FSC Wealth Advisors, LLC
All 13F Filings
- Location
- Wappingers Falls, NY
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 5,237,773
- Description
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- Website
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- Founded
- —
- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 4/20/2026 | 13 | 5,237,773 | 13F-HR | FSC Wealth Advisors, LLC |
| Q4 2025 | 1/22/2026 | 29 | 61,635 | 13F-HR | FSC Wealth Advisors, LLC |
| Q3 2025 | 10/17/2025 | 74 | 173,346 | 13F-HR | FSC Wealth Advisors, LLC |
| Q2 2025 | 9/2/2025 | 72 | 158,539 | 13F-HR/A - RESTATEMENT | FSC Wealth Advisors, LLC |
| Q2 2025 | 8/11/2025 | 244 | 163,661 | 13F-HR | FSC Wealth Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 544.9 K | 10.4% | 496.7 K | 0 | 496.7 K |
| ETFs | 4.693 M | 89.6% | 4.679 M | 0 | 4.679 M |
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Fund Snapshot
Q1 2026
Latest filed
4/20/2026
Total value ($000)
5,237,773
Holdings
13
QoQ value change ($000)
5,176,138
(8398.0%)
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.