Fsm Wealth Advisors, LLC has filed its 13F form on October 17, 2025 for Q3 2025 where it was disclosed a total value porftolio of $690 Million distributed in 322 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Jpmorgan International Bond Op with a value of $37M, Pimco Active Bond Exchange Tra with a value of $35.3M, Jp Morgan ETF Fd Tr Active Val with a value of $31.1M, Jp Morgan Ultra Short Mun Inco with a value of $30.6M, and Vanguard Total Stock Market Et with a value of $29.9M.
Examining the 13F form we can see an increase of $87.7M in the current position value, from $603M to 690M.
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
$690 Million
ETFs: $467 Million
Technology: $80.5 Million
Financial Services: $32.5 Million
Communication Services: $22.6 Million
Industrials: $20.1 Million
Consumer Cyclical: $19.5 Million
Healthcare: $19.1 Million
Energy: $11.4 Million
Other: $17.1 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
