DOSSIER · 13F-HR · Q2 2026

Financial Solutions Advisory Group, Inc.

$791M in tracked AUM across 177 positions as of Q2 2026.

FS
CIK 0002135269 · last filed Jun 30, 2026
Total AUM
$791M
as of Q2 2026
Holdings
177
positions
Whale Score
62
62
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Financial Solutions Advisory Group, Inc. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SPTS
SPDR SERIES TRUST
$104M3.6M13.2%
02
SCHX
SCHWAB STRATEGIC TR
$80M2.7M10.1%
03
QQQ
INVESCO QQQ TR
$62M86K7.9%
04
ISTB
ISHARES TR
$54M1.1M6.8%
05
SPY
STATE STR SPDR S&P 500 ETF T
$53M71K6.8%
06
SCHM
SCHWAB STRATEGIC TR
$46M1.3M5.8%
07
VTIP
VANGUARD MALVERN FDS
$26M522K3.3%
08
XLK
SELECT SECTOR SPDR TR
$21M115K2.7%
09
IWM
ISHARES TR
$20M67K2.5%
10
VEU
VANGUARD INTL EQUITY INDEX F
$17M208K2.2%

Filing history

2026Q2Jun 30
$791M 9.3%
177 positionsView →
2026Q1Mar 31
$723M
174 positionsView →