Fsa Wealth Management LLC has filed its 13F form on November 17, 2025 for Q3 2025 where it was disclosed a total value porftolio of $323 Million distributed in 581 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Russell 1000 Gr ETF with a value of $68.5M, Ishares Core S&P 500 ETF with a value of $57.2M, Ishares Russell 1000 Val ETF with a value of $54.5M, Vanguard Ftse Developed Market with a value of $25.7M, and Ishares Russell Mid Cap Growth with a value of $18.4M.
Examining the 13F form we can see an increase of $20.2M in the current position value, from $303M to 323M.
Fsa Wealth Management LLC is based out at Needham, MA
Below you can find more details about Fsa Wealth Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$323 Million
ETFs: $289 Million
Technology: $10.9 Million
Consumer Cyclical: $5.17 Million
Industrials: $4.14 Million
Financial Services: $3.84 Million
Communication Services: $2.62 Million
Healthcare: $2.23 Million
Consumer Defensive: $1.89 Million
Other: $3.14 Million
Stock Holdings Table Market Cap. of $200 Billions or more
