FAS Wealth Partners, Inc. — 13F Holdings & Portfolio
CIK 1596957 · latest 13F-HR filed 2026-07-29
FAS Wealth Partners, Inc. manages $1.92B in 13F-reported U.S. long-equity assets across 520 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are RSP (5.84%), JEPI (4.90%), ILCG (3.80%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 32 new positions and exited 24; 303 existing positions rose in reported value and 70 fell.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$1.92B
Long-equity book
Holdings
520
Distinct positions
Period
2026-06-30
Filed 2026-07-29
Q/Q Activity
+32 / −24 / ↑303 / ↓70
vs 2026-03-31
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
Portfolio map
Q2 26RSP5.8% · +10%JEPI4.9% · +9%ILCG3.8% · +5%AVLV3.5% · +8%EFG3.4% · +14%MDYV3.3% · +6%MDYG3.2% · +9%SLYG2.4% · +11%AAPL2.4% · +1%PAAA2.0% · +16%SCHV1.9% · -1%NVDA1.7% · +6%JCPB1.5% · +51%CORT1.5% · +1%TOTL1.4% · +26%SCHM1.3% · +6%IVW1.2% · -1%GOOG1.2% · +5%AVSC1.2% · +10%VIG1.1% · +1%KEMX1.1% · -2%AVLC1.1% · +2%SLYV1.0% · +4%AVGO1.0% · +6%EFV1.0% · +0%AMZN1.0% · +3%AVUV1.0% · +22%MSFT1.0% · +5%AVIV1.0% · -1%LRCX0.9% · +4%AVDE0.9% · +5%GLD0.9% · +38%CAT0.8% · +4%JPM0.8% · +6%LLY0.7% · +4%REGL0.7% · +31%SPY0.6% · +0%IDV0.6% · +15%META0.6% · +7%SCHG0.6% · -2%WMT0.6% · +5%FNDF0.6% · -0%HDV0.6% · +349%JNJ0.5% · +4%VT0.5% · +35%XOM0.5% · +3%FLTR0.5% · +2%IVE0.5% · -2%DON0.5% · +13%ARCB0.5% · -0%TSLA0.5% · +7%GOOGL0.4% · -0%ABBV0.4% · +7%CVX0.4% · +3%OUNZ0.4% · +4%IVV0.4% · -11%COST0.4% · +7%ETN0.4% · +8%BKDV0.4% · +14%USMV0.4% · -1%
Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.
Sector mix
% of 13F valueSectors from each company's SIC code; funds and ETFs grouped separately.
Biggest buys and sells
Q1 26 → Q2 26Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.
13F assets and positions
4 quartersTotal reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.
Top positions over time
reported valueThe eight largest current positions, valued at each quarter end.
Concentration
top 10 = 34.7%Cumulative share of the portfolio held in the largest N positions.
Firm Profile & Key People
As of the firm’s regulatory filing dated Feb 25, 2026.
Assets Under Management
$3.78B
Discretionary
$3.77B
Employees
33
Accounts
5,110
Address
4747 W 135 STREET
SUITE 100
LEAWOOD, KS 66224
SUITE 100
LEAWOOD, KS 66224
Phone
(913) 239-2300
| Name | Title / Status | Ownership | Type |
|---|---|---|---|
| Amey, Kevin, Patrick Fisher Control | TREASURER, DIRECTOR since Jan 2025 | 5–10% | Individual |
| BARNES, JACOB, S Control | SECRETARY, DIRECTOR since Apr 2014 | Less than 5% | Individual |
| DUSSOLD, JAMES, GERARD Control | PRESIDENT, DIRECTOR since Feb 1990 | Less than 5% | Individual |
| GLENN, JACQUELYN, ELAYNE Control | CHIEF COMPLIANCE OFFICER since Jul 2022 | Less than 5% | Individual |
| HORTON, BARNABAS, D Control | DIRECTOR since Jan 2022 | Less than 5% | Individual |
| MEIER, JOHN, T Control | EXECUTIVE VICE PRESIDENT, DIRECTOR since Jan 2026 | Less than 5% | Individual |
| MICHELLE HORTON LIVING TRUST DATED JUNE 19, 2006 Control | STOCKHOLDER since Jun 2006 | 5–10% | Domestic Entity |
| BARNES FAMILY REVOCABLE TRUST DATED AUGUST 16, 2013 | STOCKHOLDER since Apr 2014 | 10–25% | Domestic Entity |
| JAMES G. DUSSOLD REVOCABLE TRUST DATED MAY 21, 1996 | STOCKHOLDER since May 1996 | 10–25% | Domestic Entity |
| JOHN THOMAS MEIER REVOCABLE TRUST DATED NOVEMBER 11, 2015 | STOCKHOLDER since Nov 2015 | 10–25% | Domestic Entity |
| O'GRADY, JORDAN, MICHAEL | STOCKHOLDER since Jan 2016 | 5–10% | Individual |
Ownership & leadership changes · 22 filings with changes since Nov 22, 2011
From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.
