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CIK: 0001942548
Total reported value
$939.0M
$939.0M
305 檔
19.2%
During the Q4 2025 filing period, FSM Wealth Advisors, LLC (CIK: 0001942548) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $939.0M across 305 reported positions.
FSM Wealth Advisors, LLC executed strategic sector rebalancing during Q4 2025, establishing 2 new positions while fully exiting 3 holdings and trimming 21 positions.
Showing top 200 holdings (of 305 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JPIB | Jpmorgan Intl Bnd ETF | ETF-Other | 6.11% | -0.06% | +21.59% | |
| 2 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 5.35% | -0.65% | +11.17% | |
| 3 | JAVA | Jpmorgan Active Value ETF | ETF-Other | 4.62% | -0.18% | +4.35% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 4.34% | +0.11% | +4.09% | |
| 5 | JMST | JPM Ultra-short Muni Income | ETF-Other | 4.29% | -0.37% | +2.61% | |
| 6 | VT | Vanguard Tot World Stk ETF | ETF-Other | 3.89% | -0.05% | +6.36% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.82% | -0.07% | +10.84% | |
| 8 | SCHF | Schwab Intl Equity ETF | ETF-Other | 3.25% | +0.15% | +10.53% | |
| 9 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 3.09% | +0.05% | +3.67% | |
| 10 | VONV | Vanguard Russell 1000 Value | ETF-Other | 2.76% | -0.15% | +1.10% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 2.72% | +0.05% | -1.53% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.67% | +0.04% | +2.48% | |
| 13 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 2.32% | -0.21% | +4.50% | |
| 14 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.11% | +0.17% | +11.45% | |
| 15 | IGF | Ishares Global Infrastructur | ETF-Other | 1.99% | -0.23% | +17.09% | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 1.93% | -0.05% | -7.22% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 1.89% | +0.43% | -15.14% | |
| 18 | REET | Ishares Global Reit ETF | ETF-Other | 1.84% | +0.04% | +11.88% | |
| 19 | TAFM | AB Tax Aware Inter Muni | ETF-Other | 1.54% | +0.62% | +23.95% | |
| 20 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.28% | -0.22% | +11.52% | |
| 21 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.25% | +0.08% | -3.76% | |
| 22 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.02% | +0.10% | -10.16% | |
| 23 | PGR | Progressive CORP | Stock-Financials | 0.98% | -0.09% | +2.87% | |
| 24 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.86% | +0.08% | -8.50% | |
| 25 | CGGO | Cap Group Global Growth | ETF-Other | 0.78% | +0.03% | +1.18% | |
| 26 | VUG | Vanguard Growth ETF | ETF-Other | 0.75% | -0.03% | -4.32% | |
| 27 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 0.71% | -0.17% | -3.90% | |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.71% | +0.09% | +13.84% | |
| 29 | XOM | Exxon Mobil CORP | Stock-Energy | 0.71% | -0.27% | -3.53% | |
| 30 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.70% | -0.04% | +3.47% | |
| 31 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.65% | +0.08% | +116.56% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.64% | -0.08% | -5.67% | |
| 33 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.64% | -0.02% | -11.69% | |
| 34 | AVGO | Broadcom Inc | Stock-Tech | 0.62% | +0.06% | +8.69% | |
| 35 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.51% | +0.42% | +3.01% | |
| 36 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.50% | +0.21% | +5.80% | |
| 37 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.50% | -0.08% | +9.61% | |
| 38 | GE | General Electric | Stock-Industrials | 0.47% | +0.02% | +12.48% | |
| 39 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.45% | -0.08% | -24.25% | |
| 40 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 0.43% | -0.05% | +1.19% | |
| 41 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.39% | -0.04% | -17.89% | |
| 42 | FNX | First Trust Mid Cap Core Alp | ETF-Other | 0.38% | -0.03% | +8.52% | |
| 43 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.36% | -0.02% | -29.45% | |
| 44 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.34% | -0.02% | +1.88% | |
| 45 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.33% | -0.05% | -13.89% | |
| 46 | V | Visa Inc-class A Shares | Stock-Financials | 0.33% | — | -36.48% | |
