Fsr Wealth Management Ltd. Top Holdings and 13F Report (2026) About Fsr Wealth Management Ltd.Investment ActivityFsr Wealth Management Ltd. has $80.83 million in total holdings as of March 31, 2026.Fsr Wealth Management Ltd. owns shares of 38 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 8.45% of the portfolio was purchased this quarter.About 11.31% of the portfolio was sold this quarter.This quarter, Fsr Wealth Management Ltd. has purchased 38 new stocks and bought additional shares in 3 stocks.Fsr Wealth Management Ltd. sold shares of 27 stocks and completely divested from 8 stocks this quarter.Largest Holdings AIM ETF PRODUCTS TRUST $10,112,813FIRST TR EXCHNG TRADED FD VI $7,314,376AllianzIM U.S. Large Cap 6 Month Buffer10 Apr/Oct ETF $6,253,860AllianzIM U.S. Large Cap Buffer20 Oct ETF $5,551,259AllianzIM U.S. Large Cap Buffer20 Jan ETF $5,450,300 Largest New Holdings this Quarter 210322780 - ELEVATION SERIES TRUST $1,431,343 Holding00287Y109 - AbbVie $1,204,460 Holding210322814 - ELEVATION SERIES TRUST $1,045,701 Holding210322574 - ELEVATION SERIES TRUST $740,347 Holding00888H554 - AIM ETF PRODUCTS TRUST $702,184 Holding Largest Purchases this Quarter ELEVATION SERIES TRUST 34,825 shares (about $1.43M)AbbVie 5,538 shares (about $1.20M)ELEVATION SERIES TRUST 25,729 shares (about $1.05M)ELEVATION SERIES TRUST 33,728 shares (about $740.35K)AIM ETF PRODUCTS TRUST 25,078 shares (about $702.18K) Largest Sales this Quarter ELEVATION SERIES TRUST 126,328 shares (about $3.05M)PIMCO Ultra Short Government Active ETF 16,105 shares (about $1.63M)AllianzIM U.S. Large Cap 6 Month Buffer10 Apr/Oct ETF 4,524 shares (about $152.82K)AIM ETF PRODUCTS TRUST 5,188 shares (about $137.90K)AllianzIM U.S. Large Cap Buffer10 Dec ETF 3,299 shares (about $117.28K) Sector Allocation Over TimeMap of 500 Largest Holdings ofFsr Wealth Management Ltd. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAIM ETF PRODUCTS TRUST$10,112,813$137,897 â–¼-1.3%380,46712.5%ALLIANZIM US EQUFIRST TR EXCHNG TRADED FD VI$7,314,376$24,047 â–¼-0.3%191,9289.0%FT VEST U.S EQTSIXOAllianzIM U.S. Large Cap 6 Month Buffer10 Apr/Oct ETF$6,253,860$152,821 â–¼-2.4%185,1357.7%ETFOCTWAllianzIM U.S. Large Cap Buffer20 Oct ETF$5,551,259$14,503 â–¼-0.3%144,3016.9%ETFJANWAllianzIM U.S. Large Cap Buffer20 Jan ETF$5,450,300$19,261 â–¼-0.4%149,4056.7%ETFAIM ETF PRODUCTS TRUST$4,944,469$4,075 â–¼-0.1%156,5276.1%ALLIANZIM US EQTDECWAllianzIM U.S. Large Cap Buffer20 Dec ETF$4,280,674$26,360 â–¼-0.6%128,1265.3%ETFAIM ETF PRODUCTS TRUST$3,870,552$28,721 â–¼-0.7%135,5714.8%ALLIANZIM EQ BUFDECTAllianzIM U.S. Large Cap Buffer10 Dec ETF$3,734,421$117,279 â–¼-3.0%105,0474.6%ETFELEVATION SERIES