account_balance
Investment manager · 13F filer · SEC CIK 1596957
FAS Wealth Partners, Inc.
Reported value$1.92Bas of Jun 30, 2026
Positions516 31 new, 23 sold out
Top 10 weight34.7%RSP alone is 6%
FiledJul 2929 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
RSPInvesco Exchange Traded Fd T
5.8%Added +10%
JEPIJ P Morgan Exchange Traded F
4.9%Added +9%
ILCGiShares Tr
3.8%Added +5%
AVLVAmerican Centy ETF Tr
3.5%Added +8%
EFGiShares Tr
3.4%Added +14%
MDYVSPDR Series Trust
3.3%Added +6%
MDYGSPDR Series Trust
3.2%Added +9%
SLYGSPDR Series Trust
2.4%Added +11%
AAPLApple Inc.
2.4%
PTRBPgim ETF Tr
2.0%+17%
SCHVSchwab Strategic Tr
1.9%
NVDANVIDIA Corp
1.7%Added +6%
RSPInvesco Exchange Traded Fd T
5.8%Added +10%
JEPIJ P Morgan Exchange Traded F
4.9%Added +9%
ILCGiShares Tr
3.8%+5%
AVLVAmerican Centy ETF Tr
3.5%+8%
EFGiShares Tr
3.4%+14%
MDYVSPDR Series Trust
3.3%
MDYGSPDR Series Trust
3.2%
SLYGSPDR Series Trust
2.4%
AAPLApple Inc.
2.4%
PTRB2.0%
SCHV1.9%
NVDA1.7%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
RSP Invesco Exchange Traded Fd T 5.8% Added +10%
JEPI J P Morgan Exchange Traded F 4.9% Added +9%
ILCG iShares Tr 3.8% Added +5%
AVLV American Centy ETF Tr 3.5% Added +8%
EFG iShares Tr 3.4% Added +14%
MDYV SPDR Series Trust 3.3% Added +6%
MDYG SPDR Series Trust 3.2% Added +9%
SLYG SPDR Series Trust 2.4% Added +11%
AAPL Apple Inc. 2.4% HeldPTRB Pgim ETF Tr 2.0% Added +17%
SCHV Schwab Strategic Tr 1.9% Held
NVDA NVIDIA Corp 1.7% Added +6%What changed
Biggest moves since Mar 31, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.