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Fsa Wealth Partners - Q4 2025 13F Filings

FS

Fsa Wealth Partners, Inc.

CIK: 0001731221
Address: Maryland Rockville 1 Church Street Ste 901
$278.26 M
Portfolio Value
64
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 01/30/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

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

Asset Allocation

Stocks/ETFs
+7.50%
$278.26 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Fsa Wealth Partners Q4 2025 Filing Summary

Fsa Wealth Partners, Inc. filed its 13F report for Q4 2025 on January 30, 2026. The portfolio totaled 278.26 M reflecting a +7.23% change from the prior quarter, spanning 64 assets. The top 10 holdings comprised 66.6% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 11 new positions and 13 complete exits.

Report Type

Status

Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Fsa Wealth Partners’s Q4 2025 Filing

Fsa Wealth Partners submitted their Form 13F-HR for the Q4 2025 period on 01/30/2026. This was the only submission for the quarter.

In the Q4 2025 filing, Fsa Wealth Partners reported a managed portfolio value of 278.26 M, consisting of 88 individual positions.

This page displays the raw filing documents. To see which stocks Fsa Wealth Partners bought or sold during Q4 2025, please visit Fsa Wealth Partners's Portfolio Analysis page.