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FSC Wealth Advisors, LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1925685
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13F Reported Value

ⓘ

$513,337

Holdings

1

Latest Filing

2026-06-30

Filing Quarter

Q2 2026

Portfolio Overview

FSC Wealth Advisors, LLC disclosed 1 positions worth $513,337 in its Form 13F-HR for Q2 2026, led by $IVZ (Invesco Ltd.) at 100.0% of the equity portfolio. During the quarter the fund opened 0 new positions and exited 11 and a full exit from $SPY. The portfolio is most concentrated in Financials (100.0% of disclosed assets). All figures are sourced directly from FSC Wealth Advisors, LLC’s Form 13F-HR filing with the SEC under CIK 1925685.

AI Fund Analysis

Concentrating
IVZ$IVZ
100.0% weight
Held 10 quarters

Sector Allocation

Financials

13fpro.ai/research/fund/fsc-wealth-advisors-llc-1925685

AUM History

13fpro.ai/research/fund/fsc-wealth-advisors-llc-1925685

Top Equity Holdings by Value

13fpro.ai/research/fund/fsc-wealth-advisors-llc-1925685

Quarterly Activity — Q2 2026

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Top Holdings

AI Quality Scored

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32-signal composite ranking on each of FSC Wealth Advisors, LLC's 1 positions.

Showing top 1 of 1 holdings.

Sector Allocation

Financials

$513,337

Full Holdings — FSC Wealth Advisors, LLC (Q2 2026)

All 1 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

TickerCompanyValue
IVZ$IVZInvesco Ltd.$513,337

Exited Positions (11)

SPY$SPY SPDR S&P 500 ETF TRUST
FIRST TR EXCHANGE-TRADED FD
SPDR SERIES TRUST
VANGUARD INTL EQUITY INDEX F
VANGUARD WORLD FD
VANGUARD WORLD FD
SPDR SERIES TRUST
ISHARES TR
ARK ETF TR
ISHARES TR
ISHARES TR

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AI-Powered Hedge Fund Analysis: FSC Wealth Advisors, LLC

13F Pro is an AI hedge fund tracker and stock research platform. For FSC Wealth Advisors, LLC (SEC CIK: 1925685), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in FSC Wealth Advisors, LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.