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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 1 of 4  ·  80 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 CGGO CAPITAL GROUP GBL GROWTH EQT 162,286.0 $6.9M 0.73% -1K -0.7% $42.33 -2.1%
2 PGR PROGRESSIVE CORP Financial Services 31,079.0 $6.8M 0.72% -707.0 -2.2% $218.45 -6.7%
3 SPY STATE STR SPDR S&P 500 ETF T Financial Services 6,609.0 $4.9M 0.53% -468.0 -6.6% $746.79 +3.5%
4 BERKSHIRE HATHAWAY INC DEL 8,925.0 $4.5M 0.48% -104.0 -1.1% $500.38
5 FDL FIRST TR EXCHANGE-TRADED FD 89,428.0 $4.4M 0.46% -7K -7.5% $48.66 +7.5%
6 TSLA TESLA INC Consumer Cyclical 10,264.0 $4.3M 0.46% -311.0 -2.9% $420.59 -19.3%
7 GE GE AEROSPACE Industrials 9,825.0 $3.7M 0.39% -283.0 -2.8% $373.74 -1.2%
8 ITA ISHARES TR 14,474.0 $3.5M 0.37% -406.0 -2.7% $242.41 +3.6%
9 FNX FIRST TR EXCHANGE-TRADED ALP 22,274.0 $3.3M 0.35% -1K -4.5% $146.35 +0.8%
10 SHW SHERWIN WILLIAMS CO Basic Materials 9,108.0 $3.1M 0.33% -226.0 -2.4% $344.33 +1.6%
11 GEV GE VERNOVA INC Utilities 2,563.0 $3.0M 0.32% -242.0 -8.6% $1175.00 -8.2%
12 BIL SPDR SERIES TRUST 29,895.0 $2.7M 0.29% -2K -5.8% $91.64 -0.1%
13 VEA VANGUARD TAX-MANAGED FDS 35,539.0 $2.5M 0.27% -449.0 -1.2% $71.25 +3.4%
14 RWO SPDR INDEX SHS FDS 45,668.0 $2.3M 0.24% -1K -3.1% $49.71 +1.2%
15 SCHA SCHWAB STRATEGIC TR 58,533.0 $2.1M 0.23% -16K -21.1% $36.13 -0.9%
16 FBOT FIDELITY COVINGTON TRUST 48,088.0 $1.9M 0.20% -2K -4.1% $39.60 +2.7%
17 EPD ENTERPRISE PRODS PARTNERS L Energy 41,152.0 $1.5M 0.16% -3K -6.0% $36.76 +5.0%
18 SCHE SCHWAB STRATEGIC TR 41,511.0 $1.5M 0.16% -920.0 -2.2% $36.26 +1.8%
19 MUB ISHARES TR 12,263.0 $1.3M 0.14% -5K -27.1% $107.62 -1.9%
20 PLTR PALANTIR TECHNOLOGIES INC Technology 11,032.0 $1.3M 0.14% -488.0 -4.2% $116.67 +47.9%
Page 1 of 4  ·  80 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%