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 |
|---|---|---|---|---|---|
| 201 | CARRCARRIER GLOBAL CORPORATION | 7,130 | $376.0M | 0.05% | |
| 202 | ADSKAUTODESK INC | 1,271 | $376.0M | 0.05% | |
| 203 | VRTXVERTEX PHARMACEUTICALS INC | 823 | $373.0M | 0.05% | |
| 204 | ICOWPACER FDS TR | 9,593 | $371.0M | 0.05% | |
| 205 | GWWWW GRAINGER INC | 358 | $361.0M | 0.05% | |
| 206 | CWISPDR INDEX SHS FDS | 10,023 | $360.0M | 0.05% | |
| 207 | FIXCOMFORT SYS USA INC | 386 | $360.0M | 0.05% | |
| 208 | NKENIKE INC | 5,627 | $358.0M | 0.05% | |
| 209 | TRMBTRIMBLE INC | 4,557 | $357.0M | 0.05% | |
| 210 | LMTLOCKHEED MARTIN CORP | 739 | $357.0M | 0.05% | |
| 211 | TRPTC ENERGY CORP | 6,413 | $352.0M | 0.05% | |
| 212 | EAELECTRONIC ARTS INC | 1,717 | $350.0M | 0.05% | |
| 213 | INTCINTEL CORP | 9,487 | $350.0M | 0.05% | |
| 214 | BSXBOSTON SCIENTIFIC CORP | 3,625 | $345.0M | 0.05% | |
| 215 | NVONOVO-NORDISK A S | 6,788 | $345.0M | 0.05% | |
| 216 | RPMRPM INTL INC | 3,283 | $341.0M | 0.05% | |
| 217 | SPYINEOS ETF TRUST | 6,466 | $339.0M | 0.05% | |
| 218 | DWDMORGAN STANLEY | 1,908 | $338.0M | 0.05% | |
| 219 | MRSHMARSH & MCLENNAN COS INC | 1,806 | $335.0M | 0.05% | |
| 220 | BBCAJ P MORGAN EXCHANGE TRADED F | 3,594 | $334.0M | 0.05% | |
| 221 | BWXSPDR SERIES TRUST | 14,700 | $331.0M | 0.05% | |
| 222 | SPOTSPOTIFY TECHNOLOGY S A | 567 | $329.0M | 0.04% | |
| 223 | IBITISHARES BITCOIN TRUST ETF | 6,611 | $328.0M | 0.04% | |
| 224 | ADBEADOBE INC | 937 | $327.0M | 0.04% | |
| 225 | WELLWELLTOWER INC | 1,766 | $327.0M | 0.04% | |
| 226 | WMWASTE MGMT INC DEL | 1,490 | $327.0M | 0.04% | |
| 227 | TTWOTAKE-TWO INTERACTIVE SOFTWAR | 1,269 | $324.0M | 0.04% | |
| 228 | GILDGILEAD SCIENCES INC | 2,640 | $323.0M | 0.04% | |
| 229 | VEUVANGUARD INTL EQUITY INDEX F | 4,365 | $321.0M | 0.04% | |
| 230 | APHAMPHENOL CORP NEW | 2,345 | $316.0M | 0.04% | |
| 231 | FDXFEDEX CORP | 1,087 | $313.0M | 0.04% | |
| 232 | ATOATMOS ENERGY CORP | 1,864 | $312.0M | 0.04% | |
| 233 | BBEUJ P MORGAN EXCHANGE TRADED F | 4,267 | $312.0M | 0.04% | |
| 234 | ANETARISTA NETWORKS INC | 2,362 | $309.0M | 0.04% | |
| 235 | AESAES CORP | 21,279 | $305.0M | 0.04% | |
| 236 | CITHE CIGNA GROUP | 1,112 | $305.0M | 0.04% | |
| 237 | CLCOLGATE PALMOLIVE CO | 3,839 | $303.0M | 0.04% | |
| 238 | WECWEC ENERGY GROUP INC | 2,826 | $298.0M | 0.04% | |
| 239 | QSRRESTAURANT BRANDS INTL INC | 4,378 | $298.0M | 0.04% | |
| 240 | ULTAULTA BEAUTY INC | 489 | $295.0M | 0.04% | |
| 241 | ABALLIANCEBERNSTEIN HLDG L P | 7,678 | $295.0M | 0.04% | |
| 242 | BLKBLACKROCK INC | 277 | $295.0M | 0.04% | |
| 243 | GNRSPDR INDEX SHS FDS | 4,754 | $295.0M | 0.04% | |
| 244 | XLVSELECT SECTOR SPDR TR | 1,884 | $291.0M | 0.04% | |
| 245 | AGGISHARES TR | 2,908 | $290.0M | 0.04% | |
| 246 | AONAON PLC | 818 | $288.0M | 0.04% | |
| 247 | ELVELEVANCE HEALTH INC FORMERLY | 820 | $287.0M | 0.04% | |
| 248 | LINLINDE PLC | 674 | $287.0M | 0.04% | |
| 249 | NOWSERVICENOW INC | 1,840 | $281.0M | 0.04% | |
| 250 | ICEINTERCONTINENTAL EXCHANGE IN | 1,728 | $279.0M | 0.04% | |