Feb 4, 2025 filing
- No longer listedBARNES FAMILY REVOCABLE TRUST · STOCKHOLDER · 10–25% · control person · listed since Apr 2014
- No longer listedBARNES, ANNA · GRANTOR AND TRUSTEE OF BARNES FAMILY REVOCABLE TRUST · Less than 5% · control person · listed since Apr 2014
- No longer listedBERGMAN, BRADLEY, ANTHONY · STOCKHOLDER · 10–25% · listed since Apr 2017
- No longer listedDUSSOLD, JAMES G. REVOCABLE TRUST · STOCKHOLDER · 10–25% · control person · listed since May 1996
- No longer listedFISHER, CLAY, MACKENZIE · STOCKHOLDER · Less than 5% · listed since Jan 2021
- No longer listedHarrison, Jason, Allen-Pechar · STOCKHOLDER · Less than 5% · listed since Jan 2022
- No longer listedHorton, Michelle · GRANTOR AND TRUSTEE OF MICHELLE HORTON LIVING TRUST · Less than 5% · control person · listed since Jun 2006
- No longer listedKRSTIC, MEGAN, ASHLEY · STOCKHOLDER · Less than 5% · listed since Jan 2023
- No longer listedMCDONALD, JOHN, KEITH · STOCKHOLDER · Less than 5% · listed since Jan 2013
- No longer listedMEIER, JOHN THOMAS REVOCABLE TRUST · STOCKHOLDER · 10–25% · control person · listed since Nov 2015
- No longer listedMEIER, JOHN, ALAN · SENIOR GENERAL LEGAL COUNSEL · Less than 5% · control person · listed since Mar 1997
- No longer listedMICHELLE HORTON LIVING TRUST · STOCKHOLDER · 5–10% · control person · listed since Jun 2006
- No longer listedMUNZ, JOHN, TIMOTHY · STOCKHOLDER · Less than 5% · listed since Jan 2024
- No longer listedPerfect, Joshua, L · STOCKHOLDER · Less than 5% · listed since Jan 2019
- No longer listedROCKER, KRISTY, L · GRANTOR AND TRUSTEE OF SADARO LIVING TRUST · Less than 5% · control person · listed since Jun 2007
- No longer listedSADARO LIVING TRUST · STOCKHOLDER · 5–10% · control person · listed since Jun 2007
- No longer listedSADARO, SCOTT, ANTHONY · GRANTOR AND TRUSTEE OF SADARO LIVING TRUST / TREASURER, DIRECTOR, CFO · Less than 5% · control person · listed since Jun 2008
- No longer listedSALINARDI, JASON, M · GENERAL LEGAL COUNSEL · Less than 5% · listed since Jan 2022
- AddedBARNES FAMILY REVOCABLE TRUST DATED AUGUST 16, 2013 · STOCKHOLDER · 10–25%
- AddedJAMES G. DUSSOLD REVOCABLE TRUST DATED MAY 21, 1996 · STOCKHOLDER · 10–25%
- AddedJOHN THOMAS MEIER REVOCABLE TRUST DATED NOVEMBER 11, 2015 · STOCKHOLDER · 10–25%
- AddedMICHELLE HORTON LIVING TRUST DATED JUNE 19, 2006 · STOCKHOLDER · 5–10% · control person
- ChangedAmey, Kevin, Patrick Fisher · title STOCKHOLDER → TREASURER, DIRECTOR; now a control person
- ChangedBARNES, JACOB, S · title GRANTOR AND TRUSTEE OF BARNES FAMILY REVOCABLE TRUST / SECRETARY, DIRECTOR → SECRETARY, DIRECTOR
- ChangedDUSSOLD, JAMES, GERARD · title GRANTOR AND TRUSTEE OF JAMES G. DUSSOLD REVOCABLE TRUST / PRESIDENT, DIRECTOR → PRESIDENT, DIRECTOR
- and 2 more
Mar 26, 2024 filing
- AddedFISHER, CLAY, MACKENZIE · STOCKHOLDER · Less than 5%
- AddedHarrison, Jason, Allen-Pechar · STOCKHOLDER · Less than 5%
- AddedKRSTIC, MEGAN, ASHLEY · STOCKHOLDER · Less than 5%
- AddedMCDONALD, JOHN, KEITH · STOCKHOLDER · Less than 5%
- AddedMUNZ, JOHN, TIMOTHY · STOCKHOLDER · Less than 5%
- AddedO'GRADY, JORDAN, MICHAEL · STOCKHOLDER · 5–10%
- AddedPerfect, Joshua, L · STOCKHOLDER · Less than 5%
- ChangedGLENN, JACQUELYN, ELAYNE · now a control person
Mar 31, 2023 filing
- AddedSALINARDI, JASON, M · GENERAL LEGAL COUNSEL · Less than 5%
- ChangedMEIER, JOHN, ALAN · title GENERAL LEGAL COUNSEL → SENIOR GENERAL LEGAL COUNSEL
- ChangedMEIER, JOHN, T · title EXECUTIVE VICE PRESIDENT, DIRECTOR / GRANTOR AND TRUSTEE OF JOHN THOMAS MEIER REVOCABLE TRUST → EXECUTIVE VICE PRESIDENT / GRANTOR AND TRUSTEE OF JOHN THOMAS MEIER REVOCABLE TRUST
Feb 1, 2023 filing
