FSM Wealth Advisors, LLC

13F filer · CIK 0001942548

Reported Jul 15, 2026

Net buyer this quarter

13F portfolio value$939MU.S. long equity reported on 13F

Positions23331 new · 13 closed

Net flow last quarter+$24MBuys minus sells

Top 10 positions weight16.7%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 15, 2026233 positions
JAVASun Microsystems, Inc.	$43.7M	4.66%	Not reported	+4.9%	Q3 2022
AAPLApple Inc.	$22.6M	2.40%	0.00%	+8.3%	Q3 2022
SCZNXG NextGen Infrastructure Income Fund	$19.7M	2.10%	Not reported	+4.7%	Q3 2022
NVDANvidia Corp	$17.8M	1.90%	0.00%	+11.3%	Q3 2022
MSFTMicrosoft Corp	$12.6M	1.34%	0.00%	+15.6%	Q3 2022
GOOGAlphabet Inc.	$10.6M	1.13%	Not reported	+1.0%	Q3 2022
GOOGLAlphabet Inc.	$9.11M	0.97%	0.00%	+8.7%	Q3 2022
AMZNAmazon Com Inc	$7.63M	0.81%	0.00%	+17.8%	Q3 2022
PGRProgressive Corp	$6.79M	0.72%	0.01%	-2.2%	Q3 2023
XOMExxonMobil Holdings Corp	$6.27M	0.67%	0.00%	+6.7%	Q3 2022
AVGOBroadcom Inc.	$5.57M	0.59%	0.00%	+10.0%	Q3 2022
JPMJPMorgan Chase & Co	$5.1M	0.54%	0.00%	+5.8%	Q3 2022
QQQInvesco QQQ Trust, Series 1	$5.05M	0.54%	Not reported	+24.5%	Q3 2022
SPYSPDR S&P 500 ETF Trust	$4.94M	0.53%	Not reported	-6.6%	Q3 2022
BRK.BBerkshire Hathaway Inc	$4.47M	0.48%	Not reported	-1.2%	Q3 2022
TSLATesla, Inc.	$4.32M	0.46%	0.00%	-2.9%	Q3 2022
GEGeneral Electric Co	$3.67M	0.39%	0.00%	-2.8%	Q3 2022
AMATApplied Materials Inc	$3.23M	0.34%	0.00%	+33.6%	Q3 2022
SHWSherwin Williams Co	$3.14M	0.33%	0.00%	-2.4%	Q3 2022
MUMicron Technology Inc	$3.05M	0.33%	0.00%	+7.3%	Q3 2025
GEVGE Vernova Inc.	$3.01M	0.32%	0.00%	-8.6%	Q2 2024
JNJJohnson & Johnson	$2.95M	0.31%	0.00%	+7.0%	Q3 2022
