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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 13 of 18  ·  350 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 BUD ANHEUSER BUSCH INBEV SA NV Consumer Defensive 4,111.0 $339K 0.04% +101.0 +2.5% $82.40 -5.7%
242 WEC WEC ENERGY GROUP INC Utilities 2,885.0 $337K 0.04% $116.77 -4.9%
243 GILD GILEAD SCIENCES INC Healthcare 2,659.0 $336K 0.04% +63.0 +2.4% $126.35 +13.4%
244 DBC INVESCO DB COMMDY INDX TRCK Financial Services 12,599.0 $336K 0.04% $26.66 +14.7%
245 AON AON PLC Financial Services 1,005.0 $333K 0.04% +234.0 +30.4% $331.82 +4.6%
246 BBEU J P MORGAN EXCHANGE TRADED F 4,267.0 $332K 0.04% $77.77 +2.8%
247 ISRG INTUITIVE SURGICAL INC Healthcare 816.0 $325K 0.04% -101.0 -11.0% $397.86 +0.2%
248 ATO ATMOS ENERGY CORP Utilities 1,877.0 $323K 0.03% -12.0 -0.6% $172.26 -0.4%
249 GNR SPDR INDEX SHS FDS 4,797.0 $323K 0.03% $67.30 +11.6%
250 QSR RESTAURANT BRANDS INTL INC Consumer Cyclical 4,444.0 $322K 0.03% +50.0 +1.1% $72.52 +6.8%
251 RPM RPM INTL INC Basic Materials 2,899.0 $322K 0.03% -521.0 -15.2% $111.15 -0.0%
252 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 832.0 $322K 0.03% +130.0 +18.5% $386.96 +2.5%
253 BBCA J P MORGAN EXCHANGE TRADED F 3,228.0 $321K 0.03% -366.0 -10.2% $99.40 +6.9%
254 BWX SPDR SERIES TRUST 14,700.0 $319K 0.03% $21.68 +0.3%
255 DELL DELL TECHNOLOGIES INC Technology 737.0 $318K 0.03% NEW $431.71 +7.6%
256 FCX FREEPORT MCMORAN INC Basic Materials 4,978.0 $313K 0.03% NEW $62.89 +4.8%
257 EMR EMERSON ELEC CO Industrials 2,179.0 $312K 0.03% +108.0 +5.2% $143.12 +10.6%
258 SNA SNAP ON INC Industrials 767.0 $309K 0.03% $402.42 -0.9%
259 CTVA CORTEVA INC Basic Materials 3,640.0 $308K 0.03% -31.0 -0.8% $84.68 -8.3%
260 FAST FASTENAL CO Industrials 6,353.0 $305K 0.03% +137.0 +2.2% $48.03 +6.9%
Page 13 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%