Fsm Wealth Advisors, LLC Portfolio Holdings
Fsm Wealth Advisors, LLC
- $710 Million
- Q4 2025
Fsm Wealth Advisors, LLC has filed its 13F form on January 23, 2026 for Q4 2025 where it was disclosed a total value porftolio of $710 Million distributed in 306 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Jpmorgan International Bond Op with a value of $44.8M, Pimco Active Bond Exchange Tra with a value of $39.2M, Jp Morgan ETF Fd Tr Active Val with a value of $32.8M, Jp Morgan Ultra Short Mun Inco with a value of $31.3M, and Vanguard Total Stock Market Et with a value of $31.3M.
Examining the 13F form we can see an increase of $19.2M in the current position value, from $690M to 710M.
Fsm Wealth Advisors, LLC is based out at Cleveland, OH
Below you can find more details about Fsm Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 306
- Current Value $710 Million
- Prior Value $690 Million
- Filing
- Period Q4 2025
- Filing Date January 23, 2026
- Form Type 13F-HR
- Activity in Q4 2025
- New Purchases 18 stocks
- Additional Purchases 167 stocks
- Sold out of 0 stocks
- Reduced holdings in 109 stocks