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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 10 of 18  ·  350 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 JEPQ J P MORGAN EXCHANGE TRADED F 8,530.0 $524K 0.06% NEW $61.46 -2.5%
182 VTV VANGUARD INDEX FDS 2,391.0 $521K 0.06% $217.94 +4.2%
183 ACWI ISHARES TR 3,313.0 $520K 0.06% +79.0 +2.4% $156.97 +2.3%
184 GWW WW GRAINGER INC Industrials 382.0 $519K 0.06% +6.0 +1.6% $1358.89 -3.1%
185 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 1,555.0 $514K 0.06% -50.0 -3.1% $330.45 +0.2%
186 VRT VERTIV HOLDINGS CO Industrials 1,528.0 $511K 0.05% +69.0 +4.7% $334.72 -17.5%
187 FNDX SCHWAB STRATEGIC TR 16,050.0 $499K 0.05% NEW $31.10 +4.6%
188 JKHY HENRY JACK & ASSOC INC Technology 3,589.0 $494K 0.05% -50.0 -1.4% $137.74 +12.1%
189 CSX CSX CORP Industrials 10,165.0 $483K 0.05% -480.0 -4.5% $47.53 +6.2%
190 FIX COMFORT SYS USA INC Industrials 243.0 $481K 0.05% -47.0 -16.2% $1979.54 -10.8%
191 SCHW SCHWAB CHARLES CORP Financial Services 5,204.0 $480K 0.05% -156.0 -2.9% $92.27 +21.3%
192 LIN LINDE PLC Basic Materials 906.0 $470K 0.05% +68.0 +8.1% $518.88 -6.8%
193 APH AMPHENOL CORP Technology 2,648.0 $467K 0.05% +263.0 +11.0% $176.30 -9.0%
194 WDC WESTERN DIGITAL CORP Technology 727.0 $464K 0.05% NEW $638.46 -21.7%
195 TXN TEXAS INSTRS INC Technology 1,555.0 $463K 0.05% +137.0 +9.7% $298.04 -8.3%
196 VRTX VERTEX PHARMACEUTICALS INC Healthcare 930.0 $462K 0.05% +66.0 +7.6% $496.62 +5.0%
197 VGSH VANGUARD SCOTTSDALE FDS 7,840.0 $456K 0.05% -2K -21.5% $58.20 -0.1%
198 JPIE J P MORGAN EXCHANGE TRADED F 9,892.0 $456K 0.05% +2K +21.9% $46.05 -0.4%
199 NOC NORTHROP GRUMMAN CORP Industrials 883.0 $450K 0.05% -67.0 -7.0% $509.32 +15.1%
200 DHR DANAHER CORP DEL Healthcare 2,352.0 $448K 0.05% -334.0 -12.4% $190.47 +5.8%
Page 10 of 18  ·  350 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%