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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 RSP, JEPI, ILCG, AVLV, MDYV, and represent 21.38% of FAS Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: PTRB (+$6.7M), VT (+$6.0M), TOTL, VEU, RSP, JCPB, GLD, BKDV, OUNZ, CSCO.
Started 37 new stock positions in ASGI, GSK, XLP, VIS, MU, NBIS, FCX, SYK, IGSB, EIX.
Reduced shares in these 10 stocks: Honeywell International, LRCX, AVIV, CAT, PLTR, KEMX, JEPI, CMG, JNJ, AOR.
Sold out of its positions in ADBE, AEE, AMP, AstraZeneca, TEAM, BITB, BPRE, COF, CELH, CNC.
FAS Wealth Partners was a net buyer of stock by $53M.
FAS Wealth Partners has $1.6B in assets under management (AUM), dropping by 3.77%.
Central Index Key (CIK): 0001596957

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Portfolio Holdings for FAS Wealth Partners

FAS Wealth Partners holds 508 positions in its portfolio as reported in the March 2026 quarterly 13F filing

FAS Wealth Partners has 508 total positions. Only the first 250 positions are shown.

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Download the FAS Wealth Partners March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	5.7	$92M	+4%	478k	191.92	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	5.4	$87M		1.5M	56.68	View chart
Ishares Tr Morningstar Grwt (ILCG)	3.5	$57M		593k	95.48	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	3.4	$55M		682k	80.61	View chart
Spdr Series Trust State Street Spd (MDYV)	3.3	$53M	+2%	625k	85.15	View chart
Ishares Tr Eafe Grwth Etf (EFG)	3.2	$52M		464k	111.37	View chart
Spdr Series Trust State Street Spd (MDYG)	3.0	$49M	+2%	508k	95.96	View chart
Apple (AAPL)	2.4	$39M	+3%	154k	253.79	View chart
Spdr Series Trust State Street Spd (SLYG)	2.1	$33M	+3%	343k	96.62	View chart
Pgim Etf Tr Total Return Bon (PTRB)	2.0	$33M	+25%	791k	41.51	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	2.0	$33M	-2%	1.1M	30.50	View chart
NVIDIA Corporation (NVDA)	1.7	$28M	+6%	157k	174.40	View chart
Ssga Active Etf Tr State Street Dou (TOTL)	1.3	$22M	+28%	542k	39.73	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.2	$19M	-3%	172k	113.11	View chart
Ishares Tr Eafe Value Etf (EFV)	1.2	$19M	-3%	261k	74.35	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	1.2	$19M	+3%	627k	30.96	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.2	$19M		90k	215.06	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	1.2	$19M	+20%	411k	47.08	View chart
American Centy Etf Tr International Lr (AVIV)	1.1	$18M	-10%	243k	74.83	View chart
Microsoft Corporation (MSFT)	1.1	$18M	+3%	49k	370.17	View chart
Alphabet Cap Stk Cl C (GOOG)	1.1	$18M	+13%	62k	286.86	View chart
American Centy Etf Tr Avantis Us Larg (AVLC)	1.1	$17M	+2%	224k	77.55	View chart
American Centy Etf Tr Avantis Us Small (AVSC)	1.1	$17M		277k	62.30	View chart
Amazon Call Option (Principal) (AMZN)	1.1	$17M	+2%	81k	208.27	View chart
Kraneshares Trust Msci Emg Ex Ch (KEMX)	1.0	$17M	-7%	414k	40.55	View chart
Spdr Series Trust State Street Spd (SLYV)	1.0	$17M		177k	94.58	View chart
Broadcom (AVGO)	1.0	$16M	-4%	51k	309.51	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.9	$15M		177k	84.84	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.9	$14M	+4%	128k	110.47	View chart
Spdr Gold Tr Gold Shs (GLD)	0.9	$14M	+29%	32k	430.29	View chart
Corcept Therapeutics Incorporated (CORT)	0.8	$13M	+3%	322k	40.31	View chart
JPMorgan Chase & Co. (JPM)	0.8	$13M	+4%	44k	294.16	View chart
Exxon Mobil Corporation Call Option (Principal) (XOM)	0.8	$12M	+10%	72k	169.66	View chart
Ishares Tr Core High Dv Etf (HDV)	0.8	$12M		90k	135.72	View chart
Wal-Mart Stores (WMT)	0.7	$12M		96k	124.28	View chart
