StockDriftsStockDriftsTop 50 Financial Solutions Advisory Group, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPTS | SPDR SERIES TRUST | 13.18% | 3.60M | $104.2M | +1.91%(+67.61K) | $29.23(-1.02%) | 2026-06-30 | |
| SCHX | SCHWAB STRATEGIC TR | 10.06% | 2.68M | $79.5M | -2.77%(-76.39K) | $26.27(+16.21%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 7.87% | 86.0K | $62.2M | -3.49%(-3.11K) | $595.74(+20.99%) | 2026-06-30 | |
| ISTB | ISHARES TR | 6.83% | 1.12M | $54.0M | -5.02%(-59.48K) | $48.60(-1.28%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 6.75% | 71.1K | $53.4M | -2.09%(-1.52K) | $666.13(+16.12%) | 2026-06-30 | |
| SCHM | SCHWAB STRATEGIC TR | 5.78% | 1.28M | $45.7M | -0.30%(-3.90K) | $30.51(+18.06%) | 2026-06-30 | |
| VTIP | VANGUARD MALVERN FDS | 3.28% | 522.1K | $25.9M | -0.00%(-21) | $49.70(-0.03%) | 2026-06-30 | |
| XLK | SELECT SECTOR SPDR TR | 2.69% | 114.9K | $21.3M | -0.43%(-496) | $138.43(+34.90%) | 2026-06-30 | |
| IWM | ISHARES TR | 2.52% | 67.0K | $19.9M | -2.11%(-1.44K) | $247.08(+21.98%) | 2026-06-30 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 2.18% | 207.8K | $17.3M | +0.14%(+289) | $74.34(+14.75%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (1 quarter) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +10.25% |
| Top 20 Holdings Unweighted | — | — | — | — | +10.52% |
Financial Solutions Advisory Group, Inc. reports $790.88M in US-listed equity holdings across 177 positions in its most recent 13F filing. Its largest disclosed positions are SPTS (13.2%), SCHX (10.1%) and QQQ (7.9%). The top 20 holdings account for 75.31% of reported assets. Its disclosed equity book has returned +10.25% cumulatively over 1 quarter. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Financial Solutions Advisory Group, Inc., compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Financial Solutions Advisory Group, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2135269). View Financial Solutions Advisory Group, Inc.’s 13F filings on SEC