FSC Wealth Advisors
Latest statistics and disclosures from FSC Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are PDBC, and represent 100.00% of FSC Wealth Advisors's stock portfolio.
- Reduced shares in these 10 stocks: , FTSM, SPLV, , VGK, MGV, MGK, BIL, IWM, ARKK.
- Sold out of its positions in ARKK, FTSM, SPLV, IVV, IVW, IWM, SPY, CWB, BIL, MGK. MGV, VGK.
- FSC Wealth Advisors was a net seller of stock by $-4.7M.
- FSC Wealth Advisors has $513k in assets under management (AUM), dropping by -90.20%.
- Central Index Key (CIK): 0001925685
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Portfolio Holdings for FSC Wealth Advisors
FSC Wealth Advisors holds 1 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Invesco Actvely Mngd Etc Optimum Yield (PDBC) | 100.0 | $513k | -10% | 32k | 15.88 |
|
Past Filings by FSC Wealth Advisors
SEC 13F filings are viewable for FSC Wealth Advisors going back to 2021
- FSC Wealth Advisors 2026 Q2 filed July 30, 2026
- FSC Wealth Advisors 2026 Q1 filed April 20, 2026
- FSC Wealth Advisors 2025 Q4 filed Jan. 22, 2026
- FSC Wealth Advisors 2025 Q3 filed Oct. 17, 2025
- FSC Wealth Advisors 2025 Q2 restated filed Sept. 2, 2025
- FSC Wealth Advisors 2025 Q2 filed Aug. 11, 2025
- FSC Wealth Advisors 2025 Q1 filed April 22, 2025
- FSC Wealth Advisors 2024 Q4 filed Jan. 22, 2025
- FSC Wealth Advisors 2024 Q3 filed Oct. 22, 2024
- FSC Wealth Advisors 2024 Q2 filed July 17, 2024
- FSC Wealth Advisors 2024 Q1 filed April 16, 2024
- FSC Wealth Advisors 2023 Q4 filed Jan. 16, 2024
- FSC Wealth Advisors 2023 Q3 filed Oct. 24, 2023
- FSC Wealth Advisors 2023 Q2 filed July 18, 2023
- FSC Wealth Advisors 2023 Q1 filed April 19, 2023
- FSC Wealth Advisors 2022 Q4 filed Jan. 17, 2023