FSA WEALTH PARTNERS, INC.

Q3 2026 13F-HR Holdings

Location
Rockville, MD
Holdings as of
9/30/2026
Date filed
10/26/2026
Form type
13F-HR
Num holdings
75
Total value ($000)
$368,412
Net value change ($000)
-30,910 (-7.7%)
New positions
23
Sold out positions
17
Turnover %
41.7%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 8/3/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
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)
IWD 32,043 NEW
MGC 10,200 91.3%
DIVO 9,688 NEW
OEF 6,650 168.7%
SSO 3,471 524.3%
IVV 1,760 4.1%
RSP 1,396 7.4%
RPV 1,251 NEW
RSPH 1,121 NEW
XLE 1,059 NEW
Top Reduces (Value $000, Stocks/ETFs)
IJR -36,404 -100.0%
IXN -26,533 -100.0%
OUSM -9,980 -100.0%
ANGL -9,651 -100.0%
UITB -5,977 -100.0%
VB -4,729 -100.0%
RWJ -4,118 -38.0%
ESML -2,473 -72.0%
SPHQ -1,542 -53.4%
IYT -1,029 -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