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MARK C. SOEHN

Financial Solutions Advisory Group, Inc.

Assets Managed
$790.88M
Holdings
177
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
9.34%(2Q avg: 4.67%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Financial Solutions Advisory Group, Inc.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 177 positions.

Assets under management

The assets under management (AUM) of Financial Solutions Advisory Group, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 790.88M in assets, with a quarterly growth rate of 9.34% and a 2-quarter average growth rate of 4.67%. The portfolio is managed by MARK C. SOEHN, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPTS
Spdr Port Shrt Trm Trsry
Recent Activity
Increased 1.92%
13.18%
$104.205M
3.602M shares@ $28.93 avg price
SCHX
Schwab Us Large-cap Etf
Recent Activity
Decreased -2.76%
10.06%
$79.528M
2.684M shares@ $29.63 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -3.48%
7.87%
$62.213M
86,016 shares@ $723.28 avg price
ISTB
Ishares Core 1-5 Year Usd Bo
Recent Activity
Decreased -5.02%
6.84%
$54.022M
1.124M shares@ $48.05 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -2.09%
6.76%
$53.42M
71,068 shares@ $751.68 avg price
SCHM
Schwab Us Mid Cap Etf
Recent Activity
Decreased -0.3%
5.78%
$45.694M
1.276M shares@ $35.83 avg price
VTIP
Vanguard Short-term Tips
Recent Activity
Decreased 0%
3.28%
$25.928M
522,120 shares@ $49.67 avg price
XLK
Technology Select Sect Spdr
Recent Activity
Decreased -0.42%
2.7%
$21.294M
114,886 shares@ $185.35 avg price
IWM
Ishares Russell 2000 Etf
Recent Activity
Decreased -2.1%
2.52%
$19.912M
66,996 shares@ $297.21 avg price
VEU
Vanguard Ftse All-world Ex-u
Recent Activity
Increased 0.14%
2.19%
$17.279M
207,756 shares@ $83.18 avg price

1-10 of 177