FSA WEALTH PARTNERS, INC.
All 13F Filings
- Location
- Rockville, MD
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 210,317
- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 4/27/2026 | 58 | 210,317 | 13F-HR | FSA WEALTH PARTNERS, INC. |
| Q4 2025 | 1/30/2026 | 64 | 278,264 | 13F-HR | FSA WEALTH PARTNERS, INC. |
| Q3 2025 | 11/4/2025 | 66 | 259,514 | 13F-HR | FSA WEALTH PARTNERS, INC. |
| Q2 2025 | 7/21/2025 | 48 | 207,116 | 13F-HR | FSA WEALTH PARTNERS, INC. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 33.3 K | 15.8% | 0 | 140.3 K | -140.3 K |
| ETFs | 177 K | 84.2% | 72.4 K | 0 | 72.4 K |
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Fund Snapshot
Q1 2026
Latest filed
4/27/2026
Total value ($000)
210,317
Holdings
58
QoQ value change ($000)
-67,947
(-24.4%)
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.