Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
FSA WEALTH PARTNERS, INC. (CIK 1731221) reported $210.3M across 58 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPY ($29.3M, 13.92%), IVV ($18.7M, 8.90%), ACWX ($13.5M, 6.43%), RSP ($12.8M, 6.08%), SCHV ($12.3M, 5.87%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $29.3M | 13.92% | 45,008 | Added |
| 2 | IVV | ISHARES TR | $18.7M | 8.90% | 28,647 | Trimmed |
| 3 | ACWX | ISHARES TR | $13.5M | 6.43% | 197,399 | Trimmed |
| 4 | RSP | INVESCO EXCHANGE TRADED FD T | $12.8M | 6.08% | 66,620 | New |
| 5 | SCHV | SCHWAB STRATEGIC TR | $12.3M | 5.87% | 404,692 | New |
| 6 | SH | PROSHARES TR | $12.0M | 5.71% | 316,533 | New |
| 7 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $11.5M | 5.48% | 270,906 | Trimmed |
| 8 | MGC | VANGUARD WORLD FD | $9.4M | 4.47% | 39,735 | Trimmed |
| 9 | OEF | ISHARES TR | $7.0M | 3.35% | 22,141 | Trimmed |
| 10 | AGG | ISHARES TR | $6.0M | 2.86% | 60,608 | Added |
| 11 | UITB | VICTORY PORTFOLIOS II | $5.9M | 2.80% | 125,232 | Added |
| 12 | IJR | ISHARES TR | $5.8M | 2.76% | 46,666 | New |
| 13 | FSMD | FIDELITY COVINGTON TRUST | $5.8M | 2.74% | 128,779 | Added |
| 14 | EFA | ISHARES TR | $4.3M | 2.07% | 44,757 | Added |
| 15 | IWM | ISHARES TR | $4.1M | 1.97% | 16,711 | Trimmed |
| 16 | IWB | ISHARES TR | $3.6M | 1.73% | 10,212 | Trimmed |
| 17 | FDVV | FIDELITY COVINGTON TRUST | $3.6M | 1.72% | 65,357 | Trimmed |
| 18 | IBND | SPDR SERIES TRUST | $3.2M | 1.52% | 103,191 | Added |
| 19 | TAIL | CAMBRIA ETF TR | $3.1M | 1.48% | 265,273 | New |
| 20 | HGER | HARBOR ETF TRUST | $2.8M | 1.34% | 90,973 | Added |
| 21 | VOO | VANGUARD INDEX FDS | $2.8M | 1.31% | 4,614 | Trimmed |
| 22 | VNQ | VANGUARD INDEX FDS | $2.7M | 1.29% | 30,582 | Added |
| 23 | EEM | ISHARES TR | $2.4M | 1.15% | 42,698 | Trimmed |
| 24 | PVAL | PUTNAM ETF TRUST | $2.4M | 1.14% | 51,469 | Added |
| 25 | GLD | SPDR GOLD TR | $1.8M | 0.87% | 4,228 | Added |
Source: SEC Form 13F filings · as of 2026-03-31