Fsa Wealth Partners, Inc.
Annual return '25
+17.2%
SPY '25
+17.7%
Alpha
-0.5ptsvs SPY
Invested
$210.3M
Holdings
58
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 94%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SPY
STATE STR SPDR S&P 500 ETF T
Q1 2026: Exited (was 77.9k shares)
13.9%
02
$IVV
ISHARES TR
Q1 2026: Sold 98.1% (73.6k → 1.4k shares)
8.9%
03
$ACWX
ISHARES TR
Q1 2026: Exited (was 779.8k shares)
6.4%
04
$RSP
INVESCO EXCHANGE TRADED FD T
Q2 2025: Exited (was 129.1k shares)
6.1%
05
$SCHV
SCHWAB STRATEGIC TR
Held since at least Q1 2024
5.9%
06
$SH
PROSHARES TR
Held since at least Q1 2024
5.7%
07
$CGDV
CAPITAL GROUP DIVIDEND VALUE
Q1 2026: Exited (was 1.17M shares)
5.5%
08
$MGC
VANGUARD WORLD FD
Q1 2026: Sold 98.5% (151.2k → 2.3k shares)
4.5%
09
$OEF
ISHARES TR
Q1 2026: Exited (was 42.4k shares)
3.3%
10
$AGG
ISHARES TR
Q1 2026: Exited (was 43.2k shares)
2.9%
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 13:33 UTC.