DOSSIER · 13F-HR · Q1 2026

FSA WEALTH PARTNERS, INC.

FSA WEALTH's holding co. based in Boston, MA — $210M in tracked AUM across 79 positions as of Q1 2026.

FW

FSA WEALTH·Boston, MA·Holding Co.

CIK 0001731221 · last filed Mar 31, 2026

Total AUM

$210M

▲ 17.8%

vs prior

Holdings

79

—

positions

Whale Score

57

57

tracked

Activity

—

no data

changes this Q

Top sector

Tech

6% weight

concentration

AI Analysis · Q1 2026 · Q1 2026

Comprehensive Analysis of FSA WEALTH PARTNERS, INC. 13F Filing

Portfolio Overview

FSA Wealth Partners, Inc. manages a portfolio with a total market value of approximately $107.28 million as of the reporting period ending September 30, 2025. The portfolio consists of 47 holdings, reflecting a concentrated strategy heavily reliant on exchange-traded funds (ETFs). The most striking aspect of this filing is the dramatic reduction in portfolio size, with total assets under management (A...

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

01

STATE STR SPDR S&P 500 ETF T

$29M45K13.9%

02

ISHARES TR

$19M29K8.9%

03

ISHARES TR

$14M197K6.4%

04

INVESCO EXCHANGE TRADED FD T

$13M67K6.1%

05

SCHWAB STRATEGIC TR

$12M405K5.9%

06

PROSHARES TR

$12M317K5.7%

07

CAPITAL GROUP DIVIDEND VALUE

$12M271K5.5%

08

VANGUARD WORLD FD

$9M40K4.5%

09

ISHARES TR

$7M22K3.3%

10

ISHARES TR

$6M61K2.9%

Filing history

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