- AddedAmey, Kevin, Patrick Fisher · STOCKHOLDER · 5–10%
- ChangedHORTON, BARNABAS, D · title TRUSTEE OF MICHELLE HORTON LIVING TRUST → DIRECTOR / TRUSTEE OF MICHELLE HORTON LIVING TRUST; ownership Less than 5% → 5–10%
- ChangedMEIER, JOHN, ALAN · title GENERAL LEGAL COUNSEL, DIRECTOR → GENERAL LEGAL COUNSEL
Jul 6, 2022 filing
- No longer listedSLOAN, CAROL, D · CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Mar 2004
- AddedGLENN, JACQUELYN, ELAYNE · CHIEF COMPLIANCE OFFICER · Less than 5%
Mar 30, 2022 filing
- No longer listedBEST, ANN, FISCHER · GRANTOR AND TRUSTEE OF MICHAEL L AND ANN FISCHER BEST REVOCABLE TRUST · Less than 5% · control person · listed since Jan 2016
- No longer listedBEST, MICHAEL L. AND ANN FISCHER JOINT LIVING TRUST · STOCKHOLDER · 5–10% · control person · listed since Jan 2016
- No longer listedBEST, MICHAEL, LYNN · GRANTOR AND TRUSTEE OF MICHAEL L AND ANN FISCHER BEST REVOCABLE TRUST · Less than 5% · control person · listed since Jan 2016
Feb 18, 2020 filing
- ChangedSADARO, SCOTT, ANTHONY · ownership 5–10% → Less than 5%
Jan 28, 2020 filing
- ChangedBARNES, JACOB, S · title GRANTOR AND TRUSTEE OF BARNES FAMILY REVOCABLE TRUST → GRANTOR AND TRUSTEE OF BARNES FAMILY REVOCABLE TRUST / SECRETARY, DIRECTOR
- ChangedDUSSOLD, JAMES, GERARD · title GRANTOR AND TRUSTEE OF JAMES G. DUSSOLD REVOCABLE TRUST / VP, TREAS, SECY, DIRECTOR → GRANTOR AND TRUSTEE OF JAMES G. DUSSOLD REVOCABLE TRUST / PRESIDENT, DIRECTOR
- ChangedMEIER, JOHN, ALAN · title GENERAL LEGAL COUNSEL → GENERAL LEGAL COUNSEL, DIRECTOR
- ChangedMEIER, JOHN, T · title GRANTOR AND TRUSTEE OF JOHN THOMAS MEIER REVOCABLE TRUST → EXECUTIVE VICE PRESIDENT, DIRECTOR / GRANTOR AND TRUSTEE OF JOHN THOMAS MEIER REVOCABLE TRUST
- ChangedSADARO, SCOTT, ANTHONY · title CHIEF FINANCIAL OFFICER / GRANTOR AND TRUSTEE OF SADARO LIVING TRUST → GRANTOR AND TRUSTEE OF SADARO LIVING TRUST / TREASURER, DIRECTOR, CFO
Jan 22, 2020 filing
- No longer listedGREER, JR., MAX W. REVOCABLE TRUST · STOCKHOLDER · 5–10% · control person · listed since May 1987
- No longer listedGREER, MAX, WELDON · GRANTOR OF MAX W GREER JR REVOCABLE TRUST · Less than 5% · control person · listed since May 1987
- No longer listedGreer, Michael, W · TRUSTEE OF MAX W GREER JR REVOCABLE TRUST · Less than 5% · listed since Nov 2019
- No longer listedGreer, Michele, L · TRUSTEE OF MAX W GREER JR REVOCABLE TRUST · Less than 5% · listed since Nov 2019
- No longer listedSteinert, Megan, L · TRUSTEE OF MAX W GREER JR REVOCABLE TRUST · Less than 5% · listed since Nov 2019
Dec 18, 2019 filing
- No longer listedBARNES FAMILY REVOCABLE TRUST · STOCKHOLDER · General partner, trustee or manager · indirect via BARNES FAMILY REVOCABLE TRUST · control person · listed since Apr 2014
- No longer listedBARNES, ANNA · TRUSTEE · General partner, trustee or manager · indirect via BARNES FAMILY REVOCABLE TRUST · control person · listed since Apr 2014
- No longer listedBARNES, JACOB, S · TRUSTEE · General partner, trustee or manager · indirect via BARNES FAMILY REVOCABLE TRUST · control person · listed since Apr 2014
- No longer listedBEST, ANN, FISCHER · TRUSTEE · General partner, trustee or manager · indirect via BEST, MICHAEL L. AND ANN FISCHER JOINT LIVING TRUST · control person · listed since Apr 2016
- No longer listedBEST, MICHAEL L AND ANN FISCHER JOINT REVOCABLE TRUST · STOCKHOLDER · General partner, trustee or manager · indirect via BEST, MICHAEL L. AND ANN FISCHER JOINT LIVING TRUST · control person · listed since Jan 2016
- No longer listedBEST, MICHAEL, LYNN · TRUSTEE · General partner, trustee or manager · indirect via BEST, MICHAEL L. AND ANN FISCHER JOINT LIVING TRUST · control person · listed since Apr 2016
