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 Market Cap. of $200 Billions or more
