FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.
RIA/Wealth
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. is a RIA/Wealth based in Walnut Creek, CA led by Laurie Sue Stegenga, reporting $310.1M in AUM as of Q3 2025 with 49% ETF concentration.
PresidentLaurie Sue Stegenga
- Portfolio Value
- $176.8M
- Positions
- 71
- Top Holding
- SPY at 7.67%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.'s portfolio (38.7% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $13.6M | 7.67% | -$399.7K Sold | — 20.4K shares | |
REIT - Specialty Real Estate | $8.4M | 4.73% | -$475.6K Sold | 0.03% 82.1K shares | |
Information Technology Services Technology | $7.4M | 4.21% | -$237.0K Sold | 0.00% 26.3K shares | |
ETF ETF | $6.2M | 3.51% | +$15.9K Bought | — 108.0K shares | |
ETF ETF | $6.0M | 3.39% | -$398.0K Sold | — 10.0K shares | |
Asset Management Financial Services | $5.9M | 3.35% | -$427.5K Sold | 0.04% 290.6K shares | |
Semiconductors Technology | $5.8M | 3.29% | -$930.0K Sold | 0.00% 17.6K shares | |
Hardware, Equipment & Parts Technology | $5.4M | 3.06% | -$1.1M Sold | 0.01% 65.9K shares | |
Consumer Electronics Technology | $4.9M | 2.79% | -$3.1K Sold | 0.00% 19.3K shares | |
ETF ETF | $4.9M | 2.76% | -$108.0K Sold | — 14.9K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.'s latest filing
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Market Value
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Turnover Ratio
New Purchases
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.
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