Financial Solutions Advisory Group, Inc. Top Holdings and 13F Report (2026) About Financial Solutions Advisory Group, Inc.Investment ActivityFinancial Solutions Advisory Group, Inc. has $723.36 million in total holdings as of March 31, 2026.Financial Solutions Advisory Group, Inc. owns shares of 174 different stocks, but just 25 companies or ETFs make up 80% of its holdings.Largest Holdings SPDR Portfolio Short Term Treasury ETF $103,132,742Schwab US Large-Cap ETF $70,777,697iShares Core 1-5 Year USD Bond ETF $57,365,349Invesco QQQ $51,441,030SPDR S&P 500 ETF Trust $47,197,464 Sector AllocationMap of 500 Largest Holdings ofFinancial Solutions Advisory Group, Inc. Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorSPTSSPDR Portfolio Short Term Treasury ETF$103,132,7423,534,36414.3%ETFSCHXSchwab US Large-Cap ETF$70,777,6972,760,4419.8%ETFISTBiShares Core 1-5 Year USD Bond ETF$57,365,3491,183,7677.9%ManufacturingQQQInvesco QQQ$51,441,03089,1257.1%FinanceSPYSPDR S&P 500 ETF Trust$47,197,46472,5876.5%FinanceSCHMSchwab U.S. Mid-Cap ETF$39,615,0601,279,5565.5%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$26,080,920522,1413.6%ManufacturingIWMiShares Russell 2000 ETF$16,967,51268,4372.3%FinanceBSCRInvesco BulletShares 2027 Corporate Bond ETF$16,595,411845,6262.3%ETFVEUVanguard FTSE All-World ex-US ETF$15,580,792207,4672.2%ETFXLKTechnology Select Sector SPDR Fund$15,334,268115,3822.1%ETFJPSTJPMorgan Ultra-Short Income ETF$13,694,583270,5911.9%ETFAVGOBroadcom$13,358,45243,1601.8%Computer and TechnologyBSCQInvesco BulletShares 2026 Corporate Bond ETF$11,417,101584,5931.6%ETFMOATVanEck Morningstar Wide Moat ETF$10,762,033111,2931.5%ETFSUBiShares Short-Term National Muni Bond ETF$10,618,68999,7061.5%ETFBSMRInvesco BulletShares 2027 Municipal Bond ETF$8,154,858344,7561.1%ETFJPSEJPMorgan Diversified Return U.S. Small Cap Equity ETF$7,700,551146,8731.1%ETFBSCSInvesco BulletShares 2028 Corporate Bond ETF$7,320,053358,4221.0%ETFUSRTiShares Core U.S. REIT ETF$6,833,012115,4420.9%ETFSPLGSPDR Portfolio S&P 500 ETF$6,356,95383,0540.9%ETFBSCTInvesco BulletShares 2029 Corporate Bond ETF$6,208,222332,6950.9%ETFIJRiShares Core S&P Small-Cap ETF$6,157,69649,5350.9%ETFVTIVanguard Total Stock Market ETF$5,289,52116,4880.7%ETFSCHFSchwab International Equity ETF$4,964,324200,5790.7%ETFSCHBSchwab US Broad Market ETF$4,905,142195,4240.7%ETFCMICummins$4,823,3498,9650.7%Auto/Tires/TrucksBILSPDR Bloomberg 1-3 Month T-Bill ETF$4,270,24146,5980.6%ETFIJHiShares Core S&P Mid-Cap ETF$4,220,35562,4960.6%ETFMSFTMicrosoft$3,914,78110,5760.5%Computer and TechnologyBSMQInvesco BulletShares 2026 Municipal Bond ETF$3,871,122163,8570.5%ETFVIGVanguard Dividend Appreciation ETF$3,743,98017,4090.5%ETFSPMDSPDR Portfolio S&P 400 Mid Cap ETF$3,740,57263,1640.5%ETFSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$3,706,01746,8760.5%ETFAAPLApple$3,327,45613,1110.5%Computer and TechnologyBSMSInvesco BulletShares 2028 Municipal Bond ETF$3,237,451138,3810.4%ETFSCHDSchwab US Dividend Equity ETF$3,229,636105,2890.4%ETFUNPUnion Pacific$3,186,32813,1330.4%TransportationJPMJPMorgan Chase & Co.