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CIK: 0001942548
Total reported value
$939.0M
$939.0M
287 檔
15.9%
In Q2 2025, FSM Wealth Advisors, LLC's U.S. equity holdings reached a combined market value of $939.0M, distributed across 287 disclosed stock positions.
In Q2 2025, FSM Wealth Advisors, LLC displayed an active expansion posture, initiating 10 new positions and adding to 37 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 287 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JPIB | Jpmorgan Intl Bnd ETF | ETF-Other | 5.27% | -0.06% | +18.13% | |
| 2 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 5.24% | -0.65% | +19.67% | |
| 3 | JMST | JPM Ultra-short Muni Income | ETF-Other | 4.89% | -0.37% | -0.59% | |
| 4 | JAVA | Jpmorgan Active Value ETF | ETF-Other | 4.58% | -0.18% | +15.31% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 4.28% | +0.11% | +19.57% | |
| 6 | VT | Vanguard Tot World Stk ETF | ETF-Other | 3.81% | -0.05% | +14.71% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.10% | -0.07% | +6.71% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.99% | +0.05% | +10.74% | |
| 9 | VONV | Vanguard Russell 1000 Value | ETF-Other | 2.93% | -0.15% | +15.99% | |
| 10 | SCHF | Schwab Intl Equity ETF | ETF-Other | 2.79% | +0.15% | +9.98% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.52% | +0.04% | +7.26% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 2.44% | +0.05% | +56.83% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 2.37% | -0.05% | +26.40% | |
| 14 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 2.01% | -0.21% | +8.61% | |
| 15 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.87% | +0.17% | +15.81% | |
| 16 | REET | Ishares Global Reit ETF | ETF-Other | 1.73% | +0.04% | +26.94% | |
| 17 | IGF | Ishares Global Infrastructur | ETF-Other | 1.67% | -0.23% | +9.83% | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 1.64% | +0.43% | +6.85% | |
| 19 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.30% | -0.22% | +0.62% | |
| 20 | PGR | Progressive CORP | Stock-Financials | 1.26% | -0.09% | +1614.06% | |
| 21 | TAFM | AB Tax Aware Inter Muni | ETF-Other | 1.18% | +0.62% | +484.08% | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.97% | +0.08% | +32.64% | |
| 23 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 0.87% | -0.17% | — | |
| 24 | VUG | Vanguard Growth ETF | ETF-Other | 0.86% | -0.03% | +838.44% | |
| 25 | CGGO | Cap Group Global Growth | ETF-Other | 0.83% | +0.03% | +2.96% | |
| 26 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.82% | +0.08% | +38.85% | |
| 27 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.79% | -0.04% | — | |
| 28 | XOM | Exxon Mobil CORP | Stock-Energy | 0.78% | -0.27% | +22.03% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.76% | -0.08% | +28.68% | |
| 30 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.73% | -0.02% | +41.81% | |
| 31 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.72% | +0.10% | +56.32% | |
| 32 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.69% | -0.08% | — | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.64% | +0.09% | +59.53% | |
| 34 | V | Visa Inc-class A Shares | Stock-Financials | 0.60% | — | -4.13% | |
| 35 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.56% | -0.02% | +15.54% | |
| 36 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.55% | -0.08% | — | |
| 37 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.55% | -0.04% | +20.60% | |
| 38 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.52% | +0.42% | +11.50% | |
| 39 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.51% | +0.21% | +4.30% | |
| 40 | MUB | Ishares National Muni Bond E | ETF-Other | 0.46% | -0.09% | -63.47% | |
| 41 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.45% | -0.03% | +24.23% | |
| 42 | AVGO | Broadcom Inc | Stock-Tech | 0.45% | +0.06% | +4.21% | |
| 43 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 0.45% | -0.05% | — | |
| 44 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.43% | +0.08% | +87.65% | |
| 45 | ORCL | Oracle CORP | Stock-Tech | 0.42% | -0.02% | +36.93% | |
| 46 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.42% | -0.05% | +86.31% | |
| 47 | FNX | First Trust Mid Cap Core Alp | ETF-Other | 0.40% | -0.03% | — | |
