FAS Wealth Partners, Inc.

CIK

1596957

Location

LEAWOOD, KS

Portfolio Value

Micro $29,380,066

Diversification

Diversified

Filing Date

Global Rank

#2,585 / 8,586 ▲ 112

Top Industry

Semiconductors 10.6%

3Y Alpha vs SPY

-1.3%

Period ended 3 months ago

Filed Jun 10, 2026 · 6d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+72.5%

SPY

+78.1%

Annualised alpha

-1.3%

Max drawdown

−18.3%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

203 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

7.7%

−0.6 pts

Top 5

23.0%

−3.0 pts

Top 10

35.6%

−2.3 pts

HHI

216

Diversified−19

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	27.9%	$141,935,982	31
Healthcare	12.8%	$65,087,383	27
Financial Services	11.1%	$56,482,702	34
Industrials	10.4%	$52,993,921	29
Unclassified	8.1%	$41,028,204	13
Consumer Cyclical	7.8%	$39,580,025	17
Energy	7.0%	$35,631,710	14
Consumer Defensive	5.8%	$29,380,066	14
Communication Services	4.5%	$22,680,847	9
Utilities	3.0%	$15,384,083	7
Basic Materials	1.0%	$5,159,690	6
Real Estate	0.7%	$3,781,583	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
OUNZ	VanEck Merk Gold ETF	+55,193	202,477	$9,121,588
CSCO	Cisco Systems, Inc.	+30,841	46,604	$3,616,004
CTEV	Claritev Corp	+15,380	46,477	$759,434
CORT	Corcept Therapeutics Inc	+12,352	322,370	$12,994,734
NVDA	Nvidia Corp	+9,833	157,406	$27,451,606
UNH	Unitedhealth Group Inc	+8,239	11,283	$3,053,066
GLD	Spdr Gold Trust	+7,341	32,165	$13,840,277
XOM	Exxon Mobil Corp	+6,901	72,136	$12,238,593
TSLA	Tesla, Inc.	+6,073	19,987	$7,430,167
BA	Boeing Co	+5,501	20,230	$4,026,376
AAPL	Apple Inc.	+4,683	153,887	$39,054,981
EVRG	Evergy, Inc.	+4,468	10,235	$838,451
CBSH	Commerce Bancshares Inc /Mo/	+3,102	19,214	$945,328
SPRY	ARS Pharmaceuticals, Inc.	+3,000	205,407	$1,649,418
CNH	CNH Industrial N.V.	+2,977	14,587	$160,457
BX	Blackstone Inc.	+2,493	28,072	$3,227,999
LUV	Southwest Airlines Co	+2,473	89,224	$3,352,145
NEE	Nextera Energy Inc	+2,329	54,903	$5,099,390
AMZN	Amazon Com Inc	+2,048	81,072	$16,884,865
PFG	Principal Financial Group Inc	+1,812	38,722	$3,489,239
JPM	Jpmorgan Chase & Co	+1,794	43,527	$12,803,902
QQQ	Invesco Qqq Trust, Series 1	+1,773	5,084	$2,934,383
DKNG	DraftKings Inc.	+1,650	13,817	$298,723
HODL	VanEck Bitcoin ETF	+1,638	33,917	$649,849
MSFT	Microsoft Corp	+1,497	49,116	$18,181,269
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
CMG	Chipotle Mexican Grill Inc	−35,326	7,563	$242,091
HON	Honeywell International Inc	−11,423	3,949	$892,592
LRCX	Lam Research Corp	−11,216	37,347	$7,979,560
EZET	Franklin Ethereum Trust	−9,895	24,785	$394,081
PLTR	Palantir Technologies Inc.	−8,831	36,375	$5,320,935
F	Ford Motor Co	−8,133	29,415	$339,449
JNJ	Johnson & Johnson	−4,176	39,643	$9,690,334
IBIT	iShares Bitcoin Trust ETF	−4,014	16,234	$623,710
SLV	iShares Silver Trust	−3,533	3,598	$245,167
AVGO	Broadcom Inc.	−2,331	50,725	$15,699,894
CAT	Caterpillar Inc	−2,146	13,754	$9,744,158
HTGC	Hercules Capital, Inc.	−1,990	180,756	$2,669,766
PEP	Pepsico Inc	−1,773	5,319	$825,987
KMI	Kinder Morgan, Inc.	−1,472	9,531	$319,574
OCSL	Oaktree Specialty Lending Corp	−1,400	18,795	$212,383
BAC	Bank Of America Corp /De/	−1,284	54,976	$2,680,080
MDT	Medtronic plc	−1,240	2,328	$201,721
ORLY	O Reilly Automotive Inc	−967	7,725	$713,094
GLTR	abrdn Precious Metals Basket ETF Trust	−725	2,400	$524,928
PRU	Prudential Financial Inc	−544	3,659	$357,447
PANW	Palo Alto Networks Inc	−457	2,483	$398,074
HCA	HCA Healthcare, Inc.	−362	778	$368,180
TMUS	T-Mobile US, Inc.	−354	994	$208,769
DIS	Walt Disney Co	−302	6,268	$604,109
ANET	Arista Networks, Inc.	−282	2,465	$302,652
No positions match the current search.