- No longer listedDUSSOLD, JAMES G. REVOCABLE TRUST · STOCKHOLDER · General partner, trustee or manager · indirect via DUSSOLD, JAMES G. REVOCABLE TRUST · control person · listed since May 1996
- No longer listedDUSSOLD, JAMES, GERARD · TRUSTEE · General partner, trustee or manager · indirect via DUSSOLD, JAMES G. REVOCABLE TRUST · control person · listed since May 1996
- No longer listedGREER, MAX W. REVOCABLE TRUST · STOCKHOLDER · General partner, trustee or manager · indirect via GREER, JR., MAX W. REVOCABLE TRUST · control person · listed since May 1987
- No longer listedGREER, MAX, WELDON · TRUSTEE · General partner, trustee or manager · indirect via GREER, JR., MAX W. REVOCABLE TRUST · control person · listed since May 1987
- No longer listedHORTON, BARNABAS, D · TRUSTEE · General partner, trustee or manager · indirect via MICHELLE HORTON LIVING TRUST · control person · listed since Jun 2006
- No longer listedHorton, Michelle · TRUSTEE · General partner, trustee or manager · indirect via MICHELLE HORTON LIVING TRUST · control person · listed since Jun 2006
- No longer listedMEIER FAMILY REVOCABLE TRUST · STOCKHOLDER · Less than 5% · listed since Jan 1998
- No longer listedMEIER FAMILY TRUST · STOCKHOLDER · General partner, trustee or manager · indirect via MEIER FAMILY REVOCABLE TRUST · control person · listed since Jan 1998
- No longer listedMEIER, DANIELLE, GAGNON · TRUSTEE · Less than 5% · control person · listed since Jan 1998
- No longer listedMEIER, DANIELLE, GAGNON · TRUSTEE · General partner, trustee or manager · indirect via MEIER FAMILY REVOCABLE TRUST · control person · listed since Jan 1998
- No longer listedMEIER, JOHN THOMAS REVOCABLE TRUST · STOCKHOLDER · General partner, trustee or manager · indirect via MEIER, JOHN THOMAS REVOCABLE TRUST · control person · listed since Nov 2015
- No longer listedMEIER, JOHN, ALAN · TRUSTEE · General partner, trustee or manager · indirect via MEIER FAMILY REVOCABLE TRUST · control person · listed since Jan 1998
- No longer listedMEIER, JOHN, T · TRUSTEE · General partner, trustee or manager · indirect via MEIER, JOHN THOMAS REVOCABLE TRUST · control person · listed since Nov 2015
- No longer listedMICHELLE HORTON LIVING TRUST · STOCKHOLDER · General partner, trustee or manager · indirect via MICHELLE HORTON LIVING TRUST · control person · listed since Jun 2006
- No longer listedROCKER, KRISTY, L · TRUSTEE · General partner, trustee or manager · indirect via SADARO LIVING TRUST · control person · listed since Jun 2007
- No longer listedSADARO LIVING TRUST · STOCKHOLDER · General partner, trustee or manager · indirect via SADARO LIVING TRUST · control person · listed since Jun 2007
- No longer listedSADARO, SCOTT, ANTHONY · TRUSTEE · General partner, trustee or manager · indirect via SADARO LIVING TRUST · control person · listed since Jun 2007
- AddedGreer, Michael, W · TRUSTEE OF MAX W GREER JR REVOCABLE TRUST · Less than 5%
- AddedGreer, Michele, L · TRUSTEE OF MAX W GREER JR REVOCABLE TRUST · Less than 5%
- and 13 more
Older changes (13 more filings)
Nov 13, 2019 filing
- ChangedGREER, MAX, WELDON · title PRESIDENT, DIRECTOR / TRUSTEE → TRUSTEE
Mar 29, 2019 filing
- AddedHORTON, BARNABAS, D · TRUSTEE · Less than 5% · control person
- AddedHORTON, BARNABAS, D · TRUSTEE · General partner, trustee or manager · indirect via MICHELLE HORTON LIVING TRUST · control person
- AddedHorton, Michelle · TRUSTEE · Less than 5% · control person
- AddedHorton, Michelle · TRUSTEE · General partner, trustee or manager · indirect via MICHELLE HORTON LIVING TRUST · control person
- AddedMICHELLE HORTON LIVING TRUST · STOCKHOLDER · 5–10% · control person
