FSR Wealth Management Ltd.
Annual return '25
+18.5%
SPY '25
+17.7%
Alpha
+0.8ptsvs SPY
Invested
$80.8M
Holdings
38
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$DECU
AIM ETF PRODUCTS TRUST
Q4 2025: Exited (was 392.5k shares)
12.5%
02
$GSEP
FIRST TR EXCHNG TRADED FD VI
Held since at least Q1 2024
9.0%
03
$SIXO
AIM ETF PRODUCTS TRUST
Q3 2025: Exited (was 15.1k shares)
7.7%
04
$OCTW
AIM ETF PRODUCTS TRUST
Q3 2025: Exited (was 134.2k shares)
6.9%
05
$JANW
AIM ETF PRODUCTS TRUST
Q4 2025: Exited (was 153.7k shares)
6.7%
06
$SEPW
AIM ETF PRODUCTS TRUST
Q4 2025: Exited (was 164.5k shares)
6.1%
07
$DECW
AIM ETF PRODUCTS TRUST
Q4 2025: Exited (was 306.3k shares)
5.3%
08
$JULU
AIM ETF PRODUCTS TRUST
Q4 2025: Exited (was 138.7k shares)
4.8%
09
$DECT
AIM ETF PRODUCTS TRUST
Q4 2025: Exited (was 110.2k shares)
4.6%
10
$ONEZ
ELEVATION SERIES TRUST
Q4 2025: Exited (was 131.9k shares)
4.3%
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 11:56 UTC.