FSC Wealth Advisors, LLC
CIK
1925685
Location
WAPPINGERS FALLS, NY
Portfolio Value
Micro
$661,395
Diversification
Highly concentrated
Filing Date
Global Rank
#8,550
/ 8,603
▼ 483
· as of Mar 2026
3Y Alpha vs SPY
-2.8%
Period ended 3 months ago
Filed Apr 20, 2026 · 3mo
18 quarters · since Dec 2021
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+64.3%
SPY
+76.5%
Annualised alpha
-2.9%
Max drawdown
−19.3%
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
1 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
100.0%
+41.4 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
10,000
Highly concentrated+5,894
Portfolio Trend
18 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 100.0% | $661,395 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedNo qualifying positions this quarter.
Trimmed
Positions the filer reduced
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SPY | Spdr S&P 500 ETF Trust | −10,182 | 1,017 | $661,395 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exited
4 positions
1 positions ·
$661,395 total
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 1,017 | $661,395 | 100.00% |