13F Filings History of FSA Investment Group, LLC

Latest 13F report
Q4 2025 - 13 Jan 2026
Value $
$164,043,136
Signature - Title
Matthew Durham - CCO
Location
Pensacola, FL
Summary
This page shows a list of all the recent 13F filings made by FSA Investment Group, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. FSA Investment Group, LLC reported 38 stock holdings with total value $164,043,136 as of Q4 2025. Top holdings included SCHX, RSP, SCHP, VTHR, and BAR.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 38 $164,043,136 +$7,525,188 -$5,086,093 +$2,439,095 SCHX, RSP, SCHP, VTHR, BAR 13F-HR 13 Jan 2026, 15:38
Q3 2025 40 $160,430,522 +$16,179,658 -$265,880 +$15,913,778 SCHX, RSP, SCHP, VTHR, BAR 13F-HR 30 Oct 2025, 08:46
Q2 2025 20 $135,043,817 +$31,165,458 -$22,752,906 +$8,412,552 SCHX, RSP, SCHP, VTHR, AGG 13F-HR 30 Jul 2025, 17:56
Q1 2025 23 $117,481,657 +$8,067,442 -$260,939 +$7,806,503 SCHX, VBK, VIOV, SCHP, AGG 13F-HR 10 Apr 2025, 15:34
Q4 2024 20 $114,870,708 $0 $0 $0 SCHX, VBK, VIOV, SCHP, VTI 13F-HR 23 Jan 2025, 15:52