FAS Wealth Partners, Inc. - Portfolio overview

FAS Wealth Partners, Inc. has 528 reported holdings in this dataset, with the latest filing dated 2026-02-18.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. JEPI - J P MORGAN EXCHANGE TRADED F, 5.74%
2. RSP - INVESCO EXCHANGE TRADED FD T, 5.67%
3. ILCG - ISHARES TR, 3.94%

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

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