§ 13F · FUND PROFILE
FSR Wealth Management Ltd..
AUM · $84M (13F)Positions · 34Turnover · n/a · Q2Filed · Jul 23, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$45M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | ONEZ | ELEVATION SERIES TRUST | 334K | $9M | 10.5% | +141% |
| 2 | MAYW | AIM ETF PRODUCTS TRUST | 263K | $9M | 10.4% | NEW |
| 3 | SIXD | AIM ETF PRODUCTS TRUST | 232K | $7M | 8.2% | NEW |
| 4 | JUNW | AIM ETF PRODUCTS TRUST | 175K | $6M | 6.9% | NEW |
| 5 | JANW | AIM ETF PRODUCTS TRUST | 152K | $6M | 6.7% | +2% |
| 6 | BILZ | PIMCO ETF TR | 52K | $5M | 5.9% | +159% |
| 7 | GMAY | FIRST TR EXCHNG TRADED FD VI | 119K | $5M | 5.8% | NEW |
| 8 | FEBW | AIM ETF PRODUCTS TRUST | 143K | $5M | 5.8% | NEW |
| 9 | MAYT | AIM ETF PRODUCTS TRUST | 128K | $5M | 5.7% | NEW |
| 10 | DECW | AIM ETF PRODUCTS TRUST | 130K | $5M | 5.3% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FSR SIGNAL
AC read
FSR Wealth Management Ltd. is a Other fund managing $84 million in assets. The fund runs a portfolio of 34 positions.
Read the full dossier →