FSM Wealth Advisors, LLC
CIK: 0001942548SEC EDGAR →
Portfolio Value
$731.1M
Holdings
305
As of
Q4 2025
New Positions
305
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | J P MORGAN EXCHANGE TRADED F | 916,928 | $44.7M | 6.11% |
| 2 | PIMCO ETF TR | 420,342 | $39.1M | 5.35% |
| 3 | J P MORGAN EXCHANGE TRADED F | 471,363 | $33.8M | 4.62% |
| 4 | VANGUARD INDEX FDS | 94,748 | $31.8M | 4.34% |
| 5 | J P MORGAN EXCHANGE TRADED F | 615,055 | $31.3M | 4.29% |
| 6 | VANGUARD INTL EQUITY INDEX F | 201,861 | $28.5M | 3.89% |
| 7 | VANGUARD INTL EQUITY INDEX F | 520,156 | $28.0M | 3.82% |
| 8 | SCHWAB STRATEGIC TR | 987,311 | $23.7M | 3.25% |
| 9 | ISHARES TR | 341,804 | $22.6M | 3.09% |
| 10 | VANGUARD SCOTTSDALE FDS | 218,692 | $20.2M | 2.76% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (305)
$44.7M · 917K shares
$39.1M · 420K shares
$33.8M · 471K shares
$31.8M · 95K shares
$31.3M · 615K shares
$28.5M · 202K shares
$28.0M · 520K shares
$23.7M · 987K shares
$22.6M · 342K shares
$20.2M · 219K shares
$19.9M · 73K shares
$19.5M · 162K shares
$16.9M · 218K shares
$15.4M · 474K shares
$14.6M · 238K shares
$14.1M · 29K shares
$13.8M · 74K shares
$13.4M · 538K shares
$11.3M · 443K shares
$9.4M · 185K shares
$9.1M · 29K shares
$7.5M · 24K shares
$7.2M · 32K shares
$6.3M · 27K shares
$5.7M · 164K shares
$5.5M · 11K shares
$5.2M · 118K shares
$5.2M · 8K shares
$5.2M · 43K shares
$5.1M · 27K shares
$4.8M · 22K shares
$4.7M · 9K shares
$4.7M · 14K shares
$4.5M · 13K shares
$3.7M · 5K shares
$3.7M · 6K shares
$3.6M · 36K shares
$3.4M · 11K shares
$3.3M · 36K shares
$3.2M · 15K shares
$2.8M · 4K shares
$2.8M · 22K shares
$2.7M · 4K shares
$2.5M · 5K shares
$2.4M · 85K shares
$2.4M · 7K shares
$2.3M · 11K shares
$2.3M · 13K shares
$2.2M · 9K shares
$2.2M · 35K shares
$2.1M · 47K shares
$2.0M · 2K shares
$1.9M · 7K shares
$1.9M · 3K shares
$1.9M · 18K shares
$1.9M · 34K shares
$1.8M · 3K shares
$1.8M · 67K shares
$1.7M · 5K shares
$1.7M · 5K shares
$1.7M · 50K shares
$1.6M · 9K shares
$1.6M · 2K shares
$1.5M · 12K shares
$1.5M · 46K shares
$1.4M · 6K shares
$1.4M · 13K shares
$1.4M · 4K shares
$1.4M · 7K shares
$1.4M · 9K shares
$1.3M · 12K shares
$1.3M · 6K shares
$1.3M · 27K shares
$1.3M · 4K shares
$1.3M · 3K shares
$1.3M · 5K shares
$1.2M · 38K shares
$1.2M · 2K shares
$1.2M · 31K shares
$1.2M · 16K shares
$1.2M · 45K shares
$1.2M · 8K shares
$1.2M · 13K shares
$1.1M · 9K shares
$1.1M · 22K shares
$1.1M · 10K shares
$1.1M · 10K shares
$1.1M · 1K shares
$1.1M · 9K shares
$1.0M · 8K shares
$992K · 7K shares
$972K · 5K shares
$940K · 3K shares
$923K · 6K shares
$921K · 2K shares
$914K · 14K shares
$866K · 9K shares
$861K · 10K shares
$839K · 12K shares
$832K · 10K shares
$828K · 775 shares
$825K · 4K shares
$825K · 3K shares
$824K · 11K shares
$823K · 677 shares
$822K · 2K shares
$799K · 5K shares
$788K · 2K shares
$780K · 11K shares
$772K · 3K shares
$772K · 9K shares
$753K · 8K shares
$748K · 3K shares
$746K · 15K shares
$746K · 17K shares
$735K · 14K shares
$734K · 4K shares
$721K · 10K shares
$716K · 6K shares
$713K · 5K shares
$709K · 29K shares
$694K · 25K shares
$683K · 3K shares
$678K · 4K shares
$671K · 3K shares
$670K · 8K shares
$664K · 2K shares
$660K · 4K shares
$647K · 4K shares
$646K · 1K shares
$646K · 2K shares
$641K · 4K shares
$640K · 728 shares
$633K · 14K shares
$632K · 1K shares
$628K · 3K shares
$619K · 4K shares
$619K · 4K shares
$615K · 4K shares
$609K · 2K shares
$606K · 24K shares
