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Portfolio (Quarterly) Guide ↗

FSM Wealth Advisors, LLC

· CIK 0001942548
13F Portfolio $778M AUM 318 positions Filed Apr 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 26 New 132 Added 107 Reduced 15 Exited
Page 2 of 7  ·  132 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AVGO BROADCOM INC Technology 13,412.0 $4.2M 0.53% +380.0 +2.9% $309.51 +32.9%
22 MINT PIMCO ETF TR 37,501.0 $3.8M 0.48% +1K +3.5% $100.57 +0.2%
23 IVV ISHARES TR 5,566.0 $3.6M 0.47% +121.0 +2.2% $653.24 +14.8%
24 SHW SHERWIN WILLIAMS CO Basic Materials 9,334.0 $3.0M 0.38% +6K +221.8% $320.54 +0.1%
25 FNX FIRST TR EXCHANGE-TRADED ALP 23,322.0 $3.0M 0.38% +1K +4.6% $128.24 +11.6%
26 VOO VANGUARD INDEX FDS 4,266.0 $2.5M 0.33% +22.0 +0.5% $597.50 +15.2%
27 META META PLATFORMS INC Communication Services 4,400.0 $2.5M 0.32% +86.0 +2.0% $572.19 +0.9%
28 VEA VANGUARD TAX-MANAGED FDS 35,988.0 $2.3M 0.30% +606.0 +1.7% $64.08 +12.8%
29 RWO SPDR INDEX SHS FDS 47,115.0 $2.2M 0.28% +524.0 +1.1% $45.77 +6.9%
30 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 6,003.0 $2.0M 0.26% +518.0 +9.4% $337.97 +36.7%
31 CVX CHEVRON CORPORATION Energy 9,431.0 $2.0M 0.25% +372.0 +4.1% $206.91 -16.1%
32 VV VANGUARD INDEX FDS 5,808.0 $1.7M 0.22% +2K +41.1% $298.86 +15.4%
33 LLY ELI LILLY & CO Healthcare 1,886.0 $1.7M 0.22% +19.0 +1.0% $919.80 +19.4%
34 FBOT FIDELITY COVINGTON TRUST 50,147.0 $1.7M 0.21% +403.0 +0.8% $33.11 +18.6%
35 WMT WALMART INC Consumer Defensive 12,361.0 $1.5M 0.20% +362.0 +3.0% $124.28 -5.7%
36 SCHE SCHWAB STRATEGIC TR 42,431.0 $1.4M 0.18% +4K +11.4% $32.95 +11.9%
37 BNDX VANGUARD CHARLOTTE FDS 28,145.0 $1.4M 0.17% +927.0 +3.4% $48.05 +0.6%
38 IEFA ISHARES TR 14,462.0 $1.3M 0.17% +1K +10.3% $90.53 +7.5%
39 INTU INTUIT Technology 2,974.0 $1.3M 0.17% +125.0 +4.4% $432.41 -38.3%
40 IWB ISHARES TR 3,491.0 $1.2M 0.16% +71.0 +2.1% $356.53 +14.6%
Page 2 of 7  ·  132 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 31.7%
Financial Services 16.8%
Communication Services 10.0%
Industrials 9.4%
Healthcare 8.1%
Consumer Cyclical 7.5%
Energy 6.3%
Consumer Defensive 4.3%
Utilities 3.0%
Basic Materials 2.1%