FSA WEALTH PARTNERS, INC.

Q4 2025 13F-HR Holdings

Location
Rockville, MD
Holdings as of
12/31/2025
Date filed
1/30/2026
Form type
13F-HR
Num holdings
64
Total value ($000)
$278,264
Net value change ($000)
+18,750 (7.2%)
New positions
11
Sold out positions
13
Turnover %
7.8%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 11/4/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
ACWX 12,005 75.9%
SPY 3,170 11.9%
EEM 2,406 151.1%
IWM 2,069 33.5%
AGG 1,834 74.1%
VHT 1,737 NEW
ATMP 1,327 NEW
EFA 1,264 49.2%
IBND 1,205 107.4%
HGER 1,199 116.5%
Top Reduces (Value $000, Stocks/ETFs)
IWF -5,671 -33.3%
XLC -3,582 -100.0%
VTV -1,805 -100.0%
RSPN -1,678 -100.0%
VOO -930 -22.4%
IYW -916 -100.0%
XLF -868 -100.0%
XRT -843 -100.0%
FDN -841 -100.0%
KBE -815 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type