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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 4 of 9  ·  174 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VGT VANGUARD WORLD FD 10,664.0 $1.3M 0.14% +9K +700.0% $119.52 +2.5%
62 STE STERIS PLC Healthcare 5,836.0 $1.2M 0.13% +287.0 +5.2% $210.57 +9.1%
63 UNH UNITEDHEALTH GROUP INC Healthcare 2,903.0 $1.2M 0.13% +563.0 +24.1% $415.64 -4.8%
64 QQQM INVESCO EXCH TRADED FD TR II 3,933.0 $1.2M 0.13% +1K +38.1% $302.98 -0.8%
65 PM PHILIP MORRIS INTL INC Consumer Defensive 6,509.0 $1.2M 0.12% +350.0 +5.7% $180.91 +2.0%
66 CVS CVS HEALTH CORP Healthcare 11,184.0 $1.2M 0.12% +660.0 +6.3% $103.45 -9.1%
67 MA MASTERCARD INCORPORATED Financial Services 2,188.0 $1.1M 0.12% +43.0 +2.0% $513.51 +9.5%
68 IAU ISHARES GOLD TR Financial Services 14,744.0 $1.1M 0.12% +6K +78.6% $75.51 +10.1%
69 PG PROCTER & GAMBLE CO Consumer Defensive 7,359.0 $1.1M 0.12% +379.0 +5.4% $146.65 -2.4%
70 NFLX NETFLIX INC. Communication Services 14,929.0 $1.1M 0.11% +5K +47.8% $71.40 +6.5%
71 IXUS ISHARES TR 10,311.0 $984K 0.10% +133.0 +1.3% $95.44 +2.8%
72 VNQ VANGUARD INDEX FDS 9,909.0 $956K 0.10% +176.0 +1.8% $96.43 +1.6%
73 MPC MARATHON PETE CORP Energy 3,727.0 $953K 0.10% +19.0 +0.5% $255.68 +40.1%
74 BSV VANGUARD BD INDEX FDS 12,145.0 $946K 0.10% +106.0 +0.9% $77.91 -0.4%
75 SPGM SPDR INDEX SHS FDS 11,010.0 $943K 0.10% +169.0 +1.6% $85.67 +3.2%
76 KO COCA COLA CO Consumer Defensive 11,458.0 $931K 0.10% +269.0 +2.4% $81.27 +7.0%
77 IWF ISHARES TR 7,317.0 $909K 0.10% +5K +292.8% $124.17 +0.7%
78 SCHD SCHWAB STRATEGIC TR 28,294.0 $897K 0.10% +3K +11.7% $31.71 +8.1%
79 PH PARKER-HANNIFIN CORP Industrials 887.0 $867K 0.09% +153.0 +20.8% $977.65 +7.8%
80 BMY BRISTOL-MYERS SQUIBB CO Healthcare 14,570.0 $839K 0.09% +657.0 +4.7% $57.62 +12.2%
Page 4 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%