| 48 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.39% | -0.03% | -14.62% | |
| 49 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.37% | -0.02% | +5.22% | |
| 50 | GE | General Electric | Stock-Industrials | 0.36% | +0.02% | +34.76% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PGR | Progressive CORP | +1.2% | +1614.06% | Add |
| 2 | TAFM | AB Tax Aware Inter Muni | +0.9% | +484.08% | Add |
| 3 | FDL | First Trust Morn Dvd Lead In | +0.9% | NEW | New buy |
| 4 | RSP | Invesco S&p 500 Equal Weight | +0.8% | NEW | New buy |
| 5 | VUG | Vanguard Growth ETF | +0.8% | +838.44% | Add |
| 6 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.7% | NEW | New buy |
| 7 | MINT | Pimco Enhanced Short Maturit | +0.6% | NEW | New buy |
| 8 | ITA | Ishares U.s. Aerospace & Def | +0.5% | NEW | New buy |
| 9 | MSFT | Microsoft CORP | +0.4% | +26.40% | Add |
| 10 | FNX | First Trust Mid Cap Core Alp | +0.4% | NEW | New buy |
| 11 | FBOT | Fidelity Disrupt Automat ETF | +0.2% | NEW | New buy |
| 12 | SUB | Ishares Short-term National | +0.2% | NEW | New buy |
| 13 | BAC | Bank Of America CORP | +0.2% | +423.67% | Add |
| 14 | GLD | Spdr Gold Shares | +0.2% | NEW | New buy |
| 15 | NVDA | Nvidia CORP | +0.2% | +6.85% | Add |
| 16 | AAPL | Apple Inc | +0.2% | +56.83% | Add |
| 17 | GOOGL | Alphabet Inc-cl A | +0.2% | +56.32% | Add |
| 18 | ORCL | Oracle CORP | +0.2% | +36.93% | Add |
| 19 | CI | THE Cigna Group | +0.2% | NEW | New buy |
| 20 | TSLA | Tesla Inc | +0.2% | +87.65% | Add |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +59.53% | Add |
| 22 | SCHA | Schwab US Small-cap ETF | +0.1% | +86.31% | Add |
| 23 | IBM | Intl Business Machines CORP | +0.1% | +112.05% | Add |
| 24 | PLTR | Palantir Technologies Inc-a | +0.1% | +116.76% | Add |
| 25 | JPM | Jpmorgan Chase & Co | +0.1% | +41.81% | Add |
| 26 | IWB | Ishares Russell 1000 ETF | +0.1% | +251.49% | Add |
| 27 | AMZN | Amazon.com Inc | +0.1% | +32.64% | Add |
| 28 | GOOG | Alphabet Inc-cl C | +0.1% | +38.85% | Add |
| 29 | GEV | GE Vernova Inc | +0.1% | +33.47% | Add |
| 30 | AVGO | Broadcom Inc | +0.1% | +4.21% | Add |
| 31 | GE | General Electric | +0.1% | +34.76% | Add |
| 32 | META | Meta Platforms Inc-class A | 0% | +20.60% | Add |
| 33 | VEA | Vanguard Ftse Developed ETF | — | +24.23% | Add |
| 34 | SCHG | Schwab US Large-cap Growth | -0.1% | +15.81% | Add |
| 35 | REET | Ishares Global Reit ETF | -0.1% | +26.94% | Add |
| 36 | VTI | Vanguard Total Stock Mkt ETF | -0.2% | +19.57% | Add |
| 37 | SCZ | Ishares Msci Eafe Small-cap | -0.3% | +8.61% | Add |
| 38 | IGF | Ishares Global Infrastructur | -0.3% | +9.83% | Add |
| 39 | RWO | State Street Spdr Dow Jones | -0.3% | -28.50% | Trim |
| 40 | VT | Vanguard Tot World Stk ETF | -0.3% | +14.71% | Add |
| 41 | UNH | Unitedhealth Group Inc | -0.4% | -70.23% | Trim |
| 42 | SCHF | Schwab Intl Equity ETF | -0.4% | +9.98% | Add |
| 43 | VONV | Vanguard Russell 1000 Value | -0.4% | +15.99% | Add |
| 44 | IJH | Ishares Core S&p Midcap ETF | -0.5% | +10.74% | Add |
| 45 | IJR | Ishares Core S&p Small-cap E | -0.5% | +7.26% | Add |
| 46 | VWO | Vanguard Ftse Emerging Marke | -0.6% | +6.71% | Add |
| 47 | JAVA | Jpmorgan Active Value ETF | -0.7% | +15.31% | Add |
| 48 | JPIB | Jpmorgan Intl Bnd ETF | -0.8% | +18.13% | Add |
| 49 | BOND | Pimco Active Bond Exchange-t | -0.9% | +19.67% | Add |
| 50 | MUB | Ishares National Muni Bond E | -1.3% | -63.47% | Trim |
According to official SEC Form 13F filings, FSM Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $939.0M across 287 disclosed positions in Q2 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 JPIB, BOND, JMST) accounted for 15.9% of total reported equity market value during Q2 2025.
Top New Position Initiated
FDL
市值: $5.4M
Top Position Liquidated / Trimmed
MUB
前期市值: $7.8M
During Q2 2025, FSM Wealth Advisors, LLC's top holdings by market value included JPIB (5.3%)、BOND (5.2%)、JMST (4.9%). The largest single position, JPIB, represented 5.3% of total portfolio value.
In Q2 2025, FSM Wealth Advisors, LLC made 50 total portfolio adjustments, initiating 10 new buys, adding to 37 positions, trimming 3 holdings, and fully liquidating 0 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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