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Portfolio (Quarterly) Guide ↗

FSM Wealth Advisors, LLC

· CIK 0001942548
13F Portfolio $778M AUM 318 positions Filed Apr 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 26 New 132 Added 107 Reduced 15 Exited
Page 2 of 16  ·  317 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GOOG ALPHABET INC Communication Services 29,682.0 $8.5M 1.09% +559.0 +1.9% $286.86 +34.6%
22 XOM EXXON MOBIL CORP Energy 42,998.0 $7.3M 0.94% $169.66 -12.8%
23 GOOGL ALPHABET INC Communication Services 23,438.0 $6.7M 0.87% -374.0 -1.6% $287.56 +35.7%
24 PGR PROGRESSIVE CORP Financial Services 31,786.0 $6.3M 0.81% +265.0 +0.8% $198.24 -1.9%
25 AMZN AMAZON COM INC Consumer Cyclical 27,189.0 $5.7M 0.73% -190.0 -0.7% $208.27 +31.6%
26 RSP INVESCO EXCHANGE TRADED FD T 29,267.0 $5.6M 0.72% +3K +10.1% $191.92 +8.5%
27 CGGO CAPITAL GROUP GBL GROWTH EQT 163,433.0 $5.5M 0.70% $33.37 +22.9%
28 FDL FIRST TR EXCHANGE-TRADED FD 96,664.0 $4.9M 0.63% -21K -17.7% $50.80 -1.0%
29 VUG VANGUARD INDEX FDS 11,110.0 $4.9M 0.62% -160.0 -1.4% $436.79 -79.6%
30 SPY STATE STR SPDR S&P 500 ETF T Financial Services 7,077.0 $4.6M 0.59% -514.0 -6.8% $650.31 +16.0%
31 JPM JPMORGAN CHASE & CO Financial Services 14,738.0 $4.3M 0.56% +240.0 +1.7% $294.16 +0.9%
32 BERKSHIRE HATHAWAY INC DEL 9,029.0 $4.3M 0.56% -298.0 -3.2% $479.21
33 AVGO BROADCOM INC Technology 13,412.0 $4.2M 0.53% +380.0 +2.9% $309.51 +37.8%
34 TSLA TESLA INC Consumer Cyclical 10,575.0 $3.9M 0.51% $371.75 +18.9%
35 MINT PIMCO ETF TR 37,501.0 $3.8M 0.48% +1K +3.5% $100.57 +0.2%
36 IVV ISHARES TR 5,566.0 $3.6M 0.47% +121.0 +2.2% $653.24 +16.1%
37 ITA ISHARES TR 14,880.0 $3.3M 0.42% $218.76 +7.7%
38 QQQ INVESCO QQQ TR Financial Services 5,511.0 $3.2M 0.41% -456.0 -7.6% $577.19 +27.4%
39 SHW SHERWIN WILLIAMS CO Basic Materials 9,334.0 $3.0M 0.38% +6K +221.8% $320.54 -4.8%
40 FNX FIRST TR EXCHANGE-TRADED ALP 23,322.0 $3.0M 0.38% +1K +4.6% $128.24 +10.4%
Page 2 of 16  ·  317 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 31.7%
Financial Services 16.8%
Communication Services 10.0%
Industrials 9.4%
Healthcare 8.1%
Consumer Cyclical 7.5%
Energy 6.3%
Consumer Defensive 4.3%
Utilities 3.0%
Basic Materials 2.1%