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 101–150 of 305
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| ASML | ASML HOLDING N V | 775 | $500K+ | SH |
| HON | HONEYWELL INTL INC | 4K | $500K+ | SH |
| AMAT | APPLIED MATLS INC | 3K | $500K+ | SH |
| SPGM | SPDR INDEX SHS FDS | 11K | $500K+ | SH |
| KLAC | KLA CORP | 677 | $500K+ | SH |
| UNH | UNITEDHEALTH GROUP INC | 2K | $500K+ | SH |
| LRCX | LAM RESEARCH CORP | 5K | $500K+ | SH |
| AXP | AMERICAN EXPRESS CO | 2K | $500K+ | SH |
| CIBR | FIRST TR EXCHANGE TRADED FD | 11K | $500K+ | SH |
| VNQ | VANGUARD INDEX FDS | 9K | $500K+ | SH |
| IWM | ISHARES TR | 3K | $500K+ | SH |
| AZN | ASTRAZENECA PLC | 8K | $500K+ | SH |
| CRM | SALESFORCE INC | 3K | $500K+ | SH |
| TFC | TRUIST FINL CORP | 15K | $500K+ | SH |
| FE | FIRSTENERGY CORP | 17K | $500K+ | SH |
| BMY | BRISTOL-MYERS SQUIBB CO | 14K | $500K+ | SH |
| QCOM | QUALCOMM INC | 4K | $500K+ | SH |
| KO | COCA COLA CO | 10K | $500K+ | SH |
| DIS | DISNEY WALT CO | 6K | $500K+ | SH |
| ITOT | ISHARES TR | 5K | $500K+ | SH |
| PFE | PFIZER INC | 29K | $500K+ | SH |
| SCHD | SCHWAB STRATEGIC TR | 25K | $500K+ | SH |
| DHR | DANAHER CORPORATION | 3K | $500K+ | SH |
| PANW | PALO ALTO NETWORKS INC | 4K | $500K+ | SH |
| MTUM | ISHARES TR | 3K | $500K+ | SH |
| IAU | ISHARES GOLD TR | 8K | $500K+ | SH |
| CB | CHUBB LIMITED | 2K | $500K+ | SH |
| JKHY | HENRY JACK & ASSOC INC | 4K | $500K+ | SH |
| XLK | SELECT SECTOR SPDR TR | 4K | $500K+ | SH |
| IWF | ISHARES TR | 1K | $500K+ | SH |
| CEG | CONSTELLATION ENERGY CORP | 2K | $500K+ | SH |
| VYM | VANGUARD WHITEHALL FDS | 4K | $500K+ | SH |
| PH | PARKER-HANNIFIN CORP | 728 | $500K+ | SH |
| DFUV | DIMENSIONAL ETF TRUST | 14K | $500K+ | SH |
| NOC | NORTHROP GRUMMAN CORP | 1K | $500K+ | SH |
| PNC | PNC FINL SVCS GROUP INC | 3K | $500K+ | SH |
| VSS | VANGUARD INTL EQUITY INDEX F | 4K | $500K+ | SH |
| MMM | 3M CO | 4K | $500K+ | SH |
| AMT | AMERICAN TOWER CORP NEW | 4K | $500K+ | SH |
| MCD | MCDONALDS CORP | 2K | $500K+ | SH |
| T | AT&T INC | 24K | $500K+ | SH |
| MPC | MARATHON PETE CORP | 4K | $500K+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 3K | $500K+ | SH |
| VBR | VANGUARD INDEX FDS | 3K | $500K+ | SH |
| AMGN | AMGEN INC | 2K | $500K+ | SH |
| VGSH | VANGUARD SCOTTSDALE FDS | 10K | $500K+ | SH |
| TJX | TJX COS INC NEW | 4K | $500K+ | SH |
| IWO | ISHARES TR | 2K | $500K+ | SH |
| FBCG | FIDELITY COVINGTON TRUST | 10K | $500K+ | SH |
| VO | VANGUARD INDEX FDS | 2K | $500K+ | SH |