FSM Wealth Advisors, LLC - Portfolio overview

FSM Wealth Advisors, LLC has 348 reported holdings in this dataset, with the latest filing dated 2026-04-27.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. JPIB - J P MORGAN EXCHANGE TRADED F, 7.08%
2. BOND - PIMCO ETF TR, 6.31%
3. JAVA - J P MORGAN EXCHANGE TRADED F, 4.79%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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