Fsm Wealth Advisors
$932M 13F equity value
357 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Fsm Wealth Advisors covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| JPIB | J P MORGAN EXCHANGE TRADED F | 1,379,133 | $67M | 7.2% |
| BOND | PIMCO ETF TR | 583,033 | $54M | 5.8% |
| JAVA | J P MORGAN EXCHANGE TRADED F | 550,530 | $44M | 4.7% |
| VTI | VANGUARD INDEX FDS | 111,306 | $41M | 4.4% |
| SCHF | SCHWAB STRATEGIC TR | 1,413,552 | $39M | 4.2% |
| VWO | VANGUARD INTL EQUITY INDEX F | 642,882 | $38M | 4.1% |
| VT | VANGUARD INTL EQUITY INDEX F | 234,194 | $37M | 3.9% |
| IJH | ISHARES TR | 390,586 | $30M | 3.2% |
| JMST | J P MORGAN EXCHANGE TRADED F | 508,803 | $26M | 2.8% |
| VONV | VANGUARD SCOTTSDALE FDS | 237,335 | $25M | 2.7% |
Track Fsm Wealth Advisors's 13F portfolio: $932M in reported holdings, 357 positions. Top holdings and quarterly changes on SentiSense.
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