Viewing historical filing for 2025Q4. View latest →
DOSSIER · 13F-HR · Q2 2026

FSM Wealth Advisors, LLC

$939M in tracked AUM across 352 positions as of Q2 2026.

FW
CIK 0001942548 · last filed Jun 30, 2026
Total AUM
$939M
as of Q2 2026
Holdings
352
positions
Whale Score
58
58
tracked
Activity
no data
changes this Q

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
Loading holdings…

Filing history

Filing history loading…