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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 4 of 7  ·  132 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IWF ISHARES TR 1,863.0 $794K 0.10% +496.0 +36.3% $426.42 -71.1%
62 AMGN AMGEN INC Healthcare 2,229.0 $784K 0.10% +413.0 +22.7% $351.88 -4.1%
63 VSS VANGUARD INTL EQUITY INDEX F 5,276.0 $769K 0.10% +951.0 +22.0% $145.79 +8.1%
64 VZ VERIZON COMMUNICATIONS INC Communication Services 14,310.0 $718K 0.09% +560.0 +4.1% $50.20 -9.6%
65 TFC TRUIST FINL CORP Financial Services 15,421.0 $709K 0.09% +248.0 +1.6% $45.97 +5.1%
66 WELL WELLTOWER INC Real Estate 3,400.0 $672K 0.09% +2K +92.5% $197.71 +4.5%
67 PANW PALO ALTO NETWORKS INC Technology 4,112.0 $659K 0.09% +429.0 +11.7% $160.32 +79.5%
68 VO VANGUARD INDEX FDS 2,289.0 $657K 0.08% +355.0 +18.4% $287.20 -72.1%
69 PH PARKER-HANNIFIN CORP Industrials 734.0 $657K 0.08% +6.0 +0.8% $895.00 +6.5%
70 PNC PNC FINL SVCS GROUP INC Financial Services 3,155.0 $657K 0.08% +143.0 +4.8% $208.09 +11.5%
71 TJX TJX COS INC NEW Consumer Cyclical 3,940.0 $629K 0.08% +152.0 +4.0% $159.69 +2.6%
72 VBR VANGUARD INDEX FDS 2,871.0 $624K 0.08% +38.0 +1.3% $217.28 +9.7%
73 DIS DISNEY WALT CO Communication Services 6,420.0 $619K 0.08% +122.0 +1.9% $96.38 +7.8%
74 AMT AMERICAN TOWER CORP Real Estate 3,560.0 $614K 0.08% +56.0 +1.6% $172.58 +2.0%
75 VB VANGUARD INDEX FDS 2,308.0 $604K 0.08% +294.0 +14.6% $261.90 +13.2%
76 NEE NEXTERA ENERGY INC Utilities 6,499.0 $604K 0.08% +343.0 +5.6% $92.88 -6.6%
77 AMD ADVANCED MICRO DEVICES INC Technology 2,837.0 $577K 0.07% +256.0 +9.9% $203.40 +164.2%
78 WMB WILLIAMS COS INC Energy 7,885.0 $574K 0.07% +48.0 +0.6% $72.78 +0.5%
79 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 2,001.0 $551K 0.07% +31.0 +1.6% $275.14 +13.6%
80 GS GOLDMAN SACHS GROUP INC Financial Services 641.0 $542K 0.07% +15.0 +2.4% $846.22 +29.6%
Page 4 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%