FSM Wealth Advisors, LLC Q4 2025 Filing
Filed January 23, 2026
Portfolio Value
$731.1B
Holdings
305
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (305 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | ASMLASML HOLDING N V | 775 | $828.0M | 0.11% | |
| 102 | HONHONEYWELL INTL INC | 4,231 | $825.0M | 0.11% | |
| 103 | AMATAPPLIED MATLS INC | 3,211 | $825.0M | 0.11% | |
| 104 | SPGMSPDR INDEX SHS FDS | 10,748 | $824.0M | 0.11% | |
| 105 | KLACKLA CORP | 677 | $823.0M | 0.11% | |
| 106 | UNHUNITEDHEALTH GROUP INC | 2,492 | $822.0M | 0.11% | |
| 107 | LRCXLAM RESEARCH CORP | 4,672 | $799.0M | 0.11% | |
| 108 | AXPAMERICAN EXPRESS CO | 2,130 | $788.0M | 0.11% | |
| 109 | CIBRFIRST TR EXCHANGE TRADED FD | 10,923 | $780.0M | 0.11% | |
| 110 | IWMISHARES TR | 3,137 | $772.0M | 0.11% | |
| 111 | VNQVANGUARD INDEX FDS | 8,730 | $772.0M | 0.11% | |
| 112 | AZNASTRAZENECA PLC | 8,192 | $753.0M | 0.10% | |
| 113 | CRMSALESFORCE INC | 2,827 | $748.0M | 0.10% | |
| 114 | TFCTRUIST FINL CORP | 15,173 | $746.0M | 0.10% | |
| 115 | FEFIRSTENERGY CORP | 16,664 | $746.0M | 0.10% | |
| 116 | BMYBRISTOL-MYERS SQUIBB CO | 13,636 | $735.0M | 0.10% | |
| 117 | QCOMQUALCOMM INC | 4,295 | $734.0M | 0.10% | |
| 118 | KOCOCA COLA CO | 10,324 | $721.0M | 0.10% | |
| 119 | DISDISNEY WALT CO | 6,298 | $716.0M | 0.10% | |
| 120 | ITOTISHARES TR | 4,801 | $713.0M | 0.10% | |
| 121 | PFEPFIZER INC | 28,510 | $709.0M | 0.10% | |
| 122 | SCHDSCHWAB STRATEGIC TR | 25,327 | $694.0M | 0.09% | |
| 123 | DHRDANAHER CORPORATION | 2,984 | $683.0M | 0.09% | |
| 124 | PANWPALO ALTO NETWORKS INC | 3,683 | $678.0M | 0.09% | |
| 125 | MTUMISHARES TR | 2,684 | $671.0M | 0.09% | |
| 126 | IAU*ISHARES GOLD TR | 8,256 | $670.0M | 0.09% | |
| 127 | CBCHUBB LIMITED | 2,130 | $664.0M | 0.09% | |
| 128 | JKHYHENRY JACK & ASSOC INC | 3,621 | $660.0M | 0.09% | |
| 129 | XLKSELECT SECTOR SPDR TR | 4,496 | $647.0M | 0.09% | |
| 130 | IWFISHARES TR | 1,367 | $646.0M | 0.09% | |
| 131 | CEGCONSTELLATION ENERGY CORP | 1,831 | $646.0M | 0.09% | |
| 132 | VYMVANGUARD WHITEHALL FDS | 4,468 | $641.0M | 0.09% | |
| 133 | PHPARKER-HANNIFIN CORP | 728 | $640.0M | 0.09% | |
| 134 | DFUVDIMENSIONAL ETF TRUST | 13,607 | $633.0M | 0.09% | |
| 135 | NOCNORTHROP GRUMMAN CORP | 1,109 | $632.0M | 0.09% | |
| 136 | PNCPNC FINL SVCS GROUP INC | 3,012 | $628.0M | 0.09% | |
| 137 | VSSVANGUARD INTL EQUITY INDEX F | 4,325 | $619.0M | 0.08% | |
| 138 | MMM3M CO | 3,868 | $619.0M | 0.08% | |
| 139 | AMTAMERICAN TOWER CORP NEW | 3,504 | $615.0M | 0.08% | |
| 140 | MCDMCDONALDS CORP | 1,996 | $609.0M | 0.08% | |
| 141 | TAT&T INC | 24,413 | $606.0M | 0.08% | |
| 142 | MPCMARATHON PETE CORP | 3,718 | $604.0M | 0.08% | |
| 143 | VIGVANGUARD SPECIALIZED FUNDS | 2,735 | $601.0M | 0.08% | |
| 144 | VBRVANGUARD INDEX FDS | 2,833 | $600.0M | 0.08% | |
| 145 | AMGNAMGEN INC | 1,816 | $594.0M | 0.08% | |
| 146 | VGSHVANGUARD SCOTTSDALE FDS | 9,986 | $586.0M | 0.08% | |
| 147 | IWOISHARES TR | 1,799 | $581.0M | 0.08% | |
| 148 | TJXTJX COS INC NEW | 3,788 | $581.0M | 0.08% | |