- AddedMICHELLE HORTON LIVING TRUST · STOCKHOLDER · General partner, trustee or manager · indirect via MICHELLE HORTON LIVING TRUST · control person
- AddedROCKER, KRISTY, L · TRUSTEE · Less than 5% · control person
- AddedROCKER, KRISTY, L · TRUSTEE · General partner, trustee or manager · indirect via SADARO LIVING TRUST · control person
- AddedSADARO LIVING TRUST · STOCKHOLDER · General partner, trustee or manager · indirect via SADARO LIVING TRUST · control person
- AddedSADARO, SCOTT, ANTHONY · TRUSTEE · General partner, trustee or manager · indirect via SADARO LIVING TRUST · control person
- Listed againSADARO LIVING TRUST · STOCKHOLDER · 5–10% · control person
- ChangedBARNES FAMILY REVOCABLE TRUST · ownership 5–10% → 10–25%
- ChangedGREER, JR., MAX W. REVOCABLE TRUST · ownership 10–25% → 5–10%
- ChangedMEIER FAMILY REVOCABLE TRUST · ownership 10–25% → Less than 5%
- ChangedSADARO, SCOTT, ANTHONY · title CHIEF FINANCIAL OFFICER → CHIEF FINANCIAL OFFICER / TRUSTEE
Mar 30, 2018 filing
- No longer listedJ. THOMAS MEIER, TRUSTEE · SHAREHOLDER · 10–25% · listed since Jan 2016
- No longer listedJACOB S. AND ANNA BARNES, CO-TRUSTEES · SHAREHOLDER · 5–10% · listed since Jan 2016
- No longer listedJAMES G. DUSSOLD REVOCABLE TRUST · JAMES G. DUSSOLD, TRUSTEE · 10–25% · listed since May 1996
- No longer listedJAMES G. DUSSOLD, TRUSTEE · SHAREHOLDER · 10–25% · listed since Feb 1996
- No longer listedJEROME W. MCKENZIE REVOCABLE TRUST · JEROME W. MCKENZIE, TRUSTEE · Less than 5% · listed since Dec 2007
- No longer listedJOHN THOMAS MEIER REVOCABLE TRUST · JOHN THOMAS MEIER, TRUSTEE · 10–25% · listed since Nov 2015
- No longer listedMAX W. GREER, JR. REVOCABLE TRUST · MAX W. GREER, JR., TRUSTEE · 10–25% · listed since Aug 1986
- No longer listedMAX W. GREER, JR., TRUSTEE · SHAREHOLDER · 10–25% · control person · listed since Feb 1983
- No longer listedMEIER, JOHN A. AND DANIELLE G., CO-TRUSTEES · SHAREHOLDER · 10–25% · listed since Oct 2000
- No longer listedMICHAEL L AND ANN FISCHER BEST JOINT REVOCABLE LIVING TRUST · MICHAEL L. BEST AND ANN FISCHER BEST, TRUSTEES · 5–10% · listed since Dec 2015
- No longer listedMICHAEL L. AND ANN FISCHER BEST, CO-TRUSTEES · SHAREHOLDER · 5–10% · listed since Jan 2016
- No longer listedSADARO LIVING TRUST · SCOTT A. AND KRISTY R. SADARO, TRUSTEES · Less than 5% · listed since Jun 2007
- AddedBARNES FAMILY REVOCABLE TRUST · STOCKHOLDER · General partner, trustee or manager · indirect via BARNES FAMILY REVOCABLE TRUST · control person
- AddedBARNES, ANNA · TRUSTEE · Less than 5% · control person
- AddedBARNES, ANNA · TRUSTEE · General partner, trustee or manager · indirect via BARNES FAMILY REVOCABLE TRUST · control person
- AddedBARNES, JACOB, S · TRUSTEE · General partner, trustee or manager · indirect via BARNES FAMILY REVOCABLE TRUST · control person
- AddedBEST, ANN, FISCHER · TRUSTEE · Less than 5% · control person
- AddedBEST, ANN, FISCHER · TRUSTEE · General partner, trustee or manager · indirect via BEST, MICHAEL L. AND ANN FISCHER JOINT LIVING TRUST · control person
- AddedBEST, MICHAEL L AND ANN FISCHER JOINT REVOCABLE TRUST · STOCKHOLDER · General partner, trustee or manager · indirect via BEST, MICHAEL L. AND ANN FISCHER JOINT LIVING TRUST · control person
- AddedBEST, MICHAEL L. AND ANN FISCHER JOINT LIVING TRUST · STOCKHOLDER · 5–10% · control person
- AddedBEST, MICHAEL, LYNN · TRUSTEE · General partner, trustee or manager · indirect via BEST, MICHAEL L. AND ANN FISCHER JOINT LIVING TRUST · control person
- AddedDUSSOLD, JAMES G. REVOCABLE TRUST · STOCKHOLDER · 10–25% · control person
- AddedDUSSOLD, JAMES G. REVOCABLE TRUST · STOCKHOLDER · General partner, trustee or manager · indirect via DUSSOLD, JAMES G. REVOCABLE TRUST · control person
