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CIK: 0001925685
Total reported value
$513.3K
$513.3K
29 檔
5388.1%
During the Q4 2025 filing period, FSC Wealth Advisors, LLC (CIK: 0001925685) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $513.3K across 29 reported positions.
In Q4 2025, FSC Wealth Advisors, LLC adopted a defensive or profit-taking posture, trimming 23 positions and completely liquidating 27 holdings to manage risk exposure.
| # | 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 | 12.39% | -12.63% | EXIT | |
| 2 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 9.71% | -10.40% | EXIT | |
| 3 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 8.84% | -7.46% | EXIT | |
| 4 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 8.77% | -8.26% | EXIT | |
| 5 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 5.16% | — | -29.86% | |
| 6 | DGRO | Ishares Core Dividend Growth | ETF-Other | 4.86% | — | — | |
| 7 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 4.84% | — | — | |
| 8 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 4.70% | -7.52% | EXIT | |
| 9 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 4.54% | -8.15% | EXIT | |
| 10 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 4.49% | -9.55% | EXIT | |
| 11 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 4.24% | -7.92% | EXIT | |
| 12 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 4.15% | — | — | |
| 13 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 2.70% | -4.28% | EXIT | |
| 14 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.69% | -3.95% | EXIT | |
| 15 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.63% | — | -62.24% | |
| 16 | ARKK | Ark Innovation ETF | ETF-Other | 2.63% | -4.07% | EXIT | |
| 17 | FDN | First Trust Dj Internet Ind | ETF-Other | 2.43% | — | -63.07% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.39% | — | -63.06% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.22% | -3.83% | EXIT | |
| 20 | GBIL | Goldman Sachs Access Treasur | ETF-Commodities | 1.14% | — | -67.26% | |
| 21 | ABBV | Abbvie Inc | Stock-Healthcare | 0.90% | — | — | |
| 22 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.75% | — | -84.00% | |
| 23 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.74% | — | -38.11% | |
| 24 | FVD | First Trust Value Line Dvd | ETF-Other | 0.68% | — | -38.82% | |
| 25 | MSFT | Microsoft CORP | Stock-Tech | 0.64% | — | -78.25% | |
| 26 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.61% | — | -87.22% | |
| 27 | VTV | Vanguard Value ETF | ETF-Other | 0.52% | — | -83.59% | |
| 28 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.40% | — | -87.93% | |
| 29 | PDBC | Invesco Optimum Yield Divers | ETF-Other | 0.22% | +88.02% | -92.90% |
According to official SEC Form 13F filings, FSC Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $513.3K across 29 disclosed positions in Q4 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 5388.1% of total reported equity market value during Q4 2025.
Top Position Liquidated / Trimmed
AAPL
前期市值: $3.1M
During Q4 2025, FSC Wealth Advisors, LLC's top holdings by market value included SPY (12.4%)、FTSM (9.7%)、BIL (8.8%). The largest single position, SPY, represented 12.4% of total portfolio value.
In Q4 2025, FSC Wealth Advisors, LLC made 50 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 23 holdings, and fully liquidating 27 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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