§ 13F · FUND PROFILE
FSM Wealth Advisors, LLC.
AUM · $939M (13F)Positions · 352Turnover · n/a · Q2Filed · Jul 15, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$12M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | JPIB | J P MORGAN EXCHANGE TRADED F | 1.38M | $67M | 7.1% | +18% |
| 2 | BOND | PIMCO ETF TR | 583K | $54M | 5.7% | +8% |
| 3 | JAVA | J P MORGAN EXCHANGE TRADED F | 551K | $44M | 4.7% | +5% |
| 4 | VTI | VANGUARD INDEX FDS | 111K | $41M | 4.4% | +7% |
| 5 | SCHF | SCHWAB STRATEGIC TR | 1.41M | $39M | 4.2% | +12% |
| 6 | VWO | VANGUARD INTL EQUITY INDEX F | 643K | $38M | 4.1% | +7% |
| 7 | VT | VANGUARD INTL EQUITY INDEX F | 234K | $37M | 3.9% | +5% |
| 8 | IJH | ISHARES TR | 391K | $30M | 3.2% | +7% |
| 9 | JMST | J P MORGAN EXCHANGE TRADED F | 509K | $26M | 2.8% | +7% |
| 10 | VONV | VANGUARD SCOTTSDALE FDS | 237K | $25M | 2.7% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FSM SIGNAL
AC read
FSM Wealth Advisors, LLC is a Other fund managing $939 million in assets. The fund runs a broad portfolio of 352 positions.
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