FSA WEALTH PARTNERS, INC.
All 13F Filings
- Location
- Rockville, MD
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 278,264
- Description
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- Website
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- Founded
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- Chairman
- —
- 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 |
|---|---|---|---|---|---|
| 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 | 173.6 K | 62.4% | 17.97 K | 0 | 17.97 K |
| ETFs | 104.6 K | 37.6% | 779 | 0 | 779 |
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Fund Snapshot
Q4 2025
Latest filed
1/30/2026
Total value ($000)
278,264
Holdings
64
QoQ value change ($000)
18,750
(7.2%)
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.