Managed by Fsm Wealth Advisors, Llc • Latest filing Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A — | $66.7M | 1.38M | 0.00% | — |
| 2 | ? N/A — | $55.7M | 1.16M | 0.00% | — |
| 3 | ? N/A — | $53.8M | 583.0K | 0.00% | — |
| 4 | ? N/A — | $49.6M | 537.9K | 0.00% | — |
| 5 | V VYLD — | $44.7M | 916.9K | 0.00% | — |
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
| 6 | ? N/A — | $43.7M | 550.5K | 0.00% | — |
| 7 | V VGES — | $41.2M | 111.3K | 0.00% | — |
| 8 | S | $39.2M | 1.41M | 0.00% | — |
| 9 | P PDI — | $39.1M | 420.3K | 0.00% | — |
| 10 | V VGES — | $38.4M | 642.9K | 0.00% | — |
| 11 | ? N/A — | $37.7M | 524.9K | 0.00% | — |
| 12 | V VYLD — | $37M | 754.1K | 0.00% | — |
| 13 | ? N/A — | $36.8M | 234.2K | 0.00% | — |
| 14 | P PDI — | $35.3M | 378.1K | 0.00% | — |
| 15 | ? N/A — | $33.8M | 471.4K | 0.00% | — |
| 16 | V VGES — | $33.3M | 103.8K | 0.00% | — |
| 17 | V VYLD — | $32.4M | 669.6K | 0.00% | — |
| 18 | V VGES — | $32.4M | 599.3K | 0.00% | — |
| 19 | P PDI — | $32.2M | 353.0K | 0.00% | — |
| 20 | V VGES — | $31.8M | 94.7K | 0.00% | — |