Fsc Wealth Advisors, LLC Portfolio Holdings

Fsc Wealth Advisors, LLC

  • $171 Million
  • Q3 2025

Fsc Wealth Advisors, LLC has filed its 13F form on October 17, 2025 for Q3 2025 where it was disclosed a total value porftolio of $171 Million distributed in 74 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $18.8M, First Tr Enhanced Traded Fd Iv with a value of $11.9M, Spdr Bloomberg 1 3 Month T Bil with a value of $11.2M, Spdr Bloomberg Convertible Sec with a value of $11.2M, and Vanguard Mega Cap Growth ETF with a value of $8.28M.

Examining the 13F form we can see an increase of $14.4M in the current position value, from $157M to 171M.

Below you can find more details about Fsc Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $171 Million
ETFs: $160 Million
Technology: $6.95 Million
Healthcare: $1.27 Million
Communication Services: $1.25 Million
Consumer Cyclical: $942,000
Financial Services: $925,000

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

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

Summary

  • Portfolio
  • No. of Stocks 74
  • Current Value $171 Million
  • Prior Value $157 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 17, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 5 stocks
  • Additional Purchases 40 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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