StockDriftsStockDriftsTop 41 Fsa Investment Group LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHX | SCHWAB STRATEGIC TR | 38.96% | 4.08M | $122.4M | +0.52%(+21.16K) | $23.40(+28.78%) | 2026-09-30 | |
| VBIL | VANGUARD INSTL INDEX FD | 19.2% | 796.6K | $60.3M | -10.30%(-91.43K) | $75.55(+0.15%) | 2026-09-30 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 15.59% | 235.4K | $49.0M | +3.40%(+7.75K) | $183.25(+16.45%) | 2026-09-30 | |
| AVDE | AMERICAN CENTY ETF TR | 4.93% | 172.0K | $15.5M | +8.45%(+13.39K) | $84.78(+5.56%) | 2026-09-30 | |
| IEMG | ISHARES INC | 3.68% | 142.3K | $11.6M | +9.01%(+11.77K) | $71.53(+8.12%) | 2026-09-30 | |
| USDU | WISDOMTREE TR | 2.05% | 238.3K | $6.4M | +280.71%(+175.70K) | $26.80(+1.14%) | 2026-09-30 | |
| GLD | SPDR GOLD TR | 1.39% | 11.4K | $4.4M | new | $374.61(+1.36%) | 2026-09-30 | |
| SCHP | SCHWAB STRATEGIC TR | 1.25% | 156.2K | $3.9M | +246.91%(+111.17K) | $25.97(-2.26%) | 2026-09-30 | |
| VTHR | VANGUARD SCOTTSDALE FDS | 1.18% | 11.1K | $3.7M | +10.86%(+1.09K) | $268.85(+25.21%) | 2026-09-30 | |
| MAGS | LISTED FDS TR | 0.95% | 41.6K | $3.0M | +80.90%(+18.59K) | $63.91(+13.40%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (7 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +19.38% |
| Top 20 Holdings Unweighted | — | — | — | — | +15.57% |
Fsa Investment Group LLC reports $314.14M in US-listed equity holdings across 42 positions in its most recent 13F filing. Its largest disclosed positions are SCHX (39.0%), VBIL (19.2%) and RSP (15.6%). The top 20 holdings account for 96.24% of reported assets. Its disclosed equity book has returned +19.38% cumulatively over 7 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.
Sign up free to track Fsa Investment Group LLC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Fsa Investment Group LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2051584). View Fsa Investment Group LLC’s 13F filings on SEC