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FSM Wealth Advisors, LLC
Updated 9 days agoManaged by Fsm Wealth Advisors, Llc • Latest filing Q3 2026
Portfolio value
$972.4M
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
43.3%
Weight of largest holdings
Annualized return
46.3%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 4 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2025 | $731.1M |
| Q1 2026 | $778.3M |
| Q2 2026 | $939M |
| Q3 2026 | $972.4M |
Top holdings
349 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $69.9M | 1.50M | 7.19% | Added(+8.4%) | |
| 2 | $54.6M | 628.3K | 5.62% | Added(+7.8%) | |
| 3 | ? N/A J P MORGAN EXCHANGE TRADED F | $46.7M | 576.2K | 4.80% | Added(+4.7%) |
| 4 | $44.2M | 116.4K | 4.54% | Added(+4.6%) | |
| 5 | $41.9M | 1.55M | 4.31% | Added(+9.5%) | |
| 6 | $41.5M | 701.7K | 4.26% | Added(+9.2%) | |
| 7 | $38.8M | 244.6K | 3.99% | Added(+4.4%) | |
| 8 | $30M | 411.3K | 3.09% | Added(+5.3%) | |
| 9 | $26.6M | 524.6K | 2.73% | Added(+3.1%) | |
| 10 | $26.5M | 77.9K | 2.73% | Trimmed(-0.1%) | |
| 11 | $26.4M | 238.8K | 2.71% | Added(+0.6%) | |
| 12 | $26.2M | 718.1K | 2.69% | Added(+2.1%) | |
| 13 | $22.4M | 163.3K | 2.31% | Added(+4.2%) | |
| 14 | $21.5M | 257.9K | 2.21% | Added(+7.5%) | |
| 15 | $20.9M | 336.1K | 2.15% | Added(+7.2%) | |
| 16 | ? N/A AB ACTIVE ETFS INC | $20.8M | 872.4K | 2.14% | Added(+1.4%) |
| 17 | $20.7M | 89.9K | 2.13% | Added(+1.1%) | |
| 18 | $19.8M | 771.1K | 2.04% | Added(+5.4%) | |
| 19 | $17.5M | 33.4K | 1.80% | Trimmed(-1.1%) | |
| 20 | $10.8M | 215.7K | 1.12% | Added(+4.4%) |