Fsa Investment Group, LLC Portfolio Holdings

Fsa Investment Group, LLC

  • $135 Billion
  • Q2 2025

Fsa Investment Group, LLC has filed its 13F form on July 30, 2025 for Q2 2025 where it was disclosed a total value porftolio of $135 Billion distributed in 20 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $89.6B, Invesco S&P 500 Equal Weight E with a value of $29.7B, Schwab Strategic Us Tips ETF with a value of $3.23B, Vanguard Russell 3000 ETF with a value of $2.52B, and Ishares Core U.S. Aggregate Bo with a value of $1.74B.

Examining the 13F form we can see an increase of $17.6B in the current position value, from $117B to 135B.

Fsa Investment Group, LLC is based out at Pensacola, FL

Below you can find more details about Fsa Investment Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $135 Billion
ETFs: $134 Billion
Technology: $1.05 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 20
  • Current Value $135 Billion
  • Prior Value $117 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 30, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 3 stocks
  • Additional Purchases 12 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 5 stocks
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