Fsr Wealth Management Ltd. Portfolio Holdings

Fsr Wealth Management Ltd.

  • $85.1 Billion
  • Q4 2025

Fsr Wealth Management Ltd. has filed its 13F form on January 27, 2026 for Q4 2025 where it was disclosed a total value porftolio of $85.1 Billion distributed in 38 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Aim ETF Products Trust with a value of $10.6B, First Tr Exchng Traded Fd Vi with a value of $7.46B, Aim ETF Tr Allianzim Us Lg Cap with a value of $6.59B, Aim ETF Prods Tr Allianzim Us with a value of $5.64B, and Aim ETF Prods Tr Allianzim Us with a value of $5.55B.

Examining the 13F form we can see an increase of $682M in the current position value, from $84.5B to 85.1B.

Fsr Wealth Management Ltd. is based out at Elmhurst, IL

Below you can find more details about Fsr Wealth Management Ltd. portfolio as well as his latest detailed transactions.

Portfolio value $85.1 Billion
ETFs: $23.1 Billion
Technology: $2.19 Billion
Communication Services: $1.96 Billion
Consumer Cyclical: $411 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 38
  • Current Value $85.1 Billion
  • Prior Value $84.5 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 27, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 8 stocks
  • Additional Purchases 6 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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