FSM Wealth Advisors, LLC 13F Holdings
CIK 0001942548 · CLEVELAND, OH
As of Sep 30, 2025, FSM Wealth Advisors, LLC reported 322 positions worth $674.2M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| JPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETF | JPIB | — | 754,092 | $37.0M | 5.48% |
| PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | BOND | — | 378,113 | $35.3M | 5.24% |
| JPMORGAN ACTIVE VALUE ETF | JAVA | — | 451,701 | $31.1M | 4.62% |
| JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF | JMST | — | 599,426 | $30.6M | 4.54% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 91,021 | $29.9M | 4.43% |
| VANGUARD TOTAL WORLD STOCK INDEX FUND | VT | — | 189,795 | $26.2M | 3.88% |
| VANGUARD EMERGING MARKETS STOCK INDEX FUND | VWO | — | 469,270 | $25.4M | 3.77% |
| ISHARES CORE S&P MID-CAP ETF | IJH | — | 329,711 | $21.5M | 3.19% |
| SCHWAB INTERNATIONAL EQUITY ETF | SCHF | — | 893,254 | $20.8M | 3.08% |
| VANGUARD RUSSELL 1000 VALUE INDEX FUND | VONV | — | 216,319 |