Arkolith/Funds/FSA Advisors, Inc.

FSA Advisors, Inc.

CIK 1905627
Holdings as of Jun 30, 2026·disclosed Aug 17, 2026·~48-day 13F lag·13F-HR/AAmended
Active Filer

FSA Advisors, Inc. holds a diversified book of 261 stocks worth $218.1M as of Q2 2026 (disclosed Aug 17, 2026, a ~48-day 13F lag). This quarter they opened Vanguard S&P 500 ETF and trimmed Innovator U.S. Equity Buffer. Their largest long position is Vanguard S&P 500 ETF at 4% of the equity book.

Opened
174
bought for the first time
Added to
82
already held, bought more
Trimmed
88
sold some, still holds it
Sold out
19
exited the position entirely

Concentration

Top-heavy: diversified book

Top 5 holdings
12%
Top 10 holdings
20%
Top 20 holdings
31%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

24% mapped to company sectors

ETF / fund or unclassified
76%
Information Technology
11%
Industrials
3%
Consumer Discretionary
3%
Utilities
2%
Financials
2%
Health Care
2%
Communication Services
1%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as FSA Advisors, Inc.

Manager / fundShared namesTheir $ in those
AE Wealth Management LLC77 / 80$4.6B
OSAIC HOLDINGS, INC.76 / 80$13.9B
LPL Financial LLC72 / 80$62.1B
ENVESTNET ASSET MANAGEMENT INC71 / 80$51.7B
COMMONWEALTH EQUITY SERVICES, LLC71 / 80$15.1B
Cetera Investment Advisers68 / 80$16.9B
MML INVESTORS SERVICES, LLC67 / 80$9.0B
Kestra Advisory Services, LLC67 / 80$6.6B

Ranked by how many of FSA Advisors, Inc.'s top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

