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MARK C. SOEHN

Financial Solutions Advisory Group, Inc.

Assets Managed
$723.362M
Holdings
174
Last Quarter
2026 - Q1
Filed Date
23d ago
Growth Rate
0%(2Q avg: 0%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Financial Solutions Advisory Group, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 174 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 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 723.362M in assets, with a quarterly growth rate of 0% and a 2-quarter average growth rate of 0%. The portfolio is managed by MARK C. SOEHN, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPTS
Spdr Port Shrt Trm Trsry
Recent Activity
New Position
14.26%
$103.133M
3.534M shares@ $29.19 avg price
SCHX
Schwab Us Large-cap Etf
Recent Activity
New Position
9.79%
$70.778M
2.76M shares@ $25.64 avg price
ISTB
Ishares Core 1-5 Year Usd Bo
Recent Activity
New Position
7.94%
$57.365M
1.184M shares@ $48.47 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
New Position
7.12%
$51.441M
89,125 shares@ $577.18 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
New Position
6.53%
$47.197M
72,587 shares@ $650.22 avg price
SCHM
Schwab Us Mid Cap Etf
Recent Activity
New Position
5.48%
$39.615M
1.28M shares@ $30.97 avg price
VTIP
Vanguard Short-term Tips
Recent Activity
New Position
3.61%
$26.081M
522,141 shares@ $49.95 avg price
IWM
Ishares Russell 2000 Etf
Recent Activity
New Position
2.35%
$16.968M
68,437 shares@ $247.93 avg price
BSCR
Invesco Bulletshares 2027 Cb
Recent Activity
New Position
2.3%
$16.595M
845,626 shares@ $19.63 avg price
VEU
Vanguard Ftse All-world Ex-u
Recent Activity
New Position
2.16%
$15.581M
207,467 shares@ $75.11 avg price

1-10 of 174