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Financial Advisory Service

Latest statistics and disclosures from FAS Wealth Partners's latest quarterly 13F-HR filing:

Top 5 stock holdings are JEPI, RSP, ILCG, EFG, MDYV, and represent 22.08% of FAS Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: OUNZ, PTRB, IVV, JCPB, TOTL, GLD, RSP, EFG, AVLV, AMZN.
Started 67 new stock positions in XLC, AEE, GIS, XLF, NEM, DFGP, DIHP, SHV, COF, AMP.
Reduced shares in these 10 stocks: ILCG, MDT, ARCB, SCHV, SCHB, AVDE, AVUS, VIG, GILD, IVW.
Sold out of its positions in CTAS, Cohen & Steers Infrastructur, COIN, DFIV, GILD, ICE, GOVI, PHB, PXF, PIE. IAGG, MSI, SPDW, SPAB, SCHP, TTD, CHKP.
FAS Wealth Partners was a net buyer of stock by $56M.
FAS Wealth Partners has $1.5B in assets under management (AUM), dropping by 4.81%.
Central Index Key (CIK): 0001596957

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Portfolio Holdings for FAS Wealth Partners

FAS Wealth Partners holds 510 positions in its portfolio as reported in the December 2025 quarterly 13F filing

FAS Wealth Partners has 510 total positions. Only the first 250 positions are shown.

