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Financial Solutions Advisory Group, Inc.

Q1 2026 13F Holdings

  • Location
    chicago, IL
  • Num holdings

    174

  • Value ($000)

    $723,362

  • Date Filed
    06/01/2026
  • Form type
    13F-HR
  • CIK
    0002135269
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
K
KRE

SPDR SERIES TRUST

STATE STREET SPD
78468R101
$103.13M
14 %

3,534,364

S
SCHX

SCHWAB STRATEGIC TR

US LRG CAP ETF
808524201
$70.78M
10 %

2,760,441

I
ISTB

ISHARES TR

CORE 1 5 YR USD
46432F859
$57.37M
8 %

1,183,767

N
NDQ

INVESCO QQQ TR

UNIT SER 1
46090E103
$51.44M
7 %

89,125

S
SPY

STATE STR SPDR S&P 500 ETF T

TR UNIT
78462F103
$47.2M
7 %

72,587

S
SCHM

SCHWAB STRATEGIC TR

US MID-CAP ETF
808524508
$39.62M
6 %

1,279,556

V
VTIP

VANGUARD MALVERN FDS

STRM INFPROIDX
922020805
$26.08M
4 %

522,141

I
IWM

ISHARES TR

RUSSELL 2000 ETF
464287655
$16.97M
2 %

68,437

B
BSCR

INVESCO EXCH TRD SLF IDX FD

BULSHS 2027 CB
46138J783
$16.6M
2 %

845,626

V
VEU

VANGUARD INTL EQUITY INDEX F

ALLWRLD EX US
922042775
$15.58M
2 %

207,467

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