Long-term investor
Fsa Wealth Partners, Inc. @fsawealthpartnersinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001731221).
Record
- Tracked since 2025-06-30 (448 days), 190 trades recorded
- Returns: week n/a · month n/a · 90 days +12.7% · 6 months n/a · 1 year +18.2% · all +18.2%
- Max drawdown n/a · win rate 45% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 78462F103 · 12.5% · long · since 2025-06-30
- 464287200 · 10.7% · long · since 2025-06-30
- 464287804 · 9.1% · long · since 2026-03-31
- 464287291 · 6.6% · long · since 2026-06-30
- 46137V357 · 4.7% · long · since 2026-03-31
- 14020W106 · 3.9% · long · since 2025-06-30
- 464288240 · 3.9% · long · since 2025-06-30
- 808524409 · 3.6% · long · since 2026-03-31
- 52468L505 · 3.3% · long · since 2026-06-30
- 46138G649 · 2.9% · long · since 2026-06-30
- 921910873 · 2.8% · long · since 2025-06-30
- 46138G664 · 2.7% · long · since 2026-06-30