Fsa Wealth Partners 13F Portfolio Q4 2025

Fsa Wealth Partners, Inc. (CIK: 0001731221) is a financial institution headquartered at 1 Church Street, Ste 901, Rockville, Maryland 20850. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2025-12-31), the institution manages a portfolio valued at $278,264,134, comprising 64 distinct securities. Over its filing history, it has submitted 34 Form 13F reports.

To view the institution’s full SEC filing history:
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Top Buys

Q4 2025

1. ACWX iShares MSCI ACWI ex U.S. ETF

+$11.49 M

2. XLK Technology Select Sector SPDR Fund

+$4.88 M

3. SPY SPDR S&P 500 ETF Trust

+$2.54 M

4. EEM iShares MSCI Emerging Markets ETF

+$2.37 M

5. IWM iShares Russell 2000 ETF

+$1.96 M

Top Sells

Q4 2025

1. IWF iShares Russell 1000 Growth ETF

−$5.85 M

2. XLC Communication Services Select Sector SPDR Fund

−$3.58 M

3. VTV Vanguard Value ETF

−$1.8 M

4. RSPN Invesco S&P 500 Equal Weight Industrials ETF

−$1.68 M

5. CGDV Capital Group Dividend Value ETF

−$1.24 M

Stocks/ETFs

+7.50%

$278.26 M 100.00%

Options

$0 0.00%

Debt

$0 0.00%

Other

$0 0.00%

Name	Shares	Market Value	Weight	Change	Activity
SPDR S&P 500 ETF Trust ETF-SPY	43,753	$29.84 M	10.72%	▲ 3,725	Add 9.3%
iShares MSCI ACWI ex U.S. ETF ETF-ACWX	414,524	$27.83 M	10.00%	▲ 171,139	Add 70.3%
iShares Core S&P 500 ETF ETF-IVV	39,271	$26.9 M	9.67%	▲ 62	Add 0.2%
Capital Group Dividend Value ETF ETF-CGDV	587,158	$25.62 M	9.21%	▼ 28,379	Reduce -4.6%
Vanguard Mega Cap ETF ETF-MGC	89,433	$22.46 M	8.07%	▼ 1,293	Reduce -1.4%
ISHARES IBOXX INVESTMENT GRA N/A	121,495	$13.39 M	4.81%	▲ 1,462	Add 1.2%
iShares Russell 1000 Growth ETF ETF-IWF	23,960	$11.34 M	4.08%	▼ 12,357	Reduce -34.0%
Technology Select Sector SPDR Fund ETF-XLK	69,030	$9.94 M	3.57%	▲ 33,874	Add 96.4%
iShares S&P 100 ETF ETF-OEF	28,632	$9.82 M	3.53%	▼ 592	Reduce -2.0%
iShares Russell 2000 ETF ETF-IWM	33,490	$8.24 M	2.96%	▲ 7,968	Add 31.2%

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Fsa Wealth Partners, Inc.'s Portfolio

This portfolio view aggregates one or more SEC Form 13F filings submitted by Fsa Wealth Partners, Inc. each quarter. Holdings are organized into Stocks/ETFs, Options, Debt, and Other, with transaction markers indicating New Buy, Add, Reduce, No Change, or Sold Out. Reported anomalies are corrected where possible, and share counts are adjusted to reflect corporate actions such as stock splits. Since 2013, we have collected 33 quarters of portfolio data for this firm, providing a transparent record of institutional strategy over time.

Stocks ETFs

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Fsa Wealth Partners, Inc. Quarterly 13F Statistics

Discover detailed insights into Fsa Wealth Partners, Inc.’s SEC Form 13F filings, including:

Quarterly changes in holdings
Portfolio turnover
Asset allocation trends
Top 10 stock and ETF positions

This page provides a transparent view of institutional strategies based on official SEC disclosures, helping investors track long‑term shifts since 2013.

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Fsa Wealth Partners, Inc.'s All 13F Filings

This section lists all SEC Form 13F filings submitted by Fsa Wealth Partners, Inc.. Since 2013, we have tracked a total of 0 filings submitted by this firm.

Form 13F must be filed within 45 days after the end of each calendar quarter and discloses the reporting manager, the securities held, their CUSIP numbers, the number of shares held at quarter-end, and the total reported market value.

Please note that the market value shown reflects reported holdings only and should not be considered a substitute for Assets Under Management (AUM), as cash positions are excluded.
Each filing entry includes a direct link to the original Form 13F document on the SEC’s EDGAR system .

Report For	Filed At	AUM	Holdings	Form Type	Source

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Fsa Wealth Partners, Inc. 13F Filings, Portfolio & Analysis

Fsa Wealth Partners, Inc. — Portfolio Overview & Company Profile

Portfolio Summary (Q4 2025)

Top Buys

Top Sells

Asset Allocation

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q4 2025)

Historical Portfolio Charts

Fsa Wealth Partners, Inc.'s Portfolio

Fsa Wealth Partners, Inc. Quarterly 13F Statistics

Fsa Wealth Partners, Inc.'s All 13F Filings