| 149 | FBCGFIDELITY COVINGTON TRUST | 10,395 | $570.0M | 0.08% | |
| 150 | VOVANGUARD INDEX FDS | 1,934 | $561.0M | 0.08% | |
| 151 | BACVERIZON COMMUNICATIONS INC | 13,750 | $560.0M | 0.08% | |
| 152 | AMDADVANCED MICRO DEVICES INC | 2,581 | $552.0M | 0.08% | |
| 153 | GSGOLDMAN SACHS GROUP INC | 626 | $550.0M | 0.08% | |
| 154 | RCLROYAL CARIBBEAN GROUP | 1,970 | $549.0M | 0.08% | |
| 155 | SPLVINVESCO EXCH TRADED FD TR II | 7,666 | $547.0M | 0.07% | |
| 156 | APPAPPLOVIN CORP | 808 | $544.0M | 0.07% | |
| 157 | ETHOAMPLIFY ETF TR | 8,291 | $541.0M | 0.07% | |
| 158 | CSXCSX CORP | 14,924 | $540.0M | 0.07% | |
| 159 | DEDEERE & CO | 1,150 | $535.0M | 0.07% | |
| 160 | MDTMEDTRONIC PLC | 5,569 | $534.0M | 0.07% | |
| 161 | BSVVANGUARD BD INDEX FDS | 6,730 | $530.0M | 0.07% | |
| 162 | VTVVANGUARD INDEX FDS | 2,726 | $520.0M | 0.07% | |
| 163 | VBVANGUARD INDEX FDS | 2,014 | $519.0M | 0.07% | |
| 164 | ISRGINTUITIVE SURGICAL INC | 910 | $515.0M | 0.07% | |
| 165 | BBJPJ P MORGAN EXCHANGE TRADED F | 7,672 | $505.0M | 0.07% | |
| 166 | SYKSTRYKER CORPORATION | 1,429 | $502.0M | 0.07% | |
| 167 | NEENEXTERA ENERGY INC | 6,156 | $494.0M | 0.07% | |
| 168 | ABNBAIRBNB INC | 3,631 | $492.0M | 0.07% | |
| 169 | AMEAMETEK INC | 2,394 | $491.0M | 0.07% | |
| 170 | LOWLOWES COS INC | 2,017 | $486.0M | 0.07% | |
| 171 | XLFSELECT SECTOR SPDR TR | 8,788 | $481.0M | 0.07% | |
| 172 | MUMICRON TECHNOLOGY INC | 1,687 | $481.0M | 0.07% | |
| 173 | WMBWILLIAMS COS INC | 7,837 | $471.0M | 0.06% | |
| 174 | TMOTHERMO FISHER SCIENTIFIC INC | 812 | $470.0M | 0.06% | |
| 175 | WFCWELLS FARGO CO NEW | 5,024 | $468.0M | 0.06% | |
| 176 | VHTVANGUARD WORLD FD | 1,625 | $467.0M | 0.06% | |
| 177 | ACWIISHARES TR | 3,234 | $457.0M | 0.06% | |
| 178 | URIUNITED RENTALS INC | 566 | $457.0M | 0.06% | |
| 179 | HLTHILTON WORLDWIDE HLDGS INC | 1,570 | $451.0M | 0.06% | |
| 180 | DGDOLLAR GEN CORP NEW | 3,358 | $445.0M | 0.06% | |
| 181 | TIPISHARES TR | 4,028 | $442.0M | 0.06% | |
| 182 | HEIHEICO CORP NEW | 1,722 | $434.0M | 0.06% | |
| 183 | SAPSAP SE | 1,782 | $432.0M | 0.06% | |
| 184 | SPGIS&P GLOBAL INC | 822 | $429.0M | 0.06% | |
| 185 | ADPAUTOMATIC DATA PROCESSING IN | 1,663 | $427.0M | 0.06% | |
| 186 | TRVCCITIGROUP INC | 3,575 | $417.0M | 0.06% | |
| 187 | ETNEATON CORP PLC | 1,299 | $413.0M | 0.06% | |
| 188 | JPIEJ P MORGAN EXCHANGE TRADED F | 8,882 | $411.0M | 0.06% | |
| 189 | GRMNGARMIN LTD | 2,025 | $410.0M | 0.06% | |
| 190 | NUENUCOR CORP | 2,508 | $409.0M | 0.06% | |
| 191 | UNPUNION PAC CORP | 1,762 | $407.0M | 0.06% | |
| 192 | ACNACCENTURE PLC IRELAND | 1,515 | $406.0M | 0.06% | |
| 193 | TTETOTALENERGIES SE | 6,089 | $398.0M | 0.05% | |
| 194 | DBDEUTSCHE BANK A G | 10,241 | $394.0M | 0.05% | |
| 195 | MAINMAIN STR CAP CORP | 6,517 | $393.0M | 0.05% | |
| 196 | TXTTEXTRON INC | 4,500 | $392.0M | 0.05% | |
| 197 | SPEMSPDR INDEX SHS FDS | 8,368 | $391.0M | 0.05% | |
| 198 | VGITVANGUARD SCOTTSDALE FDS | 6,494 | $389.0M | 0.05% | |
| 199 | LHXL3HARRIS TECHNOLOGIES INC | 1,313 | $385.0M | 0.05% | |
| 200 | KEYSKEYSIGHT TECHNOLOGIES INC | 1,875 | $380.0M | 0.05% |