FSA Investment Group, LLC
RIA/Wealth
FSA Investment Group, LLC is a RIA/Wealth based in Pensacola, FL led by James Andrew Webb, reporting $709.5M in AUM as of Q3 2025 with 94% ETF concentration, 91% concentrated in top 10 holdings, and 60% allocation to SCHX.
CIOJames Andrew Webb
- Portfolio Value
- $160.4M
- Positions
- 40
- Top Holding
- SCHX at 60.4%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in FSA Investment Group, LLC's portfolio (91.1% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $96.9M | 60.40% | +$14.0K Bought | — 3.7M shares | |
ETF ETF | $34.2M | 21.35% | +$3.2M Bought | — 180.1K shares | |
ETF ETF | $3.1M | 1.95% | -$119.9K Sold | — 116.5K shares | |
ETF ETF | $2.7M | 1.68% | -$38.4K Sold | — 9.1K shares | |
Unknown Unknown | $2.2M | 1.37% | +$2.2M New | — 57.8K shares | |
ETF ETF | $1.7M | 1.05% | -$68.6K Sold | — 16.8K shares | |
ETF ETF | $1.5M | 0.93% | +$1.5M New | — 22.4K shares | |
ETF ETF | $1.5M | 0.91% | -$24.0K Sold | — 19.7K shares | |
ETF ETF | $1.3M | 0.80% | +$10.1K Bought | — 6.1K shares | |
Consumer Electronics Technology | $969.4K | 0.60% | +$272.5K Bought | 0.00% 3.8K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in FSA Investment Group, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
-3.91% | |
-3.69% | |
-2.11% | |
-1.62% | |
-1.4% |
Analytics
Portfolio insights and performance metrics for FSA Investment Group, LLC
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