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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 6  ·  107 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IBM INTERNATIONAL BUSINESS MACHS Technology 6,467.0 $1.6M 0.20% -54.0 -0.8% $242.38 +2.8%
22 HD HOME DEPOT INC Consumer Cyclical 4,483.0 $1.5M 0.19% -578.0 -11.4% $328.90 +1.6%
23 GLD SPDR GOLD TR Financial Services 3,279.0 $1.4M 0.18% -244.0 -6.9% $430.29 -10.0%
24 VONG VANGUARD SCOTTSDALE FDS 12,025.0 $1.3M 0.17% -208.0 -1.7% $109.69 +15.7%
25 PEP PEPSICO INC Consumer Defensive 8,283.0 $1.3M 0.17% -73.0 -0.9% $155.28 -8.5%
26 MRK MERCK & CO INC Healthcare 10,189.0 $1.2M 0.16% -261.0 -2.5% $120.29 -5.3%
27 CSCO CISCO SYS INC Technology 14,799.0 $1.1M 0.15% -996.0 -6.3% $77.59 +54.1%
28 SUB ISHARES TR 10,730.0 $1.1M 0.15% -2K -18.6% $106.50 +0.1%
29 DFAC DIMENSIONAL ETF TRUST 29,126.0 $1.1M 0.14% -2K -6.4% $38.86 +13.7%
30 ABBV ABBVIE INC Healthcare 5,030.0 $1.1M 0.14% -766.0 -13.2% $217.47 -0.5%
31 MA MASTERCARD INCORPORATED Financial Services 2,145.0 $1.1M 0.14% -31.0 -1.4% $499.62 -2.0%
32 LRCX LAM RESEARCH CORP Technology 4,597.0 $982K 0.13% -75.0 -1.6% $213.65 +82.1%
33 VGT VANGUARD WORLD FD 1,333.0 $930K 0.12% -74.0 -5.3% $697.81 -82.8%
34 ABT ABBOTT LABORATORIES Healthcare 8,771.0 $901K 0.12% -210.0 -2.3% $102.67 -13.9%
35 PFE PFIZER INC Healthcare 27,450.0 $771K 0.10% -1K -3.7% $28.08 -10.2%
36 VTEB VANGUARD MUN BD FDS 15,339.0 $765K 0.10% -7K -31.2% $49.89 +1.1%
37 IWM ISHARES TR 3,042.0 $754K 0.10% -95.0 -3.0% $248.01 +19.2%
38 HON HONEYWELL INTL INC Industrials 3,303.0 $747K 0.10% -928.0 -21.9% $226.02 +1.3%
39 QQQM INVESCO EXCH TRADED FD TR II 2,847.0 $676K 0.09% -2K -43.4% $237.59 +28.2%
40 NOC NORTHROP GRUMMAN CORP Industrials 950.0 $648K 0.08% -159.0 -14.3% $682.16 -23.6%
Page 2 of 6  ·  107 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%