Sign up to view all of the FAS Wealth Partners Dec. 31, 2025 positions
Download the FAS Wealth Partners December 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
J P Morgan Exchange Traded F Equity Premium (JEPI)	5.7	$89M		1.6M	57.24	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	5.7	$88M		459k	191.56	View chart
Ishares Tr Morningstar Grwt (ILCG)	3.9	$61M	-2%	587k	104.04	View chart
Ishares Tr Eafe Grwth Etf (EFG)	3.4	$52M	+2%	458k	113.92	View chart
Spdr Series Trust State Street Spd (MDYV)	3.3	$52M		611k	84.65	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	3.3	$52M	+2%	681k	75.77	View chart
Spdr Series Trust State Street Spd (MDYG)	3.0	$46M		497k	92.43	View chart
Apple (AAPL)	2.6	$41M		149k	271.86	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	2.1	$33M		1.1M	29.61	View chart
Spdr Series Trust State Street Spd (SLYG)	2.0	$31M		331k	94.19	View chart
NVIDIA Corporation (NVDA)	1.8	$28M	+3%	148k	186.50	View chart
Pgim Etf Tr Total Return Bon (PTRB)	1.7	$27M	+13%	631k	42.04	View chart
Microsoft Corporation (MSFT)	1.5	$23M	+4%	48k	483.62	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.4	$22M		178k	123.26	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.3	$20M		90k	219.78	View chart
American Centy Etf Tr International Lr (AVIV)	1.2	$19M		271k	71.23	View chart
Ishares Tr Eafe Value Etf (EFV)	1.2	$19M		270k	71.41	View chart
Broadcom (AVGO)	1.2	$18M	+3%	53k	346.10	View chart
Amazon (AMZN)	1.2	$18M	+6%	79k	230.82	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	1.2	$18M	+6%	604k	30.07	View chart
American Centy Etf Tr Avantis Us Larg (AVLC)	1.1	$17M	+2%	219k	78.62	View chart
Alphabet Cap Stk Cl C (GOOG)	1.1	$17M	+3%	54k	313.80	View chart
Ssga Active Etf Tr State Street Dou (TOTL)	1.1	$17M	+10%	421k	40.25	View chart
Kraneshares Trust Msci Emg Ex Ch (KEMX)	1.1	$17M		446k	37.08	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	1.0	$16M	+11%	340k	47.35	View chart
American Centy Etf Tr Avantis Us Small (AVSC)	1.0	$16M	+7%	272k	58.74	View chart
Spdr Series Trust State Street Spd (SLYV)	1.0	$16M	+3%	175k	90.97	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.9	$14M	-2%	175k	82.32	View chart
JPMorgan Chase & Co. (JPM)	0.9	$13M	+5%	42k	322.22	View chart
Meta Platforms Cl A (META)	0.8	$13M	+2%	19k	660.10	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.8	$13M	+2%	122k	101.98	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.8	$12M		374k	32.62	View chart
Ishares Tr Core High Dv Etf (HDV)	0.7	$11M	+6%	90k	121.61	View chart
Eli Lilly & Co. (LLY)	0.7	$11M	+2%	10k	1074.64	View chart
Corcept Therapeutics Incorporated (CORT)	0.7	$11M		310k	34.80	View chart
Wal-Mart Stores (WMT)	0.7	$11M	+6%	95k	111.41	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.7	$11M	+3%	15k	681.92	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.7	$10M	+3%	262k	39.45	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.7	$10M		224k	45.21	View chart
Spdr Gold Tr Gold Shs (GLD)	0.6	$9.8M	+18%	25k	396.31	View chart
Caterpillar (CAT)	0.6	$9.1M	+3%	16k	572.86	View chart
Johnson & Johnson (JNJ)	0.6	$9.1M	+4%	44k	206.95	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.6	$8.9M		42k	212.07	View chart
Vaneck Etf Trust Ig Floating Rate (FLTR)	0.6	$8.8M	+5%	345k	25.48	View chart
Proshares Tr S&p Mdcp 400 Div (REGL)	0.5	$8.4M	+7%	100k	84.22	View chart
Lam Research Corp Com New (LRCX)	0.5	$8.3M	+5%	49k	171.18	View chart
Palantir Technologies Cl A (PLTR)	0.5	$8.0M	+5%	45k	177.75	View chart
Exxon Mobil Corporation Call Option (Principal) (XOM)	0.5	$7.9M	+5%	65k	120.34	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.5	$7.8M	+44%	12k	684.96	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$7.6M		24k	313.00	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.5	$7.3M	+6%	142k	51.60	View chart
Chevron Corporation (CVX)	0.5	$7.1M	+5%	47k	152.41	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.5	$7.0M		75k	94.16	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.4	$6.8M	+4%	232k	29.36	View chart
Abbvie (ABBV)	0.4	$6.8M	+4%	30k	228.49	View chart
Costco Wholesale Corporation (COST)	0.4	$6.3M	+3%	7.3k	862.34	View chart
Tesla Motors Call Option (Principal) (TSLA)	0.4	$6.3M	+3%	14k	449.72	View chart
Vaneck Merk Gold Etf Gold Shs (OUNZ)	0.4	$6.1M	+130%	147k	41.48	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.4	$6.1M		41k	148.69	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.4	$5.9M		33k	177.37	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$5.8M	+2%	9.3k	627.13	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$5.8M		17k	335.27	View chart
Morgan Stanley Com New (MS)	0.3	$5.2M	+5%	29k	177.53	View chart
Ishares Core Msci Emkt (IEMG)	0.3	$5.1M	-2%	76k	67.22	View chart
Visa Com Cl A (V)	0.3	$5.1M	+4%	15k	350.71	View chart
Home Depot (HD)	0.3	$5.0M	+4%	14k	344.10	View chart
Eaton Corp SHS (ETN)	0.3	$4.9M	+5%	15k	318.50	View chart
Arcbest (ARCB)	0.3	$4.7M	-10%	63k	74.19	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.3	$4.6M		52k	89.46	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.3	$4.5M	+14%	77k	58.12	View chart
Travelers Companies (TRV)	0.3	$4.5M	+5%	15k	290.05	View chart
Procter & Gamble Company (PG)	0.3	$4.5M	+2%	31k	143.31	View chart
Ishares Tr Select Divid Etf (DVY)	0.3	$4.4M		32k	141.14	View chart
Duke Energy Corp Com New (DUK)	0.3	$4.4M	+4%	38k	117.21	View chart
American Centy Etf Tr Diversified Mu (TAXF)	0.3	$4.4M	+20%	88k	50.38	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$4.3M		18k	246.15	View chart
Nextera Energy (NEE)	0.3	$4.2M	+5%	53k	80.28	View chart
Cme (CME)	0.3	$4.2M	+6%	15k	273.07	View chart
Merck & Co (MRK)	0.3	$4.2M	+6%	40k	105.26	View chart
Ishares Tr Msci Intl Moment (IMTM)	0.3	$4.1M	+2%	86k	47.97	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.3	$4.1M	+5%	81k	50.58	View chart
