StockDriftsStockDriftsTop 50 FSM Wealth Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| JPIB | J P MORGAN EXCHANGE TRADED F | 7.15% | 1.38M | $66.7M | +18.39%(+214.25K) | $47.94(-0.05%) | 2026-06-30 | |
| BOND | PIMCO ETF TR | 5.77% | 583.0K | $53.8M | +8.38%(+45.09K) | $92.41(-1.97%) | 2026-06-30 | |
| JAVA | J P MORGAN EXCHANGE TRADED F | 4.69% | 550.5K | $43.7M | +4.88%(+25.64K) | $59.64(+39.31%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 4.42% | 111.3K | $41.2M | +7.25%(+7.52K) | $255.52(+50.03%) | 2026-06-30 | |
| SCHF | SCHWAB STRATEGIC TR | 4.2% | 1.41M | $39.2M | +11.83%(+149.48K) | $21.12(+35.69%) | 2026-06-30 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 4.12% | 642.9K | $38.4M | +7.28%(+43.62K) | $47.48(+27.18%) | 2026-06-30 | |
| VT | VANGUARD INTL EQUITY INDEX F | 3.94% | 234.2K | $36.8M | +5.16%(+11.48K) | $111.18(+44.54%) | 2026-06-30 | |
| IJH | ISHARES TR | 3.23% | 390.6K | $30.1M | +7.38%(+26.84K) | $57.38(+36.90%) | 2026-06-30 | |
| JMST | J P MORGAN EXCHANGE TRADED F | 2.78% | 508.8K | $25.9M | +6.64%(+31.68K) | $50.83(+0.13%) | 2026-06-30 | |
| VONV | VANGUARD SCOTTSDALE FDS | 2.71% | 237.3K | $25.2M | +0.81%(+1.91K) | $74.10(+52.23%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (16 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +11.31% | +37.90% | — | — | +51.34% |
| Top 20 Holdings Unweighted | +11.51% | +38.67% | — | — | +51.30% |
FSM Wealth Advisors, LLC reports $939.00M in US-listed equity holdings across 344 positions in its most recent 13F filing. Its largest disclosed positions are JPIB (7.2%), BOND (5.8%) and JAVA (4.7%). The top 20 holdings account for 63.77% of reported assets. Its disclosed equity book has returned +37.90% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from FSM Wealth Advisors, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1942548). View FSM Wealth Advisors, LLC’s 13F filings on SEC