$604K · 4K shares
$601K · 3K shares
$600K · 3K shares
$594K · 2K shares
$586K · 10K shares
$581K · 2K shares
$581K · 4K shares
$570K · 10K shares
$561K · 2K shares
$560K · 14K shares
$552K · 3K shares
$550K · 626 shares
$549K · 2K shares
$547K · 8K shares
$544K · 808 shares
$541K · 8K shares
$540K · 15K shares
$535K · 1K shares
$534K · 6K shares
$530K · 7K shares
$520K · 3K shares
$519K · 2K shares
$515K · 910 shares
$505K · 8K shares
$502K · 1K shares
$494K · 6K shares
$492K · 4K shares
$491K · 2K shares
$486K · 2K shares
$481K · 9K shares
$481K · 2K shares
$471K · 8K shares
$470K · 812 shares
$468K · 5K shares
$467K · 2K shares
$457K · 3K shares
$457K · 566 shares
$451K · 2K shares
$445K · 3K shares
$442K · 4K shares
$434K · 2K shares
$432K · 2K shares
$429K · 822 shares
$427K · 2K shares
$417K · 4K shares
$413K · 1K shares
$411K · 9K shares
$410K · 2K shares
$409K · 3K shares
$407K · 2K shares
$406K · 2K shares
$398K · 6K shares
$394K · 10K shares
$393K · 7K shares
$392K · 5K shares
$391K · 8K shares
$389K · 6K shares
$385K · 1K shares
$380K · 2K shares
$376K · 7K shares
$376K · 1K shares
$373K · 823 shares
$371K · 10K shares
$361K · 358 shares
$360K · 10K shares
$360K · 386 shares
$358K · 6K shares
$357K · 5K shares
$357K · 739 shares
$352K · 6K shares
$350K · 2K shares
$350K · 9K shares
$345K · 4K shares
$345K · 7K shares
$341K · 3K shares
$339K · 6K shares
$338K · 2K shares
$335K · 2K shares
$334K · 4K shares
$331K · 15K shares
$329K · 567 shares
$328K · 7K shares
$327K · 937 shares
$327K · 2K shares
$327K · 1K shares
$324K · 1K shares
$323K · 3K shares
$321K · 4K shares
$316K · 2K shares
$313K · 1K shares
$312K · 2K shares
$312K · 4K shares
$309K · 2K shares
$305K · 21K shares
$305K · 1K shares
$303K · 4K shares
$298K · 3K shares
$298K · 4K shares
$295K · 489 shares
$295K · 8K shares
$295K · 277 shares
$295K · 5K shares
$291K · 2K shares
$290K · 3K shares
$288K · 818 shares
$287K · 820 shares
$287K · 674 shares
$281K · 2K shares
$279K · 2K shares
$279K · 3K shares
$279K · 9K shares
$279K · 13K shares
$274K · 2K shares
$274K · 498 shares
$272K · 3K shares
$268K · 9K shares
$268K · 3K shares
$266K · 1K shares
$266K · 1K shares
$264K · 2K shares
$263K · 2K shares
$259K · 4K shares
$258K · 5K shares
$254K · 881 shares
$250K · 5K shares
$248K · 4K shares
$247K · 3K shares
$246K · 4K shares
$242K · 6K shares
$242K · 2K shares
$241K · 3K shares
$240K · 2K shares
$238K · 2K shares
$238K · 1K shares
$238K · 3K shares
$238K · 395 shares
$237K · 8K shares
$237K · 4K shares
$235K · 3K shares
$235K · 2K shares
$234K · 177 shares
$232K · 43 shares
$229K · 666 shares
$225K · 1K shares
$225K · 669 shares
$224K · 1K shares
$224K · 439 shares
$223K · 730 shares
$222K · 8K shares
$219K · 758 shares
$217K · 2K shares
$216K · 486 shares
$216K · 2K shares
$210K · 5K shares
$207K · 5K shares
$207K · 2K shares
$207K · 2K shares
$204K · 832 shares
$203K · 810 shares
$201K · 5K shares
$143K · 11K shares
$137K · 17K shares
$33K · 20K shares
$10K · 13K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 130 | $532.2M | 72.8% |
| Technology | 37 | $75.2M | 10.3% |
| Communication Services | 12 | $23.4M | 3.2% |
| Industrials | 37 | $20.6M | 2.8% |
| Healthcare | 24 | $18.5M | 2.5% |
| Consumer Cyclical | 19 | $18.3M | 2.5% |
| Unknown | 13 | $17.4M | 2.4% |
| Energy | 10 | $10.5M | 1.4% |
| Consumer Defensive | 9 | $7.1M | 1.0% |
| Utilities | 7 | $4.6M | 0.6% |
| Basic Materials | 5 | $2.2M | 0.3% |
| Real Estate | 2 | $942K | 0.1% |