Blackstone Group Inc Com Cl A (BX)	0.3	$3.9M	+7%	26k	154.14	View chart
Union Pacific Corporation (UNP)	0.3	$3.9M	+8%	17k	231.32	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$3.9M		8.3k	473.32	View chart
Ast Spacemobile Com Cl A (ASTS)	0.3	$3.9M	+4%	54k	72.63	View chart
Tortoise Capital Series Trus North Amern Pipe (TPYP)	0.2	$3.8M		109k	35.29	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.2	$3.8M		41k	91.45	View chart
Garmin SHS (GRMN)	0.2	$3.7M	+5%	18k	202.85	View chart
Amgen (AMGN)	0.2	$3.7M	+4%	11k	327.30	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$3.6M		30k	120.18	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$3.6M		17k	211.78	View chart
Southwest Airlines (LUV)	0.2	$3.6M	+6%	87k	41.33	View chart
Hercules Technology Growth Capital (HTGC)	0.2	$3.4M		183k	18.82	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$3.4M		35k	96.03	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.2	$3.3M	+3%	65k	50.59	View chart
Principal Financial (PFG)	0.2	$3.3M	+6%	37k	88.21	View chart
Starbucks Corporation (SBUX)	0.2	$3.3M	+4%	39k	84.21	View chart
Ishares Tr Core 60/40 Balan (AOR)	0.2	$3.2M	-5%	50k	65.01	View chart
Texas Instruments Incorporated (TXN)	0.2	$3.2M	+5%	19k	173.49	View chart
Boeing Company (BA)	0.2	$3.2M	+5%	15k	217.11	View chart
Prologis (PLD)	0.2	$3.2M	+9%	25k	127.66	View chart
Bank of America Corporation (BAC)	0.2	$3.1M	+3%	56k	55.00	View chart
Southern Company (SO)	0.2	$3.0M	+6%	35k	87.20	View chart
FedEx Corporation (FDX)	0.2	$3.0M	+8%	11k	288.87	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.2	$3.0M	+33%	4.00	754800.00	View chart
Honeywell International (HON)	0.2	$3.0M	+6%	15k	195.09	View chart
Intuitive Surgical Com New (ISRG)	0.2	$3.0M	+6%	5.2k	566.36	View chart
Bny Mellon Etf Trust Ii Dynamic Value (BKDV)	0.2	$2.9M	+27%	102k	29.02	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.2	$2.9M		21k	141.05	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.2	$2.9M	-11%	110k	26.23	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.2	$2.9M	-3%	30k	96.27	View chart
McDonald's Corporation (MCD)	0.2	$2.9M	-4%	9.3k	305.64	View chart
Danaher Corporation (DHR)	0.2	$2.8M	+11%	12k	228.92	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.2	$2.8M		86k	32.75	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.2	$2.8M		9.1k	302.10	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$2.4M		36k	66.00	View chart
Ishares Tr Ishares Biotech (IBB)	0.2	$2.4M		14k	168.77	View chart
Silverback Therapeutics (SPRY)	0.2	$2.4M		202k	11.65	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$2.3M	-6%	85k	26.91	View chart
Cheniere Energy Com New (LNG)	0.1	$2.3M	+7%	12k	194.39	View chart
SLB Com Stk (SLB)	0.1	$2.2M	+6%	59k	38.38	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.1	$2.2M	+5%	44k	51.12	View chart
International Business Machines (IBM)	0.1	$2.2M		7.5k	296.20	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$2.2M		11k	210.33	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$2.1M		12k	181.21	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$2.1M	+8%	20k	107.11	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$2.0M	-4%	3.3k	614.32	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$1.9M	+5%	14k	143.52	View chart
Ishares Tr Global Reit Etf (REET)	0.1	$1.9M		78k	24.95	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.1	$1.9M	+17%	41k	46.59	View chart
Calumet (CLMT)	0.1	$1.9M		96k	19.87	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$1.9M	-3%	6.7k	279.13	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.1	$1.9M		25k	74.17	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$1.7M	-2%	72k	24.04	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.1	$1.7M		50k	33.02	View chart
Mfs Active Exchange Traded F Intermedite Muni (MFSM)	0.1	$1.6M		64k	25.04	View chart
Chipotle Mexican Grill (CMG)	0.1	$1.6M	+12%	43k	37.00	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$1.5M		11k	136.94	View chart
Raytheon Technologies Corp (RTX)	0.1	$1.5M	+4%	8.1k	183.40	View chart
Lockheed Martin Corporation (LMT)	0.1	$1.5M	+17%	3.0k	483.67	View chart
ConocoPhillips (COP)	0.1	$1.4M	+26%	15k	93.61	View chart
Vanguard World Energy Etf (VDE)	0.1	$1.4M		11k	125.92	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.1	$1.4M	+6%	78k	18.22	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$1.4M		4.5k	314.78	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$1.3M		12k	113.72	View chart
Claritev Corporation Cl A New (CTEV)	0.1	$1.3M	+20%	31k	42.75	View chart
Kla Corp Com New (KLAC)	0.1	$1.3M		1.1k	1214.88	View chart
Coca-Cola Company (KO)	0.1	$1.3M		18k	69.91	View chart
Cloudflare Cl A Com (NET)	0.1	$1.3M	-4%	6.4k	197.15	View chart
Waste Management (WM)	0.1	$1.2M		5.6k	219.69	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.1	$1.2M	+20%	24k	50.50	View chart
Cisco Systems (CSCO)	0.1	$1.2M		16k	77.03	View chart
Oracle Corporation (ORCL)	0.1	$1.2M		6.1k	194.90	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$1.1M		8.5k	131.59	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.1	$1.1M	+5%	29k	37.87	View chart
Netflix (NFLX)	0.1	$1.1M	+898%	12k	93.76	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$1.1M		17k	62.47	View chart
Us Bancorp Del Com New (USB)	0.1	$1.1M	+8%	20k	53.36	View chart
Cardinal Health (CAH)	0.1	$1.0M		5.1k	205.51	View chart
Pepsi (PEP)	0.1	$1.0M	+22%	7.1k	143.52	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.1	$1.0M		11k	90.00	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$1.0M	+19%	20k	49.65	View chart
UnitedHealth (UNH)	0.1	$1.0M		3.0k	330.11	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$1000k		3.1k	323.05	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$990k		36k	27.43	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.1	$973k	+2%	19k	50.94	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$972k	-16%	4.9k	199.69	View chart
