FSC Wealth Advisors, LLC

All 13F Filings

Location
Wappingers Falls, NY
Most recent 13F
Q3 2026
Holdings value ($000)
624
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
Q3 2026 10/26/2026 1 624 13F-HR FSC Wealth Advisors, LLC
Q2 2026 7/30/2026 1 513 13F-HR FSC Wealth Advisors, LLC
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
ETFs 624 100.0% 111 0 111
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Fund Snapshot

Q3 2026
Latest filed
10/26/2026
Total value ($000)
624
Holdings
1
QoQ value change ($000)
111 (21.6%)
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.