FSA WEALTH PARTNERS, INC.
•CIK: 1731221•Filing: Q4 2025
**FSA WEALTH PARTNERS, INC.** manages $278M across a diversified portfolio of 64 positions. The fund exhibits significant exposure to broad market indices, with top holdings including SPY ($29.8M), ACWX ($27.8M), and IVV ($26.9M). Notable allocations also include sector-specific plays such as CGDV ($25.6M) and MGC ($22.5M). This concentration suggests a tactical, index-tracking approach with overweighting toward core market beta.
Total AUM
$278.3M
QoQ Performance
+7.2%
Positions
36
Top 10 Concentration
66.6%
Latest Filing
Q4 2025
Top Holdings Allocation
SPY
ACWX
IVV
CGDV
MGC
SPY10.7%
ACWX10.0%
IVV9.7%
CGDV9.2%
MGC8.1%
LQD4.8%
IWF4.1%
XLK3.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other78.1%
ETF21.5%
Technology0.3%
Energy0.1%
🚪 Exited Positionssold since Q3 2025
+8 more exited positions
Changes from Q3 2025
NEW11 new positions
↑25 increased
↓24 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023