Meta Platforms Cl A (META)	0.7	$11M	+5%	20k	572.13	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.7	$11M	-2%	256k	42.56	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.7	$11M	+6%	16k	650.34	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.6	$10M	-4%	213k	48.93	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.6	$10M	-4%	355k	29.13	View chart
Chevron Corporation (CVX)	0.6	$9.9M	+2%	48k	206.90	View chart
Caterpillar (CAT)	0.6	$9.7M	-13%	14k	708.48	View chart
Johnson & Johnson (JNJ)	0.6	$9.7M	-9%	40k	244.44	View chart
Eli Lilly & Co. (LLY)	0.6	$9.6M	+3%	10k	919.77	View chart
Vaneck Etf Trust Ig Floating Rate (FLTR)	0.6	$9.3M	+5%	365k	25.48	View chart
Vaneck Merk Gold Etf Gold Shs (OUNZ)	0.6	$9.1M	+37%	203k	45.05	View chart
Proshares Tr S&p Mdcp 400 Div (REGL)	0.6	$9.0M	+4%	104k	86.41	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.6	$9.0M		43k	211.15	View chart
Lam Research Corp Com New (LRCX)	0.5	$8.0M	-23%	37k	213.66	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.5	$7.8M	+3%	148k	52.54	View chart
Tesla Motors (TSLA)	0.5	$7.4M	+43%	20k	371.75	View chart
Costco Wholesale Corporation (COST)	0.5	$7.3M		7.4k	996.46	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.5	$7.3M	-2%	11k	653.19	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$7.0M		24k	287.56	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.4	$6.8M	+782%	49k	138.32	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.4	$6.7M	-2%	72k	92.74	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.4	$6.7M		234k	28.72	View chart
Abbvie (ABBV)	0.4	$6.7M	+3%	31k	217.49	View chart
Arcbest (ARCB)	0.4	$6.2M		63k	98.36	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.4	$6.0M	-2%	32k	184.28	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.4	$5.8M		41k	142.43	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$5.7M	+2%	9.6k	597.57	View chart
Eaton Corp SHS (ETN)	0.4	$5.7M	+4%	16k	357.66	View chart
Bny Mellon Etf Trust Ii Dynamic Value (BKDV)	0.3	$5.5M	+83%	187k	29.66	View chart
Palantir Technologies Cl A (PLTR)	0.3	$5.3M	-19%	36k	146.28	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$5.2M	-4%	16k	320.81	View chart
Duke Energy Corp Com New (DUK)	0.3	$5.1M	+3%	39k	130.94	View chart
Nextera Energy (NEE)	0.3	$5.1M	+4%	55k	92.88	View chart
Morgan Stanley Com New (MS)	0.3	$5.0M	+4%	31k	164.57	View chart
Ishares Core Msci Emkt (IEMG)	0.3	$5.0M	-6%	71k	69.75	View chart
Merck & Co (MRK)	0.3	$4.9M	+3%	41k	120.29	View chart
Cme (CME)	0.3	$4.9M	+8%	17k	295.35	View chart
Home Depot (HD)	0.3	$4.9M	+2%	15k	328.90	View chart
American Centy Etf Tr Diversified Mu (TAXF)	0.3	$4.9M	+9%	97k	50.05	View chart
Tortoise Capital Series Trus North Amrcn Pipe (TPYP)	0.3	$4.7M		111k	42.36	View chart
Travelers Companies (TRV)	0.3	$4.7M	+4%	16k	291.68	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.3	$4.7M		51k	90.53	View chart
Visa Com Cl A (V)	0.3	$4.6M	+5%	15k	302.24	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.3	$4.6M	+3844%	61k	75.10	View chart
Ishares Tr Select Divid Etf (DVY)	0.3	$4.6M	-4%	30k	151.41	View chart
Ast Spacemobile Com Cl A (ASTS)	0.3	$4.5M		54k	82.87	View chart
Procter & Gamble Company (PG)	0.3	$4.5M		31k	144.44	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.3	$4.4M	+3%	80k	55.52	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$4.4M		18k	248.00	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.3	$4.3M	+6%	86k	50.37	View chart
Garmin SHS (GRMN)	0.3	$4.3M		19k	232.01	View chart
Amgen (AMGN)	0.3	$4.3M	+7%	12k	351.86	View chart
Union Pacific Corporation (UNP)	0.3	$4.2M	+2%	17k	242.62	View chart
Ishares Tr Msci Intl Moment (IMTM)	0.3	$4.1M		85k	48.02	View chart
Boeing Company (BA)	0.3	$4.0M	+37%	20k	199.03	View chart
