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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.69T
$14.7 Million 2.44% of portfolio
71,539
Q2 2025 Added 56.83%
$3.95T
$14.6 Million 2.42% of portfolio
29,322
Q2 2025 Added 26.4%
$456B
$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%
$2.26T
$5.83 Million 0.97% of portfolio
26,595
Q2 2025 Added 32.64%
$1.24T
$5.02 Million 0.83% of portfolio
28,276
Q2 2025 Added 38.85%
$621B
$4.78 Million 0.79% of portfolio
9,830
Q2 2025 Added 28.68%
$442B
$4.68 Million 0.78% of portfolio
43,426
Q2 2025 Added 22.03%
$859B
$4.48 Million 0.74% of portfolio
15,462
Q2 2025 Added 41.81%
$1.21T
$4.42 Million 0.73% of portfolio
25,058
Q2 2025 Added 56.32%
$551B
$3.69 Million 0.61% of portfolio
10,379
Q2 2025 Reduced 4.13%
$1.78T
$3.47 Million 0.58% of portfolio
4,707
Q2 2025 Added 20.6%
$1.08T
$2.88 Million 0.48% of portfolio
9,073
Q2 2025 Added 87.65%
$127B
$2.81 Million 0.47% of portfolio
10,191
Q2 2025 Added 4.21%
$684B
$2.46 Million 0.41% of portfolio
11,246
Q2 2025 Added 36.93%
$439B
$2.38 Million 0.39% of portfolio
2,400
Q2 2025 Reduced 14.62%
$201B
$2.18 Million 0.36% of portfolio
2,772
Q2 2025 Added 3.2%
$14B
$2.06 Million 0.34% of portfolio
9,939
Q2 2025 Reduced 2.64%
$210B
$1.9 Million 0.32% of portfolio
6,457
Q2 2025 Added 112.05%
$405B
$1.88 Million 0.31% of portfolio
5,135
Q2 2025 Added 21.22%
$68.2B
$1.77 Million 0.29% of portfolio
57,237
Q2 2025 Reduced 0.72%
$229B
$1.76 Million 0.29% of portfolio
12,966
Q2 2025 Added 1.75%
$229B
$1.57 Million 0.26% of portfolio
10,752
Q2 2025 Added 72.2%
$302B
$1.48 Million 0.25% of portfolio
10,349
Q2 2025 Added 71.06%
$48.5B
$1.42 Million 0.24% of portfolio
1,366
Q2 2025 Added 0.37%
$367B
$1.39 Million 0.23% of portfolio
10,181
Q2 2025 Added 116.76%
$381B
$1.4 Million 0.23% of portfolio
29,671
Q2 2025 Added 423.67%
$24.4B
$1.3 Million 0.22% of portfolio
5,422
Q2 2025 Added 5.26%
$1.27T
$1.34 Million 0.22% of portfolio
5,918
Q2 2025 Reduced 14.47%
$608B
$1.26 Million 0.21% of portfolio
1,611
Q2 2025 Added 8.56%
$452B
$1.29 Million 0.21% of portfolio
8,453
Q2 2025 Added 107.44%
$95.3B
$1.29 Million 0.21% of portfolio
5,823
Q2 2025 Added 33.43%
$293B
$1.24 Million 0.21% of portfolio
17,941
Q2 2025 Added 23.26%
$92.8B
$1.19 Million 0.2% of portfolio
3,467
Q2 2025 Added 51.53%
$545B
$1.21 Million 0.2% of portfolio
900
Q2 2025 Added 92.72%
$202B
$1.18 Million 0.2% of portfolio
8,930
Q2 2025 Added 15.78%
$150B
$1.16 Million 0.19% of portfolio
5,893
Q2 2025 Reduced 1.44%
$42.5B
$1.12 Million 0.19% of portfolio
6,192
Q2 2025 Added 3.74%
$281B
$1.06 Million 0.18% of portfolio
10,837
Q2 2025 Added 82.66%
$85.6B
$1 Million 0.17% of portfolio
3,039
Q2 2025 New
$351B
$1.01 Million 0.17% of portfolio
5,448
Q2 2025 Added 2.19%
$157B
$1.02 Million 0.17% of portfolio
2,644
Q2 2025 Added 1.15%
$173B
$1.04 Million 0.17% of portfolio
6,528
Q2 2025 Added 14.97%
$368B
$1.05 Million 0.17% of portfolio
6,586
Q2 2025 Added 17.48%
$548B
$958,000 0.16% of portfolio
1,705
Q2 2025 Added 2.16%
$146B
$986,000 0.16% of portfolio
4,236
Q2 2025 Added 49.58%
$48.5B
$895,000 0.15% of portfolio
6,765
Q2 2025 Added 135.71%
$147B
$877,000 0.15% of portfolio
8,165
Q2 2025 Added 14.53%
$142B
$932,000 0.15% of portfolio
2,357
Q2 2025 Added 7.28%

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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