FSM Wealth Advisors, LLC

Est. AUM

$939.0M

13F long equity, this entity only

Positions

352

Period

Jun 2026 (Q2)

SEC EDGAR

View filings ↗

Jun 2026 (Q2)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	J P MORGAN EXCHANGE TRADED F	INTL BD OPP ETF	$66.7M	1379133	7.10%	SOLE
2	PIMCO ETF TR	ACTIVE BD ETF	$53.8M	583033	5.73%	SOLE
3	J P MORGAN EXCHANGE TRADED F	ACTIVE VALUE ETF	$43.7M	550530	4.66%	SOLE
4	VANGUARD INDEX FDS	TOTAL STK MKT	$41.2M	111306	4.39%	SOLE
5	SCHWAB STRATEGIC TR	INTL EQTY ETF	$39.2M	1413552	4.17%	SOLE
6	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$38.4M	642882	4.09%	SOLE
7	VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$36.8M	234194	3.91%	SOLE
8	ISHARES TR	CORE S&P MCP ETF	$30.1M	390586	3.21%	SOLE
9	J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	$25.9M	508803	2.76%	SOLE
10	VANGUARD SCOTTSDALE FDS	VNG RUS1000VAL	$25.2M	237335	2.69%	SOLE
11	SCHWAB STRATEGIC TR	US LCAP GR ETF	$23.8M	703560	2.54%	SOLE
12	ISHARES TR	CORE S&P SCP ETF	$23.3M	156774	2.48%	SOLE
13	APPLE INC	COM	$22.6M	77956	2.40%	SOLE
14	AB ACTIVE ETFS INC	TAX AWARE INTERM	$22.1M	860394	2.35%	SOLE
15	ISHARES TR	GLB INFRASTR ETF	$20.9M	313477	2.22%	SOLE
16	ISHARES TR	GLOBAL REIT ETF	$20.2M	731797	2.15%	SOLE
17	ISHARES TR	EAFE SML CP ETF	$19.7M	239967	2.10%	SOLE
18	NVIDIA CORPORATION	COM	$17.8M	88997	1.90%	SOLE
19	MICROSOFT CORP	COM	$12.6M	33780	1.34%	SOLE
20	ALPHABET INC	CAP STK CL C	$10.6M	29963	1.13%	SOLE
21	J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$10.4M	206622	1.11%	SOLE
22	ALPHABET INC	CAP STK CL A	$9.1M	25480	0.97%	SOLE
23	ISHARES TR	CORE S&P500 ETF	$8.4M	11220	0.89%	SOLE
24	AMAZON COM INC	COM	$7.6M	32026	0.81%	SOLE
25	CAPITAL GROUP GBL GROWTH EQT	SHS CREATION UNI	$6.9M	162286	0.73%	SOLE
26	PROGRESSIVE CORP	COM	$6.8M	31079	0.72%	SOLE
27	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$6.4M	30178	0.68%	SOLE
28	EXXON MOBIL CORP	COM	$6.3M	45871	0.67%	SOLE
29	VANGUARD INDEX FDS	GROWTH ETF	$5.6M	64678	0.59%	SOLE
30	BROADCOM INC	COM	$5.6M	14749	0.59%	SOLE
31	JPMORGAN CHASE & CO	COM	$5.1M	15592	0.54%	SOLE
32	INVESCO QQQ TR	UNIT SER 1	$5.1M	6860	0.54%	SOLE
33	STATE STR SPDR S&P 500 ETF T	TR UNIT	$4.9M	6609	0.53%	SOLE
34	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$4.5M	8925	0.48%	SOLE
35	FIRST TR EXCHANGE-TRADED FD	SHS	$4.4M	89428	0.46%	SOLE
36	TESLA INC	COM	$4.3M	10264	0.46%	SOLE
37	PIMCO ETF TR	ENHAN SHRT MA AC	$3.8M	37495	0.40%	SOLE
38	GE AEROSPACE	COM NEW	$3.7M	9825	0.39%	SOLE
39	ISHARES TR	US AER DEF ETF	$3.5M	14474	0.37%	SOLE
40	FIRST TR EXCHANGE-TRADED ALP	COM SHS	$3.3M	22274	0.35%	SOLE
41	APPLIED MATLS INC	COM	$3.2M	4470	0.34%	SOLE
42	SHERWIN WILLIAMS CO	COM	$3.1M	9108	0.33%	SOLE
43	MICRON TECHNOLOGY INC	COM	$3.1M	2644	0.33%	SOLE
44	GE VERNOVA INC	COM	$3.0M	2563	0.32%	SOLE
45	JOHNSON & JOHNSON	COM	$3.0M	11630	0.31%	SOLE
46	VANGUARD INDEX FDS	S&P 500 ETF SHS	$2.9M	4269	0.31%	SOLE
47	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$2.9M	6017	0.31%	SOLE
48	SPDR SERIES TRUST	STATE STREET SPD	$2.7M	29895	0.29%	SOLE
49	STATE STR SPDR DOW JONES IND	UT SER 1	$2.7M	5177	0.29%	SOLE
50	META PLATFORMS INC	CL A	$2.6M	4663	0.28%	SOLE

1–50 of 350

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.