth	0.40%	+0.40%	NEW
41	GVAL	Cambria Global Value ETF	ETF-Other	0.35%	—	—
42	GRID	First Trst Nasd Cl Edg Sgiif	ETF-Other	0.35%	—	+2.50%
43	AAPL	Apple INC	Stock-Tech	0.30%	—	-6.82%
44	APUE	Activepassive US Equity ETF	ETF-Other	0.24%	—	+19.50%
45	USFR	Wisdomtree Floating Rate Tre	ETF-Other	0.19%	—	—
46	IGV	Ishares Expanded Tech-softwa	ETF-Tech	0.19%	+0.19%	NEW
47	IVE	Ishares S&p 500 Value ETF	ETF-Large Cap & Growth	0.18%	—	-2.42%
48	JNK	Ss Spdr Bb High Yield Bond	ETF-High Yield	0.17%	+0.17%	NEW
49	WTRG	Essential Utilities INC	Stock-Utilities	0.16%	—	—
50	MU	Micron Technology INC	Stock-Tech	0.15%	—	-40.42%

1–50 of 58

Portfolio Performance

Performance for Q3 2026

+4.7%

Performance Last 4 Quarters

+20.6%

Based on 78% of reported portfolio value with available pricing

Stdev: +11.4%
Beta: +0.86
Alpha: +0.4%
Max Drawdown: -6.5%
Annualized Perf: +16.8%
Batting Avg vs S&P: +36.1%
Sortino: +2.78
Stutzer: +0.41
Treynor: +0.19
Sterling: +1.05
Calmar: +2.57
Information Ratio: -0.77
Tracking Error: +2.9%
Stdev Down: +5.8%
Winning Months %: +69.4%
Losing Months %: +30.6%
Best 12 Months: +31%
Worst 12 Months: +7.4%
Efficiency Ratio: +0.56
Sharpe: +1.42
Stdev Sectors: +24.7%
Skewness: -0.06
Kurtosis: -0.16
Upside Potential: +4.4

