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 201–250 of 305
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| CARR | CARRIER GLOBAL CORPORATION | 7K | $100K–$500K | SH |
| ADSK | AUTODESK INC | 1K | $100K–$500K | SH |
| VRTX | VERTEX PHARMACEUTICALS INC | 823 | $100K–$500K | SH |
| ICOW | PACER FDS TR | 10K | $100K–$500K | SH |
| GWW | WW GRAINGER INC | 358 | $100K–$500K | SH |
| FIX | COMFORT SYS USA INC | 386 | $100K–$500K | SH |
| CWI | SPDR INDEX SHS FDS | 10K | $100K–$500K | SH |
| NKE | NIKE INC | 6K | $100K–$500K | SH |
| LMT | LOCKHEED MARTIN CORP | 739 | $100K–$500K | SH |
| TRMB | TRIMBLE INC | 5K | $100K–$500K | SH |
| TRP | TC ENERGY CORP | 6K | $100K–$500K | SH |
| EA | ELECTRONIC ARTS INC | 2K | $100K–$500K | SH |
| INTC | INTEL CORP | 9K | $100K–$500K | SH |
| BSX | BOSTON SCIENTIFIC CORP | 4K | $100K–$500K | SH |
| NVO | NOVO-NORDISK A S | 7K | $100K–$500K | SH |
| RPM | RPM INTL INC | 3K | $100K–$500K | SH |
| SPYI | NEOS ETF TRUST | 6K | $100K–$500K | SH |
| MS | MORGAN STANLEY | 2K | $100K–$500K | SH |
| MRSH | MARSH & MCLENNAN COS INC | 2K | $100K–$500K | SH |
| BBCA | J P MORGAN EXCHANGE TRADED F | 4K | $100K–$500K | SH |
| BWX | SPDR SERIES TRUST | 15K | $100K–$500K | SH |
| SPOT | SPOTIFY TECHNOLOGY S A | 567 | $100K–$500K | SH |
| IBIT | ISHARES BITCOIN TRUST ETF | 7K | $100K–$500K | SH |
| ADBE | ADOBE INC | 937 | $100K–$500K | SH |
| WELL | WELLTOWER INC | 2K | $100K–$500K | SH |
| WM | WASTE MGMT INC DEL | 1K | $100K–$500K | SH |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | 1K | $100K–$500K | SH |
| GILD | GILEAD SCIENCES INC | 3K | $100K–$500K | SH |
| VEU | VANGUARD INTL EQUITY INDEX F | 4K | $100K–$500K | SH |
| APH | AMPHENOL CORP NEW | 2K | $100K–$500K | SH |
| FDX | FEDEX CORP | 1K | $100K–$500K | SH |
| BBEU | J P MORGAN EXCHANGE TRADED F | 4K | $100K–$500K | SH |
| ATO | ATMOS ENERGY CORP | 2K | $100K–$500K | SH |
| ANET | ARISTA NETWORKS INC | 2K | $100K–$500K | SH |
| CI | THE CIGNA GROUP | 1K | $100K–$500K | SH |
| AES | AES CORP | 21K | $100K–$500K | SH |
| CL | COLGATE PALMOLIVE CO | 4K | $100K–$500K | SH |
| QSR | RESTAURANT BRANDS INTL INC | 4K | $100K–$500K | SH |
| WEC | WEC ENERGY GROUP INC | 3K | $100K–$500K | SH |
| ULTA | ULTA BEAUTY INC | 489 | $100K–$500K | SH |
| BLK | BLACKROCK INC | 277 | $100K–$500K | SH |
| AB | ALLIANCEBERNSTEIN HLDG L P | 8K | $100K–$500K | SH |
| GNR | SPDR INDEX SHS FDS | 5K | $100K–$500K | SH |
| XLV | SELECT SECTOR SPDR TR | 2K | $100K–$500K | SH |
| AGG | ISHARES TR | 3K | $100K–$500K | SH |
| AON | AON PLC | 818 | $100K–$500K | SH |
| LIN | LINDE PLC | 674 | $100K–$500K | SH |
| ELV | ELEVANCE HEALTH INC FORMERLY | 820 | $100K–$500K | SH |
| NOW | SERVICENOW INC | 2K | $100K–$500K | SH |
| TGT | TARGET CORP | 3K | $100K–$500K | SH |