| 47 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.32% | -0.03% | +12.41% | |
| 48 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.31% | -0.08% | +11.91% | |
| 49 | LECO | Lincoln Electric Holdings | Stock-Industrials | 0.30% | -0.02% | +3.08% | |
| 50 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.30% | -0.03% | -28.26% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | JPIB | Jpmorgan Intl Bnd ETF | +0.9% | +21.59% | Add |
| 2 | BOND | Pimco Active Bond Exchange-t | +0.4% | +11.17% | Add |
| 3 | SCHF | Schwab Intl Equity ETF | +0.3% | +10.53% | Add |
| 4 | TAFM | AB Tax Aware Inter Muni | +0.3% | +23.95% | Add |
| 5 | IGF | Ishares Global Infrastructur | +0.2% | +17.09% | Add |
| 6 | VWO | Vanguard Ftse Emerging Marke | +0.2% | +10.84% | Add |
| 7 | JAVA | Jpmorgan Active Value ETF | +0.2% | +4.35% | Add |
| 8 | GOOG | Alphabet Inc-cl C | +0.2% | -3.76% | Trim |
| 9 | VT | Vanguard Tot World Stk ETF | +0.2% | +6.36% | Add |
| 10 | SCHG | Schwab US Large-cap Growth | +0.2% | +11.45% | Add |
| 11 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +4.09% | Add |
| 12 | GOOGL | Alphabet Inc-cl A | +0.1% | -10.16% | Trim |
| 13 | REET | Ishares Global Reit ETF | +0.1% | +11.88% | Add |
| 14 | JPST | Jpmorgan Ultra-short Income | +0.1% | +11.52% | Add |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +13.84% | Add |
| 16 | LLY | Eli Lilly & Co | +0.1% | +4.19% | Add |
| 17 | KLAC | Kla CORP | +0.1% | +136.71% | Add |
| 18 | AVGO | Broadcom Inc | +0.1% | +8.69% | Add |
| 19 | JNJ | Johnson & Johnson | +0.1% | +12.41% | Add |
| 20 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +3.67% | Add |
| 21 | SCZ | Ishares Msci Eafe Small-cap | +0.1% | +4.50% | Add |
| 22 | GE | General Electric | +0.1% | +12.48% | Add |
| 23 | AAPL | Apple Inc | 0% | -1.53% | Trim |
| 24 | VONV | Vanguard Russell 1000 Value | 0% | +1.10% | Add |
| 25 | IJR | Ishares Core S&p Small-cap E | 0% | +2.48% | Add |
| 26 | NVDA | Nvidia CORP | — | -15.14% | Trim |
| 27 | JMST | JPM Ultra-short Muni Income | 0% | +2.61% | Add |
| 28 | NFLX | Netflix Inc | -0.1% | +752.17% | Add |
| 29 | BSX | Boston Scientific CORP | -0.1% | -59.53% | Trim |
| 30 | ADBE | Adobe Inc | -0.1% | -55.59% | Trim |
| 31 | EA | Electronic Arts Inc | -0.1% | -62.27% | Trim |
| 32 | DHR | Danaher CORP | -0.1% | -50.15% | Trim |
| 33 | AMT | American Tower CORP | -0.1% | -39.50% | Trim |
| 34 | HD | Home Depot Inc | -0.1% | -11.61% | Trim |
| 35 | JPM | Jpmorgan Chase & Co | -0.1% | -11.69% | Trim |
| 36 | AME | Ametek Inc | -0.1% | -62.41% | Trim |
| 37 | COST | Costco Wholesale CORP | -0.1% | -27.85% | Trim |
| 38 | ABT | Abbott Laboratories | -0.1% | -34.00% | Trim |
| 39 | VEA | Vanguard Ftse Developed ETF | -0.1% | -28.26% | Trim |
| 40 | VOO | Vanguard S&p 500 ETF | -0.2% | -29.45% | Trim |
| 41 | META | Meta Platforms Inc-class A | -0.2% | -17.89% | Trim |
| 42 | BIL | Ss Spdr Bb 1-3m T-bill ETF | -0.2% | -24.25% | Trim |
| 43 | V | Visa Inc-class A Shares | -0.2% | -36.48% | Trim |
| 44 | ORCL | Oracle CORP | -0.3% | -41.93% | Trim |
| 45 | MSFT | Microsoft CORP | -0.4% | -7.22% | Trim |
| 46 | ✓ | Raytheon Technologies CORP | — | EXIT | Sold out |
| 47 | RTX | Rtx CORP | — | NEW | New buy |
| 48 | QQQM | Invesco Nasdaq 100 ETF | — | NEW | New buy |
| 49 | TQQQ | Proshares Ultrapro Qqq | — | EXIT | Sold out |
| 50 | MDLZ | Mondelez International Inc-a | — | EXIT | Sold out |
According to official SEC Form 13F filings, FSM Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $939.0M across 305 disclosed positions in Q4 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, JAVA) accounted for 19.2% of total reported equity market value during Q4 2025.
Top New Position Initiated
RTX
市值: $1.6M
Top Position Liquidated / Trimmed
RAYTHEON TECHNOLOGIES CORP
前期市值: $1.9M
During Q4 2025, FSM Wealth Advisors, LLC's top holdings by market value included JPIB (6.1%)、BOND (5.3%)、JAVA (4.6%). The largest single position, JPIB, represented 6.1% of total portfolio value.
In Q4 2025, FSM Wealth Advisors, LLC made 50 total portfolio adjustments, initiating 2 new buys, adding to 24 positions, trimming 21 holdings, and fully liquidating 3 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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