FSM Wealth Advisors, LLC: 13F holdings
CIK 19425482026Q2
| Positions | 344 |
|---|
| Reported value | $939.0m |
|---|
| Filed | 2026-07-15 |
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Change since last quarter
| Positions | 344 (+28 vs prior quarter) |
|---|
| Reported value | $939.0m (+20.6%) |
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Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| JPIB J P MORGAN EXCHANGE TRADED F | 1,379,133 | $66.7m | 7.1% |
| BOND PIMCO ETF TR | 583,033 | $53.8m | 5.7% |
| JAVA J P MORGAN EXCHANGE TRADED F | 550,530 | $43.7m | 4.7% |
| VTI VANGUARD INDEX FDS | 111,306 | $41.2m | 4.4% |
| SCHF SCHWAB STRATEGIC TR | 1,413,552 | $39.2m | 4.2% |
| VWO VANGUARD INTL EQUITY INDEX F | 642,882 | $38.4m | 4.1% |
| ACWI VANGUARD INTL EQUITY INDEX F | 234,194 | $36.8m | 3.9% |
| IJH ISHARES TR | 390,586 | $30.1m | 3.2% |
| JMST J P MORGAN EXCHANGE TRADED F | 508,803 | $25.9m | 2.8% |
| VONV VANGUARD SCOTTSDALE FDS | 237,335 | $25.2m | 2.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1942548")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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