FSM Wealth Advisors, LLC - Portfolio Stock Holdings
FSM Wealth Advisors, LLC disclosed 356 stock positions in a recent SEC 13F filing. $931,310,133 of stock holdings were filed, with the largest holdings including JPIB, BOND, and JAVA. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $1,387,419,659 and has 27 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
356Est. Stock Holding Value:
$931,310,133Top Stock Holdings By Sector
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Portfolio Stock Holdings - FSM Wealth Advisors, LLC
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Portfolio Options Holdings - FSM Wealth Advisors, LLC
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