| 251 | DYHTARGET CORP | 2,864 | $279.0M | 0.04% | |
| 252 | SCHMSCHWAB STRATEGIC TR | 9,282 | $279.0M | 0.04% | |
| 253 | DBCINVESCO DB COMMDY INDX TRCK | 12,500 | $279.0M | 0.04% | |
| 254 | EMREMERSON ELEC CO | 2,067 | $274.0M | 0.04% | |
| 255 | CWCURTISS WRIGHT CORP | 498 | $274.0M | 0.04% | |
| 256 | SJMSMUCKER J M CO | 2,785 | $272.0M | 0.04% | |
| 257 | CMCSACOMCAST CORP NEW | 8,985 | $268.0M | 0.04% | |
| 258 | SCHWSCHWAB CHARLES CORP | 2,688 | $268.0M | 0.04% | |
| 259 | TMUST-MOBILE US INC | 1,311 | $266.0M | 0.04% | |
| 260 | COFCAPITAL ONE FINL CORP | 1,099 | $266.0M | 0.04% | |
| 261 | JCIJOHNSON CTLS INTL PLC | 2,212 | $264.0M | 0.04% | |
| 262 | BXBLACKSTONE INC | 1,710 | $263.0M | 0.04% | |
| 263 | RYAAYRYANAIR HOLDINGS PLC | 3,597 | $259.0M | 0.04% | |
| 264 | BBAXJ P MORGAN EXCHANGE TRADED F | 4,588 | $258.0M | 0.04% | |
| 265 | NSCNORFOLK SOUTHN CORP | 881 | $254.0M | 0.03% | |
| 266 | FVDFIRST TR EXCHANGE-TRADED FD | 5,437 | $250.0M | 0.03% | |
| 267 | BUDANHEUSER BUSCH INBEV SA/NV | 3,886 | $248.0M | 0.03% | |
| 268 | IWRISHARES TR | 2,570 | $247.0M | 0.03% | |
| 269 | SPYXSPDR SERIES TRUST | 4,395 | $246.0M | 0.03% | |
| 270 | FASTFASTENAL CO | 6,036 | $242.0M | 0.03% | |
| 271 | BKBANK NEW YORK MELLON CORP | 2,090 | $242.0M | 0.03% | |
| 272 | ORLYOREILLY AUTOMOTIVE INC | 2,643 | $241.0M | 0.03% | |
| 273 | NVSNNOVARTIS AG | 1,746 | $240.0M | 0.03% | |
| 274 | PCARPACCAR INC | 2,181 | $238.0M | 0.03% | |
| 275 | IWDISHARES TR | 1,135 | $238.0M | 0.03% | |
| 276 | COPCONOCOPHILLIPS | 2,549 | $238.0M | 0.03% | |
| 277 | MDYSPDR S&P MIDCAP 400 ETF TR | 395 | $238.0M | 0.03% | |
| 278 | WBDWARNER BROS DISCOVERY INC | 8,229 | $237.0M | 0.03% | |
| 279 | CTVACORTEVA INC | 3,539 | $237.0M | 0.03% | |
| 280 | UBERUBER TECHNOLOGIES INC | 2,881 | $235.0M | 0.03% | |
| 281 | XLCSELECT SECTOR SPDR TR | 1,997 | $235.0M | 0.03% | |
| 282 | T7DTRANSDIGM GROUP INC | 177 | $234.0M | 0.03% | |
| 283 | BKNGBOOKING HOLDINGS INC | 43 | $232.0M | 0.03% | |
| 284 | SNASNAP ON INC | 666 | $229.0M | 0.03% | |
| 285 | VRTVERTIV HOLDINGS CO | 1,395 | $225.0M | 0.03% | |
| 286 | GDGENERAL DYNAMICS CORP | 669 | $225.0M | 0.03% | |
| 287 | YUMYUM BRANDS INC | 1,485 | $224.0M | 0.03% | |
| 288 | CMICUMMINS INC | 439 | $224.0M | 0.03% | |
| 289 | STRLSTERLING INFRASTRUCTURE INC | 730 | $223.0M | 0.03% | |
| 290 | CTRACOTERRA ENERGY INC | 8,459 | $222.0M | 0.03% | |
| 291 | TRVTRAVELERS COMPANIES INC | 758 | $219.0M | 0.03% | |
| 292 | AWCAMERICAN WTR WKS CO INC NEW | 1,668 | $217.0M | 0.03% | |
| 293 | CYBRCYBERARK SOFTWARE LTD | 486 | $216.0M | 0.03% | |
| 294 | XLYSELECT SECTOR SPDR TR | 1,814 | $216.0M | 0.03% | |
| 295 | OXYOCCIDENTAL PETE CORP | 5,130 | $210.0M | 0.03% | |
| 296 | BWABORGWARNER INC | 4,599 | $207.0M | 0.03% | |
| 297 | MRVLMARVELL TECHNOLOGY INC | 2,440 | $207.0M | 0.03% | |
| 298 | SBUXSTARBUCKS CORP | 2,458 | $207.0M | 0.03% | |
| 299 | ITWILLINOIS TOOL WKS INC | 832 | $204.0M | 0.03% | |
| 300 | MGCVANGUARD WORLD FD | 810 | $203.0M | 0.03% |