261 positions
#SecurityValueShares% PortLast moveHistory
1Vanguard S&P 500 ETF
S&P 500 ETF SHS
$8.2M11.9K
3.7%
New
New position
2NEOS Enhanced Income 1-3 Month T-Bill ETF
NEOS ENH INC 1-3
$5.5M111.1K
2.5%
+4.8%
Added · +5K sh
3Invesco QQQ TR
UNIT SER 1
$4.2M5.7K
1.9%
+365%
Added · +4K sh
4Nvidia Corp
COM
$4.0M20.2K
1.8%
+2.5%
Added · +492 sh
5NEOS S&P 500 High Income ETF
NEOS S&P 500 HI
$3.8M71.3K
1.7%
+1.0%
Added · +704 sh
6NEOS Nasdaq-100(R) High Income ETF
NASDAQ 100 HIGH
$3.6M63.8K
1.7%
+5.0%
Added · +3K sh
7Microsoft Corp
COM
$3.6M9.5K
1.6%
New
New position
8Apple Inc
COM
$3.3M11.5K
1.5%
+3.9%
Added · +431 sh
9Elevation Series Trust
TRUE SE BUFF ETF
$3.2M115.1K
1.5%
+128%
Added · +65K sh
10Simplify Exchange Traded Fun
N TREASURY OPT INC
$3.2M135.4K
1.5%
+13%
Added · +15K sh
11BlackRock Muniyield Mi Q
COM
$3.0M240.7K
1.4%
+6.5%
Added · +15K sh
12Simplify Exchange Traded Fun
N MANAGED FUTURES
$2.9M110.4K
1.3%
+11%
Added · +11K sh
13Aim ETF Products Trust
ALLIA US MAY ETF
$2.8M81.2K
1.3%
New
New position
14Vanguard Ftse Developed Markets Index Fund ETF Shares
VAN FTSE DEV MKT
$2.4M33.8K
1.1%
New
New position
15Simplify Exchange Traded Fun
N CURRE STRAT ETF
$2.4M80.2K
1.1%
+14%
Added · +10K sh
16Aim ETF Products Trust
ALLIANZIM US EQT
$2.4M77.4K
1.1%
New
New position
17State Street SPDR S&P 500 ETF Trust
T TR UNIT
$2.4M3.2K
1.1%
+2.8%
Added · +86 sh
18Simplify Exchange Traded Fun
N BARRIER INCOME
$2.4M91.8K
1.1%
+14%
Added · +11K sh
19Vertiv Hldgs Co Class A
COM CL A
$2.3M6.8K
1.0%
+3.1%
Added · +207 sh
20Aim ETF Products Trust
ALLIA US JUN ETF
$2.3M65.7K
1.0%
New
New position
21Simplify Exchange Traded Fun
N AGGREGATE BD ETF
$2.3M111.7K
1.0%
+15%
Added · +14K sh
22Innovator U.S. Equity Buffer ETF - January
US EQTY BUFR JAN
$2.2M37.7K
1.0%
−2.1%
Reduced · −810 sh
23Innovator U.S. Equity Power Buffer ETF - January
US EQTY PWR BUF
$2.2M44.1K
1.0%
−2.1%
Reduced · −938 sh
24Pimco ETF TR
ULTR SH GO AC FD
$2.0M20.3K
0.9%
+164%
Added · +13K sh
25Innovator U.S. Equity Buffer ETF October
US EQTY BUF OCT
$2.0M38.5K
0.9%
−2.5%
Reduced · −992 sh
26Innovator U.S. Equity Buffer ETF - July
US EQTY BUFR JUL
$2.0M37.1K
0.9%
+0.7%
Added · +257 sh
27Dte Energy Co
COM
$1.9M12.4K
0.9%
−0.5%
Reduced · −64 sh
28Innovator U.S. Equity Buffer ETF - February
US EQTY BUFR FEB
$1.8M33.5K
0.8%
−3.0%
Reduced · −1K sh
29Aim ETF Products Trust
ALLIA US JAN ETF
$1.7M44.9K
0.8%
+8.0%
Added · +3K sh
30Innovator U.S. Equity Power Buffer ETF - February
US EQTY PWR BUF
$1.6M38.1K
0.8%
−2.8%
Reduced · −1K sh
31Innovator U.S. Equity Buffer ETF - September
US EQTY BUF SEP
$1.6M31.0K
0.7%
−1.1%
Reduced · −351 sh
32Aim ETF Products Trust
ALLIANZIM US EQT
$1.6M41.9K
0.7%
New
New position
33Capitol Ser TR
STERL CAP BD ETF
$1.6M65.2K
0.7%
+0.5%
Added · +324 sh
34Caterpillar Inc
COM
$1.6M1.5K
0.7%
+0.2%
Added · +3 sh
35Simplify Exchange Traded Fun
N VOLATILITY PREM
$1.6M98.5K
0.7%
+14%
Added · +12K sh
36Ge Vernova Inc
COM
$1.5M1.3K
0.7%
+7.4%
Added · +90 sh
37State Street SPDR Portfolio S&P 500 ETF
ST STR P500ETF
$1.5M17.0K
0.7%
−1.1%
Reduced · −199 sh
38Innovator U.S. Equity Power Buffer ETF - August
US EQTY PWR BF
$1.5M32.5K
0.7%
−3.5%
Reduced · −1K sh
39First TR Exchng Traded FD VI
I FT VEST U.S EQT
$1.4M33.6K
0.7%
New
New position
40Aim ETF Products Trust
ALLIA US FEB ETF
$1.4M40.3K
0.7%
New
New position
41Micron Technology Inc
COM
$1.4M1.2K
0.6%
+9.9%
Added · +111 sh
42Alphabet Inc Class A
CAP STK CL A
$1.4M3.9K
0.6%
+6.6%
Added · +241 sh
43Aim ETF Products Trust
ALLIANZIM US EQT
$1.4M38.4K
0.6%
+8.4%
Added · +3K sh
44Innovator U.S. Equity Buffer ETF - December
US EQTY BUF DEC
$1.4M25.6K
0.6%
−1.3%
Reduced · −339 sh
45Innovator U.S. Equity Buffer ETF - August
US EQUT BUFR AUG
$1.4M25.2K
0.6%
−4.4%
Reduced · −1K sh
46Amazon.com Inc
COM
$1.3M5.6K
0.6%
+4.7%
Added · +252 sh
47NEOS Russell 2000 High Income ETF
RUSS 2000 HI ETF
$1.3M24.9K
0.6%
+21%
Added · +4K sh
48Innovator U.S. Equity Power Buffer ETF - December
US EQTY PWR BUF
$1.3M29.0K
0.6%
−1.1%
Reduced · −312 sh
49Tesla Inc
COM
$1.3M3.1K
0.6%
+15%
Added · +398 sh
50Innovator U.S. Small Cap Power Buffer ETF - January
US SML CP PWR B
$1.3M28.0K
0.6%
−4.0%
Reduced · −1K sh
Showing 50 of 261 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 17, 2026262$218.1M13F-HR/A
Q1 2026Mar 31, 2026May 6, 2026192$151.7M13F-HR
Q4 2025Dec 31, 2025Feb 2, 2026215$143.9M13F-HR
Q3 2025Sep 30, 2025Nov 12, 2025156$126.3M13F-HR
Q2 2025Jun 30, 2025Aug 1, 2025177$123.0M13F-HR
Q1 2025Mar 31, 2025May 8, 2025178$126.1M13F-HR
Q4 2024Dec 31, 2024Jan 23, 2025139$81.8M13F-HR
Amended / restated
  • Q2 2026 · filed Aug 13, 202613F-HR · superseded

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.