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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 2 of 3  ·  46 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 1,056.0 $264K 0.03% NEW $249.98 -1.0%
22 ENTG ENTEGRIS INC Technology 1,455.0 $262K 0.03% NEW $179.88 -17.2%
23 DJIA GLOBAL X FDS 11,687.0 $259K 0.03% NEW $22.14 +3.3%
24 CDNS CADENCE DESIGN SYSTEM INC Technology 671.0 $252K 0.03% NEW $375.05 -15.4%
25 BA BOEING CO Industrials 1,152.0 $249K 0.03% NEW $216.41 +4.0%
26 DVN DEVON ENERGY CORP NEW Energy 5,781.0 $239K 0.03% NEW $41.32 +16.5%
27 COF CAPITAL ONE FINL CORP Financial Services 1,170.0 $235K 0.03% NEW $200.59 +10.6%
28 CRS CARPENTER TECHNOLOGY CORP Industrials 379.0 $234K 0.03% NEW $616.86 -14.7%
29 TDG TRANSDIGM GROUP INC Industrials 175.0 $234K 0.03% NEW $1334.81 -7.1%
30 HACK AMPLIFY ETF TR 2,224.0 $233K 0.03% NEW $104.91 +10.2%
31 IJK ISHARES TR 1,951.0 $229K 0.02% NEW $117.51 -0.2%
32 RMBS RAMBUS INC DEL Technology 1,645.0 $218K 0.02% NEW $132.73 -29.2%
33 MET METLIFE INC Financial Services 2,548.0 $216K 0.02% NEW $84.59 +14.8%
34 MPWR MONOLITHIC PWR SYS INC Technology 154.0 $213K 0.02% NEW $1383.47 -4.8%
35 XLY SELECT SECTOR SPDR TR 1,814.0 $213K 0.02% NEW $117.28 +0.1%
36 STT STATE STR CORP Financial Services 1,254.0 $213K 0.02% NEW $169.61 +12.9%
37 GBCI GLACIER BANCORP INC NEW Financial Services 4,095.0 $211K 0.02% NEW $51.58 -4.8%
38 APP APPLOVIN CORP Technology 409.0 $211K 0.02% NEW $515.73 -39.4%
39 TT TRANE TECHNOLOGIES PLC Industrials 420.0 $206K 0.02% NEW $490.76 -5.8%
40 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 757.0 $206K 0.02% NEW $271.95 -8.8%
Page 2 of 3  ·  46 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%