SEC 13F Intelligence

Managers / Q2 2026

Financial Solutions Advisory Group, Inc.NEW FILER

CIK 0002135269 · 8700 W. BRYN MAWR AVE., SUITE 410-N, CHICAGO, IL, 60631 · (773) 714-1542

Reported Value
$723M
Q2 2026
Positions
174
Filings on Record
1
2019–present window
Filed
Jun 1, 2026
original filing

Summary

Financial Solutions Advisory Group, Inc. reported $723M in U.S.-listed holdings across 174 positions for Q2 2026.

Its largest position, SPTS, represents 14.3% of the portfolio.

Reported Value by Quarter

13F Reported Value
Q2 ’26: $723MQ2 ’26filingsflow.com

Portfolio Composition

By security type
ETP: 88.6%Common Stock: 11.0%Other: 0.2%ADR: 0.1%Closed-End Fund: 0.0%
  • ETP · 88.6% · $641M
  • Common Stock · 11.0% · $80M
  • Other · 0.2% · $2M
  • ADR · 0.1% · $631,255
  • Closed-End Fund · 0.0% · $324,917

Quarter-over-Quarter Changes full breakdown →

Holdings — Q2 2026

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q2 2026$723M174Jun 1, 202613F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.