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 51–100 of 305
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| RWO | SPDR INDEX SHS FDS | 47K | $1M+ | SH |
| LLY | ELI LILLY & CO | 2K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 7K | $1M+ | SH |
| INTU | INTUIT | 3K | $1M+ | SH |
| MUB | ISHARES TR | 18K | $1M+ | SH |
| BAC | BANK AMERICA CORP | 34K | $1M+ | SH |
| GEV | GE VERNOVA INC | 3K | $1M+ | SH |
| SCHB | SCHWAB STRATEGIC TR | 67K | $1M+ | SH |
| HD | HOME DEPOT INC | 5K | $1M+ | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 5K | $1M+ | SH |
| FBOT | FIDELITY COVINGTON TRUST | 50K | $1M+ | SH |
| RTX | RTX CORPORATION | 9K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 2K | $1M+ | SH |
| VONG | VANGUARD SCOTTSDALE FDS | 12K | $1M+ | SH |
| EPD | ENTERPRISE PRODS PARTNERS L | 46K | $1M+ | SH |
| STE | STERIS PLC | 6K | $1M+ | SH |
| SUB | ISHARES TR | 13K | $1M+ | SH |
| GLD | SPDR GOLD TR | 4K | $1M+ | SH |
| ORCL | ORACLE CORP | 7K | $1M+ | SH |
| CVX | CHEVRON CORP NEW | 9K | $1M+ | SH |
| WMT | WALMART INC | 12K | $1M+ | SH |
| ABBV | ABBVIE INC | 6K | $1M+ | SH |
| BNDX | VANGUARD CHARLOTTE FDS | 27K | $1M+ | SH |
| VV | VANGUARD INDEX FDS | 4K | $1M+ | SH |
| IWB | ISHARES TR | 3K | $1M+ | SH |
| QQQM | INVESCO EXCH TRADED FD TR II | 5K | $1M+ | SH |
| SCHE | SCHWAB STRATEGIC TR | 38K | $1M+ | SH |
| MA | MASTERCARD INCORPORATED | 2K | $1M+ | SH |
| DFAC | DIMENSIONAL ETF TRUST | 31K | $1M+ | SH |
| CSCO | CISCO SYS INC | 16K | $1M+ | SH |
| SCHX | SCHWAB STRATEGIC TR | 45K | $1M+ | SH |
| PEP | PEPSICO INC | 8K | $1M+ | SH |
| IEFA | ISHARES TR | 13K | $1M+ | SH |
| ABT | ABBOTT LABS | 9K | $1M+ | SH |
| VTEB | VANGUARD MUN BD FDS | 22K | $1M+ | SH |
| MRK | MERCK & CO INC | 10K | $1M+ | SH |
| JPME | J P MORGAN EXCHANGE TRADED F | 10K | $1M+ | SH |
| VGT | VANGUARD WORLD FD | 1K | $1M+ | SH |
| IXG | ISHARES TR | 9K | $1M+ | SH |
| IVW | ISHARES TR | 8K | $1M+ | SH |
| PG | PROCTER AND GAMBLE CO | 7K | $500K+ | SH |
| IVE | ISHARES TR | 5K | $500K+ | SH |
| SHW | SHERWIN WILLIAMS CO | 3K | $500K+ | SH |
| PM | PHILIP MORRIS INTL INC | 6K | $500K+ | SH |
| CAT | CATERPILLAR INC | 2K | $500K+ | SH |
| IEMG | ISHARES INC | 14K | $500K+ | SH |
| NFLX | NETFLIX INC | 9K | $500K+ | SH |
| IXUS | ISHARES TR | 10K | $500K+ | SH |
| PHO | INVESCO EXCHANGE TRADED FD T | 12K | $500K+ | SH |
| CVS | CVS HEALTH CORP | 10K | $500K+ | SH |