AI Analysis · Q1 2026 · Q1 2026
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...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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