FSM Wealth Advisors, LLC
FSM Wealth Advisors, LLC reported 350 positions worth $939.0M as of June 30, 2026 (13F filed July 15, 2026). Largest holding: JPIB (7.1%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | JPIB | SH | $66.7M | 7.10% | 1,379,133 | — | — | |
| ▸ 2 | BOND | SH | $53.8M | 5.73% | 583,033 | — | — | |
| ▸ 3 | JAVA | SH | $43.7M | 4.66% | 550,530 | — | — | |
| ▸ 4 | VTI | SH | $41.2M | 4.39% | 111,306 | — | — | |
| ▸ 5 | SCHF | SH | $39.2M | 4.17% | 1,413,552 | — | — | |
| ▸ 6 | VWO | SH | $38.4M | 4.09% | 642,882 | — | — | |
| ▸ 7 | VT | SH | $36.8M | 3.91% | 234,194 | — | — | |
| ▸ 8 | IJH | SH | $30.1M | 3.21% | 390,586 | — | — | |
| ▸ 9 | JMST | SH | $25.9M | 2.76% | 508,803 | — | — | |
| ▸ 10 | VONV | SH | $25.2M | 2.69% | 237,335 | — | — |
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Frequently Asked Questions
What stocks does FSM Wealth Advisors, LLC hold as of Q2 2026?
FSM Wealth Advisors, LLC reported 350 positions worth $939.0M in its Q2 2026 13F filing. Largest positions: JPIB (7.1%), BOND (5.7%), JAVA (4.7%), VTI (4.4%) and SCHF (4.2%).
What did FSM Wealth Advisors, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did FSM Wealth Advisors, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.