§ 13F · FUND PROFILE
FSA WEALTH PARTNERS, INC..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $260M (13F)Positions · 91Turnover · — · Q1Filed · Apr 27, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$48M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | 41K | $27M | 12.6% | +3% |
| 2 | IVV | ISHARES TR | 27K | $18M | 8.4% | −27% |
| 3 | ACWX | ISHARES TR | 186K | $13M | 6.0% | −52% |
| 4 | SCHV | SCHWAB STRATEGIC TR | 379K | $12M | 5.5% | NEW |
| 5 | CGDV | CAPITAL GROUP DIVIDEND VALUE | 270K | $11M | 5.5% | −54% |
| 6 | SH | PROSHARES TR | 296K | $11M | 5.3% | NEW |
| 7 | RSP | INVESCO EXCHANGE TRADED FD T | 57K | $11M | 5.2% | NEW |
| 8 | MGC | VANGUARD WORLD FD | 34K | $8M | 3.8% | −56% |
| 9 | AGG | ISHARES TR | 61K | $6M | 2.9% | +40% |
| 10 | UITB | VICTORY PORTFOLIOS II | 125K | $6M | 2.8% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FSA SIGNAL
AC read
FSA WEALTH PARTNERS, INC. is a Other fund managing $260 million in assets. The fund runs a portfolio of 91 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed