FSA Investment Group, LLC
Annual return '25
+11.6%
SPY '25
+17.7%
Alpha
-6.1ptsvs SPY
Invested
$496.9M
Holdings
45
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 77%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SCHX
SCHWAB STRATEGIC TR
Q1 2026: Exited (was 3.55M shares)
39.2%
02
$VBIL
VANGUARD INSTL INDEX FD
Held since at least Q1 2024
24.6%
03
$RSP
INVESCO EXCHANGE TRADED FD T
Q1 2026: Exited (was 207.8k shares)
15.1%
04
$AVDE
AMERICAN CENTY ETF TR
Held since at least Q1 2024
3.4%
05
$IEMG
ISHARES INC
Held since at least Q1 2024
2.5%
06
$BAR
GRANITESHARES GOLD TR
Q1 2026: Exited (was 58.4k shares)
1.7%
07
$BINC
BLACKROCK ETF TRUST II
Q2 2025: Exited (was 28.6k shares)
1.4%
08
$SCHP
SCHWAB STRATEGIC TR
Q1 2026: Exited (was 120.8k shares)
1.3%
09
$VTHR
VANGUARD SCOTTSDALE FDS
Q1 2026: Exited (was 10.3k shares)
1.2%
10
$PDBC
INVESCO ACTVELY MNGD ETC FD
Q1 2026: Exited (was 52.0k shares)
0.9%
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 09:41 UTC.