BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 17 of 18  ·  350 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 IBIT ISHARES BITCOIN TRUST ETF Financial Services 6,670.0 $222K 0.02% +427.0 +6.8% $33.29 +9.4%
322 WBD WARNER BROS DISCOVERY INC Communication Services 8,307.0 $221K 0.02% +214.0 +2.6% $26.66 +4.8%
323 ITW ILLINOIS TOOL WKS INC Industrials 817.0 $221K 0.02% -72.0 -8.1% $270.47 +6.2%
324 TRMB TRIMBLE INC Technology 4,282.0 $219K 0.02% -398.0 -8.5% $51.18 +8.8%
325 RMBS RAMBUS INC DEL Technology 1,645.0 $218K 0.02% NEW $132.73 -24.2%
326 MCK MCKESSON CORP Healthcare 287.0 $216K 0.02% +13.0 +4.7% $754.32 +14.0%
327 MET METLIFE INC Financial Services 2,548.0 $216K 0.02% NEW $84.59 +14.3%
328 VOE VANGUARD INDEX FDS 1,090.0 $215K 0.02% $197.67 +6.1%
329 MPWR MONOLITHIC PWR SYS INC Technology 154.0 $213K 0.02% NEW $1383.47 +2.4%
330 XLY SELECT SECTOR SPDR TR 1,814.0 $213K 0.02% NEW $117.28 -0.5%
331 STT STATE STR CORP Financial Services 1,254.0 $213K 0.02% NEW $169.61 +13.8%
332 DUK DUKE ENERGY CORP NEW Utilities 1,677.0 $212K 0.02% -176.0 -9.5% $126.61 -2.4%
333 GBCI GLACIER BANCORP INC NEW Financial Services 4,095.0 $211K 0.02% NEW $51.58 -3.8%
334 APP APPLOVIN CORP Technology 409.0 $211K 0.02% NEW $515.73 -39.5%
335 NOW SERVICENOW INC Technology 2,109.0 $209K 0.02% -299.0 -12.4% $99.28 +18.6%
336 STRL STERLING INFRASTRUCTURE INC Industrials 247.0 $207K 0.02% -471.0 -65.6% $839.36 -28.1%
337 TT TRANE TECHNOLOGIES PLC Industrials 420.0 $206K 0.02% NEW $490.76 -3.1%
338 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 757.0 $206K 0.02% NEW $271.95 +4.0%
339 XLC SELECT SECTOR SPDR TR 1,914.0 $205K 0.02% $107.13 +3.4%
340 SYY SYSCO CORP Consumer Defensive 2,433.0 $203K 0.02% NEW $83.58 -2.1%
Page 17 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%