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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 18 of 18  ·  350 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 AOK ISHARES TR 4,899.0 $203K 0.02% NEW $41.48 -0.4%
342 VMI VALMONT INDS INC Industrials 350.0 $202K 0.02% NEW $578.29 -12.4%
343 VNQI VANGUARD INTL EQUITY INDEX F 4,499.0 $202K 0.02% NEW $44.85 +0.9%
344 HOOD ROBINHOOD MKTS INC Financial Services 2,007.0 $201K 0.02% NEW $100.29 -4.0%
345 PLD PROLOGIS INC. Real Estate 1,477.0 $200K 0.02% NEW $135.48 +3.8%
346 F FORD MTR CO Consumer Cyclical 11,375.0 $158K 0.02% +442.0 +4.0% $13.90 +1.1%
347 AES AES CORP Utilities 10,383.0 $152K 0.02% -1K -11.5% $14.66 +0.7%
348 WEN WENDYS CO Consumer Cyclical 16,398.0 $136K 0.01% -236.0 -1.4% $8.29 +4.0%
349 SNDL INC 20,000.0 $27K 0.00% $1.35
350 MVIS MICROVISION INC DEL Technology 30,650.0 $10K 0.00% $0.33 +554.4%
Page 18 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%