FAS Wealth Partners, Inc.
Annual return '25
+20.5%
SPY '25
+17.7%
Alpha
+2.8ptsvs SPY
Invested
$1.5B
Holdings
509
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$JEPI
J P MORGAN EXCHANGE TRADED F
Q3 2025: Increased +3.7% (1.48M → 1.53M shares)
5.7%
02
$RSP
INVESCO EXCHANGE TRADED FD T
Q3 2025: Increased +5.5% (427.6k → 451.3k shares)
5.7%
03
$ILCG
ISHARES TR
Q2 2025: Increased +2.3% (585.3k → 598.6k shares)
3.9%
04
$EFG
ISHARES TR
Q3 2025: Increased +3.0% (433.3k → 446.5k shares)
3.4%
05
$MDYV
SPDR SERIES TRUST
Q3 2025: Increased +1.9% (588.5k → 599.5k shares)
3.3%
06
$AVLV
AMERICAN CENTY ETF TR
Q3 2025: Increased +1.5% (654.3k → 664.3k shares)
3.3%
07
$MDYG
SPDR SERIES TRUST
Q3 2025: Increased +1.9% (479.8k → 488.9k shares)
3.0%
08
$AAPL
APPLE INC
Q3 2025: Increased +1.0% (146.3k → 147.8k shares)
2.6%
09
$SCHV
SCHWAB STRATEGIC TR
Q3 2025: Sold 1.8% (1.14M → 1.12M shares)
2.1%
10
$SLYG
SPDR SERIES TRUST
Q3 2025: Increased +2.7% (318.3k → 326.8k shares)
2.0%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:08 UTC.