FSA Investment Group, LLC
โขCIK: 2051584โขFiling: Q4 2025
**FSA Investment Group, LLC** manages $164M across a portfolio of 38 positions, exhibiting a strong tilt toward broad market equity exposure. The fund's largest allocation is to SCHX, representing $95.4M, followed by a significant position in RSP at $39.8M. Notable holdings also include SCHP ($3.2M) and VTHR ($3.1M), indicating a focus on sector-specific and core market index strategies. This structure suggests a systematic, large-cap equity mandate with concentrated exposure to key market segments.
Total AUM
$164.0M
QoQ Performance
+2.3%
Positions
34
Top 10 Concentration
92.1%
Latest Filing
Q4 2025
Top Holdings Allocation
SCHX
RSP
SCHX58.2%
RSP24.3%
SCHP2.0%
VTHR1.9%
BAR1.5%
AGG1.2%
VXUS1.0%
VBR0.8%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other96.2%
Technology2.5%
Consumer0.6%
Utilities0.3%
Real Estate0.2%
Communication0.2%
๐ช Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW1 new position
โ33 increased
โ4 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024