FSA Wealth Management LLC - Portfolio overview

FSA Wealth Management LLC has 568 reported holdings in this dataset, with the latest filing dated 2025-11-17.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. IWF - ISHARES RUSSELL 1000 GROWTH ETF, 25.10%
2. IWD - ISHARES RUSSELL 1000 VALUE ETF, 19.95%
3. VEA - VANGUARD FTSE DEVELOPED MARKETS ETF, 9.42%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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