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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 16 of 16  ·  317 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 CMCSA COMCAST CORP NEW Communication Services 7,426.0 $213K 0.03% -2K -17.4% $28.71 -21.9%
302 XLC SELECT SECTOR SPDR TR 1,914.0 $212K 0.03% -83.0 -4.2% $110.86 -1.3%
303 EQIX EQUINIX INC Real Estate 216.0 $211K 0.03% NEW $978.23 +11.6%
304 ADBE ADOBE INC Technology 865.0 $210K 0.03% -72.0 -7.7% $243.09 -19.7%
305 RYANAIR HOLDINGS PLC 3,626.0 $210K 0.03% +29.0 +0.8% $57.80
306 AEP AMERICAN ELEC PWR CO INC Utilities 1,596.0 $209K 0.03% NEW $131.09 -2.6%
307 GD GENERAL DYNAMICS CORP Industrials 609.0 $209K 0.03% -60.0 -9.0% $343.11 +2.0%
308 MGC VANGUARD WORLD FD 873.0 $206K 0.03% +63.0 +7.8% $236.35 +16.3%
309 CTRA COTERRA ENERGY INC Energy 5,863.0 $206K 0.03% -3K -30.7% $35.14 -7.3%
310 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 702.0 $205K 0.03% -118.0 -14.4% $292.65 +32.8%
311 VOE VANGUARD INDEX FDS 1,088.0 $201K 0.03% NEW $184.32 +6.3%
312 AES AES CORP Utilities 11,730.0 $165K 0.02% -10K -44.9% $14.09 +3.8%
313 NVDA PUT NVIDIA CORPORATION Technology 16,000.0 $129K 0.02% NEW $8.08 +2508.4%
314 F FORD MTR CO Consumer Cyclical 10,933.0 $126K 0.02% $11.54 +21.8%
315 WEN WENDYS CO Consumer Cyclical 16,634.0 $116K 0.01% $6.95 -2.2%
316 SNDL INC 20,000.0 $26K 0.00% $1.32
317 MVIS MICROVISION INC DEL Technology 30,650.0 $20K 0.00% +18K +135.8% $0.64 -43.2%
Page 16 of 16  ·  317 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%