New Positions

Positions the filer opened this quarter

21 positions

Ticker	Company	Shares	Value
ROK	Rockwell Automation, Inc	5,898	$2,116,674
PNFP	Pinnacle Financial Partners, Inc.	4,385	$377,723
MU	Micron Technology Inc	996	$336,488
SIVR	abrdn Silver ETF Trust	4,176	$299,043
NBIS	Nebius Group N.V.	2,733	$283,576
EIX	Edison International	3,821	$279,620
AZN	Astrazeneca PLC	1,390	$274,135
TER	Teradyne, Inc	881	$261,181
WDC	Western Digital Corp	965	$261,022
GILD	Gilead Sciences, Inc.	1,840	$256,440
FTI	TechnipFMC plc	3,534	$244,305
SYK	Stryker Corp	741	$243,485
BKNG	Booking Holdings Inc.	55	$231,567
CI	Cigna Group	866	$231,005
ASGI	abrdn Global Infrastructure Income Fund	10,325	$230,867
SPGI	S&P Global Inc.	532	$226,280
IAU	Ishares Gold Trust	2,345	$206,735
FCX	Freeport-Mcmoran Inc	3,506	$206,082
GSK	GSK plc	3,683	$203,264
CASY	Caseys General Stores Inc	279	$203,072
SABR	Sabre Corp	12,739	$18,471
No positions match the current search.

Sold Out

Positions the filer fully exited

20 positions

Ticker	Company	Shares	Value
COF	Capital One Financial Corp	1,933	$468,481
BPRE	Bluerock Private Real Estate Fund	29,177	$437,655
MMM	3M Co	2,075	$332,207
GIS	General Mills Inc	6,200	$288,300
INTU	Intuit Inc.	432	$286,165
EXAS	EXACT SCIENCES CORP	2,641	$268,219
CNC	Centene Corp	6,442	$265,088
TEAM	Atlassian Corp	1,603	$259,910
AMP	Ameriprise Financial Inc	526	$257,918
BITB	Bitwise Bitcoin ETF	5,409	$257,252
ADBE	Adobe Inc.	713	$249,542
P	Everpure, Inc.	3,667	$245,725
FBTC	Fidelity Wise Origin Bitcoin Fund	2,996	$228,385
AEE	Ameren Corp	2,260	$225,683
DHI	Horton D R Inc /De/	1,543	$222,238
CELH	Celsius Holdings, Inc.	4,613	$210,998
VRSN	Verisign Inc/Ca	857	$208,208
SHW	Sherwin Williams Co	638	$206,731
RBLX	Roblox Corp	2,482	$201,116
OTIS	Otis Worldwide Corp	2,295	$200,468
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

14 positions · $29,380,066 total · Consumer Defensive only · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
WMT	Walmart Inc. Consumer Defensive	Added	95,876	+1,239	$11,915,469	+13.0%	40.56%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	7,368	+103	$7,341,696	+17.2%	24.99%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	30,898	-167	$4,462,907	+0.2%	15.19%
KO	Coca Cola Co Consumer Defensive	Added	19,061	+677	$1,449,589	+12.8%	4.93%
PEP	Pepsico Inc Consumer Defensive	Reduced	5,319	-1,773	$825,987	−18.8%	2.81%
CL	Colgate Palmolive Co Consumer Defensive	Added	6,028	+545	$513,766	+18.6%	1.75%
KR	Kroger Co Consumer Defensive	Added	6,768	+175	$489,732	+18.9%	1.67%
ADM	Archer-Daniels-Midland Co Consumer Defensive	Added	6,387	+49	$464,271	+27.4%	1.58%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	2,565	-36	$424,097	+1.7%	1.44%
CLX	Clorox Co /De/ Consumer Defensive	Added	3,386	+702	$350,891	+29.7%	1.19%
MO	Altria Group, Inc. Consumer Defensive	Reduced	5,001	-51	$330,015	+13.3%	1.12%
TGT	Target Corp Consumer Defensive	Reduced	2,638	-88	$319,725	+20.0%	1.09%
KMB	Kimberly Clark Corp Consumer Defensive	Added	2,579	+296	$248,796	+8.0%	0.85%
MDLZ	Mondelez International, Inc. Consumer Defensive	Reduced	4,218	-112	$243,125	+4.3%	0.83%