DOSSIER · 13F-HR · Q3 2025
FSA Wealth Management LLC
$273M in tracked AUM across 581 positions as of Q3 2025.
FW
CIK 0001804256 · last filed Sep 30, 2025
AI Analysis · Q3 2025
Filing Analysis: FSA Wealth Management LLC (Form 13F) Report Period: Q3 2025 (Ended September 30, 2025)
1. Portfolio Overview
FSA Wealth Management LLC manages a portfolio with a total market value of approximately $273.45 million, representing a growth of 6.7% from the previous quarter's $256.33 million. The portfolio is highly diversified, comprising 581 total holdings. The investment strategy is characterized by a "core-satellite" approach, heavily reliant on a "core"...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q3 2025. Methodology
Quarter at a glance — Q3 2025
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q3 2025.
Filing history
Showing 12 of 23