Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
FSM Wealth Advisors, LLC (CIK 1942548) reported $778.3M across 315 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: JPIB ($55.7M, 7.16%), BOND ($49.6M, 6.38%), JAVA ($37.7M, 4.84%), VTI ($33.3M, 4.28%), VWO ($32.4M, 4.16%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | JPIB | J P MORGAN EXCHANGE TRADED F | $55.7M | 7.16% | 1.2M | Added |
| 2 | BOND | PIMCO ETF TR | $49.6M | 6.38% | 537,942 | Added |
| 3 | JAVA | J P MORGAN EXCHANGE TRADED F | $37.7M | 4.84% | 524,892 | Added |
| 4 | VTI | VANGUARD INDEX FDS | $33.3M | 4.28% | 103,782 | Added |
| 5 | VWO | VANGUARD INTL EQUITY INDEX F | $32.4M | 4.16% | 599,263 | Added |
| 6 | SCHF | SCHWAB STRATEGIC TR | $31.3M | 4.02% | 1.3M | Added |
| 7 | VT | VANGUARD INTL EQUITY INDEX F | $30.8M | 3.96% | 222,710 | Added |
| 8 | IJH | ISHARES TR | $24.6M | 3.16% | 363,748 | Added |
| 9 | JMST | J P MORGAN EXCHANGE TRADED F | $24.3M | 3.13% | 477,125 | Trimmed |
| 10 | VONV | VANGUARD SCOTTSDALE FDS | $22.1M | 2.84% | 235,430 | Added |
| 11 | IGF | ISHARES TR | $19.0M | 2.45% | 284,302 | Added |
| 12 | IJR | ISHARES TR | $19.0M | 2.44% | 152,551 | Trimmed |
| 13 | SCHG | SCHWAB STRATEGIC TR | $18.4M | 2.37% | 632,887 | Added |
| 14 | AAPL | APPLE INC | $18.3M | 2.35% | 72,016 | Trimmed |
| 15 | SCZ | ISHARES TR | $18.0M | 2.31% | 229,229 | Added |
| 16 | REET | ISHARES TR | $16.4M | 2.11% | 652,418 | Added |
| 17 | NVDA | NVIDIA CORPORATION | $14.1M | 1.81% | 95,966 | Added |
| 18 | TAFM | AB ACTIVE ETFS INC | $13.4M | 1.73% | 531,658 | Added |
| 19 | MSFT | MICROSOFT CORP | $10.8M | 1.39% | 29,230 | Added |
| 20 | JPST | J P MORGAN EXCHANGE TRADED F | $10.3M | 1.33% | 204,327 | Added |
| 21 | GOOG | ALPHABET INC | $8.5M | 1.09% | 29,682 | Added |
| 22 | XOM | EXXON MOBIL CORP | $7.3M | 0.94% | 42,998 | Added |
| 23 | GOOGL | ALPHABET INC | $6.7M | 0.87% | 23,438 | Trimmed |
| 24 | PGR | PROGRESSIVE CORP | $6.3M | 0.81% | 31,786 | Added |
| 25 | AMZN | AMAZON COM INC | $5.7M | 0.73% | 27,189 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31