Ge Aerospace Com New (GE)	0.1	$941k	+40%	3.1k	308.04	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$915k	NEW	9.1k	100.37	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$912k	+81%	6.3k	143.98	View chart
Seaboard Corporation (SEB)	0.1	$910k		205.00	4441.03	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$896k	-4%	31k	28.48	View chart
Blackrock (BLK)	0.1	$885k		827.00	1069.79	View chart
Unum (UNM)	0.1	$859k		11k	77.50	View chart
Wells Fargo & Company (WFC)	0.1	$847k		9.1k	93.20	View chart
Commerce Bancshares (CBSH)	0.1	$843k	+5%	16k	52.34	View chart
At&t (T)	0.1	$840k		34k	24.84	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.1	$839k	-26%	7.5k	111.77	View chart
Vaneck Etf Trust Vaneck Shrt Muni (SMB)	0.1	$834k	+12%	48k	17.41	View chart
First Tr Exch Traded Fd Iii Merger Arbitra (MARB)	0.1	$833k	-6%	40k	20.64	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$828k		2.9k	290.27	View chart
Vaneck Bitcoin Etf Sh Ben Int (HODL)	0.1	$798k	-13%	32k	24.73	View chart
O'reilly Automotive (ORLY)	0.1	$793k	+12%	8.7k	91.21	View chart
Phillips 66 (PSX)	0.1	$791k	+25%	6.1k	129.04	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$784k	+58%	5.6k	141.07	View chart
Deere & Company (DE)	0.1	$783k		1.7k	465.65	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$782k		1.9k	412.76	View chart
Franklin Ethereum Tr Ethereum Etf (EZET)	0.1	$781k	+15%	35k	22.52	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.0	$768k		25k	30.96	View chart
Vaneck Etf Trust Real Assets Etf (RAAX)	0.0	$765k	+174%	22k	34.93	View chart
Mastercard Incorporated Cl A (MA)	0.0	$761k	+14%	1.3k	570.86	View chart
Walt Disney Company (DIS)	0.0	$748k	+4%	6.6k	113.77	View chart
Watsco, Incorporated (WSO)	0.0	$743k		2.2k	336.95	View chart
Verizon Communications (VZ)	0.0	$741k		18k	40.73	View chart
Watsco Cl B Conv (WSO.B)	0.0	$733k		2.2k	338.85	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.0	$733k		1.2k	603.44	View chart
Intel Corporation (INTC)	0.0	$726k		20k	36.90	View chart
Vanguard Index Fds Growth Etf (VUG)	0.0	$724k	-6%	1.5k	487.73	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.0	$723k		6.9k	104.07	View chart
McKesson Corporation (MCK)	0.0	$714k	+4%	870.00	820.31	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.0	$705k		17k	41.08	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.0	$702k		4.4k	160.97	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$698k		926.00	754.03	View chart
Boston Scientific Corporation (BSX)	0.0	$693k		7.3k	95.35	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.0	$684k	+100%	15k	44.71	View chart
Vanguard Index Fds Value Etf (VTV)	0.0	$673k	+3%	3.5k	191.00	View chart
Abbott Laboratories (ABT)	0.0	$657k	-18%	5.2k	125.28	View chart
Bristol Myers Squibb (BMY)	0.0	$653k	+68%	12k	53.94	View chart
salesforce (CRM)	0.0	$650k		2.5k	264.96	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$645k	+20%	6.5k	99.88	View chart
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)	0.0	$643k	+30%	3.1k	205.60	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.0	$634k	+2%	2.5k	257.90	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.0	$616k		4.4k	141.16	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.0	$611k	+7%	37k	16.49	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.0	$586k		25k	23.37	View chart
Williams Companies (WMB)	0.0	$583k		9.7k	60.11	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.0	$574k	-6%	5.9k	96.84	View chart
UMB Financial Corporation (UMBF)	0.0	$572k	-2%	5.0k	115.03	View chart
TJX Companies (TJX)	0.0	$569k	+45%	3.7k	153.60	View chart
Spdr Series Trust State Street Spd (SDY)	0.0	$558k		4.0k	139.16	View chart
Ishares Tr Mbs Etf (MBB)	0.0	$546k	+5%	5.7k	95.22	View chart
Palo Alto Networks (PANW)	0.0	$542k	+25%	2.9k	184.20	View chart
Emerson Electric (EMR)	0.0	$541k		4.1k	132.73	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.0	$533k		1.4k	373.42	View chart
Hca Holdings (HCA)	0.0	$532k		1.1k	466.86	View chart
Vanguard World Health Car Etf (VHT)	0.0	$524k		1.8k	287.77	View chart
Goldman Sachs (GS)	0.0	$522k		594.00	878.78	View chart
Ishares Msci Gbl Min Vol (ACWV)	0.0	$509k		4.3k	118.76	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$506k	+32%	5.7k	88.49	View chart
Shell Spon Ads (SHEL)	0.0	$503k		6.8k	73.48	View chart
Ford Motor Company (F)	0.0	$493k	-3%	38k	13.12	View chart
Thermo Fisher Scientific (TMO)	0.0	$486k		839.00	579.79	View chart
Prudential Financial (PRU)	0.0	$474k	+14%	4.2k	112.87	View chart
Capital One Financial (COF)	0.0	$468k	NEW	1.9k	242.32	View chart
Enterprise Products Partners (EPD)	0.0	$467k		15k	32.06	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.0	$466k		5.9k	78.81	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.0	$466k		5.4k	86.25	View chart
Citigroup Com New (C)	0.0	$464k	+42%	4.0k	116.68	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$459k	NEW	7.1k	64.42	View chart
First Tr Exchange-traded A Com Shs (FEX)	0.0	$449k		3.8k	118.62	View chart
Ishares Tr Core Msci Intl (IDEV)	0.0	$444k	+18%	5.4k	82.47	View chart
Bluerock Pvt Real Estate (BPRE)	0.0	$438k	NEW	29k	15.00	View chart
Oneok (OKE)	0.0	$436k	+3%	5.9k	73.50	View chart
Colgate-Palmolive Company (CL)	0.0	$433k		5.5k	79.02	View chart
Norfolk Southern (NSC)	0.0	$430k	+4%	1.5k	288.76	View chart
Invesco Exchange Traded Fd T S&P SML600 GWT (RZG)	0.0	$428k		7.9k	54.38	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$426k	+3%	1.4k	303.96	View chart
Ecolab (ECL)	0.0	$426k	+2%	1.6k	262.59	View chart
Vanguard Scottsdale Fds Vng Rus2000val (VTWV)	0.0	$423k		2.6k	159.94	View chart
Draftkings Com Cl A (DKNG)	0.0	$419k	+27%	12k	34.46	View chart

