FSA WEALTH PARTNERS, INC.: 13F holdings
CIK 17312212026Q2
| Positions | 69 |
|---|---|
| Reported value | $399.3m |
| Filed | 2026-08-03 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SPY STATE STR SPDR S&P 500 ETF T | 66,632 | $49.8m | 12.5% |
| IVV ISHARES TR | 57,199 | $42.8m | 10.7% |
| IJR ISHARES TR | 245,460 | $36.4m | 9.1% |
| IXN ISHARES TR | 183,648 | $26.5m | 6.6% |
| RSP INVESCO EXCHANGE TRADED FD T | 88,723 | $18.9m | 4.7% |
| CGDV CAPITAL GROUP DIVIDEND VALUE | 319,177 | $15.7m | 3.9% |
| ACWX ISHARES TR | 205,056 | $15.6m | 3.9% |
| SCHV SCHWAB STRATEGIC TR | 416,133 | $14.5m | 3.6% |
| LEGG MASON ETF INVT | 324,659 | $13.2m | 3.3% |
| QQQM INVESCO EXCH TRADED FD TR II | 38,423 | $11.6m | 2.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1731221")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.