TSMTaiwan Semiconductor Manufacturing Co Ltd	$2.87M	0.31%	0.00%	+0.2%	Q3 2022
DIASPDR Dow Jones Industrial Average ETF Trust	$2.7M	0.29%	Not reported	+0.1%	Q1 2023
METAMeta Platforms, Inc.	$2.63M	0.28%	Not reported	+6.0%	Q3 2022
LLYELI LILLY & Co	$2.49M	0.27%	0.00%	+10.2%	Q3 2022
INTCIntel Corp	$2.42M	0.26%	0.00%	+81.6%	Q1 2023
BACBank of America Corp	$2.2M	0.23%	0.00%	+13.8%	Q3 2022
KLACKla Corp	$2.18M	0.23%	0.00%	+1.8%	Q1 2024
VVisa Inc.	$2.18M	0.23%	0.00%	+5.2%	Q3 2022
LRCXLam Research Corp	$2.04M	0.22%	0.00%	+2.2%	Q2 2025
LECOLincoln Electric Holdings Inc	$2.03M	0.22%	0.01%	+0.1%	Q3 2023
ASMLAsml Holding NV	$1.96M	0.21%	0.00%	+24.5%	Q1 2023
IBMInternational Business Machines Corp	$1.95M	0.21%	0.00%	+7.5%	Q3 2022
CATCaterpillar Inc	$1.92M	0.20%	0.00%	+11.9%	Q1 2024
CSCOCisco Systems, Inc.	$1.86M	0.20%	0.00%	+7.2%	Q3 2022
COSTCostco Wholesale Corp	$1.84M	0.20%	0.00%	+7.6%	Q3 2022
AMDAdvanced Micro Devices Inc	$1.83M	0.20%	0.00%	+11.1%	Q2 2025
CVXChevron Corp	$1.72M	0.18%	0.00%	+10.0%	Q3 2022
RTXRTX Corp	$1.69M	0.18%	0.00%	+0.6%	Q3 2022
HDHome Depot, Inc.	$1.64M	0.17%	0.00%	+3.8%	Q3 2022
EPDEnterprise Products Partners L.P.	$1.51M	0.16%	0.00%	-6.0%	Q3 2022
PANWPalo Alto Networks Inc	$1.47M	0.16%	0.00%	+4.9%	Q4 2024
WMTWalmart Inc.	$1.44M	0.15%	0.00%	+3.0%	Q2 2024
MRKMerck & Co., Inc.	$1.42M	0.15%	0.00%	+8.1%	Q3 2022
PLTRPalantir Technologies Inc.	$1.29M	0.14%	0.00%	-4.2%	Q4 2024
STESTERIS plc	$1.23M	0.13%	0.01%	+5.2%	Q2 2023
UNHUnitedhealth Group Inc	$1.21M	0.13%	0.00%	+24.1%	Q3 2022
GLDSPDR Gold Trust	$1.2M	0.13%	0.00%	-0.6%	Q2 2025
PMPhilip Morris International Inc.	$1.18M	0.13%	0.00%	+5.7%	Q4 2022