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-03-31	79	$210.3M	77	1SPY 2IVV 3ACWX Top holdings2026-03-31 1.SPY 2.IVV 3.ACWX 4.RSP 5.SCHV 6.SH 7.CGDV 8.MGC 9.OEF 10.AGG
2025-12-31	88	$278.3M	23	1SPY 2ACWX 3IVV Top holdings2025-12-31 1.SPY 2.ACWX 3.IVV 4.CGDV 5.MGC 6.LQD 7.IWF 8.XLK 9.OEF 10.IWM
2025-09-30	91	$259.5M	100	1SPY 2IVV 3CGDV Top holdings2025-09-30 1.SPY 2.IVV 3.CGDV 4.MGC 5.IWF 6.ACWX 7.LQD 8.XLK 9.OEF 10.OUSM
2025-06-30	68	$207.1M	0	1IVV 2CGDV 3SPY Top holdings2025-06-30 1.IVV 2.CGDV 3.SPY 4.MGC 5.ACWX 6.LQD 7.OEF 8.IEF 9.FDVV 10.UITB
2025-03-31	68	$264.4M	100	1OEF 2JEPI 3SPY Top holdings2025-03-31 1.OEF 2.JEPI 3.SPY 4.VOO 5.MGC 6.JQUA 7.FJUL 8.HYG 9.LQD 10.RSP
2024-12-31	83	$426.2M	0	1SPY 2OEF 3VOO Top holdings2024-12-31 1.SPY 2.OEF 3.VOO 4.SCHB 5.JEPI 6.JQUA 7.MGC 8.CGDV 9.IWB 10.SPYG
2024-09-30	84	$413.6M	0	1SPY 2CGDV 3OEF Top holdings2024-09-30 1.SPY 2.CGDV 3.OEF 4.JEPI 5.SCHB 6.VOO 7.JQUA 8.MGC 9.IWB 10.FJUL
2024-06-30	81	$365.2M	0	1SPY 2OEF 3SPYG Top holdings2024-06-30 1.SPY 2.OEF 3.SPYG 4.SCHG 5.JQUA 6.MGC 7.IWB 8.FJUL 9.VOO 10.VUG
2024-03-31	84	$402.1M	0	1SPY 2DIA 3OEF Top holdings2024-03-31 1.SPY 2.DIA 3.OEF 4.SCHB 5.RSP 6.JQUA 7.MGC 8.QQQ 9.IWB 10.CGDV
2023-12-31	86	$349.7M	0	1SPY 2DIA 3SCHB Top holdings2023-12-31 1.SPY 2.DIA 3.SCHB 4.JEPI 5.OEF 6.QQQ 7.IWB 8.CGDV 9.HYG 10.SPHQ
2023-09-30	46	$204.7M	0	1VOO 2JEPI 3SPY Top holdings2023-09-30 1.VOO 2.JEPI 3.SPY 4.OEF 5.SPHQ 6.HYG 7.JNK 8.USFR 9.ANGL 10.SPYG
2023-06-30	44	$241.9M	0	1VOO 2SPY 3JEPI Top holdings2023-06-30 1.VOO 2.SPY 3.JEPI 4.ACWX 5.VGT 6.SPHQ 7.OEF 8.MOAT 9.USFR 10.SPYG
2023-03-31	33	$152.6M	0	1JEPI 2SPY 3VOO Top holdings2023-03-31 1.JEPI 2.SPY 3.VOO 4.SPHQ 5.ACWX 6.VGT 7.USFR 8.OEF 9.PTLC 10.PJUL
2022-12-31	31	$154.9M	0	1HYG 2JEPI 3SPY Top holdings2022-12-31 1.HYG 2.JEPI 3.SPY 4.COWZ 5.IWN 6.XLV 7.USFR 8.AGG 9.PTLC 10.EFA
2022-09-30	18	$27.4M	0	1USFR 2PTLC 3XLV Top holdings2022-09-30 1.USFR 2.PTLC 3.XLV 4.PTNQ 5.PRF 6.XLG 7.AAL 8.TAN 9.RTH 10.SH1USD
2022-06-30	17	$24.5M	0	1USFR 2PTLC 3XLV Top holdings2022-06-30 1.USFR 2.PTLC 3.XLV 4.AAL 5.RSPS 6.FXI 7.XLU 8.RSPG 9.VOO 10.SPY
2022-03-31	35	$64.4M	0	1SPLV 2MOAT 3SPY Top holdings2022-03-31 1.SPLV 2.MOAT 3.SPY 4.XLG 5.PTLC 6.RSP 7.AAL 8.OEF 9.UNL 10.ICF
2021-12-31	58	$313.3M	0	1IWV 2SPHQ 3VUG Top holdings2021-12-31 1.IWV 2.SPHQ 3.VUG 4.SPY 5.SPLV 6.ANGL 7.MOAT 8.HYG 9.SCHG 10.SPHB
2021-09-30	46	$294.9M	0	1IWV 2SPHQ 3HYG Top holdings2021-09-30 1.IWV 2.SPHQ 3.HYG 4.VUG 5.ANGL 6.SPY 7.MOAT 8.SPLV 9.SCHG 10.VEA
2021-06-30	44	$234.1M	97	1IWV 2HYG 3MOAT Top holdings2021-06-30 1.IWV 2.HYG 3.MOAT 4.SPY 5.ANGL 6.SPLV 7.VEA 8.VB 9.XHB 10.IWM
2021-03-31	34	$220.2M	35	1IWV 2SPY 3HYG Top holdings2021-03-31 1.IWV 2.SPY 3.HYG 4.ANGL 5.MOAT 6.VB 7.IWM 8.VUG 9.XHB 10.MDY
2020-12-31	31	$259.4M	62	1IWV 2HYG 3SPY Top holdings2020-12-31 1.IWV 2.HYG 3.SPY 4.ANGL 5.IWM 6.VB 7.JNK 8.VUG 9.MOAT 10.MDY
2020-09-30	19	$138.7M	64	1IWV 2HYG 3SPY Top holdings2020-09-30 1.IWV 2.HYG 3.SPY 4.JNK 5.VUG 6.MDY 7.XHB 8.PTLC 9.VHT 10.QQQ
2020-06-30	23	$197.2M	100	1IWV 2HYG 3SPY Top holdings2020-06-30 1.IWV 2.HYG 3.SPY 4.JNK 5.PTLC 6.MOAT 7.OEF 8.MDY 9.RSP 10.IWB
2020-03-31	8	$8.0M	100	1VHT 2VUG 3AAL Top holdings2020-03-31 1.VHT 2.VUG 3.AAL 4.GLD 5.GLTR 6.XLU 7.IBM 8.WEATUSD
2019-12-31	33	$242.1M	55	1IWF 2SPY 3PTLC Top holdings2019-12-31 1.IWF 2.SPY 3.PTLC 4.SCHB 5.RSP 6.VUG 7.IWD 8.SPLV 9.VEU 10.JNK
2019-09-30	21	$151.1M	44	1PTLC 2SCHB 3RSP Top holdings2019-09-30 1.PTLC 2.SCHB 3.RSP 4.VUG 5.SPY 6.JNK 7.IWF 8.USMV 9.SPLV 10.HYG
2019-06-30	22	$153.5M	79	1IWF 2VUG 3PTLC Top holdings2019-06-30 1.IWF 2.VUG 3.PTLC 4.JNK 5.RSP 6.SCHB 7.SCHG 8.USMV 9.SPLV 10.HYG
2019-03-31	18	$116.0M	100	1SCHB 2RSP 3PTLC Top holdings2019-03-31 1.SCHB 2.RSP 3.PTLC 4.IWF 5.HYG 6.USMV 7.VUG 8.SPY 9.QNDX 10.GLD
2018-12-31	5	$16.1M	100	1GLD 2IAUUSD 3SGOL Top holdings2018-12-31 1.GLD 2.IAUUSD 3.SGOL 4.IYR 5.EWZ
2018-09-30	17	$149.9M	90	1SPY 2IWF 3DIA Top holdings2018-09-30 1.SPY 2.IWF 3.DIA 4.VUG 5.IWM 6.RSP 7.USMV 8.SCHA 9.RPG 10.SCHG
2018-06-30	18	$115.7M	100	1IWM 2IWF 3VUG Top holdings2018-06-30 1.IWM 2.IWF 3.VUG 4.SCHA 5.FDN 6.IJR 7.DIA 8.SPY 9.SCHG 10.RPG
2018-03-31	21	$93.8M	100	1IWF 2DIA 3FDN Top holdings2018-03-31 1.IWF 2.DIA 3.FDN 4.XLF 5.VUG 6.SPYG 7.AAL 8.VFH 9.SPY 10.IJR
2017-12-31	26	$135.9M	0	1SPY 2IWF 3VIG Top holdings2017-12-31 1.SPY 2.IWF 3.VIG 4.IWV 5.SCHD 6.DIA 7.IYT 8.XLF 9.VFH 10.XLE