FedEx Corporation (FDX)	0.2	$3.9M	+5%	11k	356.17	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$3.7M		17k	217.25	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$3.7M	-2%	29k	124.31	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.2	$3.6M		41k	88.46	View chart
Cisco Systems (CSCO)	0.2	$3.6M	+195%	47k	77.59	View chart
Texas Instruments Incorporated (TXN)	0.2	$3.6M		19k	194.14	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$3.5M		8.3k	426.38	View chart
Principal Financial (PFG)	0.2	$3.5M	+4%	39k	90.11	View chart
Southern Company (SO)	0.2	$3.5M	+3%	36k	96.52	View chart
Prologis (PLD)	0.2	$3.5M	+4%	26k	132.18	View chart
Calumet (CLMT)	0.2	$3.5M		96k	35.90	View chart
Starbucks Corporation (SBUX)	0.2	$3.4M		38k	89.59	View chart
Cheniere Energy Com New (LNG)	0.2	$3.4M		12k	283.76	View chart
Southwest Airlines (LUV)	0.2	$3.4M	+2%	89k	37.57	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$3.2M	-5%	33k	97.13	View chart
Blackstone Group Inc Com Cl A (BX)	0.2	$3.2M	+9%	28k	114.99	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.2	$3.1M	-5%	62k	50.61	View chart
UnitedHealth (UNH)	0.2	$3.1M	+270%	11k	270.60	View chart
SLB Com Stk (SLB)	0.2	$3.0M		59k	51.39	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.2	$3.0M		21k	145.74	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.2	$2.9M		30k	97.23	View chart
McDonald's Corporation (MCD)	0.2	$2.9M		9.5k	310.78	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$2.9M	+53%	5.1k	577.13	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.2	$2.9M		4.00	718140.00	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.2	$2.8M		9.2k	302.24	View chart
Bank of America Corporation (BAC)	0.2	$2.7M	-2%	55k	48.75	View chart
Hercules Technology Growth Capital (HTGC)	0.2	$2.7M		181k	14.77	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.2	$2.6M	-6%	80k	32.95	View chart
Danaher Corporation (DHR)	0.2	$2.6M	+10%	14k	189.60	View chart
Intuitive Surgical Com New (ISRG)	0.2	$2.4M		5.3k	460.97	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$2.4M		36k	67.53	View chart
Ishares Tr Ishares Biotech (IBB)	0.1	$2.3M	-2%	14k	168.84	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$2.3M	-17%	91k	25.10	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$2.3M		11k	213.66	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.1	$2.2M		45k	50.14	View chart
Palmer Square Funds Tr Clo Sr Debt Etf (PSQA)	0.1	$2.2M	+473%	109k	20.44	View chart
Ishares Tr Core 60/40 Balan (AOR)	0.1	$2.2M	-31%	34k	64.35	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$2.2M		12k	189.59	View chart
Rockwell Automation (ROK)	0.1	$2.1M	NEW	5.9k	358.85	View chart
ConocoPhillips (COP)	0.1	$2.0M		15k	132.00	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$2.0M		14k	148.10	View chart
Ishares Tr Global Reit Etf (REET)	0.1	$2.0M		79k	25.15	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$2.0M	-6%	19k	106.15	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$2.0M	-9%	77k	25.64	View chart
Vanguard World Energy Etf (VDE)	0.1	$2.0M		11k	173.04	View chart
Lockheed Martin Corporation (LMT)	0.1	$1.9M	+3%	3.1k	604.40	View chart
International Business Machines (IBM)	0.1	$1.8M		7.6k	242.38	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.1	$1.8M		25k	70.91	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.1	$1.8M		50k	35.44	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.1	$1.8M	-12%	36k	48.46	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$1.7M		6.8k	257.36	View chart
Mfs Active Exchange Traded F Intermedite Muni (MFSM)	0.1	$1.7M	+5%	68k	24.85	View chart
Silverback Therapeutics (SPRY)	0.1	$1.6M		205k	8.03	View chart
Vaneck Etf Trust Real Assets Etf (RAAX)	0.1	$1.6M	+83%	40k	40.71	View chart
