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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 9 of 9  ·  174 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 YUM YUM BRANDS INC Consumer Cyclical 1,615.0 $258K 0.03% +104.0 +6.9% $159.82 -9.2%
162 MO ALTRIA GROUP INC Consumer Defensive 3,545.0 $255K 0.03% +297.0 +9.1% $71.95 -11.1%
163 SO SOUTHERN CO Utilities 2,573.0 $246K 0.03% +150.0 +6.2% $95.69 -3.6%
164 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 2,626.0 $242K 0.03% +104.0 +4.1% $92.09 -2.0%
165 EQIX EQUINIX INC Real Estate 231.0 $240K 0.03% +15.0 +6.9% $1040.39 +5.5%
166 HIG HARTFORD INSURANCE GROUP INC Financial Services 1,773.0 $235K 0.03% +11.0 +0.6% $132.53 +3.2%
167 TMUS T-MOBILE US INC Communication Services 1,399.0 $235K 0.03% +85.0 +6.5% $167.74 +7.4%
168 EXC EXELON CORP Utilities 4,955.0 $231K 0.03% +120.0 +2.5% $46.62 -2.3%
169 AEP AMERICAN ELEC PWR CO INC Utilities 1,654.0 $226K 0.02% +58.0 +3.6% $136.80 -7.5%
170 GD GENERAL DYNAMICS CORP Industrials 634.0 $225K 0.02% +25.0 +4.1% $354.37 +10.4%
171 IBIT ISHARES BITCOIN TRUST ETF Financial Services 6,670.0 $222K 0.02% +427.0 +6.8% $33.29 +9.4%
172 WBD WARNER BROS DISCOVERY INC Communication Services 8,307.0 $221K 0.02% +214.0 +2.6% $26.66 +4.8%
173 MCK MCKESSON CORP Healthcare 287.0 $216K 0.02% +13.0 +4.7% $754.32 +14.0%
174 F FORD MTR CO Consumer Cyclical 11,375.0 $158K 0.02% +442.0 +4.0% $13.90 +1.1%
Page 9 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%