FAS Wealth Partners, Inc.

All 13F Filings

Location
Leawood, KS
Most recent 13F
Q1 2026
Holdings value ($000)
1,605,887
Description
Website
Founded
Chairman
CEO
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q1 2026 6/9/2026 511 1,605,887 13F-HR FAS Wealth Partners, Inc.
Q4 2025 2/18/2026 513 1,547,520 13F-HR FAS Wealth Partners, Inc.
Q3 2025 10/29/2025 464 1,476,541 13F-HR FAS Wealth Partners, Inc.
Q2 2025 8/14/2025 455 1,351,860 13F-HR FAS Wealth Partners, Inc.
Q2 2014 7/16/2014 92 173,736 13F-HR Financial Advisory Service, Inc.
Q1 2014 4/25/2014 89 147,442 13F-HR Financial Advisory Service, Inc.
Q4 2013 1/24/2014 91 168,247 13F-HR Financial Advisory Service, Inc.
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000): 693 (0.0% of total reported value) · QoQ Δ: +263
Type Value ($000) Share % Inflow Outflow Net
Stocks 528.3 K 32.9% 0 676.7 K -676.7 K
ETFs 1.074 M 66.9% 733.3 K 0 733.3 K
Debt 2.647 K 0.2% 1.788 K 0 1.788 K
Other 0 0.0% 0 227 -227
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Fund Snapshot

Q1 2026
Latest filed
6/9/2026
Total value ($000)
1,605,887
Holdings
511
QoQ value change ($000)
58,367 (3.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.