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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 5 of 9  ·  174 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 AZN ASTRAZENECA PLC Healthcare 4,421.0 $838K 0.09% +192.0 +4.5% $189.63 -17.3%
82 VSS VANGUARD INTL EQUITY INDEX F 5,324.0 $821K 0.09% +48.0 +0.9% $154.28 +3.8%
83 FE FIRSTENERGY CORP Utilities 16,864.0 $802K 0.09% +150.0 +0.9% $47.54 -0.2%
84 URI UNITED RENTALS INC Industrials 704.0 $798K 0.09% +101.0 +16.8% $1133.00 +2.8%
85 WELL WELLTOWER INC Real Estate 3,489.0 $792K 0.08% +89.0 +2.6% $226.95 +3.7%
86 AXP AMERICAN EXPRESS CO Financial Services 2,339.0 $791K 0.08% +339.0 +16.9% $338.27 -0.6%
87 PNC PNC FINL SVCS GROUP INC Financial Services 3,211.0 $791K 0.08% +56.0 +1.8% $246.23 +3.4%
88 TFC TRUIST FINL CORP Financial Services 15,501.0 $772K 0.08% +80.0 +0.5% $49.82 +5.4%
89 TQQQ PROSHARES TR 9,387.0 $760K 0.08% +1K +17.3% $81.00 -5.7%
90 DE DEERE & CO Industrials 1,177.0 $746K 0.08% +22.0 +1.9% $634.21 -5.4%
91 MCD MCDONALDS CORP Consumer Cyclical 2,761.0 $746K 0.08% +828.0 +42.8% $270.34 -1.8%
92 VO VANGUARD INDEX FDS 9,174.0 $739K 0.08% +7K +300.8% $80.57 +4.3%
93 WFC WELLS FARGO & CO Financial Services 8,936.0 $738K 0.08% +4K +83.1% $82.64 +5.9%
94 QCOM QUALCOMM INC Technology 3,970.0 $734K 0.08% +371.0 +10.3% $184.77 -12.2%
95 DIS DISNEY WALT CO Communication Services 7,572.0 $729K 0.08% +1K +17.9% $96.25 +7.5%
96 GS GOLDMAN SACHS GROUP INC Financial Services 704.0 $712K 0.08% +63.0 +9.8% $1012.07 +3.9%
97 ETN EATON CORP PLC Industrials 1,623.0 $692K 0.07% +553.0 +51.7% $426.20 +6.9%
98 VZ VERIZON COMMUNICATIONS INC Communication Services 15,609.0 $661K 0.07% +1K +9.1% $42.34 +13.5%
99 C CITIGROUP INC Financial Services 4,611.0 $645K 0.07% +363.0 +8.6% $139.95 -1.0%
100 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 2,013.0 $639K 0.07% +12.0 +0.6% $317.48 -4.9%
Page 5 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%