13F filer

FAS Wealth Partners

As of Jun 30, 2026 Filed Jul 29, 2026 CIK 1596957 SEC filings ↗
13F Value
$1.92B
Positions
520
Top Position
RSP5.8%
Top 5
21.5%

Latest filing changes

vs Mar 31, 2026
Holdings520
# Trend (4Q)
1 RSP 5.8% $112.1M +10.3% 527.1K 5.7% ETF
2 JEPI 4.9% $94.1M +8.9% 1.67M 5.4% ETF
3 ILCG 3.8% $73.0M +5.2% 623.5K 3.5% ETF
4 AVLV 3.5% $67.1M +7.9% 736.0K 3.4% ETF
5 EFG 3.4% $66.0M +14.3% 530.7K 3.2% ETF
6 MDYV 3.3% $62.6M +5.5% 659.9K 3.3% ETF
7 MDYG 3.2% $62.3M +9.4% 555.6K 3.0% ETF
8 SLYG 2.4% $45.3M +10.9% 380.3K 2.1% ETF
9 AAPL 2.4% $45.1M +1.4% 156.0K 2.4% Common Stock
10 PTRB 2.0% $38.2M +16.5% 921.7K 2.0% ETF
11 SCHV 1.9% $36.8M -1.0% 1.06M 2.0% ETF
12 NVDA 1.7% $33.4M +5.9% 166.7K 1.7% Common Stock
13 JCPB 1.5% $29.1M +51.1% 620.4K 1.2% ETF
14 CORT 1.5% $28.2M +0.8% 324.9K 0.8% Common Stock
15 TOTL 1.4% $26.9M +26.0% 682.4K 1.3% ETF
16 SCHM 1.3% $24.6M +6.3% 666.8K 1.2% ETF
17 IVW 1.2% $23.4M -0.8% 170.4K 1.2% ETF
18 GOOG 1.2% $22.9M +5.4% 64.8K 1.1% Common Stock
19 AVSC 1.2% $22.5M +10.5% 306.5K 1.1% ETF
20 VIG 1.1% $21.6M +1.0% 91.2K 1.2% ETF
Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.
Exited in Latest Filing25
# Holding Prior % Prior Value Change Prior Quantity Trend (4Q) Type
Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.