Fsm Wealth Advisors, LLC Portfolio Holdings

Fsm Wealth Advisors, LLC

  • $603 Million
  • Q2 2025

Fsm Wealth Advisors, LLC has filed its 13F form on July 30, 2025 for Q2 2025 where it was disclosed a total value porftolio of $603 Million distributed in 289 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Jpmorgan International Bond Op with a value of $32.6M, Pimco Active Bond Exchange Tra with a value of $32.5M, Jp Morgan Ultra Short Mun Inco with a value of $30.1M, Jp Morgan ETF Fd Tr Active Val with a value of $27.8M, and Vanguard Total Stock Market Et with a value of $26.2M.

Examining the 13F form we can see an increase of $159M in the current position value, from $443M to 603M.

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.

Portfolio value $603 Million
ETFs: $412 Million
Technology: $64.7 Million
Financial Services: $30.2 Million
Industrials: $19.4 Million
Healthcare: $17.2 Million
Communication Services: $16.9 Million
Consumer Cyclical: $16 Million
Energy: $10.2 Million
Other: $15.6 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$32.6 Million 5.4% of portfolio
669,596
Q2 2025 Added 18.13%
$0
$32.5 Million 5.4% of portfolio
352,973
Q2 2025 Added 19.67%
$0
$30.1 Million 5.0% of portfolio
591,934
Q2 2025 Reduced 0.59%
$0
$27.8 Million 4.62% of portfolio
425,087
Q2 2025 Added 15.31%
$0
$26.2 Million 4.34% of portfolio
86,083
Q2 2025 Added 19.57%
$0
$23.4 Million 3.88% of portfolio
182,134
Q2 2025 Added 14.71%
$0
$19.1 Million 3.16% of portfolio
385,194
Q2 2025 Added 6.71%
$0
$18 Million 2.99% of portfolio
290,823
Q2 2025 Added 10.74%
$0
$17.9 Million 2.96% of portfolio
209,644
Q2 2025 Added 15.99%
$0
$17.3 Million 2.87% of portfolio
783,939
Q2 2025 Added 9.98%
$0
$15.2 Million 2.53% of portfolio
139,377
Q2 2025 Added 7.26%
$3.26T
$14.7 Million 2.44% of portfolio
71,539
Q2 2025 Added 56.83%
$3.93T
$14.6 Million 2.42% of portfolio
29,322
Q2 2025 Added 26.4%
$0
$12.5 Million 2.07% of portfolio
171,474
Q2 2025 Added 8.61%
$0
$11.5 Million 1.91% of portfolio
394,811
Q2 2025 Added 15.81%
$0
$10.6 Million 1.76% of portfolio
430,419
Q2 2025 Added 26.94%
$444B
$10.1 Million 1.67% of portfolio
63,851
Q2 2025 Added 8.71%
$142B
$8.13 Million 1.35% of portfolio
30,476
Q2 2025 Added 1,614.06%
$0
$8.02 Million 1.33% of portfolio
158,190
Q2 2025 Added 0.62%
$2.18T
$5.83 Million 0.97% of portfolio
26,595
Q2 2025 Added 32.64%
$0
$5.29 Million 0.88% of portfolio
12,059
Q2 2025 Added 838.44%
$0
$5.25 Million 0.87% of portfolio
125,380
Q2 2025 New
$0
$5.14 Million 0.85% of portfolio
160,785
Q2 2025 Added 2.97%
$1.19T
$5.02 Million 0.83% of portfolio
28,276
Q2 2025 Added 38.85%
$0
$4.83 Million 0.8% of portfolio
26,551
Q2 2025 New
$611B
$4.78 Million 0.79% of portfolio
9,830
Q2 2025 Added 28.68%
$447B
$4.68 Million 0.78% of portfolio
43,426
Q2 2025 Added 22.03%
$855B
$4.48 Million 0.74% of portfolio
15,462
Q2 2025 Added 41.81%
$1.16T
$4.42 Million 0.73% of portfolio
25,058
Q2 2025 Added 56.32%
$0
$4.23 Million 0.7% of portfolio
46,144
Q2 2025 New
$0
$3.89 Million 0.65% of portfolio
6,295
Q2 2025 Added 59.53%
$552B
$3.69 Million 0.61% of portfolio
10,379
Q2 2025 Reduced 4.13%
$1.72T
$3.47 Million 0.58% of portfolio
4,707
Q2 2025 Added 20.6%
$0
$3.41 Million 0.57% of portfolio
33,950
Q2 2025 New
$0
$3.42 Million 0.57% of portfolio
6,029
Q2 2025 Added 15.54%
$0
$3.16 Million 0.52% of portfolio
5,091
Q2 2025 Added 11.5%
$0
$3.11 Million 0.52% of portfolio
5,632
Q2 2025 Added 4.3%
$975B
$2.88 Million 0.48% of portfolio
9,073
Q2 2025 Added 87.65%
$119B
$2.81 Million 0.47% of portfolio
10,191
Q2 2025 Added 4.21%
$0
$2.82 Million 0.47% of portfolio
49,506
Q2 2025 Added 24.23%
$0
$2.81 Million 0.47% of portfolio
26,871
Q2 2025 Reduced 63.47%
$0
$2.8 Million 0.46% of portfolio
14,841
Q2 2025 New
$0
$2.53 Million 0.42% of portfolio
100,197
Q2 2025 Added 86.31%
$0
$2.44 Million 0.41% of portfolio
21,279
Q2 2025 New
$689B
$2.46 Million 0.41% of portfolio
11,246
Q2 2025 Added 36.93%
$418B
$2.38 Million 0.39% of portfolio
2,400
Q2 2025 Reduced 14.62%
$297B
$2.27 Million 0.38% of portfolio
8,832
Q2 2025 Added 34.76%
$0
$2.25 Million 0.37% of portfolio
5,098
Q2 2025 Added 5.22%
$217B
$2.18 Million 0.36% of portfolio
2,772
Q2 2025 Added 3.2%

Summary

  • Portfolio
  • No. of Stocks 289
  • Current Value $603 Million
  • Prior Value $443 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 30, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 83 stocks
  • Additional Purchases 160 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 40 stocks
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