Institutions / FSM Wealth Advisors, LLC
FSM Wealth Advisors, LLC
CIK 1942548 · Institution · as of Dec 31, 2025
Portfolio value
$731.12M
Positions
305
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 305 →
| Company | Value | % of portfolio |
|---|---|---|
| J P Morgan Exchange Traded F | $44.65M | 6.1% |
| PIMCO ETF Tr | $39.13M | 5.4% |
| J P Morgan Exchange Traded F | $33.81M | 4.6% |
| Vanguard Index Fds | $31.77M | 4.3% |
| J P Morgan Exchange Traded F | $31.33M | 4.3% |
| Vanguard Intl Equity Index F | $28.47M | 3.9% |
| Vanguard Intl Equity Index F | $27.96M | 3.8% |
| Schwab Strategic Tr | $23.73M | 3.2% |
| iShares Tr | $22.56M | 3.1% |
| Vanguard Scottsdale Fds | $20.19M | 2.8% |
| Apple Inc. | $19.90M | 2.7% |
| iShares Tr | $19.50M | 2.7% |
| iShares Tr | $16.93M | 2.3% |
| Schwab Strategic Tr | $15.45M | 2.1% |
| iShares MSCI UAE ETF | $14.57M | 2.0% |
| Microsoft Corp | $14.10M | 1.9% |
| NVIDIA Corp | $13.82M | 1.9% |
| iShares Tr | $13.42M | 1.8% |
| AB Active Etfs Inc | $11.26M | 1.5% |
| J P Morgan Exchange Traded F | $9.36M | 1.3% |
| Alphabet Inc. | $9.14M | 1.2% |
| Alphabet Inc. | $7.45M | 1.0% |
| Progressive CORP/OH | $7.18M | 1.0% |
| Amazon.com Inc | $6.32M | 0.9% |
| Capital Group Gbl Growth Eqt | $5.67M | 0.8% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.