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Portfolio (Quarterly) Guide ↗

FSM Wealth Advisors, LLC

· CIK 0001942548
13F Portfolio $731M AUM Filed Jan 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 306 New
Page 2 of 16  ·  306 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GOOG ALPHABET INC Communication Services 29,123.0 $9.1M 1.25% NEW $313.80 +17.1%
22 GOOGL ALPHABET INC Communication Services 23,812.0 $7.5M 1.02% NEW $313.00 +17.6%
23 PGR PROGRESSIVE CORP Financial Services 31,521.0 $7.2M 0.98% NEW $227.72 -10.0%
24 AMZN AMAZON COM INC Consumer Cyclical 27,379.0 $6.3M 0.86% NEW $230.82 +5.9%
25 CGGO CAPITAL GROUP GBL GROWTH EQT 163,709.0 $5.7M 0.78% NEW $34.65 +22.5%
26 VUG VANGUARD INDEX FDS 11,270.0 $5.5M 0.75% NEW $487.84 -82.2%
27 FDL FIRST TR EXCHANGE-TRADED FD 117,507.0 $5.2M 0.71% NEW $44.34 +10.6%
28 SPY SPDR S&P 500 ETF TR Financial Services 7,591.0 $5.2M 0.71% NEW $681.92 +9.5%
29 XOM EXXON MOBIL CORP Energy 42,845.0 $5.2M 0.70% NEW $120.34 +14.5%
30 RSP INVESCO EXCHANGE TRADED FD T 26,593.0 $5.1M 0.70% NEW $191.56 +9.6%
31 TSLA TESLA INC Consumer Cyclical 10,559.0 $4.7M 0.65% NEW $449.72 -10.9%
32 BERKSHIRE HATHAWAY INC DEL 9,327.0 $4.7M 0.64% NEW $502.66
33 JPM JPMORGAN CHASE & CO. Financial Services 14,498.0 $4.7M 0.64% NEW $322.21 +0.9%
34 AVGO BROADCOM INC Technology 13,032.0 $4.5M 0.62% NEW $346.09 +18.9%
35 IVV ISHARES TR 5,445.0 $3.7M 0.51% NEW $684.97 +9.5%
36 QQQ INVESCO QQQ TR Financial Services 5,967.0 $3.7M 0.50% NEW $614.27 +20.6%
37 MINT PIMCO ETF TR 36,242.0 $3.6M 0.50% NEW $100.34 +0.4%
38 GE GE AEROSPACE Industrials 11,065.0 $3.4M 0.47% NEW $308.04 +16.1%
39 BIL SPDR SERIES TRUST 36,337.0 $3.3M 0.45% NEW $91.38 +0.2%
40 ITA ISHARES TR 14,806.0 $3.2M 0.43% NEW $214.69 +11.3%
Page 2 of 16  ·  306 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 33.7%
Financial Services 18.1%
Communication Services 10.8%
Industrials 9.1%
Consumer Cyclical 8.3%
Healthcare 8.1%
Energy 4.6%
Consumer Defensive 3.7%
Utilities 2.3%
Basic Materials 1.0%