§ 13F · FUND PROFILE
FSM Wealth Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $615M (13F)Positions · 289Turnover · — · Q1Filed · Apr 27, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$8M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | JPIB | J P MORGAN EXCHANGE TRADED F | 1.16M | $56M | 7.2% | +27% |
| 2 | BOND | PIMCO ETF TR | 538K | $50M | 6.4% | +28% |
| 3 | JAVA | J P MORGAN EXCHANGE TRADED F | 525K | $38M | 4.8% | +11% |
| 4 | VTI | VANGUARD INDEX FDS | 104K | $33M | 4.3% | +10% |
| 5 | VWO | VANGUARD INTL EQUITY INDEX F | 599K | $32M | 4.2% | +15% |
| 6 | SCHF | SCHWAB STRATEGIC TR | 1.26M | $31M | 4.0% | +28% |
| 7 | VT | VANGUARD INTL EQUITY INDEX F | 223K | $31M | 4.0% | +10% |
| 8 | IJH | ISHARES TR | 364K | $25M | 3.2% | +6% |
| 9 | JMST | J P MORGAN EXCHANGE TRADED F | 477K | $24M | 3.1% | −22% |
| 10 | VONV | VANGUARD SCOTTSDALE FDS | 235K | $22M | 2.8% | +8% |
§ 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 $615 million in assets. The fund runs a broad portfolio of 289 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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