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Financial Solutions Advisory Group - Q1 2026 13F Filings

FI

Financial Solutions Advisory Group, Inc.

CIK: 0002135269
Address: Illinois Chicago 8700 W. Bryn Mawr Ave. Suite 410-N
$723.36 M
Portfolio Value
174
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 06/01/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026

No buy transactions available for this period

Top Sells

Q1 2026

No sell transactions available for this period

Asset Allocation

Stocks/ETFs
$723.36 M 0.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Financial Solutions Advisory Group Q1 2026 Filing Summary

Financial Solutions Advisory Group, Inc. filed its 13F report for Q1 2026 on June 01, 2026. The portfolio totaled 723.36 M reflecting a -100.00% change from the prior quarter, spanning 174 assets. The top 10 holdings comprised 61.5% of the portfolio, with Financials as the largest sector allocation. No significant position changes were reported during the quarter.

Report Type

Status

Data Summary

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Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Financial Solutions Advisory Group’s Q1 2026 Filing

Financial Solutions Advisory Group submitted their Form 13F-HR for the Q1 2026 period on 06/01/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Financial Solutions Advisory Group reported a managed portfolio value of 723.36 M, consisting of 174 individual positions.

This page displays the raw filing documents. To see which stocks Financial Solutions Advisory Group bought or sold during Q1 2026, please visit Financial Solutions Advisory Group's Portfolio Analysis page.