Fragasso Financial Advisors Inc

Portfolio Overview

Fragasso Financial Advisors Inc. reported a significant expansion in assets under management for the quarter ending December 31, 2025. The total portfolio value surged by 129.3%, increasing from approximately $720.26 million to $1.65 billion. This substantial growth suggests a combination of strong market performance and substantial net capital inflows from clients. The portfolio consists of 297 holdings, indicating a high level of diversification typical of institutional...