MondegarAI
FSA Advisors, Inc.

Q3 2025 · 13F-HR

FSA Advisors, Inc.holdings as filed

Filed 2025-11-12 · accession 0001905627-25-000003

$126.3M
Reported value
141
Positions
2025-09-30
Period end
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The Brief · FSA Advisors, Inc. · Q3 2025

AI · grounded in 13F

FSA Advisors, Inc. established a new position in the VANGUARD S&P 500 ETF VOO valued at $8.47M. The fund also initiated new stakes in MICROSOFT CORP MSFT for $4.61M and NEOS ENHANCED INC 1 3 MN TBLL ETF CSHI for $4.41M. Additional new positions include NVIDIA CORP NVDA at $3.26M and VANGUARD FTSE DEVELOPED MARKETS ETF VEA at $3.19M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
922908363VOOVANGUARD S&P 500 ETF$8.5M6.71%13,837CommonNONE
594918104MSFTMICROSOFT CORP$4.6M3.65%8,891CommonNONE
78433H501CSHINEOS ETF TRUST$4.4M3.49%88,716CommonNONE
67066G104NVDANVIDIA CORP$3.3M2.58%17,471CommonNONE
921943858VEAVANGUARD FTSE DEVELOPED MARKETS ETF$3.2M2.53%53,231CommonNONE
037833100AAPLAPPLE INC$2.9M2.28%11,283CommonNONE
00888H521DECUAIM ETF PRODUCTS TRUST$2.5M1.94%91,272CommonNONE
09254V105MIYBLACKROCK MUNIY MICHIGAN$2.4M1.87%209,643CommonNONE
78462F103SPYSPDR S&P 500 ETF$2.3M1.80%3,872CommonNONE
78433H303SPYINEOS S&P 500 HIGH INCOME ETF$2.2M1.73%41,811CommonNONE
45782C508PJANINNOVATOR US EQUITY POWER BUFFER ETF$2.1M1.67%45,961CommonNONE
00888H794DECWAIM ETF PRODUCTS TRUST$2.1M1.66%63,358CommonNONE
45782C409BJANINNOVATOR US EQUITY BUFFER ETF$2.1M1.64%39,154CommonNONE
45782C771BOCTINNOVATOR US EQY BUFFER ETF$1.9M1.49%38,897CommonNONE
45782C789BJULINNOVATOR US EQUITY BUFFER ETF$1.9M1.48%37,599CommonNONE
00888H661SIXPAIM ETF PRODUCTS TRUST$1.7M1.38%56,552CommonNONE
210322509QBERELEVATION SERIES TRUST$1.7M1.34%68,632CommonNONE
78433H675QQQINEOS NASDAQ 100 HIGH INCOME ETF$1.7M1.32%30,691CommonNONE
45782C433BFEBINNOVATOR US EQUITY BUFFER ETF$1.6M1.30%34,808CommonNONE
72201R577BILZPIMCO ETF TR$1.6M1.28%15,992CommonNONE
14064D444SCECCAPITOL SER TR$1.6M1.27%62,891CommonNONE
45782C664BSEPINNOVATOR US EQY BUFFER ETF$1.6M1.23%32,151CommonNONE
33740U661GJULFIRST TR EXCHNG TRADED FD VI$1.5M1.22%37,983CommonNONE
45782C417PFEBINNOVATOR US EQUITY POWER BUFFER ETF$1.5M1.18%37,695CommonNONE
45782C680PAUGINNOVATOR US EQUITY POWER BUFFER ETF$1.4M1.10%32,848CommonNONE
45782C698BAUGINNOVATOR US EQUITY BUFFER ETF$1.3M1.04%26,882CommonNONE
00888H687SEPWAIM ETF PRODUCTS TRUST$1.3M1.03%41,232CommonNONE
45782C557BDECINNOVATOR US EQY BUFFER ETF$1.2M0.97%25,637CommonNONE