TRUST$3,470,739$138,602 â–²4.2%138,6274.3%TRUESHARES SEASOAIM ETF PRODUCTS TRUST$3,173,826$80,278 â–¼-2.5%92,3943.9%ALLIANZIM US LRGELEVATION SERIES TRUST$2,149,454$3,048,708 â–¼-58.6%89,0662.7%TRUESHARES QUARTBILZPIMCO Ultra Short Government Active ETF$2,005,474$1,626,128 â–¼-44.8%19,8622.5%ETFELEVATION SERIES TRUST$1,926,295$39,678 â–¼-2.0%47,4322.4%TRUESHARES STRUCMETAMeta Platforms$1,688,688$10,297 â–¼-0.6%2,9522.1%Computer and TechnologyELEVATION SERIES TRUST$1,469,908$7,940 â–¼-0.5%39,9861.8%TRUESHARES STRCDELEVATION SERIES TRUST$1,431,343$1,431,343 â–²New Holding34,8251.8%TRUESHARES OCTABBVAbbVie$1,204,460$1,204,460 â–²New Holding5,5381.5%MedicalAIM ETF PRODUCTS TRUST$1,155,499$27,551 â–¼-2.3%39,8431.4%ALLIANZIM US EQUELEVATION SERIES TRUST$1,045,701$1,045,701 â–²New Holding25,7291.3%TRUESHARES STRUCNVDANVIDIA$812,181$6,627 â–¼-0.8%4,6571.0%Computer and TechnologyELEVATION SERIES TRUST$751,945$7,727 â–¼-1.0%19,3660.9%TRUESHARES DECELEVATION SERIES TRUST$740,347$740,347 â–²New Holding33,7280.9%S&P AUTOCALLABLEAAPLApple$736,016$49,998 â–¼-6.4%2,9000.9%Computer and TechnologyAIM ETF PRODUCTS TRUST$702,184$702,184 â–²New Holding25,0780.9%ALLIANZIM US EQUSPLGSPDR Portfolio S&P 500 ETF$691,922$184,462 â–²36.3%9,0400.9%ETFABTAbbott Laboratories$650,312$650,312 â–²New Holding6,3340.8%MedicalGLDSPDR Gold Shares$553,783$109,724 â–¼-16.5%1,2870.7%FinanceAIM ETF PRODUCTS TRUST$483,160$483,160 â–²New Holding15,3950.6%ALLIANZIM U S EQJPSTJPMorgan Ultra-Short Income ETF$437,220$13,867 â–¼-3.1%8,6390.5%ETFTSLATesla$334,203$5,204 â–¼-1.5%8990.4%Auto/Tires/TrucksAIM ETF PRODUCTS TRUST$290,318$8,166 â–¼-2.7%10,3100.4%ALLIANZIM US EQUAIM ETF PRODUCTS TRUST$289,666$6,736 â–¼-2.3%10,4930.4%ALLIANZIM US EQTTUASimplify Short Term Treasury Futures Strategy ETF$248,579$10,677 â–²4.5%11,7810.3%ETFBLACKROCK ETF TRUST$239,379$239,379 â–²New Holding7,4450.3%ISHARES INTL CTRDYNFiShares U.S. Equity Factor Rotation Active ETF$226,320$107,109 â–¼-32.1%3,8900.3%ETFCSCOCisco Systems$208,329$3,879 â–¼-1.8%2,6850.3%Computer and TechnologyIVWiShares S&P 500 Growth ETF$201,223$90,601 â–¼-31.0%1,7790.2%ETFSPYSPDR S&P 500 ETF Trust$0$1,568,416 â–¼-100.0%00.0%FinanceQUALiShares MSCI USA Quality Factor ETF$0$343,811 â–¼-100.0%00.0%ETFIVEiShares S&P 500 Value ETF$0$265,512 â–¼-100.0%00.0%ETFMSFTMicrosoft$0$260,042 â–¼-100.0%00.0%Computer and TechnologyIEMGiShares Core MSCI Emerging Markets ETF$0$255,772 â–¼-100.0%00.0%ETFOEFiShares S&P 100 ETF$0$236,649 â–¼-100.0%00.0%ETFVTVVanguard Value ETF$0$224,031 â–¼-100.0%00.0%ETFVUGVanguard Growth ETF$0$211,243 â–¼-100.0%00.0%ETFShowing 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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