DOSSIER · 13F-HR · Q2 2026
FSR Wealth Management Ltd.
$88M in tracked AUM across 37 positions as of Q2 2026.
FW
CIK 0001940000 · last filed Jun 30, 2026
AI Analysis · Q2 2026
Portfolio Overview
FSR Wealth Management Ltd. manages a concentrated portfolio valued at approximately $69.75 million as of the report date September 30, 2025. The portfolio experienced a significant contraction of 10.4% in value, decreasing from $77.87 million in the previous quarter. This period was marked by exceptionally high portfolio turnover, characterized by a complete restructuring of assets. The manager liquidated 19 positions and initiated 8 new ones, with zero positions remaining...
Quarter at a glance — Q2 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q2 2026.