Q1 2026Reported Apr 27, 2026214 positions
JAVASun Microsystems, Inc.	$37.7M	4.84%	Not reported	Not reported	Q3 2022
AAPLApple Inc.	$18.3M	2.35%	0.00%	Not reported	Q3 2022
SCZNXG NextGen Infrastructure Income Fund	$18M	2.31%	Not reported	Not reported	Q3 2022
NVDANvidia Corp	$13.9M	1.79%	0.00%	Not reported	Q3 2022
MSFTMicrosoft Corp	$10.8M	1.39%	0.00%	Not reported	Q3 2022
GOOGAlphabet Inc.	$8.51M	1.09%	Not reported	Not reported	Q3 2022
XOMExxonMobil Holdings Corp	$7.3M	0.94%	0.00%	Not reported	Q3 2022
GOOGLAlphabet Inc.	$6.74M	0.87%	0.00%	Not reported	Q3 2022
PGRProgressive Corp	$6.3M	0.81%	0.01%	Not reported	Q3 2023
AMZNAmazon Com Inc	$5.66M	0.73%	0.00%	Not reported	Q3 2022
SPYSPDR S&P 500 ETF Trust	$4.6M	0.59%	Not reported	Not reported	Q3 2022
JPMJPMorgan Chase & Co	$4.34M	0.56%	0.00%	Not reported	Q3 2022
BRK.BBerkshire Hathaway Inc	$4.33M	0.56%	Not reported	Not reported	Q3 2022
AVGOBroadcom Inc.	$4.15M	0.53%	0.00%	Not reported	Q3 2022
TSLATesla, Inc.	$3.93M	0.51%	0.00%	Not reported	Q3 2022
QQQInvesco QQQ Trust, Series 1	$3.18M	0.41%	Not reported	Not reported	Q3 2022
SHWSherwin Williams Co	$2.99M	0.38%	0.00%	Not reported	Q3 2022
GEGeneral Electric Co	$2.87M	0.37%	0.00%	Not reported	Q3 2022
JNJJohnson & Johnson	$2.66M	0.34%	0.00%	Not reported	Q3 2022
METAMeta Platforms, Inc.	$2.52M	0.32%	Not reported	Not reported	Q3 2022
GEVGE Vernova Inc.	$2.45M	0.31%	0.00%	Not reported	Q2 2024
DIASPDR Dow Jones Industrial Average ETF Trust	$2.4M	0.31%	Not reported	Not reported	Q1 2023
TSMTaiwan Semiconductor Manufacturing Co Ltd	$2.03M	0.26%	0.00%	Not reported	Q3 2022
CVXChevron Corp	$1.95M	0.25%	0.00%	Not reported	Q3 2022
LECOLincoln Electric Holdings Inc	$1.91M	0.24%	0.01%	Not reported	Q3 2023
VVisa Inc.	$1.83M	0.23%	0.00%	Not reported	Q3 2022
COSTCostco Wholesale Corp	$1.83M	0.23%	0.00%	Not reported	Q3 2022
LLYELI LILLY & Co	$1.73M	0.22%	0.00%	Not reported	Q3 2022
RTXRTX Corp	$1.7M	0.22%	0.00%	Not reported	Q3 2022
PLTRPalantir Technologies Inc.	$1.69M	0.22%	0.00%	Not reported	Q4 2024
EPDEnterprise Products Partners L.P.	$1.66M	0.21%	0.00%	Not reported	Q3 2022
BACBank of America Corp	$1.65M	0.21%	0.00%	Not reported	Q3 2022
IBMInternational Business Machines Corp	$1.57M	0.20%	0.00%	Not reported	Q3 2022
WMTWalmart Inc.	$1.54M	0.20%	0.00%	Not reported	Q2 2024
HDHome Depot, Inc.	$1.47M	0.19%	0.00%	Not reported	Q3 2022
GLDSPDR Gold Trust	$1.41M	0.18%	0.00%	Not reported	Q2 2025
PEPPepsico Inc	$1.29M	0.17%	0.00%	Not reported	Q3 2022
INTUIntuit Inc.	$1.29M	0.17%	0.00%	Not reported	Q3 2022
STESTERIS plc	$1.23M	0.16%	0.01%	Not reported	Q2 2023
MRKMerck & Co., Inc.	$1.23M	0.16%	0.00%	Not reported	Q3 2022
CSCOCisco Systems, Inc.	$1.15M	0.15%	0.00%	Not reported	Q3 2022
AMATApplied Materials Inc	$1.14M	0.15%	0.00%	Not reported	Q3 2022
CATCaterpillar Inc	$1.14M	0.15%	0.00%	Not reported	Q1 2024
ORCLOracle Corp	$1.11M	0.14%	0.00%	Not reported	Q3 2022
ABBVAbbVie Inc.	$1.09M	0.14%	0.00%	Not reported	Q3 2022
MAMastercard Inc	$1.07M	0.14%	0.00%	Not reported	Q3 2022
ASMLAsml Holding NV	$1.05M	0.13%	0.00%	Not reported	Q1 2023
KLACKla Corp	$1.05M	0.13%	0.00%	Not reported	Q1 2024
PMPhilip Morris International Inc.	$1.02M	0.13%	0.00%	Not reported	Q4 2022
PGPROCTER & GAMBLE Co	$1.01M	0.13%	0.00%	Not reported	Q3 2022

