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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 12 of 18  ·  350 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 CRWD CROWDSTRIKE HLDGS INC Technology 517.0 $395K 0.04% NEW $190.88 +10.2%
222 DG DOLLAR GEN CORP Consumer Defensive 3,408.0 $392K 0.04% +38.0 +1.1% $115.10 +6.8%
223 CL COLGATE PALMOLIVE CO Consumer Defensive 4,178.0 $383K 0.04% +292.0 +7.5% $91.68 -0.1%
224 VGIT VANGUARD SCOTTSDALE FDS 6,494.0 $383K 0.04% $58.98 -1.0%
225 ICOW PACER FDS TR 9,050.0 $377K 0.04% -363.0 -3.9% $41.63 +7.6%
226 WM WASTE MGMT INC DEL Industrials 1,672.0 $373K 0.04% +262.0 +18.6% $222.82 +1.9%
227 HON HONEYWELL INTL INC Industrials 1,659.0 $371K 0.04% -2K -49.8% $223.90 +2.3%
228 SPGI S&P GLOBAL INC Financial Services 900.0 $366K 0.04% +212.0 +30.8% $407.18 +2.4%
229 VEU VANGUARD INTL EQUITY INDEX F 4,365.0 $366K 0.04% $83.76 +1.1%
230 ROK ROCKWELL AUTOMATION INC Industrials 731.0 $362K 0.04% NEW $494.80 -11.6%
231 SCHM SCHWAB STRATEGIC TR 9,744.0 $359K 0.04% +462.0 +5.0% $36.87 -1.6%
232 LQD ISHARES TR 3,262.0 $356K 0.04% +699.0 +27.3% $109.07 -3.1%
233 GOOG CALL ALPHABET INC Communication Services 1,000.0 $353K 0.04% NEW $353.33 -3.5%
234 TIP ISHARES TR 3,213.0 $352K 0.04% $109.42 -2.3%
235 ADI ANALOG DEVICES INC Technology 875.0 $348K 0.04% +61.0 +7.5% $397.36 -5.9%
236 MAIN MAIN STR CAP CORP Financial Services 6,638.0 $344K 0.04% +136.0 +2.1% $51.88 +12.4%
237 SPYI NEOS ETF TRUST 6,466.0 $343K 0.04% $53.09 +1.9%
238 CMI CUMMINS INC Industrials 481.0 $343K 0.04% +11.0 +2.3% $713.32 -12.8%
239 JCI JOHNSON CONTROLS INTERNATION Industrials 2,341.0 $342K 0.04% +41.0 +1.8% $146.10 +2.4%
240 PWR QUANTA SVCS INC Industrials 473.0 $340K 0.04% +9.0 +1.9% $719.71 -2.0%
Page 12 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%