Fsm Wealth Advisors, LLC Portfolio Holdings
Fsm Wealth Advisors, LLC
- $690 Million
- Q3 2025
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.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 322
- Current Value $690 Million
- Prior Value $603 Million
- Filing
- Period Q3 2025
- Filing Date October 17, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 47 stocks
- Additional Purchases 198 stocks
- Sold out of 0 stocks
- Reduced holdings in 54 stocks