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CIK: 0001925685
Total reported value
$513.3K
$513.3K
74 檔
11954.9%
The Q3 2025 SEC filing reveals that FSC Wealth Advisors, LLC held a total portfolio value of $513.3K, covering 74 public equity positions.
In Q3 2025, FSC Wealth Advisors, LLC displayed an active expansion posture, initiating 5 new positions and adding to 28 existing holdings, outstripping position reductions.
| # | 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 | 10.86% | -12.63% | EXIT | |
| 2 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 6.88% | -10.40% | EXIT | |
| 3 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 6.44% | -8.26% | EXIT | |
| 4 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 6.44% | -7.46% | EXIT | |
| 5 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 4.77% | -7.52% | EXIT | |
| 6 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 4.48% | -8.15% | EXIT | |
| 7 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 4.38% | -9.55% | EXIT | |
| 8 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 4.25% | -7.92% | EXIT | |
| 9 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 3.26% | -4.28% | EXIT | |
| 10 | ARKK | Ark Innovation ETF | ETF-Other | 3.14% | -4.07% | EXIT | |
| 11 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.61% | — | +0.52% | |
| 12 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.54% | -3.95% | EXIT | |
| 13 | FDN | First Trust Dj Internet Ind | ETF-Other | 2.43% | — | -0.60% | |
| 14 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.42% | — | -0.65% | |
| 15 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.25% | — | -0.14% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 1.81% | — | +0.06% | |
| 17 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.76% | — | +14.29% | |
| 18 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.70% | — | — | |
| 19 | VGIT | Vanguard Intermediate-term T | ETF-Other | 1.66% | — | +10.83% | |
| 20 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 1.66% | — | — | |
| 21 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.51% | — | +17.67% | |
| 22 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 1.49% | — | — | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.27% | -3.83% | EXIT | |
| 24 | GBIL | Goldman Sachs Access Treasur | ETF-Commodities | 1.25% | — | -4.50% | |
| 25 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.19% | — | +10.61% | |
| 26 | MSFT | Microsoft CORP | Stock-Tech | 1.13% | — | -0.55% | |
| 27 | PDBC | Invesco Optimum Yield Divers | ETF-Other | 1.12% | +88.02% | +215.40% | |
| 28 | VTV | Vanguard Value ETF | ETF-Other | 1.11% | — | +10.74% | |
| 29 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.10% | — | +19.60% | |
| 30 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.93% | — | +38.51% | |
| 31 | NVDA | Nvidia CORP | Stock-Tech | 0.81% | — | -0.19% | |
| 32 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.72% | — | +22.17% | |
| 33 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.58% | — | -0.39% | |
| 34 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.54% | — | -0.23% | |
| 35 | MBB | Ishares Mbs ETF | ETF-Other | 0.52% | — | +10.90% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.42% | — | -0.28% | |
| 37 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.41% | — | -7.55% | |
| 38 | FVD | First Trust Value Line Dvd | ETF-Other | 0.40% | — | -8.09% | |
| 39 | FDVV | Fidelity High Dividend ETF | ETF-Other | 0.39% | — | +13.49% | |
| 40 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-Large Cap & Growth | 0.37% | — | +14.78% | |
| 41 | ABBV | Abbvie Inc | Stock-Healthcare | 0.32% | — | +0.21% | |
| 42 | EVLN | Eaton Vance Floating-rate | ETF-Other | 0.32% | — | +15.33% | |
| 43 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.30% | — | — | |
| 44 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.29% | — | +20.16% | |
| 45 | PFE | Pfizer Inc | Stock-Healthcare | 0.29% | — | -6.49% | |
| 46 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.28% | — | +14.81% | |
| 47 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.27% | — | — | |
| 48 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.27% | — | +15.70% | |
| 49 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 0.26% | — | +12.64% | |
| 50 | IBM | Intl Business Machines CORP | Stock-Tech | 0.26% | — | — |
According to official SEC Form 13F filings, FSC Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $513.3K across 74 disclosed positions in Q3 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, CWB) accounted for 11954.9% of total reported equity market value during Q3 2025.
Top New Position Initiated
VWOB
市值: $234.7K
Top Position Liquidated / Trimmed
AXON
前期市值: $227.7K
During Q3 2025, FSC Wealth Advisors, LLC's top holdings by market value included SPY (10.9%)、FTSM (6.9%)、CWB (6.4%). The largest single position, SPY, represented 10.9% of total portfolio value.
In Q3 2025, FSC Wealth Advisors, LLC made 46 total portfolio adjustments, initiating 5 new buys, adding to 28 positions, trimming 10 holdings, and fully liquidating 3 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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