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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 3 of 9  ·  174 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IEFA ISHARES TR 22,543.0 $2.2M 0.23% +8K +55.9% $96.58 +4.6%
42 IEMG ISHARES INC 26,070.0 $2.2M 0.23% +9K +50.1% $82.84 -1.1%
43 LRCX LAM RESEARCH CORP Technology 4,697.0 $2.0M 0.22% +100.0 +2.2% $433.30 -20.6%
44 ASML ASML HLDG NV Technology 987.0 $2.0M 0.21% +194.0 +24.5% $1989.89 -5.4%
45 IBM INTERNATIONAL BUSINESS MACHS Technology 6,949.0 $2.0M 0.21% +482.0 +7.5% $281.20 -18.6%
46 CAT CATERPILLAR INC Industrials 1,800.0 $1.9M 0.20% +191.0 +11.9% $1064.77 -17.2%
47 CSCO CISCO SYS INC Technology 15,866.0 $1.9M 0.20% +1K +7.2% $117.46 -3.9%
48 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,971.0 $1.8M 0.20% +139.0 +7.6% $935.69 +1.9%
49 AMD ADVANCED MICRO DEVICES INC Technology 3,153.0 $1.8M 0.20% +316.0 +11.1% $580.88 -12.9%
50 CVX CHEVRON CORPORATION Energy 10,375.0 $1.7M 0.18% +944.0 +10.0% $165.75 +22.3%
51 RTX RTX CORPORATION Industrials 8,885.0 $1.7M 0.18% +50.0 +0.6% $189.73 +16.8%
52 IWB ISHARES TR 4,049.0 $1.7M 0.18% +558.0 +16.0% $409.47 +3.4%
53 HD HOME DEPOT INC Consumer Cyclical 4,654.0 $1.6M 0.17% +171.0 +3.8% $352.69 -4.2%
54 VONG VANGUARD SCOTTSDALE FDS 12,371.0 $1.6M 0.17% +346.0 +2.9% $127.81 +0.7%
55 SCHX SCHWAB STRATEGIC TR 50,549.0 $1.5M 0.16% +5K +11.9% $29.43 +3.6%
56 PANW PALO ALTO NETWORKS INC Technology 4,315.0 $1.5M 0.16% +203.0 +4.9% $340.99 +10.2%
57 WMT WALMART INC Consumer Defensive 12,735.0 $1.4M 0.15% +374.0 +3.0% $113.26 +0.9%
58 MRK MERCK & CO INC Healthcare 11,015.0 $1.4M 0.15% +826.0 +8.1% $128.50 +5.8%
59 BNDX VANGUARD CHARLOTTE FDS 28,905.0 $1.4M 0.15% +760.0 +2.7% $48.43 -1.6%
60 SGOV ISHARES TR 13,175.0 $1.3M 0.14% +110.0 +0.8% $100.67 -0.1%
Page 3 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%