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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 8 of 18  ·  350 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 QQQ CALL INVESCO QQQ TR Financial Services 1,000.0 $736K 0.08% NEW $736.40 -0.9%
142 QCOM QUALCOMM INC Technology 3,970.0 $734K 0.08% +371.0 +10.3% $184.77 -12.2%
143 DIS DISNEY WALT CO Communication Services 7,572.0 $729K 0.08% +1K +17.9% $96.25 +7.5%
144 CCJ CAMECO CORP Energy 7,043.0 $717K 0.08% NEW $101.86 -3.2%
145 GS GOLDMAN SACHS GROUP INC Financial Services 704.0 $712K 0.08% +63.0 +9.8% $1012.07 +3.9%
146 DFUV DIMENSIONAL ETF TRUST 12,922.0 $711K 0.08% $55.01 +4.6%
147 IWO ISHARES TR 1,799.0 $709K 0.07% $393.97 +0.2%
148 INTU INTUIT Technology 2,711.0 $708K 0.07% -263.0 -8.8% $261.01 +28.6%
149 VB VANGUARD INDEX FDS 2,309.0 $700K 0.07% $303.14 +1.6%
150 VBR VANGUARD INDEX FDS 2,876.0 $699K 0.07% $242.97 +2.8%
151 ETN EATON CORP PLC Industrials 1,623.0 $692K 0.07% +553.0 +51.7% $426.20 +6.9%
152 VZ VERIZON COMMUNICATIONS INC Communication Services 15,609.0 $661K 0.07% +1K +9.1% $42.34 +13.5%
153 C CITIGROUP INC Financial Services 4,611.0 $645K 0.07% +363.0 +8.6% $139.95 -1.0%
154 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 2,013.0 $639K 0.07% +12.0 +0.6% $317.48 -4.9%
155 MRVL MARVELL TECHNOLOGY INC Technology 2,138.0 $637K 0.07% NEW $297.89 -21.3%
156 FBCG FIDELITY COVINGTON TRUST 10,106.0 $628K 0.07% -61.0 -0.6% $62.11 +1.7%
157 XLK SELECT SECTOR SPDR TR 3,284.0 $626K 0.07% -300.0 -8.4% $190.50 -0.1%
158 CB CHUBB LTD SWITZ Financial Services 1,831.0 $624K 0.07% +25.0 +1.4% $340.79 +0.0%
159 VIG VANGUARD SPECIALIZED FUNDS 2,604.0 $616K 0.07% +41.0 +1.6% $236.66 +3.3%
160 NUE NUCOR CORP Basic Materials 2,696.0 $601K 0.06% +152.0 +6.0% $222.75 +22.4%
Page 8 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%