StockDriftsStockDriftsTop 50 Financial Solutions Advisory Group INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHX | SCHWAB STRATEGIC TR | 10.02% | 2.63M | $78.9M | -1.97%(-52.94K) | $26.27(+15.34%) | 2026-09-30 | |
| AGG | ISHARES TR | 7.89% | 651.9K | $62.2M | new | $96.76(-0.90%) | 2026-09-30 | |
| QQQ | INVESCO QQQ TR | 7.7% | 85.4K | $60.7M | -0.66%(-569) | $595.74(+21.23%) | 2026-09-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 6.75% | 69.7K | $53.2M | -1.92%(-1.36K) | $666.13(+15.74%) | 2026-09-30 | |
| SPTS | SPDR SERIES TRUST | 6.34% | 1.74M | $49.9M | -51.73%(-1.86M) | $29.23(-1.58%) | 2026-09-30 | |
| ISTB | ISHARES TR | 6.17% | 1.03M | $48.6M | -8.74%(-98.26K) | $48.60(-2.36%) | 2026-09-30 | |
| SCHM | SCHWAB STRATEGIC TR | 5.53% | 1.28M | $43.6M | -0.01%(-183) | $30.51(+13.57%) | 2026-09-30 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 3.47% | 542.6K | $27.3M | +77.91%(+237.59K) | $50.54(-0.30%) | 2026-09-30 | |
| VTIP | VANGUARD MALVERN FDS | 2.77% | 447.8K | $21.8M | -14.24%(-74.35K) | $49.70(-1.83%) | 2026-09-30 | |
| XLK | SELECT SECTOR SPDR TR | 2.65% | 113.9K | $20.9M | -0.89%(-1.03K) | $138.43(+37.23%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +9.07% |
| Top 20 Holdings Unweighted | — | — | — | — | +8.91% |
Financial Solutions Advisory Group INC reports $788.00M in US-listed equity holdings across 190 positions in its most recent 13F filing. Its largest disclosed positions are SCHX (10.0%), AGG (7.9%) and QQQ (7.7%). The top 20 holdings account for 74.09% of reported assets. Its disclosed equity book has returned +9.07% cumulatively over 2 quarters. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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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