Holding changes this quarter

Position changes disclosed by Fsa Wealth Partners, INC. for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	SPY	Ss Spdr S&p 500 ETF Trust-us	+3.2%	+2.87%	Add
2	AGG	Ishares Core U.s. Aggregate	+1.3%	+40.44%	Add
3	PVAL	Putnam Focused Lrg Cap Value	+0.8%	+171.40%	Add
4	EFA	Ishares Msci Eafe ETF	+0.7%	+12.06%	Add
5	IBND	State Street Spdr Bloomberg	+0.7%	+42.39%	Add
6	HGER	Harbor Commodity All Weather	+0.5%	+1.36%	Add
7	COWZ	Pacer US Cash Cows 100 ETF	+0.4%	+101.51%	Add
8	DJP	Ipath Bloomberg Commodity In	+0.4%	+3.86%	Add
9	VOO	Vanguard S&p 500 ETF	+0.2%	-10.02%	Trim
10	AAL	American Airlines Group INC	0%	—	Unchanged
11	OEF	Ishares S&p 100 ETF	-0.2%	-22.67%	Trim
12	DYNF	Ishrs US E F R A Etf-usd INC	-0.2%	-41.30%	Trim
13	VHT	Vanguard Health Care ETF	-0.2%	-48.39%	Trim
14	SUSA	Ishares Esg Optimized Msci U	-0.2%	-48.20%	Trim
15	ESML	Ishares Esg Aware Msci USA S	-0.3%	-51.42%	Trim
16	ICLN	Ishares Global Clean Energy	-0.3%	-58.16%	Trim
17	EEM	Ishares Msci Emerging Market	-0.3%	-41.57%	Trim
18	SPHQ	Invesco S&p 500 Quality ETF	-0.5%	-52.97%	Trim
19	IVV	Ishares Core S&p 500 ETF	-0.8%	-27.05%	Trim
20	IWM	Ishares Russell 2000 ETF	-1%	-50.10%	Trim
21	ACWX	Ishares Msci Acwi Ex US ETF	-3.6%	-52.38%	Trim
22	MGC	Vanguard Mega Cap ETF	-3.6%	-55.57%	Trim
23	CGDV	Cap Group Dividend Value	-3.7%	-53.86%	Trim
24	LQD	Ishr Ibx Usd Invgd Cb Etf-ui	—	EXIT	Sold out
25	RSP	Invesco S&p 500 Equal Weight	—	NEW	New buy
26	SCHV	Schwab US Large-cap Value	—	NEW	New buy
27	SH	Proshares Short S&p500	—	NEW	New buy
28	IWF	Ishares Russell 1000 Growth	—	EXIT	Sold out
29	XLK	Ss Technology Select Sector	—	EXIT	Sold out
30	OUSM	Alps Oshares US Small-cap Qu	—	EXIT	Sold out
31	IJR	Ishares Core S&p Small-cap E	—	NEW	New buy
32	SCHG	Schwab US Large-cap Growth	—	EXIT	Sold out
33	TAIL	Cambria Tail Risk ETF	—	NEW	New buy
34	DSI	Ishares Esg Msci Kld 400 ETF	—	EXIT	Sold out
35	REGL	Prshrs S&p Mid 400 Dvd Arist	—	EXIT	Sold out
36	PTNQ	Pacer Trendpilot 100 ETF	—	EXIT	Sold out
37	SSO	Proshares Ultra S&p500	—	EXIT	Sold out
38	FEZ	State Street Spdr Euro Stoxx	—	EXIT	Sold out
39	PJUL	Innovator U.s. Equity Power	—	NEW	New buy
40	SMH	Vaneck Semiconductor ETF	—	EXIT	Sold out
41	XTN	Ss Spdr S&p Transport ETF	—	NEW	New buy
42	GSIB	Themes Glbl Syst Imprt Bnks	—	NEW	New buy
43	PSI	Invesco Semiconductors ETF	—	NEW	New buy
44	XBI	Ss Spdr S&p Biotech ETF	—	EXIT	Sold out
45	XTL	Ss Spdr S&p Telecom ETF	—	EXIT	Sold out
46	RSPN	Invesco S&p 500 Equal Weight	—	NEW	New buy
47	IEZ	Ishares U.s. Oil Equipment &	—	EXIT	Sold out
48	IEI	Ishares 3-7 Year Treasury Bo	—	EXIT	Sold out
49	IGV	Ishares Expanded Tech-softwa	—	NEW	New buy
50	JNK	Ss Spdr Bb High Yield Bond	—	NEW	New buy

