Fsa Wealth Partners Q2 2026 Portfolio Activity

As reported by insiderset, Fsa Wealth Partners Inc. experienced substantial changes in its portfolio holdings during the period leading up to June 30th, 2026. The firm's overall portfolio value stood at $399 million as of that date.

The data indicates a significant focus on increasing positions in several exchange-traded funds (ETFs). Notably, Fsa Wealth Partners disclosed large purchases across multiple ETFs:

• ISHARES TR (IVV) saw a massive increase of over 426% in shares, representing one of the largest buying activities this quarter.
• The firm also significantly boosted its position in ISHARES TR (IJR) by over 426%.
• ISHARES TR (IXN), INVESCO EXCH TRADED FD TR II, was added to the portfolio with a full purchase of shares.
• Similarly, INVESCO EXCH TRADED FD TR II (RWJ) and FIRST TR EXCHNG TRADED FD VI (FJAN) were also fully purchased.
• The firm increased its stake in INVESCO EXCH TRADED FD TR II (QQQM) by a full purchase amount as well.

In contrast, the investor also reported significant selling activities during this period:

• The firm disclosed large sell orders for several ETFs tracked in its portfolio. These included exits from positions held previously.
• Specifically, Fsa Wealth Partners indicated substantial reductions or exits from holdings like OEF, SSO, PSI, and MU, which are not present in the current top holdings list but were part of prior periods' significant sell symbols.

The portfolio data shows that these changes occurred within specific sectors:

• Industrials ETFs accounted for approximately $2 million, or 0.5% allocation.
• Technology ETFs represented about $1.3 million, roughly 0.3% of the portfolio.
• Utilities and Consumer Cyclical sectors had smaller allocations totaling around $0.3 million combined (0.08% + 0.05%).
• The vast majority of the portfolio's value ($395 million, or 99.05%) was allocated to holdings categorized as 'Unknown', which likely includes most of their core ETF positions.

Overall, Fsa Wealth Partners demonstrated a dynamic investment approach during Q2 2026:

• Their portfolio now holds 68 distinct holdings across various sectors and categories.
• The top five holdings by weight accounted for approximately 43.7% of the total assets, indicating a concentration strategy.

For more detailed information about Fsa Wealth Partners Inc.'s portfolio or specific stock performance during this period, please refer to their official filings on insiderset.