What does FSA Investment Group, LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Comprehensive Analysis of FSA Investment Group, LLC 13F Filing

1. Portfolio Overview

FSA Investment Group, LLC has reported a significant transformation in its portfolio composition for the period ending December 31, 2025. The firm underwent a substantial expansion in Assets Under Management (AUM), with the total portfolio value surging by 236.2%, rising from $48.80M to $164.04M.

This growth is not merely a result of market appreciation but indicates a major strategic ove...

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.

#HoldingValueSharesWeight

SCHX

SCHWAB STRATEGIC TR

$97M3.8M39.2%

VBIL

VANGUARD INSTL INDEX FD

$61M808K24.6%

RSP

INVESCO EXCHANGE TRADED FD T

$38M195K15.1%

AVDE

AMERICAN CENTY ETF TR

$8M100K3.4%

IEMG

ISHARES INC

$6M89K2.5%

BAR

GRANITESHARES GOLD TR

$4M93K1.7%

BINC

BLACKROCK ETF TRUST II

$4M69K1.4%

SCHP

SCHWAB STRATEGIC TR

$3M122K1.3%

VTHR

VANGUARD SCOTTSDALE FDS

$3M10K1.2%

PDBC

INVESCO ACTVELY MNGD ETC FD

$2M133K0.9%

Filing history

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