Financial Solutions Advisory Group, Inc.

All 13F Filings

Location
Chicago, IL
Most recent 13F
Q2 2026
Holdings value ($000)
790,880
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 7/13/2026 177 790,880 13F-HR Financial Solutions Advisory Group, Inc.
Q1 2026 6/1/2026 174 723,362 13F-HR Financial Solutions Advisory Group, Inc.
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 102.3 K 12.9% 15.81 K 0 15.81 K
ETFs 688.6 K 87.1% 51.71 K 0 51.71 K
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Fund Snapshot

Q2 2026
Latest filed
7/13/2026
Total value ($000)
790,880
Holdings
177
QoQ value change ($000)
67,518 (9.3%)
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.