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FSM Wealth Advisors, LLC
FSM Wealth Advisors, LLC is an institution, managing $703.8M across 315 long positions as of Q3 2025 with 68% ETF concentration.
- Portfolio Value
- $703.8M
- Positions
- 315
- Top Holding
- JPIB at 5.25%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in FSM Wealth Advisors, LLC's portfolio (39.4% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $37.0M | 5.25% | +$4.1M Bought | — 754.1K shares | |
ETF ETF | $35.3M | 5.02% | +$2.3M Bought | — 378.1K shares | |
ETF ETF | $31.1M | 4.43% | +$1.8M Bought | — 451.7K shares | |
ETF ETF | $30.6M | 4.35% | +$382.4K Bought | — 599.4K shares | |
ETF ETF | $29.9M | 4.24% | +$1.6M Bought | — 91.0K shares | |
ETF ETF | $26.2M | 3.72% | +$1.1M Bought | — 189.8K shares | |
ETF ETF | $25.4M | 3.61% | +$4.6M Bought | — 469.3K shares | |
ETF ETF | $21.5M | 3.06% | +$2.5M Bought | — 329.7K shares | |
ETF ETF | $20.8M | 2.95% | +$2.5M Bought | — 893.3K shares | |
ETF ETF | $19.3M | 2.75% | +$596.5K Bought | — 216.3K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in FSM Wealth Advisors, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
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Sold Out Of
Reduced Holdings
Increased Positions
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for FSM Wealth Advisors, LLC
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