FSA WEALTH PARTNERS, INC.
CIK 1731221
13F filing for Q2 2026・No. 4,487
- Holdings
- US$399.32M
- Quarter change
- +US$189M
- Entries
- 91
- Net bought (estimate)
- +US$165.45M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 25
- Sold out 14
- Cut 10
- Added 32
- Corporate actions 0
- Unchanged 2
Largest holdings
69 stocks worth US$399.32M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| SPYSTATE STR SPDR S&P 500 ETF TTR UNIT | Added | 66,632 | US$49.76M | 12.46% |
| IVVISHARES TRCORE S&P500 ETF | Added | 57,199 | US$42.84M | 10.73% |
| ISHARES TRCORE S&P SCP ETF | Added | 245,460 | US$36.4M | 9.12% |
| ISHARES TRGLOBAL TECH ETF | New | 183,648 | US$26.53M | 6.64% |
| RSPINVESCO EXCHANGE TRADED FD TS&P500 EQL WGT | Added | 88,723 | US$18.88M | 4.73% |
| CAPITAL GROUP DIVIDEND VALUESHS CREAT UNIT | Added | 319,177 | US$15.73M | 3.94% |
| ISHARES TRMSCI ACWI EX US | Added | 205,056 | US$15.61M | 3.91% |
| SCHWAB STRATEGIC TRUS LCAP VA ETF | Added | 416,133 | US$14.49M | 3.63% |
| LEGG MASON ETF INVTFRANKLIN INTL LW | New | 324,659 | US$13.18M | 3.30% |
| INVESCO EXCH TRADED FD TR IINASDAQ 100 ETF | New | 38,423 | US$11.64M | 2.92% |
Sign in (free) to see its 50 largest holdings and its trades. Sign in
Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 3, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.