Q3 2025Reported Oct 17, 2025219 positions
JAVASun Microsystems, Inc.	$31.1M	4.41%	Not reported	+6.3%	Q3 2022
AAPLApple Inc.	$18.9M	2.68%	0.00%	+3.9%	Q3 2022
MSFTMicrosoft Corp	$16.3M	2.30%	0.00%	+7.1%	Q3 2022
SCZNXG NextGen Infrastructure Income Fund	$16M	2.27%	Not reported	+21.9%	Q3 2022
NVDANvidia Corp	$13.3M	1.88%	0.00%	+11.7%	Q3 2022
PGRProgressive Corp	$7.57M	1.07%	0.01%	+0.6%	Q3 2023
GOOGAlphabet Inc.	$7.37M	1.04%	Not reported	+7.0%	Q3 2022
AMZNAmazon Com Inc	$6.57M	0.93%	0.00%	+12.5%	Q3 2022
GOOGLAlphabet Inc.	$6.44M	0.91%	0.00%	+5.8%	Q3 2022
JPMJPMorgan Chase & Co	$5.18M	0.73%	0.00%	+6.2%	Q3 2022
XOMExxonMobil Holdings Corp	$5.01M	0.71%	0.00%	+2.3%	Q3 2022
BRK.BBerkshire Hathaway Inc	$4.97M	0.70%	Not reported	+0.6%	Q3 2022
TSLATesla, Inc.	$4.53M	0.64%	0.00%	+12.3%	Q3 2022
SPYSPDR S&P 500 ETF Trust	$4.44M	0.63%	Not reported	+5.9%	Q3 2022
AVGOBroadcom Inc.	$3.96M	0.56%	0.00%	+17.7%	Q3 2022
METAMeta Platforms, Inc.	$3.86M	0.55%	Not reported	+11.6%	Q3 2022
VVisa Inc.	$3.69M	0.52%	0.00%	+4.2%	Q3 2022
ORCLOracle Corp	$3.46M	0.49%	0.00%	+9.4%	Q3 2022
QQQInvesco QQQ Trust, Series 1	$3.39M	0.48%	Not reported	+0.1%	Q3 2022
GEGeneral Electric Co	$2.96M	0.42%	0.00%	+11.4%	Q3 2022
DIASPDR Dow Jones Industrial Average ETF Trust	$2.37M	0.33%	Not reported	+0.1%	Q1 2023
COSTCostco Wholesale Corp	$2.36M	0.33%	0.00%	+6.2%	Q3 2022
HDHome Depot, Inc.	$2.32M	0.33%	0.00%	+11.5%	Q3 2022
LECOLincoln Electric Holdings Inc	$2.12M	0.30%	0.02%	-9.5%	Q3 2023
PLTRPalantir Technologies Inc.	$2.08M	0.29%	0.00%	+12.1%	Q4 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$2.01M	0.28%	0.00%	+21.4%	Q3 2022
INTUIntuit Inc.	$1.93M	0.27%	0.00%	+2.0%	Q3 2022
JNJJohnson & Johnson	$1.86M	0.26%	0.00%	+18.5%	Q3 2022
ABTAbbott Laboratories	$1.82M	0.26%	0.00%	+4.9%	Q3 2022
IBMInternational Business Machines Corp	$1.78M	0.25%	0.00%	-2.0%	Q3 2022
EPDEnterprise Products Partners L.P.	$1.78M	0.25%	0.00%	-0.8%	Q3 2022
CVXChevron Corp	$1.76M	0.25%	0.00%	+9.5%	Q3 2022
GEVGE Vernova Inc.	$1.73M	0.25%	0.00%	+7.2%	Q2 2024
BACBank of America Corp	$1.72M	0.24%	0.00%	+12.6%	Q3 2022
PEPPepsico Inc	$1.39M	0.20%	0.00%	+10.8%	Q3 2022
LLYELI LILLY & Co	$1.37M	0.19%	0.00%	+11.2%	Q3 2022
ABBVAbbVie Inc.	$1.36M	0.19%	0.00%	+7.6%	Q3 2022
STESTERIS plc	$1.34M	0.19%	0.01%	-0.3%	Q2 2023
NFLXNetflix Inc	$1.3M	0.18%	0.00%	+20.6%	Q4 2024
GLDSPDR Gold Trust	$1.28M	0.18%	0.00%	-0.3%	Q2 2025
CSCOCisco Systems, Inc.	$1.26M	0.18%	0.00%	+2.4%	Q3 2022
WMTWalmart Inc.	$1.24M	0.18%	0.00%	+11.2%	Q2 2024
AMEAmetek Inc/	$1.2M	0.17%	0.00%	+2.8%	Q3 2022
DHRDanaher Corp	$1.19M	0.17%	0.00%	+1.6%	Q3 2022
SHWSherwin Williams Co	$1.18M	0.17%	0.00%	-2.0%	Q3 2022
MAMastercard Inc	$1.15M	0.16%	0.00%	+18.2%	Q3 2022
AMTAmerican Tower Corp	$1.11M	0.16%	0.00%	-0.5%	Q3 2022
QCOMQualcomm Inc	$1.11M	0.16%	0.00%	+2.5%	Q3 2022
PGPROCTER & GAMBLE Co	$1.06M	0.15%	0.00%	+4.9%	Q3 2022
PMPhilip Morris International Inc.	$919K	0.13%	0.00%	+31.6%	Q4 2022

