FSM Wealth Advisors, LLC

Portfolio Overview

FSM Wealth Advisors, LLC has reported a significant expansion in assets under management (AUM), with the total portfolio value growing by 119.4% from approximately $333.25M in the third quarter of 2025 to $731.12M as of December 31, 2025. This substantial increase suggests a period of strong net inflows or significant market appreciation in the underlying assets during the quarter. The portfolio consists of 307 holdings, indicating a high level of diversif...