FSC Wealth Advisors as of March 31, 2026
Portfolio Holdings for FSC Wealth Advisors
FSC Wealth Advisors holds 13 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 12.6 | $661k | 1.0k | 650.36 | |
| Invesco Actvely Mngd Etc Optimum Yield (PDBC) | 12.0 | $628k | 36k | 17.32 | |
| First Tr Exchange-traded First Tr Enh New (FTSM) | 10.4 | $545k | 9.1k | 59.78 | |
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 9.6 | $501k | 6.8k | 73.14 | |
| Spdr Series Trust State Street Spd (CWB) | 8.3 | $433k | 4.7k | 91.52 | |
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 8.1 | $427k | 5.2k | 82.43 | |
| Vanguard World Mega Cap Val Etf (MGV) | 7.9 | $415k | 2.9k | 144.97 | |
| Vanguard World Mega Grwth Ind (MGK) | 7.5 | $394k | 1.1k | 367.34 | |
| Spdr Series Trust State Street Spd (BIL) | 7.5 | $391k | 4.3k | 91.63 | |
| Ishares Tr Russell 2000 Etf (IWM) | 4.3 | $224k | 905.00 | 248.00 | |
| Ark Etf Tr Innovation Etf (ARKK) | 4.1 | $213k | 3.2k | 67.59 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 4.0 | $207k | 1.8k | 113.11 | |
| Ishares Tr Core S&p500 Etf (IVV) | 3.8 | $200k | 307.00 | 652.70 |
