FSR Wealth Management Ltd.

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...