$3,085,44410,4890.4%FinanceIVViShares Core S&P 500 ETF$2,804,2314,2930.4%ETFRSPInvesco S&P 500 Equal Weight ETF$2,338,73712,1860.3%ETFNVDANVIDIA$2,224,86412,7570.3%Computer and TechnologyJMSTJPMorgan Ultra-Short Municipal ETF$2,188,46942,9280.3%ETFIVWiShares S&P 500 Growth ETF$2,163,22919,1250.3%ETFABBVAbbVie$2,122,9209,7610.3%MedicalIVEiShares S&P 500 Value ETF$1,942,5809,2000.3%ETFSCHASchwab US Small-Cap ETF$1,931,86666,4330.3%ETFAMZNAmazon.com$1,866,7248,9630.3%Retail/WholesaleXOMExxonMobil$1,746,81910,2960.2%EnergySPHDInvesco S&P 500 High Dividend Low Volatility ETF$1,684,80533,9610.2%ETFBSMTInvesco BulletShares 2029 Municipal Bond ETF$1,669,84772,5270.2%ETFVNQVanguard Real Estate ETF$1,576,56117,7810.2%ETFKHCKraft Heinz$1,371,57560,9860.2%Consumer StaplesLLYEli Lilly and Company$1,328,1481,4440.2%MedicalGISGeneral Mills$1,322,65035,5360.2%Consumer StaplesSCHESchwab Emerging Markets Equity ETF$1,321,38740,1030.2%ETFMCDMcDonald's$1,249,3764,0200.2%Retail/WholesaleVHTVanguard Health Care ETF$1,126,3574,1360.2%ETFTAPMolson Coors Beverage$1,085,80125,2160.2%Consumer StaplesPGProcter & Gamble$1,075,3567,4450.1%Consumer StaplesADBEAdobe$1,035,2784,2590.1%Computer and TechnologyABTAbbott Laboratories$1,023,3129,9670.1%MedicalMDYSPDR S&P MidCap 400 ETF Trust$1,019,3151,6570.1%ETFCVXChevron$1,014,2244,9020.1%EnergyPDECInnovator U.S. Equity Power Buffer ETF - December$1,011,24523,7940.1%ETFPWVInvesco Large Cap Value ETF$1,010,09814,4900.1%ETFZTSZoetis$1,002,5398,4810.1%MedicalCLXClorox$962,2059,2850.1%Consumer StaplesACNAccenture$939,1014,7360.1%Computer and TechnologyBRK.BBerkshire Hathaway$909,0421,8970.1%FinanceAMATApplied Materials$885,2362,5900.1%Computer and TechnologyWALMART INC$882,1397,0980.1%COMEFAiShares MSCI EAFE ETF$869,0228,9470.1%FinanceAMGNAmgen$866,2552,4620.1%MedicalZBHZimmer Biomet$866,0439,5780.1%MedicalSTZConstellation Brands$824,7005,4980.1%Consumer StaplesFTXGFirst Trust Nasdaq Food & Beverage ETF$817,17636,9150.1%ManufacturingPFEPfizer$770,27027,4310.1%MedicalDISWalt Disney$764,6797,9340.1%Consumer DiscretionaryAXPAmerican Express$748,6382,4750.1%FinanceHDHome Depot$728,8202,2160.1%Retail/WholesaleKIMBERLY-CLARK CORP$692,3657,1770.1%COMICSHiShares Ultra Short-Term Bond Active ETF$680,83913,4500.1%ETFMORGAN STANLEY ETF TRUST$677,56513,5000.1%EATON VANCE SHRTUNHUnitedHealth Group$676,2602,4990.1%MedicalIGViShares Expanded Tech-Software Sector ETF$662,8148,2800.1%ETFMETAMeta Platforms$656,8051,1480.1%Computer and TechnologyADPAutomatic Data Processing$639,2043,1460.1%Computer and TechnologyNVONovo Nordisk A/S$631,25517,1770.1%MedicalNEENextEra Energy$630,7486,7910.1%UtilitiesPEPPepsiCo$627,0614,0380.1%Consumer StaplesBUGGlobal X Cybersecurity ETF$618,40924,6280.1%ManufacturingGOOGLAlphabet$614,4142,1370.1%Computer and TechnologyMRKMerck & Co., Inc.$609,7015,0690.1%MedicalPALANTIR TECHNOLOGIES INC$607,0624,1500.1%CL AJNJJohnson & Johnson$606,7002,4820.1%MedicalVNLAJanus Henderson Short Duration Income ETF$601,95512,3200.1%ETFUPSUnited Parcel Service$597,9906,0780.1%TransportationPMPhilip Morris International$563,4793,4080.1%Consumer StaplesDIASPDR Dow Jones Industrial Average ETF Trust$560,4601,2100.1%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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