Financial Solutions Advisory Group, Inc. has filed its Form 13F-HR for the period ending September 30, 2026. The filing discloses the firm held equity securities in 190 different companies as of the report date.
The firm is based in Chicago, Illinois, and lists Mark C. Soehn as the co-founder, chief compliance officer, and principal. The filing was signed by Soehn on October 28, 2026.
The portfolio includes a mix of large-cap technology names, consumer staples, and healthcare companies. Notable positions include Apple Inc., with 14,071 shares, and Microsoft Corporation, with 10,515 shares. Other holdings include shares in NVIDIA Corporation, Broadcom Inc., and Eli Lilly & Co.
The portfolio also holds significant positions in exchange-traded funds (ETFs). The top ETF holding is the iShares Core U.S. Aggregate Bond ETF, with 651,869 shares. Other major ETF positions include the Invesco QQQ Trust Unit Series 1, with 85,447 shares, and the Vanguard Total Stock Market ETF, with 16,942 shares.
Among individual equities, the filing lists shares in Procter & Gamble Co., Coca-Cola Co., and Johnson & Johnson. The filing also includes positions in companies such as Tesla, Netflix, and Visa Inc.
