StockDriftsStockDriftsTop 50 Fsa Wealth Partners INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 12.46% | 66.6K | $49.8M | +48.04%(+21.62K) | $561.94(+37.98%) | 2026-06-30 | |
| IVV | ISHARES TR | 10.73% | 57.2K | $42.8M | +99.67%(+28.55K) | $635.83(+22.51%) | 2026-06-30 | |
| IJR | ISHARES TR | 9.12% | 245.5K | $36.4M | +425.99%(+198.79K) | $132.24(+13.40%) | 2026-06-30 | |
| IXN | ISHARES TR | 6.64% | 183.6K | $26.5M | new | $120.12(+20.50%) | 2026-06-30 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 4.73% | 88.7K | $18.9M | +33.18%(+22.10K) | $172.81(+28.32%) | 2026-06-30 | |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 3.94% | 319.2K | $15.7M | +17.82%(+48.27K) | $36.69(+38.65%) | 2026-06-30 | |
| ACWX | ISHARES TR | 3.91% | 205.1K | $15.6M | +3.88%(+7.66K) | $61.59(+27.18%) | 2026-06-30 | |
| SCHV | SCHWAB STRATEGIC TR | 3.63% | 416.1K | $14.5M | +2.83%(+11.44K) | $27.72(+27.76%) | 2026-06-30 | |
| LVHI | LEGG MASON ETF INVT | 3.3% | 324.7K | $13.2M | new | $40.28(+6.40%) | 2026-06-30 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 2.92% | 38.4K | $11.6M | new | $266.42(+13.14%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.40% | +45.82% | +6.86% | +39.32% |
| Top 20 Holdings Unweighted | +12.53% | +42.50% | +5.46% | +30.44% |
Fsa Wealth Partners INC reports $399.32M in US-listed equity holdings across 69 positions in its most recent 13F filing. Its largest disclosed positions are SPY (12.5%), IVV (10.7%) and IJR (9.1%). The top 20 holdings account for 81.55% of reported assets. Its disclosed equity book has returned +45.82% on a three-year cumulative basis. 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.
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Holdings on this page are parsed from Fsa Wealth Partners INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1731221). View Fsa Wealth Partners INC’s 13F filings on SEC