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CIK: 0001942548
Total reported value
$939.0M
$939.0M
211 檔
13.6%
As reported in its official Q1 2025 Form 13F filing, FSM Wealth Advisors, LLC's tracked investment portfolio stood at $939.0M with 211 total positions.
In Q1 2025, FSM Wealth Advisors, LLC displayed an active expansion posture, initiating 11 new positions and adding to 32 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 211 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JMST | JPM Ultra-short Muni Income | ETF-Other | 6.81% | -0.37% | +0.10% | |
| 2 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 6.13% | -0.65% | +28.14% | |
| 3 | JPIB | Jpmorgan Intl Bnd ETF | ETF-Other | 6.10% | -0.06% | +72.05% | |
| 4 | JAVA | Jpmorgan Active Value ETF | ETF-Other | 5.27% | -0.18% | +2.90% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 4.45% | +0.11% | +4.29% | |
| 6 | VT | Vanguard Tot World Stk ETF | ETF-Other | 4.14% | -0.05% | +1.60% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.67% | -0.07% | +21.61% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 3.45% | +0.05% | +3.82% | |
| 9 | VONV | Vanguard Russell 1000 Value | ETF-Other | 3.35% | -0.15% | +3.17% | |
| 10 | SCHF | Schwab Intl Equity ETF | ETF-Other | 3.17% | +0.15% | +21.00% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.06% | +0.04% | +1.58% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 2.28% | +0.05% | +12.92% | |
| 13 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 2.26% | -0.21% | +25.68% | |
| 14 | IGF | Ishares Global Infrastructur | ETF-Other | 1.96% | -0.23% | +4.04% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 1.96% | -0.05% | +8.37% | |
| 16 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.92% | +0.17% | +0.19% | |
| 17 | REET | Ishares Global Reit ETF | ETF-Other | 1.85% | +0.04% | +28.98% | |
| 18 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.79% | -0.22% | -13.04% | |
| 19 | MUB | Ishares National Muni Bond E | ETF-Other | 1.74% | -0.09% | +3.47% | |
| 20 | NVDA | Nvidia CORP | Stock-Tech | 1.47% | +0.43% | +11.68% | |
| 21 | CGGO | Cap Group Global Growth | ETF-Other | 0.99% | +0.03% | +6.95% | |
| 22 | XOM | Exxon Mobil CORP | Stock-Energy | 0.95% | -0.27% | +5.44% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.91% | -0.08% | +13.34% | |
| 24 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.86% | +0.08% | +9.03% | |
| 25 | V | Visa Inc-class A Shares | Stock-Financials | 0.85% | — | +3.48% | |
| 26 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.72% | +0.08% | +6.75% | |
| 27 | RWO | State Street Spdr Dow Jones | ETF-Other | 0.65% | -0.04% | -25.01% | |
| 28 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.60% | -0.02% | +18.43% | |
| 29 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.60% | -0.02% | +6.08% | |
| 30 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.60% | -0.03% | -10.71% | |
| 31 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.58% | +0.42% | -1.68% | |
| 32 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.57% | +0.21% | +27.36% | |
| 33 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.56% | +0.10% | +6.94% | |
| 34 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.51% | -0.04% | +7.31% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.50% | +0.09% | +25.07% | |
| 36 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.46% | -0.02% | +41.34% | |
| 37 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.46% | -0.03% | -0.26% | |
| 38 | EPD | Enterprise Products Partners | Stock-Energy | 0.44% | -0.05% | +48.92% | |
| 39 | LECO | Lincoln Electric Holdings | Stock-Industrials | 0.43% | -0.02% | -32.52% | |
| 40 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.41% | +0.05% | -1.60% | |
| 41 | ABT | Abbott Laboratories | Stock-Healthcare | 0.38% | -0.04% | +5.53% | |
| 42 | INTU | Intuit Inc | Stock-Tech | 0.37% | -0.09% | +2.52% | |
| 43 | AVGO | Broadcom Inc | Stock-Tech | 0.37% | +0.06% | +4.70% | |
| 44 | HD | Home Depot Inc | Stock-Consumer Disc | 0.35% | -0.02% | -0.70% | |
| 45 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.31% | -0.01% | -6.83% | |
| 46 | GWW | Ww Grainger Inc | Stock-Industrials | 0.30% | +0.01% | -11.80% | |
