13F Filings History of FSA Wealth Management LLC

Latest 13F report
Q3 2025 - 17 Nov 2025
Value $
$265,347,956
Signature - Title
Gavin Morrissey - Managing Partner
Location
Needham, MA
Summary
This page shows a list of all the recent 13F filings made by FSA Wealth Management LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. FSA Wealth Management LLC reported 577 stock holdings with total value $265,347,956 as of Q3 2025. Top holdings included IWF, IWD, VEA, IWP, and IWS.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 577 $265,347,956 +$1,701,286 -$3,902,353 -$2,201,067 IWF, IWD, VEA, IWP, IWS 13F-HR 17 Nov 2025, 10:33
Q2 2025 549 $248,683,862 +$2,524,004 -$5,169,933 -$2,645,929 IWF, IWD, VEA, IWP, IWS 13F-HR 11 Aug 2025, 09:55
Q1 2025 510 $228,464,539 +$4,939,918 -$11,086,241 -$6,146,323 IWF, IWD, VEA, IWP, IWS 13F-HR 15 May 2025, 17:13
Q4 2024 568 $246,334,798 +$1,010,918 -$6,664,641 -$5,653,723 IWF, IWD, VEA, IWP, IWS 13F-HR 14 Feb 2025, 10:13
Q3 2024 563 $250,273,877 +$5,674,961 -$3,362,752 +$2,312,209 IWF, IWD, VEA, IWP, IWS 13F-HR 14 Nov 2024, 17:28
Q1 2024 624 $229,796,925 +$5,583,455 -$1,279,478 +$4,303,977 IWF, IWD, VEA, IWP, IWS 13F-HR 16 May 2024, 16:56
Q4 2023 579 $210,680,000 +$15,481,539 -$3,099,267 +$12,382,272 IWF, IWD, VEA, IWP, IWS 13F-HR 14 Feb 2024, 14:03
Q3 2023 49 $178,754,431 +$2,875,957 -$1,386,032 +$1,489,925 IWF, IWD, VEA, IWP, IWS 13F-HR 15 Nov 2023, 10:45
Q2 2023 48 $185,280,793 +$2,784,213 -$892,112 +$1,892,101 IWF, IWD, VEA, IWP, IWS 13F-HR 31 Jul 2023, 11:54
Q1 2023 44 $172,285,161 +$2,533,820 -$12,978,834 -$10,445,014 IWF, IWD, VEA, IWP, IWS 13F-HR 21 Apr 2023, 14:57
Q4 2022 51 $171,799,402 +$28,570,730 -$8,568,998 +$20,001,732 IWD, IWF, VEA, IWP, IWS 13F-HR 13 Feb 2023, 17:42
Q3 2022 48 $142,967,000 +$116,083,067 -$5,844,344 +$110,238,723 IWF, IWD, VEA, IWP, IWS 13F-HR 09 Nov 2022, 12:27
Q2 2022 28 $36,056,000 +$3,381,000 -$105,102,908 -$101,721,908 IWD, IWF, TSLA, VEA, IGSB 13F-HR 15 Aug 2022, 07:52
Q1 2022 47 $169,488,000 $0 $0 $0 IWF, IWD, VEA, BND, IWP 13F-HR 16 May 2022, 16:10
Q4 2021 47 $171,619,000 +$1,752,385 -$1,515,942 +$236,443 IWF, IWD, VEA, BND, IWP 13F-HR 14 Feb 2022, 14:18
Q3 2021 43 $160,762,000 +$3,334,692 -$615,860 +$2,718,832 IWF, IWD, VEA, BND, IWP 13F-HR 15 Nov 2021, 06:38
Q2 2021 42 $159,276,000 +$2,797,573 -$2,271,343 +$526,230 IWF, IWD, VEA, BND, IWP 13F-HR 13 Aug 2021, 16:04
Q1 2021 44 $149,488,000 +$164,180 -$58,830,128 -$58,665,948 IWF, IWD, VEA, BND, IWP 13F-HR 17 May 2021, 17:16
Q4 2020 273 $199,950,000 +$29,241,616 -$1,440,005 +$27,801,611 IWF, IWD, VEA, BND, IWP 13F-HR 11 Feb 2021, 08:14
Q3 2020 52 $155,601,000 +$16,383,675 -$13,224,272 +$3,159,403 IWF, IWD, VEA, BND, IWP 13F-HR 13 Nov 2020, 16:39
Q2 2020 381 $146,966,000 +$12,823,871 -$5,548,583 +$7,275,288 IWF, IWD, BND, VEA, IWP 13F-HR 14 Aug 2020, 15:37
Q1 2020 377 $119,351,000 +$9,709,391 -$5,650,535 +$4,058,856 IWF, IWD, BND, VEA, IWP 13F-HR 15 May 2020, 13:29
Q4 2019 456 $141,869,000 $0 $0 $0 IWF, IWD, VEA, BND, IWP 13F-HR 21 Feb 2020, 16:41