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CIK: 0001942548
Total reported value
$939.0M
$939.0M
316 檔
22.2%
According to the latest 13F quarterly dataset, FSM Wealth Advisors, LLC managed an equity portfolio of $939.0M at the end of Q1 2026, spanning 316 distinct U.S. exchange-listed positions.
In Q1 2026, FSM Wealth Advisors, LLC displayed an active expansion posture, initiating 25 new positions and adding to 88 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 316 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JPIB | Jpmorgan Intl Bnd ETF | ETF-Other | 7.16% | -0.06% | +27.04% | |
| 2 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 6.38% | -0.65% | +27.98% | |
| 3 | JAVA | Jpmorgan Active Value ETF | ETF-Other | 4.84% | -0.18% | +11.36% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 4.28% | +0.11% | +9.53% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 4.16% | -0.07% | +15.21% | |
| 6 | SCHF | Schwab Intl Equity ETF | ETF-Other | 4.02% | +0.15% | +28.03% | |
| 7 | VT | Vanguard Tot World Stk ETF | ETF-Other | 3.96% | -0.05% | +10.33% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 3.16% | +0.05% | +6.42% | |
| 9 | JMST | JPM Ultra-short Muni Income | ETF-Other | 3.13% | -0.37% | -22.43% | |
| 10 | VONV | Vanguard Russell 1000 Value | ETF-Other | 2.84% | -0.15% | +7.65% | |
| 11 | IGF | Ishares Global Infrastructur | ETF-Other | 2.45% | -0.23% | +19.70% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.44% | +0.04% | -5.99% | |
| 13 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.37% | +0.17% | +33.63% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 2.35% | +0.05% | -1.63% | |
| 15 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 2.31% | -0.21% | +4.95% | |
| 16 | REET | Ishares Global Reit ETF | ETF-Other | 2.11% | +0.04% | +21.33% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 1.81% | +0.43% | +29.48% | |
| 18 | TAFM | AB Tax Aware Inter Muni | ETF-Other | 1.73% | +0.62% | +19.98% | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 1.39% | -0.05% | +0.28% | |
| 20 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.33% | -0.22% | +10.45% | |
| 21 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.09% | +0.08% | +1.92% | |
| 22 | XOM | Exxon Mobil CORP | Stock-Energy | 0.94% | -0.27% | +0.36% | |
| 23 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.87% | +0.10% | -1.57% | |
| 24 | PGR | Progressive CORP | Stock-Financials | 0.81% | -0.09% | +0.84% | |
| 25 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.73% | +0.08% | -0.69% | |
| 26 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.72% | -0.04% | +10.06% | |
| 27 | CGGO | Cap Group Global Growth | ETF-Other | 0.70% | +0.03% | -0.17% | |
| 28 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 0.63% | -0.17% | -17.74% | |
| 29 | VUG | Vanguard Growth ETF | ETF-Other | 0.62% | -0.03% | -1.42% | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.59% | +0.09% | -6.77% | |
| 31 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.56% | -0.02% | +1.66% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.56% | -0.08% | -3.19% | |
| 33 | AVGO | Broadcom Inc | Stock-Tech | 0.53% | +0.06% | +2.92% | |
| 34 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.51% | +0.08% | -52.06% | |
| 35 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.48% | -0.08% | +3.47% | |
| 36 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.47% | +0.42% | +2.22% | |
| 37 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 0.42% | -0.05% | +0.50% | |
| 38 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.41% | +0.21% | -7.64% | |
| 39 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.38% | -0.05% | +221.75% | |
| 40 | FNX | First Trust Mid Cap Core Alp | ETF-Other | 0.38% | -0.03% | +4.63% | |
| 41 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.37% | -0.08% | -12.70% | |
| 42 | GE | General Electric | Stock-Industrials | 0.37% | +0.02% | -8.65% | |
| 43 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.34% | -0.03% | -3.50% | |
| 44 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.33% | -0.02% | +0.52% | |
| 45 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.32% | -0.04% | +1.99% | |
