FSM Wealth Advisors, LLC
CIK 1942548
13F filing for Q2 2026・No. 2,681
- Holdings
- US$939M
- Quarter change
- +US$160.68M
- Entries
- 352
- Net bought (estimate)
- +US$77.14M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 41
- Sold out 13
- Cut 87
- Added 195
- Corporate actions 0
- Unchanged 21
Largest holdings
344 stocks worth US$931.96M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| J P MORGAN EXCHANGE TRADED FINTL BD OPP ETF | Added | 1,379,133 | US$66.68M | 7.15% |
| PIMCO ETF TRACTIVE BD ETF | Added | 583,033 | US$53.76M | 5.77% |
| J P MORGAN EXCHANGE TRADED FACTIVE VALUE ETF | Added | 550,530 | US$43.72M | 4.69% |
| VANGUARD INDEX FDSTOTAL STK MKT | Added | 111,306 | US$41.19M | 4.42% |
| SCHWAB STRATEGIC TRINTL EQTY ETF | Added | 1,413,552 | US$39.16M | 4.20% |
| VWOVANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF | Added | 642,882 | US$38.37M | 4.12% |
| VANGUARD INTL EQUITY INDEX FTT WRLD ST ETF | Added | 234,194 | US$36.76M | 3.94% |
| IJHISHARES TRCORE S&P MCP ETF | Added | 390,586 | US$30.12M | 3.23% |
| J P MORGAN EXCHANGE TRADED FULTRA SHT MUNCPL | Added | 508,803 | US$25.95M | 2.78% |
| VANGUARD SCOTTSDALE FDSVNG RUS1000VAL | Added | 237,335 | US$25.23M | 2.71% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 15, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.