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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 7 of 18  ·  350 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 PH PARKER-HANNIFIN CORP Industrials 887.0 $867K 0.09% +153.0 +20.8% $977.65 +7.8%
122 TSLA CALL TESLA INC Consumer Cyclical 2,000.0 $841K 0.09% NEW $420.60 -19.3%
123 BMY BRISTOL-MYERS SQUIBB CO Healthcare 14,570.0 $839K 0.09% +657.0 +4.7% $57.62 +12.2%
124 AZN ASTRAZENECA PLC Healthcare 4,421.0 $838K 0.09% +192.0 +4.5% $189.63 -17.3%
125 SNDK SANDISK CORP Technology 366.0 $832K 0.09% -29.0 -7.3% $2274.41 -21.4%
126 VSS VANGUARD INTL EQUITY INDEX F 5,324.0 $821K 0.09% +48.0 +0.9% $154.28 +3.8%
127 FE FIRSTENERGY CORP Utilities 16,864.0 $802K 0.09% +150.0 +0.9% $47.54 -0.2%
128 URI UNITED RENTALS INC Industrials 704.0 $798K 0.09% +101.0 +16.8% $1133.00 +2.8%
129 WELL WELLTOWER INC Real Estate 3,489.0 $792K 0.08% +89.0 +2.6% $226.95 +3.7%
130 AXP AMERICAN EXPRESS CO Financial Services 2,339.0 $791K 0.08% +339.0 +16.9% $338.27 -0.6%
131 PNC PNC FINL SVCS GROUP INC Financial Services 3,211.0 $791K 0.08% +56.0 +1.8% $246.23 +3.4%
132 ITOT ISHARES TR 4,802.0 $789K 0.08% $164.28 +3.3%
133 AMGN AMGEN INC Healthcare 2,158.0 $782K 0.08% -71.0 -3.2% $362.20 +15.8%
134 TFC TRUIST FINL CORP Financial Services 15,501.0 $772K 0.08% +80.0 +0.5% $49.82 +5.4%
135 TQQQ PROSHARES TR 9,387.0 $760K 0.08% +1K +17.3% $81.00 -5.7%
136 ABT ABBOTT LABORATORIES Healthcare 8,235.0 $747K 0.08% -536.0 -6.1% $90.74 +21.6%
137 DE DEERE & CO Industrials 1,177.0 $746K 0.08% +22.0 +1.9% $634.21 -5.4%
138 MCD MCDONALDS CORP Consumer Cyclical 2,761.0 $746K 0.08% +828.0 +42.8% $270.34 -1.8%
139 VO VANGUARD INDEX FDS 9,174.0 $739K 0.08% +7K +300.8% $80.57 +4.3%
140 WFC WELLS FARGO & CO Financial Services 8,936.0 $738K 0.08% +4K +83.1% $82.64 +5.9%
Page 7 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%