| 46 | GEV | GE Vernova Inc | Stock-Industrials | 0.31% | +0.01% | -0.50% | |
| 47 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.31% | -0.02% | -0.48% | |
| 48 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.30% | -0.03% | +1.71% | |
| 49 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.28% | -0.05% | -12.28% | |
| 50 | RWO | State Street Spdr Dow Jones | ETF-Other | 0.28% | -0.04% | +1.12% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | JPIB | Jpmorgan Intl Bnd ETF | +1.1% | +27.04% | Add |
| 2 | BOND | Pimco Active Bond Exchange-t | +1% | +27.98% | Add |
| 3 | SCHF | Schwab Intl Equity ETF | +0.8% | +28.03% | Add |
| 4 | IGF | Ishares Global Infrastructur | +0.5% | +19.70% | Add |
| 5 | VWO | Vanguard Ftse Emerging Marke | +0.3% | +15.21% | Add |
| 6 | REET | Ishares Global Reit ETF | +0.3% | +21.33% | Add |
| 7 | SCHG | Schwab US Large-cap Growth | +0.3% | +33.63% | Add |
| 8 | SHW | Sherwin-williams Co/the | +0.3% | +221.75% | Add |
| 9 | XOM | Exxon Mobil CORP | +0.2% | +0.36% | Add |
| 10 | JAVA | Jpmorgan Active Value ETF | +0.2% | +11.36% | Add |
| 11 | TAFM | AB Tax Aware Inter Muni | +0.2% | +19.98% | Add |
| 12 | VONV | Vanguard Russell 1000 Value | +0.1% | +7.65% | Add |
| 13 | VT | Vanguard Tot World Stk ETF | +0.1% | +10.33% | Add |
| 14 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +6.42% | Add |
| 15 | GEV | GE Vernova Inc | +0.1% | -0.50% | Trim |
| 16 | CVX | Chevron CORP | +0.1% | +4.11% | Add |
| 17 | JPST | Jpmorgan Ultra-short Income | +0.1% | +10.45% | Add |
| 18 | BSV | Vanguard Short-term Bond ETF | +0.1% | +78.89% | Add |
| 19 | WELL | Welltower Inc | +0.1% | +92.53% | Add |
| 20 | VV | Vanguard Large-cap ETF | 0% | +41.11% | Add |
| 21 | MU | Micron Technology Inc | 0% | +46.12% | Add |
| 22 | AMAT | Applied Materials Inc | 0% | +4.24% | Add |
| 23 | MPC | Marathon Petroleum CORP | 0% | -0.27% | Trim |
| 24 | TSM | Taiwan Semiconductor-sp Adr | 0% | +9.44% | Add |
| 25 | IEMG | Ishares Core Msci Emerging | 0% | +27.69% | Add |
| 26 | RSP | Invesco S&p 500 Equal Weight | 0% | +10.06% | Add |
| 27 | JNJ | Johnson & Johnson | 0% | -3.50% | Trim |
| 28 | SCHW | Schwab (charles) CORP | 0% | +99.40% | Add |
| 29 | KLAC | Kla CORP | 0% | +4.87% | Add |
| 30 | CAT | Caterpillar Inc | 0% | +0.06% | Add |
| 31 | ASML | ASML Holding N.V. | 0% | +2.32% | Add |
| 32 | T | At&t Inc | 0% | +15.24% | Add |
| 33 | WMT | Walmart Inc | 0% | +3.02% | Add |
| 34 | AMGN | Amgen Inc | 0% | +22.74% | Add |
| 35 | LRCX | Lam Research CORP | 0% | -1.61% | Trim |
| 36 | TTE | TotalEnergies SE | 0% | -0.53% | Trim |
| 37 | VSS | Vanguard Ftse All Wo X-us Sc | 0% | +21.99% | Add |
| 38 | VRT | Vertiv Holdings Co-a | 0% | +4.59% | Add |
| 39 | COP | Conocophillips | 0% | +4.67% | Add |
| 40 | COST | Costco Wholesale CORP | 0% | -0.38% | Trim |
| 41 | EPD | Enterprise Products Partners | 0% | -5.18% | Trim |
| 42 | VZ | Verizon Communications Inc | 0% | +4.07% | Add |
| 43 | SCHE | Schwab Emrg Mrkts Eqty ETF | 0% | +11.37% | Add |
| 44 | IWF | Ishares Russell 1000 Growth | 0% | +36.28% | Add |
| 45 | IEFA | Ishares Core Msci Eafe ETF | 0% | +10.30% | Add |
| 46 | KO | Coca-cola Co/the | 0% | +8.38% | Add |
| 47 | OXY | Occidental Petroleum CORP | 0% | +1.95% | Add |
| 48 | LIN | Linde plc | 0% | +24.33% | Add |
| 49 | MRK | Merck & Co. Inc. | 0% | -2.50% | Trim |
| 50 | DE | Deere & Co | 0% | +0.43% | 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 316 disclosed positions in Q1 2026.
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 22.2% of total reported equity market value during Q1 2026.
Top New Position Initiated
SGOV
市值: $1.3M
Top Position Liquidated / Trimmed
AZNN
前期市值: $753.1K
During Q1 2026, FSM Wealth Advisors, LLC's top holdings by market value included JPIB (7.2%)、BOND (6.4%)、JAVA (4.8%). The largest single position, JPIB, represented 7.2% of total portfolio value.
In Q1 2026, FSM Wealth Advisors, LLC made 200 total portfolio adjustments, initiating 25 new buys, adding to 88 positions, trimming 73 holdings, and fully liquidating 14 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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