| 47 | GE | General Electric | Stock-Industrials | 0.29% | +0.02% | +7.92% | |
| 48 | TAFM | AB Tax Aware Inter Muni | ETF-Other | 0.28% | +0.62% | — | |
| 49 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.28% | -0.05% | +80.18% | |
| 50 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.28% | +0.08% | -4.56% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | JPIB | Jpmorgan Intl Bnd ETF | +2.3% | +72.05% | Add |
| 2 | BOND | Pimco Active Bond Exchange-t | +1% | +28.14% | Add |
| 3 | VWO | Vanguard Ftse Emerging Marke | +0.5% | +21.61% | Add |
| 4 | SCHF | Schwab Intl Equity ETF | +0.5% | +21.00% | Add |
| 5 | SCZ | Ishares Msci Eafe Small-cap | +0.4% | +25.68% | Add |
| 6 | REET | Ishares Global Reit ETF | +0.3% | +28.98% | Add |
| 7 | TAFM | AB Tax Aware Inter Muni | +0.3% | NEW | New buy |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +13.34% | Add |
| 9 | EPD | Enterprise Products Partners | +0.1% | +48.92% | Add |
| 10 | IWF | Ishares Russell 1000 Growth | +0.1% | NEW | New buy |
| 11 | DIA | Ss Spdr Dow Jones Indus Avg | +0.1% | +41.34% | Add |
| 12 | JPME | JPM Diver Ret US Mc Equity | +0.1% | +157.76% | Add |
| 13 | SPGI | S&p Global Inc | +0.1% | NEW | New buy |
| 14 | TIP | Ishares Tips Bond ETF | +0.1% | NEW | New buy |
| 15 | SCHA | Schwab US Small-cap ETF | +0.1% | +80.18% | Add |
| 16 | BNDX | Vanguard Total Intl Bond ETF | +0.1% | +149.90% | Add |
| 17 | VNQ | Vanguard Real Estate ETF | +0.1% | +203.63% | Add |
| 18 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +69.10% | Add |
| 19 | MAIN | Main Street Capital CORP | +0.1% | NEW | New buy |
| 20 | ABNB | Airbnb Inc-class A | +0.1% | NEW | New buy |
| 21 | VSS | Vanguard Ftse All Wo X-us Sc | +0.1% | NEW | New buy |
| 22 | SPEM | State Street Sp Ptf Em ETF | +0.1% | NEW | New buy |
| 23 | VBR | Vanguard Small-cap Value ETF | +0.1% | +165.26% | Add |
| 24 | BWX | State Street Spdr Bloomberg | +0.1% | NEW | New buy |
| 25 | ADSK | Autodesk Inc | +0.1% | NEW | New buy |
| 26 | IWB | Ishares Russell 1000 ETF | +0.1% | NEW | New buy |
| 27 | V | Visa Inc-class A Shares | 0% | +3.48% | Add |
| 28 | QQQ | Invesco Qqq Trust Series 1 | 0% | +27.36% | Add |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +25.07% | Add |
| 30 | ABT | Abbott Laboratories | 0% | +5.53% | Add |
| 31 | XOM | Exxon Mobil CORP | 0% | +5.44% | Add |
| 32 | AAPL | Apple Inc | 0% | +12.92% | Add |
| 33 | IGF | Ishares Global Infrastructur | -0.1% | +4.04% | Add |
| 34 | SBUX | Starbucks CORP | -0.1% | EXIT | Sold out |
| 35 | FBND | Fidelity Total Bond ETF | -0.1% | EXIT | Sold out |
| 36 | GWW | Ww Grainger Inc | -0.1% | -11.80% | Trim |
| 37 | AVGO | Broadcom Inc | -0.2% | +4.70% | Add |
| 38 | GOOGL | Alphabet Inc-cl A | -0.2% | +6.94% | Add |
| 39 | GOOG | Alphabet Inc-cl C | -0.2% | +6.75% | Add |
| 40 | NVDA | Nvidia CORP | -0.2% | +11.68% | Add |
| 41 | TSLA | Tesla Inc | -0.2% | -4.56% | Trim |
| 42 | VONV | Vanguard Russell 1000 Value | -0.2% | +3.17% | Add |
| 43 | MSFT | Microsoft CORP | -0.3% | +8.37% | Add |
| 44 | RWO | State Street Spdr Dow Jones | -0.3% | -25.01% | Trim |
| 45 | LECO | Lincoln Electric Holdings | -0.3% | -32.52% | Trim |
| 46 | SCHG | Schwab US Large-cap Growth | -0.4% | +0.19% | Add |
| 47 | JPST | Jpmorgan Ultra-short Income | -0.4% | -13.04% | Trim |
| 48 | VTI | Vanguard Total Stock Mkt ETF | -0.5% | +4.29% | Add |
| 49 | IJH | Ishares Core S&p Midcap ETF | -0.5% | +3.82% | Add |
| 50 | IJR | Ishares Core S&p Small-cap E | -0.6% | +1.58% | Add |
According to official SEC Form 13F filings, FSM Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $939.0M across 211 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including JMST, BOND, JPIB) accounted for 13.6% of total reported equity market value during Q1 2025.
Top New Position Initiated
TAFM
市值: $1.3M
Top Position Liquidated / Trimmed
FBND
前期市值: $478.9K
During Q1 2025, FSM Wealth Advisors, LLC's top holdings by market value included JMST (6.8%)、BOND (6.1%)、JPIB (6.1%). The largest single position, JMST, represented 6.8% of total portfolio value.
In Q1 2025, FSM Wealth Advisors, LLC made 50 total portfolio adjustments, initiating 11 new buys, adding to 32 positions, trimming 5 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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