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Cooper Krause

Fas Wealth Partners, Inc.

Assets Managed
$1.606B
Holdings
508
Last Quarter
2026 - Q1
Filed Date
5d ago
Growth Rate
3.78%(2Q avg: 4.29%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Fas Wealth Partners, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 508 positions.

Assets under management

The assets under management (AUM) of Fas Wealth Partners, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.606B in assets, with a quarterly growth rate of 3.78% and a 2-quarter average growth rate of 4.29%. The portfolio is managed by Cooper Krause, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
RSP
Invesco S&p 500 Equal Weight
Recent Activity
Increased 4.2%
5.72%
$91.719M
477,901 shares@ $191.93 avg price
JEPI
Jpmorgan Equity Premium Inco
Recent Activity
Decreased -1.44%
5.41%
$86.742M
1.53M shares@ $56.68 avg price
ILCG
Ishares Morningstar Growth E
Recent Activity
Increased 1.06%
3.53%
$56.605M
592,851 shares@ $95.49 avg price
AVLV
Avantis Us Large Cap Value
Recent Activity
Increased 0.2%
3.43%
$54.99M
682,177 shares@ $80.62 avg price
MDYV
Spdr S&p 400 Mid Cap Value E
Recent Activity
Increased 2.36%
3.32%
$53.236M
625,208 shares@ $85.15 avg price
EFG
Ishares Msci Eafe Growth Etf
Recent Activity
Increased 1.45%
3.22%
$51.697M
464,189 shares@ $111.37 avg price
MDYG
Spdr S&p 400 Mid Capgrowth E
Recent Activity
Increased 2.11%
3.04%
$48.717M
507,678 shares@ $95.97 avg price
AAPL
Apple Inc
Recent Activity
Increased 3.14%
2.44%
$39.055M
153,887 shares@ $253.79 avg price
SLYG
Spdr S&p 600 Small Cap Growt
Recent Activity
Increased 3.64%
2.07%
$33.138M
342,972 shares@ $96.63 avg price
PTRB
Pgim Total Return Bond Etf
Recent Activity
Increased 25.48%
2.05%
$32.84M
791,128 shares@ $41.52 avg price

1-10 of 508