45782C540PDECINNOVATOR US EQY POWER BUFFER ETF$1.2M0.97%29,120CommonNONE
922042858VWOVANGUARD FTSE EMERGING MARKETS ETF$1.2M0.94%22,003CommonNONE
64110L106NFLXNETFLIX INC$1.2M0.93%982CommonNONE
45782C474KJANINNOVATOR US SMALL CAP PWR BFFR ETF$1.2M0.91%28,561CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$1.1M0.91%3,626CommonNONE
33740F755BUFRFT VEST LADDERED BUFFER ETF$1.1M0.91%34,225CommonNONE
00888H802JANWAIM ETF PRODUCTS TRUST$1.1M0.90%31,289CommonNONE
45782C813PJULINNOVATOR US EQUITY POWER BUFFER ETF$1.1M0.88%24,282CommonNONE
45782C656PSEPINNOVATOR US EQY POWER BUFFER ETF$1.1M0.87%25,679CommonNONE
45782C797POCTINNOVATOR US EQY POWER BUFFER ETF$1.1M0.86%25,208CommonNONE
00888H836DECTAIM ETF PRODUCTS TRUST$1.1M0.84%29,953CommonNONE
45782C870PAPRINNOVATOR US EQUITY POWER BUFFER ETF$1.0M0.82%26,908CommonNONE
023135106AMZNAMAZON COM INC$1.0M0.81%4,643CommonNONE
00888H570JULUAIM ETF PRODUCTS TRUST$970,0860.77%33,154CommonNONE
45782C383PMARINNOVATOR US EQUITY POWER BUFFER ETF$959,8720.76%21,860CommonNONE
45784N106ZSEPINNOVATOR ETFS TRUST$946,6140.75%35,734CommonNONE
68389X105ORCLORACLE CORP$929,5100.74%3,305CommonNONE
210322608ONEZELEVATION SERIES TRUST$924,2710.73%34,865CommonNONE
45782C391BMARINNOVATOR US EQUITY BUFFER ETF$906,8800.72%17,577CommonNONE
30303M102METAMETA PLATFORMS INC$883,4870.70%1,203CommonNONE
45782C466NJANINNOVATOR GROW 100 POWER BUFFER ETF$861,9600.68%16,205CommonNONE
00888H695SEPTAIM ETF PRODUCTS TRUST$860,9100.68%24,975CommonNONE
464289438IWYISHARES TR$826,9960.65%3,022CommonNONE
45782C334NAPRINNOVATOR GROW 100 POWER BUFFER ETF$799,4460.63%15,184CommonNONE
02079K305GOOGLALPHABET INC$783,1130.62%3,221CommonNONE
45782C888BAPRINNOVATOR US EQUITY BUFFER ETF$781,0870.62%16,652CommonNONE
45782C276NJULINNOVATOR GROW 100 POWER BUFFER ETF$779,0420.62%10,956CommonNONE
921937827BSVVANGUARD SHORT-TERM BOND ETF$766,4520.61%9,712CommonNONE
922908652VXFVANGUARD EXTENDED MARKET ETF$724,5590.57%3,461CommonNONE
33740U703BUFDFT VEST LADDERED DEEP BUFFER ETF$719,4680.57%26,030CommonNONE
571903202MARMARRIOTT INTL INC NEW$718,2930.57%2,758CommonNONE
45782C573PNOVINNOVATOR US EQY POWER BUFFER ETF$699,7850.55%17,043CommonNONE
45784N858ZDEKINNOVATOR ETFS TRUST$697,5790.55%27,616CommonNONE
45782C581BNOVINNOVATOR US EQY BUFFER ETF$675,2940.53%15,524CommonNONE
67071L106NVGNUVEEN AMT FREE MNCPL CR$647,2150.51%52,662CommonNONE
922908744VTVVanguard Value ETF$640,2200.51%3,433CommonNONE
149123101CATCATERPILLAR INC$606,5620.48%1,271CommonNONE
