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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 6 of 6  ·  107 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 CMCSA COMCAST CORP NEW Communication Services 7,426.0 $213K 0.03% -2K -17.4% $28.71 -21.9%
102 XLC SELECT SECTOR SPDR TR 1,914.0 $212K 0.03% -83.0 -4.2% $110.86 -1.3%
103 ADBE ADOBE INC Technology 865.0 $210K 0.03% -72.0 -7.7% $243.09 -19.7%
104 GD GENERAL DYNAMICS CORP Industrials 609.0 $209K 0.03% -60.0 -9.0% $343.11 +2.0%
105 CTRA COTERRA ENERGY INC Energy 5,863.0 $206K 0.03% -3K -30.7% $35.14 -7.3%
106 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 702.0 $205K 0.03% -118.0 -14.4% $292.65 +32.8%
107 AES AES CORP Utilities 11,730.0 $165K 0.02% -10K -44.9% $14.09 +3.8%
Page 6 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%