13F Filings History of FSR Wealth Management Ltd.

Latest 13F report
Q4 2025 - 27 Jan 2026
Value $
$85,139,390
Signature - Title
Brian Szymczak - Chief Compliance Officer
Location
Elmhurst, IL
Summary
This page shows a list of all the recent 13F filings made by FSR Wealth Management Ltd.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. FSR Wealth Management Ltd. reported 38 stock holdings with total value $85,139,390 as of Q4 2025. Top holdings included DECU, GSEP, SIXO, OCTW, and JANW.

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Holdings Value

List of Other Managers Reporting for FSR Wealth Management Ltd.:

Name Holdings Value Location File Number
AE Wealth Management LLC $17,422,671,879 Topeka, KS 028-17779
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 38 $85,139,390 +$24,672,547 -$24,665,501 +$7,046 DECU, GSEP, SIXO, OCTW, JANW 13F-HR 27 Jan 2026, 11:25
Q3 2025 34 $84,457,564 +$44,685,384 -$39,986,634 +$4,698,750 DECU, DECW, GJUL, SIXP, QBER 13F-HR 29 Oct 2025, 09:30
Q2 2025 35 $77,866,216 +$9,760,826 -$12,050,487 -$2,289,661 JANW, DECW, GDEC, OCTW, OCTT 13F-HR 31 Jul 2025, 13:45
Q1 2025 39 $75,768,946 +$7,982,460 -$10,235,577 -$2,253,117 JANW, GDEC, DECW, OCTW, OCTT 13F-HR 28 Apr 2025, 14:26
Q4 2024 41 $79,563,945 $0 $0 $0 JANW, GDEC, DECW, OCTW, OCTT 13F-HR 29 Jan 2025, 08:20
Q3 2024 $0 13F-NT 08 Nov 2024, 17:26
Q1 2024 $0 13F-NT 25 Apr 2024, 17:39
Q4 2023 0 $0 13F-NT 30 Jan 2024, 12:30
Q3 2023 0 $0 13F-NT 25 Oct 2023, 16:41
Q2 2023 $0 13F-NT 25 Jul 2024, 11:23
Q2 2023 0 $0 13F-NT 18 Jul 2023, 14:36
Q1 2023 0 $0 13F-NT 27 Apr 2023, 11:54
Q4 2022 0 $0 13F-NT 18 Jan 2023, 12:34
Q3 2022 0 $0 13F-NT 08 Nov 2022, 13:56
Q2 2022 0 $0 13F-NT 09 Aug 2022, 15:17