45782C342KAPRINNOVATOR US SMALL CAP PWR BFFR ETF$597,6450.47%17,475CommonNONE
210322798SEPZELEVATION SERIES TRUST$564,5370.45%13,335CommonNONE
46090E103QQQINVESCO QQQ TR$553,2980.44%921CommonNONE
72201R775BONDPIMCO ETF TR$515,0110.41%5,517CommonNONE
11135F101AVGOBROADCOM INC$507,9200.40%1,539CommonNONE
30231G102XOMEXXON MOBIL CORP$503,9030.40%4,469CommonNONE
23345M107DTMDT MIDSTREAM INC$499,5700.40%4,418CommonNONE
464289420IWXISHARES TR$498,0870.39%5,667CommonNONE
04010L103ARCCARES CAP CORP EQUITY CLASS EQUITY$497,3710.39%24,369CommonNONE
233331107DTEDTE ENERGY CO$491,5540.39%3,475CommonNONE
45782C748PJUNINNOVATOR US EQUITY POWER BUFFER ETF$489,1080.39%11,886CommonNONE
00287Y109ABBVAbbVie INC$487,7310.39%2,106CommonNONE
921909768VXUSVANGUARD TOTAL INTERNATIONAL STK ETF$485,2760.38%6,606CommonNONE
384802104GWWGRAINGER W W INC$476,8880.38%500CommonNONE
27828V104XEVGXEATON VANCE SHORT DUR DV$465,2060.37%41,096CommonNONE
464288414MUBISHARES TR$453,9660.36%4,263CommonNONE
78463V107GLDSPDR GOLD SHARES ETF$450,6960.36%1,267CommonNONE
45782C318PMAYINNOVATOR US EQUITY POWER BUFFER ETF$444,1420.35%11,419CommonNONE
45782C615NOCTINNOVATOR GROW 100 POWER BUFFER ETF$440,4470.35%7,753CommonNONE
61774R858EVSMEATON VANCE SHORT DUR MUN INC ETF$435,3540.34%8,632CommonNONE
316092840FDVVFIDELITY HIGH DIVIDEND ETF$430,8050.34%7,733CommonNONE
36828A101GEVGE VERNOVA INC$429,2000.34%698CommonNONE
478160104JNJJOHNSON & JOHNSON$406,0740.32%2,190CommonNONE
808524797SCHDSCHWAB US DIVIDEND EQUITY ETF$403,3570.32%14,775CommonNONE
45782C599KOCTINNOVATOR US SMALL CAP PWR BFFR ETF$403,1740.32%12,210CommonNONE
78463X889SPDWSPDR INDEX SHS FDS$400,0740.32%9,349CommonNONE
45782C755BJUNINNOVATOR US EQUITY BUFFER ETF$394,8420.31%8,632CommonNONE
921937819BIVVANGUARD INTERMEDIATE TERM BOND ETF$392,2270.31%5,022CommonNONE
45784N841NDECINNOVATOR GROWTH 100 POWER BFFR ETF$389,9610.31%14,419CommonNONE
49456B101KMIKINDER MORGAN INC DEL$375,9310.30%13,279CommonNONE
921937793BLVVANGUARD LONG TERM BOND ETF$374,1350.30%5,280CommonNONE
464288885EFGISHARES TR$367,1170.29%3,223CommonNONE
45782C284KJULINNOVATOR US SMALL CAP PWR BFFR ETF$363,1600.29%11,730CommonNONE
532457108LLYELI LILLY & CO$357,8610.28%469CommonNONE
78463X509SPEMSPDR INDEX SHS FDS$354,2740.28%7,568CommonNONE
45784N833KDECINNOVATOR US SMALL CAP PWER BUFR ETF$344,9650.27%13,544CommonNONE
53656F383SPRXSPEAR ALPHA ETF$343,7240.27%8,921CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$339,3490.27%675CommonNONE
