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.
FSC Wealth Advisors, LLC (CIK 1925685) reported $5.2M across 13 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPY ($661,415, 12.63%), PDBC ($627,557, 11.98%), FTSM ($544,935, 10.40%), SPLV ($500,451, 9.55%), CWB ($432,714, 8.26%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $661,415 | 12.63% | 1,017 | Trimmed |
| 2 | PDBC | INVESCO ACTVELY MNGD ETC FD | $627,557 | 11.98% | 36,233 | Added |
| 3 | FTSM | FIRST TR EXCHANGE-TRADED FD | $544,935 | 10.40% | 9,116 | Trimmed |
| 4 | SPLV | INVESCO EXCH TRADED FD TR II | $500,451 | 9.55% | 6,842 | Trimmed |
| 5 | CWB | SPDR SERIES TRUST | $432,714 | 8.26% | 4,728 | Trimmed |
| 6 | VGK | VANGUARD INTL EQUITY INDEX F | $426,735 | 8.15% | 5,177 | Trimmed |
| 7 | MGV | VANGUARD WORLD FD | $414,758 | 7.92% | 2,861 | Trimmed |
| 8 | MGK | VANGUARD WORLD FD | $393,792 | 7.52% | 1,072 | Trimmed |
| 9 | BIL | SPDR SERIES TRUST | $390,629 | 7.46% | 4,263 | Trimmed |
| 10 | IWM | ISHARES TR | $224,440 | 4.29% | 905 | Trimmed |
| 11 | ARKK | ARK ETF TR | $212,976 | 4.07% | 3,151 | Trimmed |
| 12 | IVW | ISHARES TR | $206,991 | 3.95% | 1,830 | Trimmed |
| 13 | IVV | ISHARES TR | $200,380 | 3.83% | 307 | Trimmed |
| 14 | GBIL | GOLDMAN SACHS ETF TR | $0 | 0.00% | 0 | Exited |
| 15 | VTV | VANGUARD INDEX FDS | $0 | 0.00% | 0 | Exited |
| 16 | FVD | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | Exited |
| 17 | ABBV | ABBVIE INC | $0 | 0.00% | 0 | Exited |
| 18 | QQQ | INVESCO QQQ TR | $0 | 0.00% | 0 | Exited |
| 19 | DGRO | ISHARES TR | $0 | 0.00% | 0 | Exited |
| 20 | MSFT | MICROSOFT CORP | $0 | 0.00% | 0 | Exited |
| 21 | DIA | SPDR DOW JONES INDL AVERAGE | $0 | 0.00% | 0 | Exited |
| 22 | SCHG | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | Exited |
| 23 | SCHD | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | Exited |
| 24 | XLP | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | Exited |
| 25 | MOAT | VANECK ETF TRUST | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31