§ 13F · FUND PROFILE
FSM Wealth Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $614.9T (13F)Positions · 289Turnover · — · Q4Filed · Jan 23, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$731.1T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | JPIB | J P MORGAN EXCHANGE TRADED F | 917K | $44.7T | 6.1% | NEW |
| 2 | BOND | PIMCO ETF TR | 420K | $39.1T | 5.4% | NEW |
| 3 | JAVA | J P MORGAN EXCHANGE TRADED F | 471K | $33.8T | 4.6% | NEW |
| 4 | VTI | VANGUARD INDEX FDS | 95K | $31.8T | 4.3% | NEW |
| 5 | JMST | J P MORGAN EXCHANGE TRADED F | 615K | $31.3T | 4.3% | NEW |
| 6 | VT | VANGUARD INTL EQUITY INDEX F | 202K | $28.5T | 3.9% | NEW |
| 7 | VWO | VANGUARD INTL EQUITY INDEX F | 520K | $28.0T | 3.8% | NEW |
| 8 | SCHF | SCHWAB STRATEGIC TR | 987K | $23.7T | 3.2% | NEW |
| 9 | IJH | ISHARES TR | 342K | $22.6T | 3.1% | NEW |
| 10 | VONV | VANGUARD SCOTTSDALE FDS | 219K | $20.2T | 2.8% | NEW |
§ 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 $614899.5 trillion in assets. The fund runs a broad portfolio of 289 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed