Fsr Wealth Management Ltd. Portfolio Holdings

Fsr Wealth Management Ltd.

  • $84.5 Billion
  • Q3 2025

Fsr Wealth Management Ltd. has filed its 13F form on October 29, 2025 for Q3 2025 where it was disclosed a total value porftolio of $84.5 Billion distributed in 34 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Aim ETF Products Trust with a value of $10.6B, Aim ETF Products Trust with a value of $10.1B, First Tr Exchng Traded Fd Vi with a value of $7.46B, Aim ETF Products Trust with a value of $6.58B, and Elevation Series Trust with a value of $6.03B.

Examining the 13F form we can see an increase of $6.59B in the current position value, from $77.9B to 84.5B.

Fsr Wealth Management Ltd. is based out at Elmhurst, IL

Below you can find more details about Fsr Wealth Management Ltd. portfolio as well as his latest detailed transactions.

Portfolio value $84.5 Billion
ETFs: $9.59 Billion
Communication Services: $2.18 Billion
Technology: $2.07 Billion
Consumer Cyclical: $251 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$5.56 Billion 6.58% of portfolio
153,731
Q3 2025 Reduced 55.33%
$0
$778 Million 0.92% of portfolio
9,936
Q3 2025 Reduced 19.15%
$130B
$554 Million 0.66% of portfolio
1,558
Q3 2025 Reduced 0.19%
$0
$478 Million 0.57% of portfolio
9,415
Q3 2025 Reduced 3.26%
$0
$478 Million 0.57% of portfolio
2,460
Q3 2025 Reduced 6.43%
$0
$401 Million 0.47% of portfolio
6,766
Q3 2025 Added 17.73%
$0
$365 Million 0.43% of portfolio
3,024
Q3 2025 Reduced 2.39%
$0
$269 Million 0.32% of portfolio
809
Q3 2025 New
$0
$260 Million 0.31% of portfolio
6,759
Q3 2025 New
$0
$258 Million 0.31% of portfolio
3,919
Q3 2025 New
$0
$240 Million 0.28% of portfolio
1,161
Q3 2025 Added 9.63%
$0
$210 Million 0.25% of portfolio
437
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 34
  • Current Value $84.5 Billion
  • Prior Value $77.9 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 29, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 12 stocks
  • Additional Purchases 9 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
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