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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 9 of 16  ·  317 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 LOW LOWES COS INC Consumer Cyclical 2,206.0 $521K 0.07% +189.0 +9.4% $236.24 -5.9%
162 FBCG FIDELITY COVINGTON TRUST 10,167.0 $510K 0.07% -228.0 -2.2% $50.12 +25.1%
163 DHR DANAHER CORP DEL Healthcare 2,686.0 $509K 0.07% -298.0 -10.0% $189.59 -6.6%
164 SCHW SCHWAB CHARLES CORP Financial Services 5,360.0 $504K 0.07% +3K +99.4% $93.98 -2.4%
165 AME AMETEK INC Industrials 2,336.0 $501K 0.06% -58.0 -2.4% $214.39 +10.7%
166 CEG CONSTELLATION ENERGY CORP Utilities 1,780.0 $497K 0.06% -51.0 -2.8% $279.29 -1.9%
167 ETHO AMPLIFY ETF TR 7,440.0 $492K 0.06% -851.0 -10.3% $66.08 +17.6%
168 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 1,605.0 $488K 0.06% +35.0 +2.2% $304.14 +14.7%
169 C CITIGROUP INC Financial Services 4,248.0 $482K 0.06% +673.0 +18.8% $113.41 +26.1%
170 LHX L3HARRIS TECHNOLOGIES INC Industrials 1,386.0 $478K 0.06% +73.0 +5.6% $345.23 -14.6%
171 XLK SELECT SECTOR SPDR TR 3,584.0 $476K 0.06% -912.0 -20.3% $132.89 +44.1%
172 MDT MEDTRONIC PLC Healthcare 5,455.0 $473K 0.06% -114.0 -2.0% $86.66 -8.4%
173 VTV VANGUARD INDEX FDS 2,390.0 $469K 0.06% -336.0 -12.3% $196.22 +10.3%
174 KEYS KEYSIGHT TECHNOLOGIES INC Technology 1,644.0 $464K 0.06% -231.0 -12.3% $282.37 +28.8%
175 QCOM QUALCOMM INC Technology 3,599.0 $464K 0.06% -696.0 -16.2% $128.80 +75.6%
176 LMT LOCKHEED MARTIN CORP Industrials 764.0 $462K 0.06% +25.0 +3.4% $604.60 -15.5%
177 UNP UNION PAC CORP Industrials 1,849.0 $449K 0.06% +87.0 +4.9% $242.59 +5.9%
178 ACWI ISHARES TR 3,234.0 $447K 0.06% $138.37 +14.0%
179 CARR CARRIER GLOBAL CORPORATION Industrials 7,920.0 $446K 0.06% +790.0 +11.1% $56.31 +27.5%
180 URI UNITED RENTALS INC Industrials 603.0 $439K 0.06% +37.0 +6.5% $728.23 +47.9%
Page 9 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%