- AddedDUSSOLD, JAMES, GERARD · TRUSTEE · General partner, trustee or manager · indirect via DUSSOLD, JAMES G. REVOCABLE TRUST · control person
- AddedGREER, JR., MAX W. REVOCABLE TRUST · STOCKHOLDER · 10–25% · control person
- and 17 more
Jul 26, 2017 filing
- No longer listedBIGGS, STANLEY D. AND LYNN T., TRUSTEES · SHAREHOLDER · 5–10% · listed since Jan 2014
- AddedBARNES FAMILY REVOCABLE TRUST · JACOB S. AND ANNA BARNES, TRUSTEES · 5–10%
- AddedJAMES G. DUSSOLD REVOCABLE TRUST · JAMES G. DUSSOLD, TRUSTEE · 10–25%
- AddedJEROME W. MCKENZIE REVOCABLE TRUST · JEROME W. MCKENZIE, TRUSTEE · Less than 5%
- AddedJOHN THOMAS MEIER REVOCABLE TRUST · JOHN THOMAS MEIER, TRUSTEE · 10–25%
- AddedMAX W. GREER, JR. REVOCABLE TRUST · MAX W. GREER, JR., TRUSTEE · 10–25%
- AddedMEIER FAMILY REVOCABLE TRUST · DANIELLE G. MEIER AND JOHN A. MEIER, TRUSTEES · 10–25%
- AddedMICHAEL L AND ANN FISCHER BEST JOINT REVOCABLE LIVING TRUST · MICHAEL L. BEST AND ANN FISCHER BEST, TRUSTEES · 5–10%
- AddedSADARO LIVING TRUST · SCOTT A. AND KRISTY R. SADARO, TRUSTEES · Less than 5%
Jun 6, 2017 filing
- AddedBERGMAN, BRADLEY, ANTHONY · STOCKHOLDER · 10–25%
Mar 31, 2017 filing
- No longer listedMCKENZIE, JEROME, WESLEY · AML OFFICER · Less than 5% · control person · listed since Oct 2004
- ChangedMEIER, JOHN, T · ownership 10–25% → Less than 5%
Mar 30, 2016 filing
- No longer listedBARNES, JACOB, S · SHAREHOLDER · 5–10% · listed since Jan 2016
- No longer listedBEST, MICHAEL, LYNN · SHAREHOLDER · 5–10% · listed since Jan 2014
- AddedJ. THOMAS MEIER, TRUSTEE · SHAREHOLDER · 10–25%
- AddedJACOB S. AND ANNA BARNES, CO-TRUSTEES · SHAREHOLDER · 5–10%
- AddedMICHAEL L. AND ANN FISCHER BEST, CO-TRUSTEES · SHAREHOLDER · 5–10%
- ChangedMEIER, JOHN, T · title SHAREHOLDER, DIRECTOR → DIRECTOR
Feb 10, 2016 filing
- AddedBARNES, JACOB, S · SHAREHOLDER · 5–10%
- ChangedDUSSOLD, JAMES, GERARD · title VICE PRESIDENT, DIRECTOR → VICE PRESIDENT
- ChangedMAX W. GREER, JR., TRUSTEE · ownership 25–50% → 10–25%
- ChangedMEIER, JOHN, ALAN · title GENERAL LEGAL COUNSEL → GENERAL LEGAL COUNSEL, DIRECTOR
- ChangedMEIER, JOHN, T · title SHAREHOLDER → SHAREHOLDER, DIRECTOR; ownership 5–10% → 10–25%
- ChangedSADARO, SCOTT, ANTHONY · ownership Less than 5% → 5–10%
Mar 30, 2015 filing
- No longer listedDANIELLE G. MEIER, TRUSTEE · SHAREHOLDER · 10–25% · listed since Oct 2000
- AddedBEST, MICHAEL, LYNN · SHAREHOLDER · 5–10%
- AddedBIGGS, STANLEY D. AND LYNN T., TRUSTEES · SHAREHOLDER · 5–10%
- AddedMEIER, JOHN A. AND DANIELLE G., CO-TRUSTEES · SHAREHOLDER · 10–25%
Mar 25, 2014 filing
- ChangedMCKENZIE, JEROME, WESLEY · ownership 5–10% → Less than 5%
Apr 1, 2013 filing
- No longer listedJEROME W. MCKENZIE, TRUSTEE · SHAREHOLDER · 5–10% · listed since Dec 2007
Mar 27, 2012 filing
- AddedMEIER, JOHN, T · SHAREHOLDER · 5–10%
Nov 22, 2011 filing (earliest on record)
- ListedDANIELLE G. MEIER, TRUSTEE · SHAREHOLDER · 10–25%
- ListedDUSSOLD, JAMES, GERARD · VICE PRESIDENT, DIRECTOR · Less than 5% · control person
- ListedGREER, MAX, WELDON · PRESIDENT, DIRECTOR · Less than 5% · control person
- ListedJAMES G. DUSSOLD, TRUSTEE · SHAREHOLDER · 10–25%
- ListedJEROME W. MCKENZIE, TRUSTEE · SHAREHOLDER · 5–10%
- ListedMAX W. GREER, JR., TRUSTEE · SHAREHOLDER · 25–50% · control person
- ListedMCKENZIE, JEROME, WESLEY · AML OFFICER · 5–10% · control person
- ListedMEIER, JOHN, ALAN · GENERAL LEGAL COUNSEL · Less than 5% · control person
- ListedSADARO, SCOTT, ANTHONY · CHIEF FINANCIAL OFFICER · Less than 5% · control person
- ListedSLOAN, CAROL, D · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
Quarter-over-quarter changes
Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.
