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CIK: 0001925685
Total reported value
$513.3K
$513.3K
72 檔
11288.5%
As reported in its official Q2 2025 Form 13F filing, FSC Wealth Advisors, LLC's tracked investment portfolio stood at $513.3K with 72 total positions.
FSC Wealth Advisors, LLC executed strategic sector rebalancing during Q2 2025, establishing 8 new positions while fully exiting 16 holdings and trimming 7 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 10.74% | -12.63% | EXIT | |
| 2 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 7.54% | -10.40% | EXIT | |
| 3 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 7.02% | -7.46% | EXIT | |
| 4 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 6.44% | -8.26% | EXIT | |
| 5 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 4.81% | -7.52% | EXIT | |
| 6 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 4.76% | -8.15% | EXIT | |
| 7 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 4.70% | -9.55% | EXIT | |
| 8 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 4.40% | -7.92% | EXIT | |
| 9 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 3.06% | -4.28% | EXIT | |
| 10 | ARKK | Ark Innovation ETF | ETF-Other | 2.83% | -4.07% | EXIT | |
| 11 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.75% | — | -0.74% | |
| 12 | FDN | First Trust Dj Internet Ind | ETF-Other | 2.58% | — | — | |
| 13 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.55% | -3.95% | EXIT | |
| 14 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.44% | — | +0.18% | |
| 15 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.26% | — | +1.53% | |
| 16 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.74% | — | — | |
| 17 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 1.72% | — | -2.73% | |
| 18 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 1.68% | — | -57.61% | |
| 19 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.64% | — | +5.82% | |
| 20 | VGIT | Vanguard Intermediate-term T | ETF-Other | 1.64% | — | +4.94% | |
| 21 | AAPL | Apple Inc | Stock-Tech | 1.60% | — | -4.53% | |
| 22 | GBIL | Goldman Sachs Access Treasur | ETF-Commodities | 1.43% | — | -1.64% | |
| 23 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.33% | — | +6.19% | |
| 24 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.28% | -3.83% | EXIT | |
| 25 | MSFT | Microsoft CORP | Stock-Tech | 1.19% | — | -0.16% | |
| 26 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.16% | — | +3.07% | |
| 27 | VTV | Vanguard Value ETF | ETF-Other | 1.04% | — | +5.78% | |
| 28 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.94% | — | +4.57% | |
| 29 | NVDA | Nvidia CORP | Stock-Tech | 0.75% | — | +45.32% | |
| 30 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.67% | — | +5.36% | |
| 31 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.63% | — | +5.57% | |
| 32 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.61% | — | -1.31% | |
| 33 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.60% | — | +3.99% | |
| 34 | MBB | Ishares Mbs ETF | ETF-Other | 0.51% | — | +1.27% | |
| 35 | FVD | First Trust Value Line Dvd | ETF-Other | 0.46% | — | -0.96% | |
| 36 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.45% | — | -0.29% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.44% | — | +2.13% | |
| 38 | PDBC | Invesco Optimum Yield Divers | ETF-Other | 0.38% | +88.02% | -45.41% | |
| 39 | FDVV | Fidelity High Dividend ETF | ETF-Other | 0.35% | — | -2.41% | |
| 40 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-Large Cap & Growth | 0.34% | — | -2.39% | |
| 41 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.33% | — | — | |
| 42 | PFE | Pfizer Inc | Stock-Healthcare | 0.32% | — | -2.18% | |
| 43 | EVLN | Eaton Vance Floating-rate | ETF-Other | 0.31% | — | -2.91% | |
| 44 | IBM | Intl Business Machines CORP | Stock-Tech | 0.30% | — | — | |
| 45 | ABBV | Abbvie Inc | Stock-Healthcare | 0.28% | — | -4.22% | |
| 46 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.27% | — | -2.93% | |
| 47 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.25% | — | -2.34% | |
| 48 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.25% | — | +5.17% | |
| 49 | SCHY | Schwab International Dvd ETF | ETF-Other | 0.24% | — | -4.07% | |
| 50 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 0.24% | — | -3.91% |
According to official SEC Form 13F filings, FSC Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $513.3K across 72 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPY, FTSM, BIL) accounted for 11288.5% of total reported equity market value during Q2 2025.
Top New Position Initiated
ARKK
市值: $4.5M
Top Position Liquidated / Trimmed
VIG
前期市值: $6.6M
During Q2 2025, FSC Wealth Advisors, LLC's top holdings by market value included SPY (10.7%)、FTSM (7.5%)、BIL (7.0%). The largest single position, SPY, represented 10.7% of total portfolio value.
In Q2 2025, FSC Wealth Advisors, LLC made 48 total portfolio adjustments, initiating 8 new buys, adding to 17 positions, trimming 7 holdings, and fully liquidating 16 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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