FSM Wealth Advisors, LLC — 13F holdings

FSM Wealth Advisors, LLC reported 352 holdings worth $939M in its 13F filing for Q2 2026, filed July 15, 2026.

Largest positions

  1. JPIB J P MORGAN EXCHANGE TRADED F — $66.7M (7.1%)
  2. BOND PIMCO ETF TR — $53.8M (5.7%)
  3. JAVA J P MORGAN EXCHANGE TRADED F — $43.7M (4.7%)
  4. VTI VANGUARD INDEX FDS — $41.2M (4.4%)
  5. SCHF SCHWAB STRATEGIC TR — $39.2M (4.2%)
  6. VWO VANGUARD INTL EQUITY INDEX F — $38.4M (4.1%)
  7. VT VANGUARD INTL EQUITY INDEX F — $36.8M (3.9%)
  8. IJH ISHARES TR — $30.1M (3.2%)
  9. JMST J P MORGAN EXCHANGE TRADED F — $25.9M (2.8%)
  10. VONV VANGUARD SCOTTSDALE FDS — $25.2M (2.7%)