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Portfolio (Quarterly) Guide ↗

FSM Wealth Advisors, LLC

· CIK 0001942548
13F Portfolio $939M AUM 352 positions Filed Jul 15, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 46 New 174 Added 80 Reduced 13 Exited
Page 2 of 9  ·  174 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 J P MORGAN EXCHANGE TRADED F 206,622.0 $10.4M 1.11% +2K +1.1% $50.57
22 GOOGL ALPHABET INC Communication Services 25,480.0 $9.1M 0.97% +2K +8.7% $357.37 -4.2%
23 IVV ISHARES TR 11,220.0 $8.4M 0.90% +6K +101.6% $748.90 +3.1%
24 AMZN AMAZON COM INC Consumer Cyclical 32,026.0 $7.6M 0.81% +5K +17.8% $238.34 +8.9%
25 RSP INVESCO EXCHANGE TRADED FD T 30,178.0 $6.4M 0.68% +911.0 +3.1% $212.77 +4.0%
26 XOM EXXON MOBIL CORP Energy 45,871.0 $6.3M 0.67% +3K +6.7% $136.72 +20.2%
27 AVGO BROADCOM INC Technology 14,749.0 $5.6M 0.59% +1K +10.0% $377.75 -0.1%
28 VUG VANGUARD INDEX FDS 64,678.0 $5.6M 0.59% +54K +482.2% $86.14 +2.0%
29 JPM JPMORGAN CHASE & CO Financial Services 15,592.0 $5.1M 0.54% +854.0 +5.8% $327.33 +10.5%
30 QQQ INVESCO QQQ TR Financial Services 6,860.0 $5.1M 0.54% +1K +24.5% $736.36 -2.5%
31 AMAT APPLIED MATLS INC Technology 4,470.0 $3.2M 0.34% +1K +33.5% $722.99 -30.5%
32 MU MICRON TECHNOLOGY INC Technology 2,644.0 $3.1M 0.33% +179.0 +7.3% $1154.28 -17.8%
33 JNJ JOHNSON & JOHNSON Healthcare 11,630.0 $3.0M 0.32% +765.0 +7.0% $253.97 +6.2%
34 META META PLATFORMS INC Communication Services 4,663.0 $2.6M 0.28% +263.0 +6.0% $563.28 -2.8%
35 LLY ELI LILLY & CO Healthcare 2,078.0 $2.5M 0.27% +192.0 +10.2% $1199.41 +1.0%
36 INTC INTEL CORP Technology 17,314.0 $2.4M 0.26% +8K +81.6% $139.63 -31.2%
37 VV VANGUARD INDEX FDS 6,505.0 $2.2M 0.24% +697.0 +12.0% $343.91 +2.9%
38 BAC BANK AMERICA CORP Financial Services 38,558.0 $2.2M 0.23% +5K +13.8% $56.98 +12.7%
39 KLAC KLA CORP Technology 7,230.0 $2.2M 0.23% +7K +918.3% $301.70 -35.1%
40 V VISA INC Financial Services 6,357.0 $2.2M 0.23% +316.0 +5.2% $343.07 +6.2%
Page 2 of 9  ·  174 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 36.4%
Financial Services 16.2%
Communication Services 9.8%
Industrials 9.4%
Healthcare 7.3%
Consumer Cyclical 7.2%
Energy 5.0%
Consumer Defensive 3.6%
Utilities 2.5%
Basic Materials 2.1%