FAS WEALTH PARTNERS
Q3 2025 Form 13-F
LEAWOOD, KANSAS
CIK 0001596957
· CRD 109796
· SEC-registered investment adviser
$1.5B Reported Value Total
FAS WEALTH PARTNERS, INC. reports 5,010 total accounts under management (AUM). There are 5,000 discretionary accounts valued at $3,083,169,400, and 10 non-discretionary accounts valued at $2,220,348.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Source: Form ADV filed 2026-10-29
Reported value
$1.5B
Quarter over quarter
+6.4%
Holdings
460
Top-10 concentration
35.9%
Key People
Form ADV owners & control persons
Kevin Patrick Fisher Amey
TREASURER, DIRECTOR
Jordan Michael O'Grady
STOCKHOLDER
Anna Barnes
TRUSTEE
Filing Navigation
13F Metrics
Loading 13F Metrics
Q3 2025 13F record
Q3 2025 13F filing summary
| Period of report | September 30, 2025 |
|---|---|
| Filed | October 29, 2025 |
| Form | 13F-HR |
| Reported value | $1.5B |
| Positions | 460 |
| Change in reported value | +9.2% |
| New positions | 26 |
| Exited positions | 18 |
| Position turnover | 9.2% |
| Top-10 concentration | 35.9% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q2 2026 13F
Filed Jul 29, 2026
|
516 | $1.9B |
|
Q1 2026 13F
Filed Jun 10, 2026
|
508 | $1.6B |
|
Q4 2025 13F
Filed Feb 18, 2026
|
509 | $1.5B |
|
Q3 2025 13F
Filed Oct 29, 2025
|
460 | $1.5B |
|
Q2 2025 13F
Filed Aug 14, 2025
|
452 | $1.4B |
|
Q1 2025 13F
Filed May 5, 2025
|
429 | $1.2B |
|
Q4 2024 13F
Filed Feb 14, 2025
|
428 | $1.2B |
|
Q3 2024 13F
Filed Oct 17, 2024
|
438 | $1.3B |
|
Q2 2024 13F
Filed Jul 29, 2024
|
436 | $1.2B |
|
Q1 2024 13F
Filed Apr 29, 2024
|
446 | $1.1B |
|
Q4 2023 13F
Filed Jan 23, 2024
|
432 | $1.1B |
|
Q3 2023 13F
Filed Oct 23, 2023
|
413 | $935.4M |
|
Q2 2023 13F
Filed Aug 8, 2023
|
399 | $790.5M |
|
Q1 2023 13F
Filed May 11, 2023
|
417 | $922.5M |
|
Q4 2022 13F
Filed Feb 1, 2023
|
415 | $882.6M |
|
Q3 2022 13F
Filed Oct 20, 2022
|
392 | $900.5M |
|
Q2 2022 13F
Filed Aug 2, 2022
|
392 | $950.0M |
|
Q1 2022 13F
Filed May 4, 2022
|
385 | $1.1B |
|
Q4 2021 13F
Filed Feb 11, 2022
|
396 | $1.1B |
|
Q3 2021 13F
Filed Nov 15, 2021
|
394 | $1.1B |
31 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q3 2025
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | JEPI J P MORGAN EXCHANGE TRADED F | $87.6M | 5.93% |
| 2 | RSP INVESCO EXCHANGE TRADED FD T | $85.6M | 5.8% |
| 3 | ILCG ISHARES TR | $62.6M | 4.24% |
| 4 | EFG ISHARES TR | $50.9M | 3.44% |
| 5 | MDYV SPDR SERIES TRUST | $50.0M | 3.39% |
| 6 | AVLV AMERICAN CENTY ETF TR | $48.0M | 3.25% |
| 7 | MDYG SPDR SERIES TRUST | $44.8M | 3.03% |
| 8 | AAPL APPLE INC | $37.6M | 2.55% |
| 9 | SCHV SCHWAB STRATEGIC TR | $32.6M | 2.21% |
| 10 | SLYG SPDR SERIES TRUST | $30.8M | 2.09% |
| 11 | NVDA NVIDIA CORPORATION | $26.6M | 1.8% |
| 12 | CORT CORCEPT THERAPEUTICS INC | $25.6M | 1.74% |
| 13 | MSFT MICROSOFT CORP | $23.6M | 1.6% |
| 14 | PTRB PGIM ETF TR | $23.5M | 1.59% |
| 15 | IVW ISHARES TR | $21.8M | 1.47% |
| 16 | VIG VANGUARD SPECIALIZED FUNDS | $19.7M | 1.33% |
| 17 | AVIV AMERICAN CENTY ETF TR | $18.5M | 1.25% |
| 18 | EFV ISHARES TR | $18.4M | 1.25% |
| 19 | SCHM SCHWAB STRATEGIC TR | $16.8M | 1.14% |
| 20 | AVGO BROADCOM INC | $16.6M | 1.13% |
Values as reported on the Q3 2025 Form 13F. Every position is in the holdings table below.