Financial Solutions Advisory Group, Inc.: 13F holdings
CIK 21352692026Q2
| Positions | 177 |
|---|
| Reported value | $790.9m |
|---|
| Filed | 2026-07-13 |
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Change since last quarter
| Positions | 177 (+3 vs prior quarter) |
|---|
| Reported value | $790.9m (+9.3%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SPTS SPDR SERIES TRUST | 3,601,971 | $104.2m | 13.2% |
| SCHX SCHWAB STRATEGIC TR | 2,684,047 | $79.5m | 10.1% |
| QQQ INVESCO QQQ TR | 86,016 | $62.2m | 7.9% |
| ISTB ISHARES TR | 1,124,285 | $54.0m | 6.8% |
| SPY STATE STR SPDR S&P 500 ETF T | 71,068 | $53.4m | 6.8% |
| SCHM SCHWAB STRATEGIC TR | 1,275,655 | $45.7m | 5.8% |
| VTIP VANGUARD MALVERN FDS | 522,120 | $25.9m | 3.3% |
| XLK SELECT SECTOR SPDR TR | 114,886 | $21.3m | 2.7% |
| IWM ISHARES TR | 66,996 | $19.9m | 2.5% |
| VEU VANGUARD INTL EQUITY INDEX F | 207,756 | $17.3m | 2.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2135269")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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