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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 3 of 16  ·  306 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 META META PLATFORMS INC Communication Services 4,314.0 $2.8M 0.39% NEW $660.09 -12.6%
42 FNX FIRST TR EXCHANGE-TRADED ALP 22,291.0 $2.8M 0.38% NEW $125.97 +13.6%
43 VOO VANGUARD INDEX FDS 4,244.0 $2.7M 0.36% NEW $627.14 +9.7%
44 DIA SPDR DOW JONES INDL AVERAGE Financial Services 5,198.0 $2.5M 0.34% NEW $480.53 +7.3%
45 SCHA SCHWAB STRATEGIC TR 84,604.0 $2.4M 0.33% NEW $28.48 +23.6%
46 V VISA INC Financial Services 6,867.0 $2.4M 0.33% NEW $350.70 -6.7%
47 JNJ JOHNSON & JOHNSON Healthcare 11,259.0 $2.3M 0.32% NEW $206.94 +10.4%
48 PLTR PALANTIR TECHNOLOGIES INC Technology 12,768.0 $2.3M 0.31% NEW $177.74 -27.7%
49 LECO LINCOLN ELEC HLDGS INC Industrials 9,268.0 $2.2M 0.30% NEW $239.65 +14.8%
50 VEA VANGUARD TAX-MANAGED FDS 35,382.0 $2.2M 0.30% NEW $62.47 +15.8%
51 RWO SPDR INDEX SHS FDS 46,591.0 $2.1M 0.29% NEW $45.02 +8.7%
52 LLY ELI LILLY & CO Healthcare 1,867.0 $2.0M 0.27% NEW $1074.57 +2.2%
53 IBM INTERNATIONAL BUSINESS MACHS Technology 6,521.0 $1.9M 0.26% NEW $296.23 -15.9%
54 INTU INTUIT Technology 2,849.0 $1.9M 0.26% NEW $662.45 -59.7%
55 MUB ISHARES TR 17,575.0 $1.9M 0.26% NEW $107.11 +0.2%
56 BAC BANK AMERICA CORP Financial Services 34,165.0 $1.9M 0.26% NEW $55.00 +2.2%
57 GEV GE VERNOVA INC Utilities 2,819.0 $1.8M 0.25% NEW $653.65 +69.8%
58 SCHB SCHWAB STRATEGIC TR 66,749.0 $1.8M 0.24% NEW $26.23 +10.4%
59 HD HOME DEPOT INC Consumer Cyclical 5,061.0 $1.7M 0.24% NEW $344.07 -2.8%
60 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 5,485.0 $1.7M 0.23% NEW $303.86 +52.1%
Page 3 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%