055622104BPBP PLC$338,6380.27%9,827CommonNONE
19423L466CNAVCOLLABORATIVE INVESTMNT SER$338,3200.27%11,181CommonNONE
00206R102TAT&T INC$338,2140.27%11,976CommonNONE
316092352FBCGFIDELITY COVINGTON TRUST$333,2860.26%6,211CommonNONE
002824100ABTABBOTT LABS$328,5730.26%2,453CommonNONE
00888H679SIXFAIM ETF PRODUCTS TRUST$324,3700.26%10,430CommonNONE
464288877EFVISHARES TR$322,9640.26%4,761CommonNONE
46434G103IEMGISHARES INC$312,0950.25%4,734CommonNONE
01609W102BABAALIBABA GROUP HLDG LTD$304,9130.24%1,706CommonNONE
00888H448AIOOAIM ETF PRODUCTS TRUST$299,8090.24%11,757CommonNONE
45784N791NFEBINNOVATOR GROWTH 100 PWR BUF ETF$292,5740.23%10,757CommonNONE
45783Y111ZAUGINNOVATOR EQUITY DEFND PRRCN ETF$291,7210.23%11,025CommonNONE
25434V708DFACDIMENSIONAL ETF TRUST$279,6320.22%7,250CommonNONE
65339F101NEENEXTERA ENERGY INC$276,7100.22%3,665CommonNONE
45783Y251ZJULINNOVATOR ETFS TRUST$274,8590.22%9,567CommonNONE
808524508SCHMCHARLES SCHWAB US MC ETF$274,7920.22%9,271CommonNONE
25434V401DFUSDIMENSIONAL ETF TRUST$266,1480.21%3,674CommonNONE
464287705IJJISHARES S&P MID CAP 400 VALUE ETF$263,5910.21%2,032CommonNONE
02079K107GOOGALPHABET INC$258,1630.20%1,060CommonNONE
464287473IWSISHARES TR$248,5020.20%1,779CommonNONE
45784N726ZAPRINNOVATOR EQUITY DEFINED PRO ETF$248,1670.20%9,755CommonNONE
464287804IJRISHARES CORE S&P SMALL CAP ETF$247,4310.20%2,082CommonNONE
45784N775ZFEBINNOVATOR EQY DFIND PROTECTN ETF$241,2630.19%9,666CommonNONE
19423L524SNAVCOLLABORATIVE INVESTMNT SER$240,5980.19%6,954CommonNONE
45782C326BMAYINNOVATOR US EQUITY BUFFER ETF$239,6990.19%5,470CommonNONE
45784N742ZMARINNOVATOR EQUITY DEFINED PRO ETF$238,4140.19%8,804CommonNONE
45783Y731BSTPINNOVATOR BUFFER STP UP STRGY ETF$235,2800.19%6,469CommonNONE
20030N101CMCSACOMCAST CORP NEW$226,3410.18%7,203CommonNONE
464287101OEFISHARES TR$219,8280.17%660CommonNONE
210322764DECZELEVATION SERIES TRUST$217,7570.17%5,345CommonNONE
921937835BNDVANGUARD TOTAL BOND MARKET ETF$216,9370.17%2,917CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$210,9830.17%227CommonNONE
45784N809ZNOVINNOVATOR EQUITY DEFINED PRTN ETF$208,4520.17%7,897CommonNONE
47103U886VNLAJANUS HENDERSON SHRT DRTN INM ETF$208,2000.16%4,224CommonNONE
19423L615MFULCOLLABORATIVE INVESTMNT SER$207,9060.16%9,397CommonNONE
437076102HDHOME DEPOT INC$203,7410.16%502CommonNONE
46431W705LQDHISHARES U S ETF TR$201,7780.16%2,157CommonNONE
345370860FFORD MTR CO$189,6610.15%15,858CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.