FSA Investment Group, LLC

Est. AUM

$248.4M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SCHWAB STRATEGIC TR	US LRG CAP ETF	$97.4M	3798994	39.21%	SOLE
2	VANGUARD INSTL INDEX FD	0-3 MO TREAS BIL	$61.1M	807654	24.59%	SOLE
3	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$37.5M	195426	15.10%	SOLE
4	AMERICAN CENTY ETF TR	INTL EQT ETF	$8.5M	99742	3.41%	SOLE
5	ISHARES INC	CORE MSCI EMKT	$6.2M	88907	2.50%	SOLE
6	GRANITESHARES GOLD TR	SHS BEN INT	$4.3M	92609	1.72%	SOLE
7	BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$3.6M	68721	1.44%	SOLE
8	SCHWAB STRATEGIC TR	US TIPS ETF	$3.2M	121817	1.30%	SOLE
9	VANGUARD SCOTTSDALE FDS	VNG RUS3000IDX	$3.0M	10311	1.19%	SOLE
10	INVESCO ACTVELY MNGD ETC FD	OPTIMUM YIELD	$2.3M	132573	0.92%	SOLE
11	ISHARES TR	CORE US AGGBD ET	$1.9M	18848	0.75%	SOLE
12	VANGUARD STAR FDS	VG TL INTL STK F	$1.7M	22355	0.69%	SOLE
13	SELECT SECTOR SPDR TR	STATE STREET ENE	$1.6M	25806	0.64%	SOLE
14	NVIDIA CORPORATION	COM	$1.1M	6175	0.43%	SOLE
15	APPLE INC	COM	$1.1M	4233	0.43%	SOLE
16	BONDBLOXX ETF TRUST	BLOOMBERG THREE	$1.1M	21527	0.43%	SOLE
17	SIMPLIFY EXCHANGE TRADED FUN	SIMPLIFY INTERST	$1.0M	21631	0.40%	SOLE
18	LISTED FDS TR	ROUNDHILL MAGNIF	$870K	15007	0.35%	SOLE
19	WALMART INC	COM	$797K	6415	0.32%	SOLE
20	VANECK ETF TRUST	SEMICONDUCTR ETF	$786K	2049	0.32%	SOLE
21	BROADCOM INC	COM	$760K	2455	0.31%	SOLE
22	VANGUARD BD INDEX FDS	SHORT TRM BOND	$692K	8823	0.28%	SOLE
23	PIMCO ETF TR	ACTIVE BD ETF	$669K	7247	0.27%	SOLE
24	EXXON MOBIL CORP	COM	$636K	3750	0.26%	SOLE
25	AMPLIFY ETF TR	BLOCKCHAIN TECHN	$560K	11241	0.23%	SOLE
26	ISHARES TR	TIPS BD ETF	$558K	5054	0.22%	SOLE
27	ALPHABET INC	CAP STK CL C	$520K	1811	0.21%	SOLE
28	AMAZON COM INC	COM	$498K	2390	0.20%	SOLE
29	INNOVATOR ETFS TRUST	US EQTY PWR BUF	$397K	9205	0.16%	SOLE
30	MICROSOFT CORP	COM	$384K	1037	0.15%	SOLE
31	ELI LILLY & CO	COM	$368K	400	0.15%	SOLE
32	COSTCO WHOLESALE CORPORATION	COM	$348K	349	0.14%	SOLE
33	REALTY INCOME CORP	COM	$337K	5502	0.14%	SOLE
34	META PLATFORMS INC	CL A	$322K	562	0.13%	SOLE
35	ISHARES BITCOIN TRUST ETF	SHS BEN INT	$317K	8239	0.13%	SOLE
36	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$297K	5495	0.12%	SOLE
37	VANGUARD INDEX FDS	TOTAL STK MKT	$265K	826	0.11%	SOLE
38	SPDR SERIES TRUST	STATE STREET SPD	$260K	1024	0.10%	SOLE
39	NEXTERA ENERGY INC	COM	$243K	2611	0.10%	SOLE
40	BONDBLOXX ETF TRUST	BLOOMBERG TWENTY	$235K	6253	0.09%	SOLE
41	TJX COS INC NEW	COM	$227K	1422	0.09%	SOLE
42	PALANTIR TECHNOLOGIES INC	CL A	$222K	1521	0.09%	SOLE
43	SOUTHERN CO	COM	$221K	2285	0.09%	SOLE
44	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$210K	6858	0.08%	SOLE
45	NUVEEN NY DIVI ADV	COM	$35K	35000	0.01%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.