Raytheon Technologies Corp (RTX)	0.1	$1.6M	+4%	8.5k	192.91	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$1.6M	-8%	66k	24.75	View chart
Kla Corp Com New (KLAC)	0.1	$1.6M		1.1k	1472.28	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.1	$1.5M	+15%	34k	43.66	View chart
Coca-Cola Company (KO)	0.1	$1.4M	+3%	19k	76.05	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$1.4M		11k	128.12	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$1.4M		12k	118.45	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.1	$1.4M		78k	17.75	View chart
First Tr Exch Traded Fd Iii Merger Arbitra	0.1	$1.4M	+64%	67k	20.70	View chart
Cloudflare Cl A Com (NET)	0.1	$1.4M	+4%	6.7k	206.34	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$1.3M	-3%	4.3k	298.84	View chart
Waste Management (WM)	0.1	$1.3M		5.6k	229.77	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.1	$1.2M	+2%	25k	49.99	View chart
Netflix (NFLX)	0.1	$1.2M	+2%	12k	96.15	View chart
Seaboard Corporation (SEB)	0.1	$1.2M		205.00	5651.71	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$1.1M	+34%	8.5k	132.90	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$1.1M		8.5k	132.51	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$1.1M		36k	30.68	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$1.1M		17k	64.08	View chart
Phillips 66 (PSX)	0.1	$1.1M	-2%	6.0k	182.19	View chart
Cardinal Health (CAH)	0.1	$1.1M		5.1k	211.33	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.1	$1.1M		11k	94.24	View chart
Us Bancorp Com New (USB)	0.1	$1.0M		20k	52.01	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$1.0M	+4%	3.2k	313.82	View chart
Deere & Company (DE)	0.1	$1.0M	+7%	1.8k	563.21	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.1	$1.0M	+7%	16k	61.26	View chart
At&t (T)	0.1	$994k		34k	28.99	View chart
Oracle Corporation (ORCL)	0.1	$961k	+7%	6.5k	147.12	View chart
Commerce Bancshares (CBSH)	0.1	$945k	+19%	19k	49.20	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$930k	+13%	3.2k	287.20	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.1	$928k	-4%	18k	50.98	View chart
Verizon Communications (VZ)	0.1	$925k		18k	50.20	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$919k		32k	29.08	View chart
Blackrock (BLK)	0.1	$902k	+13%	938.00	962.08	View chart
Honeywell International	0.1	$893k	-74%	3.9k	226.00	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$883k		4.9k	181.43	View chart
Ge Aerospace Com New (GE)	0.1	$875k		3.1k	283.76	View chart
Intel Corporation (INTC)	0.1	$857k		19k	44.13	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.1	$845k		7.6k	111.18	View chart
Evergy (EVRG)	0.1	$839k	+77%	10k	81.92	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$835k	-8%	8.3k	100.66	View chart
Pepsi (PEP)	0.1	$826k	-25%	5.3k	155.29	View chart
Vaneck Etf Trust Vaneck Shrt Muni (SMB)	0.1	$820k		47k	17.30	View chart
Unum (UNM)	0.1	$815k		11k	73.03	View chart
Watsco, Incorporated (WSO)	0.0	$803k		2.2k	363.79	View chart
Watsco Cl B Conv (WSO.B)	0.0	$779k		2.2k	360.31	View chart
Claritev Corporation Cl A New (CTEV)	0.0	$759k	+49%	47k	16.34	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.0	$757k		17k	44.62	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.0	$756k		25k	30.32	View chart
McKesson Corporation (MCK)	0.0	$753k		870.00	865.56	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.0	$750k		1.2k	616.86	View chart
Bristol Myers Squibb (BMY)	0.0	$749k	+2%	12k	60.65	View chart
Wells Fargo & Company (WFC)	0.0	$741k	+2%	9.3k	79.61	View chart
Williams Companies (WMB)	0.0	$736k	+4%	10k	72.78	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.0	$734k		6.9k	106.01	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.0	$724k		38k	19.30	View chart