Top Adds (vs prior quarter)
- INVESCO EXCHANGE TRADED FD T$20.4M +22.3%
- ISHARES TR$16.4M +28.9%
- CORCEPT THERAPEUTICS INC$15.3M +117.4%
- ISHARES TR$14.3M +27.7%
- SPDR SERIES TRUST$13.6M +27.8%
Top Trims
- EXXON MOBIL CORP-$2.0M -17.0%
- CHEVRON CORPORATION-$1.7M -17.6%
- ISHARES TR-$1.1M -9.4%
- VANECK MERK GOLD ETF-$1.0M -11.1%
- PALANTIR TECHNOLOGIES INC-$868.5K -16.3%
New Positions
- PIMCO ETF TR$3.7M
- J P MORGAN EXCHANGE TRADED F$1.0M
- FEDEX FGHT HLDG CO INC$847.3K
- J P MORGAN EXCHANGE TRADED F$713.4K
- HONEYWELL INTL INC$432.5K
Exited Positions
- HONEYWELL INTL INC$892.5K
- GENERAL DYNAMICS CORP$365.9K
- AMERICAN TOWER CORP$307.3K
- ROYAL BK CDA$282.6K
- TE CONNECTIVITY PLC$275.6K
FAS Wealth Partners, Inc. Holdings (2026-06-30)
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | INVESCO EXCHANGE TRADED FD T | RSP | 46137V357 | $112.1M | 5.84% | 527,085 | SH |
| 2 | J P MORGAN EXCHANGE TRADED F | JEPI | 46641Q332 | $94.1M | 4.90% | 1,666,456 | SH |
| 3 | ISHARES TR | ILCG | 464287119 | $73.0M | 3.80% | 623,515 | SH |
| 4 | AMERICAN CENTY ETF TR | AVLV | 025072349 | $67.1M | 3.50% | 736,028 | SH |
| 5 | ISHARES TR | EFG | 464288885 | $66.0M | 3.44% | 530,741 | SH |
| 6 | SPDR SERIES TRUST | MDYV | 78464A839 | $62.6M | 3.26% | 659,887 | SH |
| 7 | SPDR SERIES TRUST | MDYG | 78464A821 | $62.3M | 3.24% | 555,604 | SH |
| 8 | SPDR SERIES TRUST | SLYG | 78464A201 | $45.3M | 2.36% | 380,346 | SH |
| 9 | APPLE INC | AAPL | 037833100 | $45.1M | 2.35% | 156,028 | SH |
| 10 | PGIM ETF TR | PTRB | 69344A800 | $38.2M | 1.99% | 921,687 | SH |
| 11 | SCHWAB STRATEGIC TR | SCHV | 808524409 | $36.8M | 1.92% | 1,057,653 | SH |
| 12 | NVIDIA CORPORATION | NVDA | 67066G104 | $33.4M | 1.74% | 166,708 | SH |
| 13 | J P MORGAN EXCHANGE TRADED F | JCPB | 46641Q670 | $29.1M | 1.52% | 620,441 | SH |
| 14 | CORCEPT THERAPEUTICS INC | CORT | 218352102 | $28.2M | 1.47% | 324,876 | SH |
| 15 | SSGA ACTIVE ETF TR | TOTL | 78467V848 | $26.9M | 1.40% | 682,427 | SH |
| 16 | SCHWAB STRATEGIC TR | SCHM | 808524508 | $24.6M | 1.28% | 666,751 | SH |
| 17 | ISHARES TR | IVW | 464287309 | $23.4M | 1.22% | 170,400 | SH |
| 18 | ALPHABET INC | GOOG | 02079K107 | $22.9M | 1.19% | 64,849 | SH |
| 19 | AMERICAN CENTY ETF TR | AVSC | 025072323 | $22.5M | 1.17% | 306,509 | SH |
| 20 | VANGUARD SPECIALIZED FUNDS | VIG | 921908844 | $21.6M | 1.12% | 91,173 | SH |
| 21 | KRANESHARES TRUST | KEMX | 500767769 | $21.3M | 1.11% | 405,871 | SH |
| 22 | AMERICAN CENTY ETF TR | AVLC | 025072158 | $20.6M | 1.07% | 228,649 | SH |
