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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 2 of 2  ·  26 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 EME EMCOR GROUP INC Industrials 293.0 $216K 0.03% NEW $738.39 +13.3%
22 MO ALTRIA GROUP INC Consumer Defensive 3,248.0 $214K 0.03% NEW $65.99 +4.7%
23 EQIX EQUINIX INC Real Estate 216.0 $211K 0.03% NEW $978.23 +11.6%
24 AEP AMERICAN ELEC PWR CO INC Utilities 1,596.0 $209K 0.03% NEW $131.09 -2.6%
25 VOE VANGUARD INDEX FDS 1,088.0 $201K 0.03% NEW $184.32 +6.3%
26 NVDA PUT NVIDIA CORPORATION Technology 16,000.0 $129K 0.02% NEW $8.08 +2508.4%
Page 2 of 2  ·  26 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%