13F Filings History of FSC Wealth Advisors, LLC

Latest 13F report
Q4 2025 - 22 Jan 2026
Value $
$61,635,229
Signature - Title
James M. Comblo - Chief Compliance Officer
Location
Fishkill, NY
Summary
This page shows a list of all the recent 13F filings made by FSC Wealth Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. FSC Wealth Advisors, LLC reported 29 stock holdings with total value $61,635,229 as of Q4 2025. Top holdings included SPY, FTSM, BIL, CWB, and SCHD.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 29 $61,635,229 $0 -$112,138,759 -$112,138,759 SPY, FTSM, BIL, CWB, SCHD 13F-HR 22 Jan 2026, 15:01
Q3 2025 74 $173,346,320 +$6,822,489 -$1,259,473 +$5,563,016 SPY, FTSM, CWB, BIL, MGK 13F-HR 17 Oct 2025, 12:59
Q2 2025 72 $158,538,913 +$26,703,000 -$26,843,174 -$140,174 SPY, FTSM, BIL, CWB, MGK Restatement 02 Sep 2025, 10:44
Q1 2025 260 $152,400,395 +$28,714,015 -$32,854,185 -$4,140,170 SPY, FTSM, BIL, VGK, CWB 13F-HR 22 Apr 2025, 13:34
Q4 2024 307 $155,331,327 +$30,413,590 -$9,060,882 +$21,352,708 SPY, FTSM, BIL, CWB, VOO 13F-HR 22 Jan 2025, 14:55
Q3 2024 293 $139,289,848 +$27,294,723 -$29,603,304 -$2,308,581 SPY, FTSM, BIL, VIG, VOO 13F-HR 21 Oct 2024, 20:29
Q2 2024 292 $135,447,726 +$18,403,468 -$26,337,062 -$7,933,594 SPY, FTSM, BIL, QQQ, CWB 13F-HR 17 Jul 2024, 15:49
Q1 2024 254 $142,086,295 +$49,704,044 -$49,467,065 +$236,979 SPY, FTSM, IWM, BIL, CWB 13F-HR 16 Apr 2024, 13:25
Q4 2023 286 $136,569,713 +$62,577,009 -$26,763,875 +$35,813,134 SPY, FTSM, BIL, GBIL, CWB 13F-HR 16 Jan 2024, 16:34
Q3 2023 231 $96,462,679 +$10,193,154 -$22,543,030 -$12,349,876 FTSM, BIL, GBIL, CWB, SPY 13F-HR 23 Oct 2023, 18:44
Q2 2023 190 $111,209,068 +$47,409,083 -$451,230 +$46,957,853 BIL, FTSM, GBIL, SPY, IWM 13F-HR 18 Jul 2023, 13:51
Q1 2023 171 $63,284,870 +$5,632,763 -$1,852,823 +$3,779,940 BIL, FTSM, GBIL, AAPL, MSFT 13F-HR 18 Apr 2023, 17:42
Q4 2022 157 $58,474,588 +$49,080,702 -$1,374,733 +$47,705,969 BIL, FTSM, GBIL, AAPL, PFE 13F-HR 17 Jan 2023, 11:31
Q3 2022 197 $10,369,000 +$2,224,791 -$2,246,568 -$21,777 AAPL, MSFT, PFE, BHVN, SPY 13F-HR 12 Oct 2022, 19:50
Q2 2022 197 $11,274,000 +$2,672,511 -$87,022,025 -$84,349,514 AGG, AAPL, MSFT, BHVN, IEFA 13F-HR 15 Jul 2022, 10:29
Q1 2022 169 $105,441,000 +$55,677,486 -$72,889,600 -$17,212,114 SPLV, QQQ, SPY, VTV, VO 13F-HR 09 May 2022, 16:21
Q4 2021 176 $147,558,000 $0 $0 $0 SPY, SCHG, VIG, IWF, VO 13F-HR 28 Apr 2022, 12:50