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Portfolio (Quarterly) Guide ↗

FSM Wealth Advisors, LLC

· CIK 0001942548
13F Portfolio $778M AUM 318 positions Filed Apr 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 26 New 132 Added 107 Reduced 15 Exited
Page 5 of 16  ·  317 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SCHX SCHWAB STRATEGIC TR 45,169.0 $1.2M 0.15% +379.0 +0.8% $25.64 +15.0%
82 CSCO CISCO SYS INC Technology 14,799.0 $1.1M 0.15% -996.0 -6.3% $77.59 +54.1%
83 AMAT APPLIED MATLS INC Technology 3,347.0 $1.1M 0.15% +136.0 +4.2% $341.80 +80.5%
84 SUB ISHARES TR 10,730.0 $1.1M 0.15% -2K -18.6% $106.50 +0.1%
85 CAT CATERPILLAR INC Industrials 1,609.0 $1.1M 0.15% $708.42 +39.2%
86 DFAC DIMENSIONAL ETF TRUST 29,126.0 $1.1M 0.14% -2K -6.4% $38.86 +13.7%
87 ORCL ORACLE CORP Technology 7,566.0 $1.1M 0.14% +420.0 +5.9% $147.11 +25.3%
88 ABBV ABBVIE INC Healthcare 5,030.0 $1.1M 0.14% -766.0 -13.2% $217.47 -0.5%
89 MA MASTERCARD INCORPORATED Financial Services 2,145.0 $1.1M 0.14% -31.0 -1.4% $499.62 -2.0%
90 IXG ISHARES TR 9,286.0 $1.1M 0.14% +559.0 +6.4% $114.00 +9.5%
91 ASML ASML HLDG NV Technology 793.0 $1.0M 0.14% +18.0 +2.3% $1320.77 +46.1%
92 KLAC KLA CORP Technology 710.0 $1.0M 0.13% +33.0 +4.9% $1473.41 -82.4%
93 PM PHILIP MORRIS INTL INC Consumer Defensive 6,159.0 $1.0M 0.13% +400.0 +7.0% $165.34 +7.9%
94 PG PROCTER & GAMBLE CO Consumer Defensive 6,980.0 $1.0M 0.13% +53.0 +0.8% $144.44 +4.1%
95 LRCX LAM RESEARCH CORP Technology 4,597.0 $982K 0.13% -75.0 -1.6% $213.65 +82.1%
96 NFLX NETFLIX INC. Communication Services 10,101.0 $971K 0.12% +855.0 +9.2% $96.15 -19.5%
97 IVE ISHARES TR 4,589.0 $969K 0.12% $211.14 +7.2%
98 IVW ISHARES TR 8,384.0 $948K 0.12% $113.11 +22.0%
99 BSV VANGUARD BD INDEX FDS 12,039.0 $944K 0.12% +5K +78.9% $78.41 -0.8%
100 PHO INVESCO EXCHANGE TRADED FD T 14,034.0 $938K 0.12% +2K +17.6% $66.86 +0.7%
Page 5 of 16  ·  317 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 31.7%
Financial Services 16.8%
Communication Services 10.0%
Industrials 9.4%
Healthcare 8.1%
Consumer Cyclical 7.5%
Energy 6.3%
Consumer Defensive 4.3%
Utilities 3.0%
Basic Materials 2.1%