O'reilly Automotive (ORLY)	0.0	$713k	-11%	7.7k	92.31	View chart
Vanguard World Mega Grwth Ind (MGK)	0.0	$696k		1.9k	367.43	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$666k	+3%	954.00	697.86	View chart
Vanguard Index Fds Value Etf (VTV)	0.0	$656k	-5%	3.3k	196.18	View chart
Vaneck Bitcoin Etf Sh Ben Int (HODL)	0.0	$650k	+5%	34k	19.16	View chart
Shell Spon Ads (SHEL)	0.0	$637k		6.8k	93.00	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.0	$635k		2.4k	261.88	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.0	$632k		4.4k	144.72	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$624k	-19%	16k	38.42	View chart
Vanguard Index Fds Growth Etf (VUG)	0.0	$622k	-4%	1.4k	436.89	View chart
salesforce (CRM)	0.0	$618k	+35%	3.3k	186.64	View chart
TJX Companies (TJX)	0.0	$611k	+3%	3.8k	159.70	View chart
Walt Disney Company (DIS)	0.0	$604k	-4%	6.3k	96.38	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$600k	+18%	6.8k	88.69	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.0	$573k	+12%	1.6k	356.50	View chart
Ishares Tr Mbs Etf (MBB)	0.0	$570k	+4%	6.0k	94.95	View chart
Mastercard Incorporated Cl A (MA)	0.0	$568k	-14%	1.1k	499.47	View chart
UMB Financial Corporation (UMBF)	0.0	$560k		5.0k	112.80	View chart
Spdr Series Trust State Street Spd (SDY)	0.0	$558k	-4%	3.8k	145.94	View chart
Enterprise Products Partners (EPD)	0.0	$549k		15k	37.84	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.0	$549k	-5%	24k	23.22	View chart
Oneok (OKE)	0.0	$548k	+2%	6.1k	90.40	View chart
Emerson Electric (EMR)	0.0	$542k		4.1k	131.03	View chart
Abbott Laboratories (ABT)	0.0	$542k		5.3k	102.67	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.0	$530k	-4%	5.7k	93.66	View chart
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)	0.0	$525k	-23%	2.4k	218.72	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$524k	-18%	5.3k	99.27	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.0	$517k		4.4k	118.62	View chart
Goldman Sachs (GS)	0.0	$517k	+2%	611.00	845.64	View chart
Colgate-Palmolive Company (CL)	0.0	$514k	+9%	6.0k	85.23	View chart
Vanguard World Health Car Etf (VHT)	0.0	$496k		1.8k	272.35	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.0	$494k		5.4k	91.37	View chart
Ge Vernova (GEV)	0.0	$491k	+5%	562.00	873.36	View chart
Kroger (KR)	0.0	$490k	+2%	6.8k	72.36	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.0	$477k		1.4k	337.93	View chart
Pfizer (PFE)	0.0	$476k		17k	28.08	View chart
Archer Daniels Midland Company (ADM)	0.0	$464k		6.4k	72.68	View chart
Citigroup Com New (C)	0.0	$461k	+2%	4.1k	113.40	View chart
First Tr Exchange-traded A Com Shs (FEX)	0.0	$461k		3.8k	121.93	View chart
Boston Scientific Corporation (BSX)	0.0	$457k		7.3k	62.75	View chart
Lowe's Companies (LOW)	0.0	$456k	+12%	1.9k	236.25	View chart
Ishares Tr Core Msci Intl (IDEV)	0.0	$454k		5.4k	83.56	View chart
Invesco Exchange Traded Fd T S&P SML600 GWT (RZG)	0.0	$449k		7.9k	56.96	View chart
Vanguard Scottsdale Fds Vng Rus2000val (VTWV)	0.0	$444k		2.7k	167.20	View chart
Ishares Msci Gbl Min Vol (ACWV)	0.0	$438k	-14%	3.7k	119.52	View chart
Marsh & McLennan Companies (MRSH)	0.0	$433k	+30%	2.5k	173.47	View chart
Ecolab (ECL)	0.0	$432k		1.6k	265.95	View chart
Norfolk Southern (NSC)	0.0	$426k		1.5k	287.05	View chart
Philip Morris International (PM)	0.0	$424k		2.6k	165.35	View chart
Thermo Fisher Scientific (TMO)	0.0	$417k		849.00	491.36	View chart

Past Filings by FAS Wealth Partners

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

FAS Wealth Partners 2026 Q1 filed June 10, 2026
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

View all past filings

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