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What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
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CIK: 0001925685
Total reported value
$623.9K
$623.9K
1 檔
82.3%
According to the latest 13F quarterly dataset, FSC Wealth Advisors, LLC managed an equity portfolio of $623.9K at the end of Q2 2026, spanning 1 distinct U.S. exchange-listed positions.
In Q2 2026, FSC Wealth Advisors, LLC adopted a defensive or profit-taking posture, trimming 1 positions and completely liquidating 12 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PDBC | Invesco Optimum Yield Divers | ETF-Other | 100.00% | — | -10.78% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PDBC | Invesco Optimum Yield Divers | +88% | -10.78% | Trim |
| 2 | IVV | Ishares Core S&p 500 ETF | -3.8% | EXIT | Sold out |
| 3 | IVW | Ishares S&p 500 Growth ETF | -4% | EXIT | Sold out |
| 4 | ARKK | Ark Innovation ETF | -4.1% | EXIT | Sold out |
| 5 | IWM | Ishares Russell 2000 ETF | -4.3% | EXIT | Sold out |
| 6 | BIL | Ss Spdr Bb 1-3m T-bill ETF | -7.5% | EXIT | Sold out |
| 7 | MGK | Vanguard Mega Cap Growth ETF | -7.5% | EXIT | Sold out |
| 8 | MGV | Vanguard Mega Cap Value ETF | -7.9% | EXIT | Sold out |
| 9 | VGK | Vanguard Ftse Europe ETF | -8.2% | EXIT | Sold out |
| 10 | CWB | Ss Spdr Bb Conv Sec ETF | -8.3% | EXIT | Sold out |
| 11 | SPLV | Invesco S&p 500 Low Volatili | -9.6% | EXIT | Sold out |
| 12 | FTSM | First Trust Enh Short Mat Fd | -10.4% | EXIT | Sold out |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | -12.6% | EXIT | Sold out |
According to official SEC Form 13F filings, FSC Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $623.9K across 1 disclosed positions in Q2 2026.
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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 PDBC) accounted for 82.3% of total reported equity market value during Q2 2026.
Top Position Liquidated / Trimmed
SPY
前期市值: $661.4K
During Q2 2026, FSC Wealth Advisors, LLC's top holdings by market value included PDBC (100.0%). The largest single position, PDBC, represented 100.0% of total portfolio value.
In Q2 2026, FSC Wealth Advisors, LLC made 13 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 1 holdings, and fully liquidating 12 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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