FSA WEALTH PARTNERS, INC.

CIK

1731221

Location

Rockville, MD

Portfolio Value

Micro $33,974,247

Diversification

Highly concentrated

Filing Date

Global Rank

#6,935 / 8,232 ▲ 186

Top Industry

Airlines 41.2%

3Y Alpha vs SPY

-2.0%

Period ended 2 months ago

Filed Apr 27, 2026 · 47d

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

+68.0%

SPY

+76.5%

Annualised alpha

-2.0%

Max drawdown

−19.2%

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

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

Top Position

86.2%

+1.4 pts

Top 5

97.8%

+0.3 pts

Top 10

100.0%

0.0 pts

HHI

7,470

Highly concentrated+229

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	91.5%	$31,089,768	2
Industrials	3.8%	$1,283,362	2
Technology	2.8%	$944,420	2
Utilities	1.0%	$337,059	1
Energy	0.9%	$319,638	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

3 positions

Ticker	Company	Δ Shares	Shares	Value
SPY	Spdr S&P 500 ETF Trust	+1,255	45,008	$29,270,502
GLD	Spdr Gold Trust	+159	4,228	$1,819,266
XOM	Exxon Mobil Corp	+63	1,884	$319,638
No positions match the current search.

Trimmed

Positions the filer reduced

2 positions

Ticker	Company	Δ Shares	Shares	Value
MU	Micron Technology Inc	−650	958	$323,650
AAPL	Apple Inc.	−179	2,446	$620,770
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
WTRG	Essential Utilities, Inc.	8,370	$337,059
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
SIVR	abrdn Silver ETF Trust	3,735	$252,635
FIVE	Five Below, Inc	1,310	$246,751
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

8 positions · $33,974,247 total · as of Mar 31, 2026

All sectors Energy Industrials Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Added	45,008	+1,255	$29,270,502	−1.9%	86.15%
GLD	Spdr Gold Trust	Added	4,228	+159	$1,819,266	+12.8%	5.35%
AAL	American Airlines Group Inc. Industrials	Held	110,680	0	$1,188,703	−29.9%	3.50%
AAPL	Apple Inc. Technology	Reduced	2,446	-179	$620,770	−13.0%	1.83%
WTRG	Essential Utilities, Inc. Utilities	NEW	8,370	NEW	$337,059	NEW	0.99%
MU	Micron Technology Inc Technology	Reduced	958	-650	$323,650	−29.5%	0.95%
XOM	Exxon Mobil Corp Energy	Added	1,884	+63	$319,638	+45.9%	0.94%
JOBY	Joby Aviation, Inc. Industrials	Held	11,460	0	$94,659	−37.4%	0.28%