CIK 1942548
FSM Wealth Advisors, LLC
Institutional 13F holdings & portfolio
Holdings
305
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 305
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| JPIB | J P MORGAN EXCHANGE TRADED F | 917K | $1M+ | SH |
| BOND | PIMCO ETF TR | 420K | $1M+ | SH |
| JAVA | J P MORGAN EXCHANGE TRADED F | 471K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 95K | $1M+ | SH |
| JMST | J P MORGAN EXCHANGE TRADED F | 615K | $1M+ | SH |
| VT | VANGUARD INTL EQUITY INDEX F | 202K | $1M+ | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 520K | $1M+ | SH |
| SCHF | SCHWAB STRATEGIC TR | 987K | $1M+ | SH |
| IJH | ISHARES TR | 342K | $1M+ | SH |
| VONV | VANGUARD SCOTTSDALE FDS | 219K | $1M+ | SH |
| AAPL | APPLE INC | 73K | $1M+ | SH |
| IJR | ISHARES TR | 162K | $1M+ | SH |
| SCZ | ISHARES TR | 218K | $1M+ | SH |
| SCHG | SCHWAB STRATEGIC TR | 474K | $1M+ | SH |
| IGF | ISHARES TR | 238K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 29K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 74K | $1M+ | SH |
| REET | ISHARES TR | 538K | $1M+ | SH |
| TAFM | AB ACTIVE ETFS INC | 443K | $1M+ | SH |
| JPST | J P MORGAN EXCHANGE TRADED F | 185K | $1M+ | SH |
| GOOG | ALPHABET INC | 29K | $1M+ | SH |
| GOOGL | ALPHABET INC | 24K | $1M+ | SH |
| PGR | PROGRESSIVE CORP | 32K | $1M+ | SH |
| AMZN | AMAZON COM INC | 27K | $1M+ | SH |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | 164K | $1M+ | SH |
| VUG | VANGUARD INDEX FDS | 11K | $1M+ | SH |
| FDL | FIRST TR EXCHANGE-TRADED FD | 118K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 8K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 43K | $1M+ | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 27K | $1M+ | SH |
| TSLA | TESLA INC | 11K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 9K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 14K | $1M+ | SH |
| AVGO | BROADCOM INC | 13K | $1M+ | SH |
| IVV | ISHARES TR | 5K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 6K | $1M+ | SH |
| MINT | PIMCO ETF TR | 36K | $1M+ | SH |
| GE | GE AEROSPACE | 11K | $1M+ | SH |
| BIL | SPDR SERIES TRUST | 36K | $1M+ | SH |
| ITA | ISHARES TR | 15K | $1M+ | SH |
| META | META PLATFORMS INC | 4K | $1M+ | SH |
| FNX | FIRST TR EXCHANGE-TRADED ALP | 22K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 4K | $1M+ | SH |
| DIA | SPDR DOW JONES INDL AVERAGE | 5K | $1M+ | SH |
| SCHA | SCHWAB STRATEGIC TR | 85K | $1M+ | SH |
| V | VISA INC | 7K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 11K | $1M+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 13K | $1M+ | SH |
| LECO | LINCOLN ELEC HLDGS INC | 9K | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 35K | $1M+ | SH |