FAS Wealth Partners, Inc.

All 13F Filings

Location
Leawood, KS
Most recent 13F
Q2 2026
Holdings value ($000)
1,919,316
Description
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Website
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Founded
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Chairman
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CEO
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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
Q2 2026 7/29/2026 520 1,919,316 13F-HR FAS Wealth Partners, Inc.
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): 598 (0.0% of total reported value) · QoQ Δ: -95
Type Value ($000) Share % Inflow Outflow Net
Stocks 631.9 K 32.9% 103.6 K 0 103.6 K
ETFs 1.282 M 66.8% 208 K 0 208 K
Debt 4.519 K 0.2% 1.872 K 0 1.872 K
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Fund Snapshot

Q2 2026
Latest filed
7/29/2026
Total value ($000)
1,919,316
Holdings
520
QoQ value change ($000)
313,429 (19.5%)
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.