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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
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