| 23 | SPDR SERIES TRUST | SLYV | 78464A300 | $20.1M | 1.05% | 184,101 | SH |
| 24 | BROADCOM INC | AVGO | 11135F101 | $20.0M | 1.04% | 53,057 | SH |
| 25 | ISHARES TR | EFV | 464288877 | $20.0M | 1.04% | 261,784 | SH |
| 26 | AMAZON COM INC | AMZN | 023135106 | $19.9M | 1.03% | 83,305 | SH |
| 27 | AMERICAN CENTY ETF TR | AVUV | 025072877 | $19.6M | 1.02% | 157,283 | SH |
| 28 | MICROSOFT CORP | MSFT | 594918104 | $19.2M | 1.00% | 51,492 | SH |
| 29 | AMERICAN CENTY ETF TR | AVIV | 025072364 | $18.6M | 0.97% | 240,133 | SH |
| 30 | LAM RESEARCH CORP | LRCX | 512807306 | $16.8M | 0.88% | 38,804 | SH |
| 31 | AMERICAN CENTY ETF TR | AVDE | 025072703 | $16.6M | 0.86% | 186,014 | SH |
| 32 | SPDR GOLD TR | GLD | 78463V107 | $16.3M | 0.85% | 44,313 | SH |
| 33 | CATERPILLAR INC | CAT | 149123101 | $15.2M | 0.79% | 14,293 | SH |
| 34 | JPMORGAN CHASE & CO | JPM | 46625H100 | $15.1M | 0.79% | 46,254 | SH |
| 35 | ELI LILLY & CO | LLY | 532457108 | $13.0M | 0.68% | 10,858 | SH |
| 36 | PROSHARES TR | REGL | 74347B680 | $12.5M | 0.65% | 136,654 | SH |
| 37 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $12.3M | 0.64% | 16,508 | SH |
| 38 | ISHARES TR | IDV | 464288448 | $12.2M | 0.64% | 294,324 | SH |
| 39 | META PLATFORMS INC | META | 30303M102 | $12.0M | 0.62% | 21,295 | SH |
| 40 | SCHWAB STRATEGIC TR | SCHG | 808524300 | $11.8M | 0.61% | 348,035 | SH |
| 41 | WALMART INC | WMT | 931142103 | $11.4M | 0.59% | 100,300 | SH |
| 42 | SCHWAB STRATEGIC TR | FNDF | 808524755 | $11.2M | 0.58% | 212,016 | SH |
| 43 | ISHARES TR | HDV | 46429B663 | $11.0M | 0.57% | 402,591 | SH |
| 44 | JOHNSON & JOHNSON | JNJ | 478160104 | $10.5M | 0.55% | 41,193 | SH |
| 45 | VANGUARD INTL EQUITY INDEX F | VT | 922042742 | $10.4M | 0.54% | 66,101 | SH |
| 46 | EXXON MOBIL CORP | XOM | 30231G102 | $9.8M | 0.51% | 71,701 | SH |
| 47 | VANECK ETF TRUST | FLTR | 92189F486 | $9.5M | 0.50% | 372,818 | SH |
| 48 | ISHARES TR | IVE | 464287408 | $9.5M | 0.49% | 41,839 | SH |
| 49 | WISDOMTREE TR | DON | 97717W505 | $9.4M | 0.49% | 166,625 | SH |
| 50 | ARCBEST CORP | ARCB | 03937C105 | $9.0M | 0.47% | 62,848 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-07-29 | $1.92B | 520 | 0001398344-26-012965 |
| 2026-03-31 | 2026-06-10 | $1.61B | 511 | 0001398344-26-010659 |
| 2025-12-31 | 2026-02-18 | $1.55B | 513 | 0001398344-26-003331 |
| 2025-09-30 | 2025-10-29 | $1.48B | 464 | 0001398344-25-019940 |
Filer Information
Address
4747 WEST 135TH STREETLEAWOOD, KS 66224
Phone
(913) 239-2300
Filing Manager
FAS Wealth Partners, Inc.
LEAWOOD, KS
Signatory
Cooper Krause
Accounting and Operations Manager