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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 7 of 16  ·  317 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 IWM ISHARES TR 3,042.0 $754K 0.10% -95.0 -3.0% $248.01 +19.2%
122 HON HONEYWELL INTL INC Industrials 3,303.0 $747K 0.10% -928.0 -21.9% $226.02 +1.3%
123 IAU ISHARES GOLD TR Financial Services 8,256.0 $728K 0.09% $88.16 -10.0%
124 VZ VERIZON COMMUNICATIONS INC Communication Services 14,310.0 $718K 0.09% +560.0 +4.1% $50.20 -9.6%
125 TFC TRUIST FINL CORP Financial Services 15,421.0 $709K 0.09% +248.0 +1.6% $45.97 +5.1%
126 ITOT ISHARES TR 4,802.0 $684K 0.09% $142.42 +15.0%
127 QQQM INVESCO EXCH TRADED FD TR II 2,847.0 $676K 0.09% -2K -43.4% $237.59 +28.2%
128 WELL WELLTOWER INC Real Estate 3,400.0 $672K 0.09% +2K +92.5% $197.71 +4.5%
129 PANW PALO ALTO NETWORKS INC Technology 4,112.0 $659K 0.09% +429.0 +11.7% $160.32 +79.5%
130 VO VANGUARD INDEX FDS 2,289.0 $657K 0.08% +355.0 +18.4% $287.20 -72.1%
131 PH PARKER-HANNIFIN CORP Industrials 734.0 $657K 0.08% +6.0 +0.8% $895.00 +6.5%
132 PNC PNC FINL SVCS GROUP INC Financial Services 3,155.0 $657K 0.08% +143.0 +4.8% $208.09 +11.5%
133 DE DEERE & CO Industrials 1,155.0 $651K 0.08% $563.51 +4.6%
134 NOC NORTHROP GRUMMAN CORP Industrials 950.0 $648K 0.08% -159.0 -14.3% $682.16 -23.6%
135 MTUM ISHARES TR 2,684.0 $644K 0.08% $239.99 +41.1%
136 UNH UNITEDHEALTH GROUP INC Healthcare 2,340.0 $633K 0.08% -152.0 -6.1% $270.63 +48.2%
137 TJX TJX COS INC NEW Consumer Cyclical 3,940.0 $629K 0.08% +152.0 +4.0% $159.69 +2.6%
138 DFUV DIMENSIONAL ETF TRUST 12,916.0 $626K 0.08% -691.0 -5.1% $48.46 +12.7%
139 VBR VANGUARD INDEX FDS 2,871.0 $624K 0.08% +38.0 +1.3% $217.28 +9.7%
140 DIS DISNEY WALT CO Communication Services 6,420.0 $619K 0.08% +122.0 +1.9% $96.38 +7.8%
Page 7 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%