Q2 2025Reported Jul 31, 2025195 positions
JAVASun Microsystems, Inc.	$28.2M	4.58%	Not reported	+15.3%	Q3 2022
AAPLApple Inc.	$15M	2.44%	0.00%	+56.8%	Q3 2022
MSFTMicrosoft Corp	$14.6M	2.37%	0.00%	+26.4%	Q3 2022
SCZNXG NextGen Infrastructure Income Fund	$12.4M	2.01%	Not reported	+8.6%	Q3 2022
NVDANvidia Corp	$10.1M	1.64%	0.00%	+8.7%	Q3 2022
PGRProgressive Corp	$7.73M	1.26%	0.01%	+1614.1%	Q3 2023
AMZNAmazon Com Inc	$5.94M	0.97%	0.00%	+32.6%	Q3 2022
GOOGAlphabet Inc.	$5.02M	0.82%	Not reported	+38.9%	Q3 2022
XOMExxonMobil Holdings Corp	$4.83M	0.78%	0.00%	+22.0%	Q3 2022
BRK.BBerkshire Hathaway Inc	$4.7M	0.76%	Not reported	+28.7%	Q3 2022
JPMJPMorgan Chase & Co	$4.51M	0.73%	0.00%	+41.8%	Q3 2022
GOOGLAlphabet Inc.	$4.43M	0.72%	0.00%	+56.3%	Q3 2022
SPYSPDR S&P 500 ETF Trust	$3.91M	0.64%	Not reported	+59.5%	Q3 2022
VVisa Inc.	$3.7M	0.60%	0.00%	-4.1%	Q3 2022
METAMeta Platforms, Inc.	$3.38M	0.55%	Not reported	+20.6%	Q3 2022
QQQInvesco QQQ Trust, Series 1	$3.11M	0.51%	Not reported	+4.3%	Q3 2022
AVGOBroadcom Inc.	$2.79M	0.45%	0.00%	+4.2%	Q3 2022
TSLATesla, Inc.	$2.67M	0.43%	0.00%	+87.7%	Q3 2022
ORCLOracle Corp	$2.61M	0.42%	0.00%	+36.9%	Q3 2022
COSTCostco Wholesale Corp	$2.38M	0.39%	0.00%	-14.6%	Q3 2022
DIASPDR Dow Jones Industrial Average ETF Trust	$2.26M	0.37%	Not reported	+5.2%	Q1 2023
GEGeneral Electric Co	$2.2M	0.36%	0.00%	+34.8%	Q3 2022
INTUIntuit Inc.	$2.17M	0.35%	0.00%	+3.2%	Q3 2022
LECOLincoln Electric Holdings Inc	$2.16M	0.35%	0.02%	-2.6%	Q3 2023
IBMInternational Business Machines Corp	$1.89M	0.31%	0.00%	+112.1%	Q3 2022
HDHome Depot, Inc.	$1.89M	0.31%	0.00%	+21.2%	Q3 2022
EPDEnterprise Products Partners L.P.	$1.79M	0.29%	0.00%	-0.7%	Q3 2022
ABTAbbott Laboratories	$1.73M	0.28%	0.00%	+1.8%	Q3 2022
RTXRTX Corp	$1.57M	0.26%	0.00%	+72.2%	Q3 2022
CVXChevron Corp	$1.53M	0.25%	0.00%	+71.1%	Q3 2022
BACBank of America Corp	$1.44M	0.23%	0.00%	+423.7%	Q3 2022
PLTRPalantir Technologies Inc.	$1.42M	0.23%	0.00%	+116.8%	Q4 2024
GWWW.W. Grainger, Inc.	$1.41M	0.23%	0.00%	+0.4%	Q4 2024
GEVGE Vernova Inc.	$1.4M	0.23%	0.00%	+33.5%	Q2 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.36M	0.22%	0.00%	-14.5%	Q3 2022
JNJJohnson & Johnson	$1.31M	0.21%	0.00%	+107.4%	Q3 2022
AMTAmerican Tower Corp	$1.28M	0.21%	0.00%	+33.4%	Q3 2022
STESTERIS plc	$1.27M	0.21%	0.01%	+5.3%	Q2 2023
LLYELI LILLY & Co	$1.24M	0.20%	0.00%	+8.6%	Q3 2022
CSCOCisco Systems, Inc.	$1.24M	0.20%	0.00%	+23.3%	Q3 2022
PEPPepsico Inc	$1.2M	0.20%	0.00%	+15.8%	Q3 2022
SHWSherwin Williams Co	$1.2M	0.20%	0.00%	+51.5%	Q3 2022
DHRDanaher Corp	$1.18M	0.19%	0.00%	-1.4%	Q3 2022
NFLXNetflix Inc	$1.16M	0.19%	0.00%	+92.7%	Q4 2024
AMEAmetek Inc/	$1.13M	0.18%	0.00%	+3.7%	Q3 2022
GLDSPDR Gold Trust	$1.11M	0.18%	0.00%	New	Q2 2025
WMTWalmart Inc.	$1.08M	0.18%	0.00%	+82.7%	Q2 2024
PGPROCTER & GAMBLE Co	$1.06M	0.17%	0.00%	+17.5%	Q3 2022
QCOMQualcomm Inc	$1.03M	0.17%	0.00%	+15.0%	Q3 2022
ABBVAbbVie Inc.	$1.02M	0.17%	0.00%	+2.2%	Q3 2022

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