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Portfolio (Quarterly) Guide ↗

FSM Wealth Advisors, LLC

· CIK 0001942548
13F Portfolio $731M AUM Filed Jan 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 306 New
Page 14 of 16  ·  306 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 JCI JOHNSON CTLS INTL PLC Industrials 2,212.0 $265K 0.04% NEW $119.75 +20.9%
262 BX BLACKSTONE INC Financial Services 1,710.0 $264K 0.04% NEW $154.14 -19.7%
263 RYANAIR HOLDINGS PLC 3,597.0 $260K 0.04% NEW $72.20
264 BBAX J P MORGAN EXCHANGE TRADED F 4,588.0 $258K 0.04% NEW $56.30 +8.6%
265 NSC NORFOLK SOUTHN CORP Industrials 881.0 $254K 0.04% NEW $288.68 +3.9%
266 FVD FIRST TR EXCHANGE-TRADED FD 5,437.0 $251K 0.03% NEW $46.08 +2.9%
267 BUD ANHEUSER BUSCH INBEV SA/NV Consumer Defensive 3,886.0 $249K 0.03% NEW $64.04 +26.1%
268 IWR ISHARES TR 2,570.0 $247K 0.03% NEW $96.27 +12.7%
269 SPYX SPDR SERIES TRUST 4,395.0 $247K 0.03% NEW $56.19 +9.1%
270 BK BANK NEW YORK MELLON CORP Financial Services 2,090.0 $243K 0.03% NEW $116.08 +22.8%
271 FAST FASTENAL CO Industrials 6,036.0 $242K 0.03% NEW $40.13 +14.3%
272 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 2,643.0 $241K 0.03% NEW $91.20 -4.8%
273 NVS NOVARTIS AG Healthcare 1,746.0 $241K 0.03% NEW $137.87 +6.7%
274 IWD ISHARES TR 1,135.0 $239K 0.03% NEW $210.43 +15.1%
275 PCAR PACCAR INC Industrials 2,181.0 $239K 0.03% NEW $109.49 +8.6%
276 COP CONOCOPHILLIPS Energy 2,549.0 $239K 0.03% NEW $93.61 +15.1%
277 MDY SPDR S&P MIDCAP 400 ETF TR Financial Services 395.0 $238K 0.03% NEW $603.22 +14.6%
278 CTVA CORTEVA INC Basic Materials 3,539.0 $237K 0.03% NEW $67.03 +17.2%
279 WBD WARNER BROS DISCOVERY INC Communication Services 8,229.0 $237K 0.03% NEW $28.82 -9.1%
280 UBER UBER TECHNOLOGIES INC Technology 2,881.0 $235K 0.03% NEW $81.70 -12.3%
Page 14 of 16  ·  306 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 33.7%
Financial Services 18.1%
Communication Services 10.8%
Industrials 9.1%
Consumer Cyclical 8.3%
Healthcare 8.1%
Energy 4.6%
Consumer Defensive 3.7%
Utilities 2.3%
Basic Materials 1.0%