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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 2 of 18  ·  350 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 J P MORGAN EXCHANGE TRADED F 206,622.0 $10.4M 1.11% +2K +1.1% $50.57
22 GOOGL ALPHABET INC Communication Services 25,480.0 $9.1M 0.97% +2K +8.7% $357.37 -3.7%
23 IVV ISHARES TR 11,220.0 $8.4M 0.90% +6K +101.6% $748.90 +3.7%
24 AMZN AMAZON COM INC Consumer Cyclical 32,026.0 $7.6M 0.81% +5K +17.8% $238.34 +9.6%
25 CGGO CAPITAL GROUP GBL GROWTH EQT 162,286.0 $6.9M 0.73% -1K -0.7% $42.33 -2.1%
26 PGR PROGRESSIVE CORP Financial Services 31,079.0 $6.8M 0.72% -707.0 -2.2% $218.45 -6.7%
27 RSP INVESCO EXCHANGE TRADED FD T 30,178.0 $6.4M 0.68% +911.0 +3.1% $212.77 +3.8%
28 XOM EXXON MOBIL CORP Energy 45,871.0 $6.3M 0.67% +3K +6.7% $136.72 +18.1%
29 AVGO BROADCOM INC Technology 14,749.0 $5.6M 0.59% +1K +10.0% $377.75 +3.9%
30 VUG VANGUARD INDEX FDS 64,678.0 $5.6M 0.59% +54K +482.2% $86.14 +3.2%
31 JPM JPMORGAN CHASE & CO Financial Services 15,592.0 $5.1M 0.54% +854.0 +5.8% $327.33 +10.3%
32 QQQ INVESCO QQQ TR Financial Services 6,860.0 $5.1M 0.54% +1K +24.5% $736.36 -0.9%
33 SPY STATE STR SPDR S&P 500 ETF T Financial Services 6,609.0 $4.9M 0.53% -468.0 -6.6% $746.79 +3.5%
34 BERKSHIRE HATHAWAY INC DEL 8,925.0 $4.5M 0.48% -104.0 -1.1% $500.38
35 FDL FIRST TR EXCHANGE-TRADED FD 89,428.0 $4.4M 0.46% -7K -7.5% $48.66 +7.5%
36 TSLA TESLA INC Consumer Cyclical 10,264.0 $4.3M 0.46% -311.0 -2.9% $420.59 -19.3%
37 MINT PIMCO ETF TR 37,495.0 $3.8M 0.40% $100.81 -0.1%
38 GE GE AEROSPACE Industrials 9,825.0 $3.7M 0.39% -283.0 -2.8% $373.74 -1.2%
39 ITA ISHARES TR 14,474.0 $3.5M 0.37% -406.0 -2.7% $242.41 +3.6%
40 FNX FIRST TR EXCHANGE-TRADED ALP 22,274.0 $3.3M 0.35% -1K -4.5% $146.35 +0.8%
Page 2 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%