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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 5 of 18  ·  350 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SCHX SCHWAB STRATEGIC TR 50,549.0 $1.5M 0.16% +5K +11.9% $29.43 +3.0%
82 PANW PALO ALTO NETWORKS INC Technology 4,315.0 $1.5M 0.16% +203.0 +4.9% $340.99 +9.5%
83 WMT WALMART INC Consumer Defensive 12,735.0 $1.4M 0.15% +374.0 +3.0% $113.26 +2.1%
84 MRK MERCK & CO INC Healthcare 11,015.0 $1.4M 0.15% +826.0 +8.1% $128.50 +5.4%
85 BNDX VANGUARD CHARLOTTE FDS 28,905.0 $1.4M 0.15% +760.0 +2.7% $48.43 -1.7%
86 SGOV ISHARES TR 13,175.0 $1.3M 0.14% +110.0 +0.8% $100.67 -0.1%
87 MUB ISHARES TR 12,263.0 $1.3M 0.14% -5K -27.1% $107.62 -2.1%
88 DFAC DIMENSIONAL ETF TRUST 29,137.0 $1.3M 0.14% $44.36 +3.2%
89 PLTR PALANTIR TECHNOLOGIES INC Technology 11,032.0 $1.3M 0.14% -488.0 -4.2% $116.67 +47.9%
90 VGT VANGUARD WORLD FD 10,664.0 $1.3M 0.14% +9K +700.0% $119.52 +0.3%
91 CIBR FIRST TR EXCHANGE-TRADED FD 13,922.0 $1.3M 0.13% $89.85 +8.8%
92 JPME J P MORGAN EXCHANGE TRADED F 10,064.0 $1.3M 0.13% -68.0 -0.7% $124.21 +3.3%
93 STE STERIS PLC Healthcare 5,836.0 $1.2M 0.13% +287.0 +5.2% $210.57 +10.2%
94 UNH UNITEDHEALTH GROUP INC Healthcare 2,903.0 $1.2M 0.13% +563.0 +24.1% $415.64 -4.8%
95 GLD SPDR GOLD TR Financial Services 3,258.0 $1.2M 0.13% -21.0 -0.6% $368.38 +8.7%
96 QQQM INVESCO EXCH TRADED FD TR II 3,933.0 $1.2M 0.13% +1K +38.1% $302.98 -2.3%
97 PM PHILIP MORRIS INTL INC Consumer Defensive 6,509.0 $1.2M 0.12% +350.0 +5.7% $180.91 +3.8%
98 CVS CVS HEALTH CORP Healthcare 11,184.0 $1.2M 0.12% +660.0 +6.3% $103.45 -8.9%
99 ABBV ABBVIE INC Healthcare 4,589.0 $1.2M 0.12% -441.0 -8.8% $251.66 +2.4%
100 IVW ISHARES TR 8,384.0 $1.2M 0.12% $137.53 +1.7%
Page 5 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%