Past Filings by FAS Wealth Partners

SEC 13F filings are viewable for FAS Wealth Partners going back to 2013

FAS Wealth Partners 2025 Q4 filed Feb. 18, 2026
FAS Wealth Partners 2025 Q3 filed Oct. 29, 2025
FAS Wealth Partners 2025 Q2 filed Aug. 14, 2025
FAS Wealth Partners 2025 Q1 filed May 5, 2025
FAS Wealth Partners 2024 Q4 filed Feb. 14, 2025
FAS Wealth Partners 2024 Q3 filed Oct. 17, 2024
FAS Wealth Partners 2024 Q2 filed July 29, 2024
FAS Wealth Partners 2024 Q1 filed April 29, 2024
FAS Wealth Partners 2023 Q4 filed Jan. 23, 2024
FAS Wealth Partners 2023 Q3 filed Oct. 23, 2023
FAS Wealth Partners 2023 Q2 filed Aug. 8, 2023
FAS Wealth Partners 2023 Q1 filed May 11, 2023
FAS Wealth Partners 2022 Q4 filed Feb. 1, 2023
FAS Wealth Partners 2022 Q3 filed Oct. 20, 2022
Financial Advisory Service 2022 Q2 filed Aug. 2, 2022
Financial Advisory Service 2022 Q1 filed May 4, 2022

View all past filings

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