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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 5 of 6  ·  107 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 DB DEUTSCHE BK AG Financial Services 9,564.0 $285K 0.04% -677.0 -6.6% $29.78 +18.4%
82 SAP SAP SE Technology 1,647.0 $282K 0.04% -135.0 -7.6% $171.17 -9.3%
83 AB ALLIANCEBERNSTEIN HLDG L P Financial Services 7,522.0 $282K 0.04% -156.0 -2.0% $37.44 -4.0%
84 ANET ARISTA NETWORKS INC Technology 2,260.0 $278K 0.04% -102.0 -4.3% $122.81 +38.2%
85 ADSK AUTODESK INC Technology 1,099.0 $263K 0.03% -172.0 -13.5% $239.40 -19.0%
86 SJM SMUCKER J M CO Consumer Defensive 2,720.0 $262K 0.03% -65.0 -2.3% $96.44 +14.9%
87 NVS NOVARTIS AG Healthcare 1,689.0 $258K 0.03% -57.0 -3.3% $152.75 -3.7%
88 ACN ACCENTURE PLC IRELAND Technology 1,294.0 $257K 0.03% -221.0 -14.6% $198.28 -35.5%
89 NKE NIKE INC Consumer Cyclical 4,781.0 $253K 0.03% -846.0 -15.0% $52.82 -14.4%
90 AON AON PLC Financial Services 771.0 $249K 0.03% -47.0 -5.8% $322.93 -1.6%
91 FVD FIRST TR EXCHANGE-TRADED FD 5,285.0 $249K 0.03% -152.0 -2.8% $47.03 +0.8%
92 BLK BLACKROCK INC Financial Services 255.0 $245K 0.03% -22.0 -7.9% $960.60 +9.3%
93 CI THE CIGNA GROUP Healthcare 907.0 $242K 0.03% -205.0 -18.4% $266.72 +4.7%
94 CW CURTISS WRIGHT CORP Industrials 354.0 $241K 0.03% -144.0 -28.9% $681.69 +13.2%
95 IBIT ISHARES BITCOIN TRUST ETF Financial Services 6,243.0 $240K 0.03% -368.0 -5.6% $38.42 -7.3%
96 NSC NORFOLK SOUTHN CORP Industrials 822.0 $236K 0.03% -59.0 -6.7% $286.94 +4.6%
97 XLV SELECT SECTOR SPDR TR 1,602.0 $235K 0.03% -282.0 -15.0% $146.61 +1.9%
98 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 2,522.0 $233K 0.03% -121.0 -4.6% $92.30 -5.9%
99 SPYX SPDR SERIES TRUST 4,267.0 $226K 0.03% -128.0 -2.9% $53.02 +15.6%
100 WBD WARNER BROS DISCOVERY INC Communication Services 8,093.0 $222K 0.03% -136.0 -1.6% $27.46 -4.6%
Page 5 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%