FSM Wealth Advisors, LLC
•CIK: 1942548•Filing: Q4 2025
**FSM Wealth Advisors, LLC** manages $726M across a diversified portfolio of 305 holdings. The strategy exhibits significant allocations to fixed income and income-generating assets, notably JPIB ($44.7M) and BOND ($39.1M). Core equity exposure is maintained through broad market vehicles like VTI ($31.8M) and international plays such as VT ($28.5M) and VWO ($28.0M). This positioning suggests a focus on capital preservation combined with targeted yield generation.
Total AUM
$726.4M
+ $7.9K in options
QoQ Performance
+2.8%
Positions
231
+ 1 option
Top 10 Concentration
43.5%
Latest Filing
Q4 2025
Top Holdings Allocation
JPIB
BOND
JPIB6.1%
BOND5.4%
JAVA4.7%
VTI4.4%
JMST4.3%
VT3.9%
VWO3.8%
SCHF3.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other77.3%
Technology11.7%
Financial2.6%
Consumer1.9%
Healthcare1.9%
ETF1.7%
Industrial1.2%
Energy0.8%
🚪 Exited Positionssold since Q3 2025
—
RTX CORPORATION
SOLD
$1.9M
+118 more exited positions
Changes from Q3 2025
NEW3 new positions
↑118 increased
↓75 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024