Filing History

Period	Filed	Type	EDGAR
2026-03-31	2026-04-27	13F-HR	View on EDGAR
2025-12-31	2026-01-30	13F-HR	View on EDGAR
2025-09-30	2025-11-04	13F-HR	View on EDGAR
2025-06-30	2025-07-21	13F-HR	View on EDGAR
2025-03-31	2025-05-12	13F-HR	View on EDGAR
2024-12-31	2025-02-06	13F-HR	View on EDGAR
2024-09-30	2024-10-31	13F-HR	View on EDGAR
2024-06-30	2024-07-30	13F-HR	View on EDGAR
2024-03-31	2024-05-06	13F-HR	View on EDGAR
2023-12-31	2024-02-09	13F-HR	View on EDGAR
2023-09-30	2023-10-17	13F-HR	View on EDGAR
2023-06-30	2023-07-24	13F-HR	View on EDGAR
2023-03-31	2023-04-18	13F-HR	View on EDGAR
2022-12-31	2023-02-15	Amendment	View on EDGAR
2022-12-31	2023-02-07	13F-HR	View on EDGAR
2022-09-30	2022-11-03	13F-HR	View on EDGAR
2022-06-30	2022-08-08	13F-HR	View on EDGAR
2022-03-31	2022-05-12	13F-HR	View on EDGAR
2021-12-31	2022-02-08	13F-HR	View on EDGAR
2021-09-30	2021-10-21	13F-HR	View on EDGAR
2021-06-30	2021-07-14	13F-HR	View on EDGAR
2021-03-31	2021-04-09	13F-HR	View on EDGAR
2020-12-31	2021-01-20	13F-HR	View on EDGAR
2020-09-30	2020-10-20	13F-HR	View on EDGAR
2020-06-30	2020-07-17	13F-HR	View on EDGAR
2020-03-31	2020-04-07	13F-HR	View on EDGAR
2019-12-31	2020-01-13	13F-HR	View on EDGAR
2019-09-30	2019-10-16	13F-HR	View on EDGAR
2019-06-30	2019-07-23	13F-HR	View on EDGAR
2019-03-31	2019-04-11	13F-HR	View on EDGAR
2018-12-31	2019-02-11	13F-HR	View on EDGAR
2018-09-30	2018-10-10	13F-HR	View on EDGAR
2018-06-30	2018-07-06	13F-HR	View on EDGAR
2018-03-31	2018-05-14	13F-HR	View on EDGAR
2017-12-31	2018-02-14	13F-HR	View on EDGAR

FAQ

What is Fsa Wealth Partners, INC. and what type of investor is it?

What are Fsa Wealth Partners, INC.'s largest equity positions?

What changes did Fsa Wealth Partners, INC. make in its most recent portfolio filing?

What sectors does Fsa Wealth Partners, INC. focus on?

Fsa Wealth Partners, INC. is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 74.7% • Energy: 25.3%